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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 3 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ASML ASML HLDG NV Technology 153.0 $305K 0.03% -6.0 -3.8% $1994.09 -5.6%
42 SHM SPDR SERIES TRUST 5,699.0 $273K 0.03% -4K -42.3% $47.97 -0.6%
43 IWB ISHARES TR 660.0 $270K 0.03% -19.0 -2.8% $409.73 +3.3%
44 COF CAPITAL ONE FINL CORP Financial Services 1,217.0 $244K 0.03% -65.0 -5.1% $200.66 +10.4%
45 MCD MCDONALDS CORP Consumer Cyclical 902.0 $244K 0.03% -185.0 -17.0% $270.34 -1.8%
46 ISRG INTUITIVE SURGICAL INC Healthcare 544.0 $216K 0.02% -84.0 -13.4% $397.59 -1.8%
47 NU NU HLDGS LTD Financial Services 15,811.0 $211K 0.02% -11K -40.9% $13.36 +10.3%
Page 3 of 3  ·  47 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%