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Portfolio (Quarterly) Guide ↗

Fortis Capital Management LLC

· CIK 0001802167
13F Portfolio $894M AUM 242 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 39 New 102 Added 47 Reduced 8 Exited
Page 4 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PEP PEPSICO INC Consumer Defensive 5,990.0 $811K 0.09% +129.0 +2.2% $135.40 +2.1%
62 IJH ISHARES TR 10,473.0 $808K 0.09% +1K +10.6% $77.11 +1.8%
63 CSCO CISCO SYS INC Technology 6,066.0 $712K 0.08% +1K +31.0% $117.45 -3.9%
64 VUG VANGUARD INDEX FDS 8,078.0 $696K 0.08% +7K +501.0% $86.14 +3.2%
65 LRCX LAM RESEARCH CORP Technology 1,577.0 $683K 0.08% +55.0 +3.6% $433.21 -20.6%
66 CRWD CROWDSTRIKE HLDGS INC Technology 845.0 $645K 0.07% +48.0 +6.0% $190.85 +12.1%
67 CVX CHEVRON CORPORATION Energy 3,879.0 $643K 0.07% +248.0 +6.8% $165.74 +22.3%
68 IGIB ISHARES TR 11,997.0 $638K 0.07% +147.0 +1.2% $53.17 -1.9%
69 MCO MOODYS CORP Financial Services 1,365.0 $618K 0.07% +30.0 +2.2% $452.80 +5.4%
70 EPD ENTERPRISE PRODS PARTNERS L Energy 16,430.0 $604K 0.07% +4K +37.2% $36.76 +5.0%
71 DELL DELL TECHNOLOGIES INC Technology 1,391.0 $600K 0.07% +40.0 +3.0% $431.58 +11.2%
72 DFIC DIMENSIONAL ETF TRUST 15,540.0 $579K 0.07% +129.0 +0.8% $37.26 +5.5%
73 PG PROCTER & GAMBLE CO Consumer Defensive 3,920.0 $575K 0.06% +638.0 +19.4% $146.62 -2.4%
74 NOBL PROSHARES TR 9,830.0 $552K 0.06% +5K +109.9% $56.16 +3.2%
75 VEA VANGUARD TAX-MANAGED FDS 7,738.0 $551K 0.06% +1K +22.1% $71.25 +3.4%
76 DISV DIMENSIONAL ETF TRUST 13,570.0 $545K 0.06% +180.0 +1.3% $40.13 +10.0%
77 DFEM DIMENSIONAL ETF TRUST 13,252.0 $539K 0.06% +72.0 +0.6% $40.64 -1.2%
78 NVR NVR INC Consumer Cyclical 78.0 $531K 0.06% +6.0 +8.3% $6813.41 -7.6%
79 IGV ISHARES TR 5,737.0 $520K 0.06% +2K +62.1% $90.60 +12.6%
80 XOM EXXON MOBIL CORP Energy 3,748.0 $512K 0.06% +154.0 +4.3% $136.73 +18.1%
Page 4 of 6  ·  102 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 60.0%
Financial Services 11.0%
Communication Services 10.1%
Consumer Cyclical 7.5%
Healthcare 5.5%
Utilities 2.2%
Consumer Defensive 1.9%
Industrials 1.0%
Energy 0.6%
Basic Materials 0.2%