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Fortis Capital Management LLC

Q4 2024 · 13F-HR

Fortis Capital Management LLCholdings as filed

Filed 2025-02-11 · accession 0001398344-25-002414

$540.9M
Reported value
134
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$127.7M23.6%303,081CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$28.6M5.28%1,233,141CommonSOLE
023135106AMZNAMAZON COM INC$17.6M3.25%80,165CommonSOLE
67066G104NVDANVIDIA CORPORATION$15.7M2.89%116,578CommonSOLE
464288646IGSBISHARES TR$13.7M2.53%264,716CommonSOLE
72201R817CORPPIMCO ETF TR$13.3M2.46%140,043CommonSOLE
037833100AAPLAPPLE INC$13.3M2.46%53,146CommonSOLE
02079K107GOOGALPHABET INC$11.3M2.09%59,366CommonSOLE
11135F101AVGOBROADCOM INC$10.8M1.99%46,459CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$10.1M1.87%365,402CommonSOLE
88160R101TSLATESLA INC$9.8M1.81%24,194CommonSOLE
64110L106NFLXNETFLIX INC$9.0M1.67%10,117CommonSOLE
78463V107GLDSPDR GOLD TR$8.1M1.50%33,450CommonSOLE
922908611VBRVANGUARD INDEX FDS$8.0M1.48%40,432CommonSOLE
30303M102METAMETA PLATFORMS INC$7.9M1.46%13,518CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$7.9M1.46%98,049CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$6.9M1.27%265,800CommonSOLE
81762P102NOWSERVICENOW INC$6.6M1.23%6,268CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$6.1M1.13%236,683CommonSOLE
040413205ANETARISTA NETWORKS INC$6.1M1.13%55,110CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$6.0M1.12%144,783CommonSOLE
303250104FICOFAIR ISAAC CORP$5.8M1.08%2,935CommonSOLE
92826C839VVISA INC$5.8M1.08%18,399CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$5.8M1.07%11,019CommonSOLE
78468R663BILSPDR SER TR$5.6M1.04%61,479CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$5.5M1.02%6,026CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$5.3M0.97%4,445CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$5.2M0.97%11,519CommonSOLE
052769106ADSKAUTODESK INC$5.1M0.94%17,285CommonSOLE
62944T105NVRNVR INC$5.1M0.94%621CommonSOLE
58733R102MELIMERCADOLIBRE INC$5.0M0.92%2,912CommonSOLE
55354G100MSCIMSCI INC$4.9M0.91%8,227CommonSOLE
G0403H108AONAON PLC$4.9M0.90%13,620CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$4.8M0.89%9,480CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$4.8M0.88%13,950CommonSOLE
79466L302CRMSALESFORCE INC$4.7M0.86%13,948CommonSOLE
217204106CPRTCOPART INC$4.4M0.82%76,853CommonSOLE
46432F339QUALISHARES TR$4.4M0.81%24,494CommonSOLE
00724F101ADBEADOBE INC$4.3M0.79%9,586CommonSOLE
872590104TMUST-MOBILE US INC$4.2M0.77%18,905CommonSOLE
482480100KLACKLA CORP$4.0M0.74%6,342CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$4.0M0.73%214,213CommonSOLE
670100205NVONOVO-NORDISK A S$3.9M0.73%45,888CommonSOLE
78468R796SPYXSPDR SER TR$3.5M0.64%72,027CommonSOLE
46090E103QQQINVESCO QQQ TR$3.4M0.63%6,717CommonSOLE
92189F429PFXFVANECK ETF TRUST$3.4M0.62%194,628CommonSOLE
46435UAA9IBDSISHARES TR$3.1M0.57%128,542CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$3.1M0.57%115,204CommonSOLE
023135106AMZNAMAZON COM INC$3.0M0.55%13,500PUTSOLE
464287200IVVISHARES TR$2.9M0.53%4,843CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$2.8M0.53%104,055CommonSOLE
69374H881COWZPACER FDS TR$2.8M0.52%49,646CommonSOLE
615369105MCOMOODYS CORP$2.7M0.50%5,708CommonSOLE
97717X594IHDGWISDOMTREE TR$2.3M0.43%52,972CommonSOLE
46435GAA0IBDRISHARES TR$2.3M0.42%94,475CommonSOLE
78468R622JNKSPDR SER TR$2.0M0.38%21,339CommonSOLE
464288513HYGISHARES TR$1.9M0.35%24,023CommonSOLE
46434VBD1IBDQISHARES TR$1.8M0.34%72,824CommonSOLE
464288687PFFISHARES TR$1.7M0.32%55,563CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.7M0.32%3,208CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$1.7M0.32%17,787CommonSOLE
46435G243SUSBISHARES TR$1.7M0.31%67,969CommonSOLE
922908629VOVANGUARD INDEX FDS$1.7M0.31%6,332CommonSOLE
46138G664RWJINVESCO EXCH TRADED FD TR II$1.7M0.31%36,467CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.6M0.30%20,811CommonSOLE
464288166AGZISHARES TR$1.5M0.27%13,442CommonSOLE
46435U515IBDTISHARES TR$1.4M0.26%56,031CommonSOLE
46436E486IBDWISHARES TR$1.4M0.26%67,994CommonSOLE
097023105BABOEING CO$1.2M0.22%6,872CommonSOLE
922908637VVVANGUARD INDEX FDS$1.1M0.21%4,153CommonSOLE
02079K305GOOGLALPHABET INC$1.0M0.19%5,333CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.0M0.19%1,715CommonSOLE
922908744VTVVANGUARD INDEX FDS$1.0M0.19%5,932CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$966,0330.18%12,773CommonSOLE
25434V815DFSVDIMENSIONAL ETF TRUST$963,8930.18%31,316CommonSOLE
00287Y109ABBVABBVIE INC$925,6070.17%5,209CommonSOLE
37954Y657PFFDGLOBAL X FDS$879,4090.16%45,075CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$876,6250.16%1,897CommonSOLE
46434V100SLQDISHARES TR$866,2340.16%17,415CommonSOLE
009066101ABNBAIRBNB INC$864,2840.16%6,577CommonSOLE
437076102HDHOME DEPOT INC$858,7090.16%2,208CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$836,2780.15%11,298CommonSOLE
78409V104SPGIS&P GLOBAL INC$746,7100.14%1,499CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$696,7340.13%7,197CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$687,2960.13%5,690CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$671,9920.12%12,667CommonSOLE
68389X105ORCLORACLE CORP$666,8110.12%4,002CommonSOLE
464288570DSIISHARES TR$656,9300.12%5,959CommonSOLE
29273V100ETENERGY TRANSFER L P$637,7720.12%32,556CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$633,4780.12%1,218CommonSOLE
25754A201DPZDOMINOS PIZZA INC$615,2080.11%1,466CommonSOLE
464288638IGIBISHARES TR$578,1520.11%11,224CommonSOLE
922908769VTIVANGUARD INDEX FDS$563,9520.10%1,946CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$559,0020.10%3,169CommonSOLE
235851102DHRDANAHER CORPORATION$513,7180.09%2,238CommonSOLE
25434V831DUHPDIMENSIONAL ETF TRUST$453,4790.08%13,420CommonSOLE
031162100AMGNAMGEN INC$453,0450.08%1,738CommonSOLE
922908751VBVANGUARD INDEX FDS$446,7110.08%1,859CommonSOLE
46434G863ESGEISHARES INC$439,9570.08%13,176CommonSOLE
92189F106GDXVANECK ETF TRUST$421,9200.08%12,442CommonSOLE
82509L107SHOPSHOPIFY INC$399,7510.07%3,760CommonSOLE
464287242LQDISHARES TR$387,4060.07%3,626CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$382,5230.07%7,900CommonSOLE
464287309IVWISHARES TR$372,1370.07%3,665CommonSOLE
464287515IGVISHARES TR$355,2380.07%3,548CommonSOLE
922908736VUGVANGUARD INDEX FDS$330,2050.06%805CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$323,9160.06%3,850CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$293,6810.05%4,084CommonSOLE
25434V773DFISDIMENSIONAL ETF TRUST$286,3530.05%11,662CommonSOLE
922908553VNQVANGUARD INDEX FDS$280,1330.05%3,145CommonSOLE
05464C101AXONAXON ENTERPRISE INC$276,3590.05%465CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$275,8910.05%5,769CommonSOLE
46436E205IBDUISHARES TR$269,8450.05%11,835CommonSOLE
46432F388VLUEISHARES TR$266,2120.05%2,521CommonSOLE
46436E866ISHARES TR$262,7150.05%11,266CommonSOLE
25460G286TSLLDIREXION SHS ETF TR$261,9700.05%9,516CommonSOLE
38747R751AMDLGRANITESHARES ETF TR$260,2660.05%33,977CommonSOLE
46434G103IEMGISHARES INC$254,8550.05%4,880CommonSOLE
26603R106DUOLDUOLINGO INC$253,8730.05%783CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$244,0090.05%1,341CommonSOLE
550021109LULULULULEMON ATHLETICA INC$241,3010.04%631CommonSOLE
464287507IJHISHARES TR$237,4430.04%3,811CommonSOLE
464287622IWBISHARES TR$217,1510.04%674CommonSOLE
00888H869SIXJAIM ETF PRODUCTS TRUST$211,7610.04%6,969CommonSOLE
23804L103DDOGDATADOG INC$208,3330.04%1,458CommonSOLE
602496101MDXGMIMEDX GROUP INC$173,1600.03%18,000CommonSOLE
125919308CVUCPI AEROSTRUCTURES INC$168,0750.03%41,500CommonSOLE
486606106KYNKAYNE ANDERSON ENERGY INFRST$154,1100.03%12,125CommonSOLE
G6683N103NUNU HLDGS LTD$137,2500.03%13,248CommonSOLE
52466B103LZLEGALZOOM COM INC$120,0780.02%15,989CommonSOLE
02155H200ALTALTIMMUNE INC$119,7300.02%16,606CommonSOLE
65345M108NXDRNEXTDOOR HOLDINGS INC$73,8520.01%31,161CommonSOLE
644535106NGDNNEW GOLD INC CDA$49,6000.01%20,000CommonSOLE
55083R104LYELL IMMUNOPHARMA INC$7,7390.00%12,092CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.