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Fortis Capital Management LLC

Q1 2025 · 13F-HR

Fortis Capital Management LLCholdings as filed

Filed 2025-05-09 · accession 0001398344-25-009073

$514.2M
Reported value
154
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$113.1M22.0%301,259CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$25.4M4.94%1,151,312CommonSOLE
023135106AMZNAMAZON COM INC$15.9M3.09%83,625CommonSOLE
464288646IGSBISHARES TR$13.0M2.54%249,004CommonSOLE
67066G104NVDANVIDIA CORPORATION$12.9M2.51%118,881CommonSOLE
037833100AAPLAPPLE INC$12.0M2.34%54,110CommonSOLE
78463V107GLDSPDR GOLD TR$11.4M2.21%39,441CommonSOLE
72201R817CORPPIMCO ETF TR$10.8M2.11%112,016CommonSOLE
02079K107GOOGALPHABET INC$9.8M1.90%62,523CommonSOLE
64110L106NFLXNETFLIX INC$9.4M1.82%10,045CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$9.0M1.75%343,847CommonSOLE
30303M102METAMETA PLATFORMS INC$8.3M1.62%14,462CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$7.8M1.51%188,878CommonSOLE
11135F101AVGOBROADCOM INC$7.6M1.49%45,689CommonSOLE
922908611VBRVANGUARD INDEX FDS$7.2M1.41%38,814CommonSOLE
92826C839VVISA INC$6.7M1.30%19,052CommonSOLE
88160R101TSLATESLA INC$6.6M1.28%25,405CommonSOLE
78468R663BILSPDR SER TR$6.6M1.27%71,414CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.3M1.23%11,916CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$6.3M1.22%11,473CommonSOLE
58733R102MELIMERCADOLIBRE INC$6.2M1.21%3,197CommonSOLE
303250104FICOFAIR ISAAC CORP$5.9M1.15%3,218CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$5.9M1.15%219,568CommonSOLE
82509L107SHOPSHOPIFY INC$5.3M1.04%55,980CommonSOLE
872590104TMUST-MOBILE US INC$5.2M1.02%19,676CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$5.2M1.02%14,199CommonSOLE
81762P102NOWSERVICENOW INC$5.2M1.01%6,530CommonSOLE
761152107RMDRESMED INC$5.2M1.01%23,172CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$5.1M1.00%30,129CommonSOLE
254687106DISDISNEY WALT CO$5.0M0.98%50,854CommonSOLE
217204106CPRTCOPART INC$5.0M0.97%88,357CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$5.0M0.97%30,014CommonSOLE
55354G100MSCIMSCI INC$4.9M0.95%8,639CommonSOLE
052769106ADSKAUTODESK INC$4.8M0.93%18,244CommonSOLE
23331A109DHID R HORTON INC$4.8M0.93%37,480CommonSOLE
040413205ANETARISTA NETWORKS INC$4.6M0.89%59,050CommonSOLE
464288513HYGISHARES TR$4.5M0.87%56,722CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$4.3M0.84%185,004CommonSOLE
46432F339QUALISHARES TR$4.2M0.82%24,549CommonSOLE
79466L302CRMSALESFORCE INC$4.2M0.81%15,533CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$4.0M0.79%204,228CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$3.9M0.76%142,470CommonSOLE
00724F101ADBEADOBE INC$3.9M0.75%10,085CommonSOLE
670100205NVONOVO-NORDISK A S$3.8M0.75%55,188CommonSOLE
46435G243SUSBISHARES TR$3.2M0.63%129,780CommonSOLE
69374H881COWZPACER FDS TR$3.1M0.60%56,735CommonSOLE
92189F429PFXFVANECK ETF TRUST$3.1M0.60%182,867CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$3.0M0.59%36,931CommonSOLE
46090E101INVESCO QQQ TR$3.0M0.58%6,392CommonSOLE
97717X594IHDGWISDOMTREE TR$3.0M0.58%68,567CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$3.0M0.58%106,425CommonSOLE
46435UAA9IBDSISHARES TR$2.9M0.56%119,590CommonSOLE
615369105MCOMOODYS CORP$2.9M0.56%6,185CommonSOLE
464287200IVVISHARES TR$2.7M0.53%4,854CommonSOLE
78468R796SPYXSPDR SER TR$2.6M0.51%57,346CommonSOLE
464288166AGZISHARES TR$2.5M0.49%23,021CommonSOLE
00888H778MARWAIM ETF PRODUCTS TRUST$2.4M0.47%77,654CommonSOLE
46435GAA0IBDRISHARES TR$2.1M0.40%85,630CommonSOLE
46435U515IBDTISHARES TR$1.8M0.34%70,177CommonSOLE
922908629VOVANGUARD INDEX FDS$1.7M0.32%6,388CommonSOLE
922908363VOOVANGUARD INDEX FDS$1.6M0.32%3,203CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.6M0.31%20,231CommonSOLE
381430230GSSTGOLDMAN SACHS ETF TR$1.6M0.31%31,358CommonSOLE
46138G664RWJINVESCO EXCH TRADED FD TR II$1.6M0.30%38,416CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$1.6M0.30%17,850CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.4M0.27%1,492CommonSOLE
097023105BABOEING CO$1.2M0.23%6,847CommonSOLE
46434VBD1IBDQISHARES TR$1.1M0.22%45,162CommonSOLE
922908637VVVANGUARD INDEX FDS$1.1M0.21%4,177CommonSOLE
00287Y109ABBVABBVIE INC$921,1240.18%4,396CommonSOLE
46434V100SLQDISHARES TR$871,3810.17%17,331CommonSOLE
02079K305GOOGLALPHABET INC$870,6470.17%5,630CommonSOLE
009066101ABNBAIRBNB INC$815,6730.16%6,828CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$811,5880.16%1,854CommonSOLE
46436E205IBDUISHARES TR$800,3960.16%34,604CommonSOLE
437076102HDHOME DEPOT INC$791,0500.15%2,158CommonSOLE
478160104JNJJOHNSON & JOHNSON$767,8850.15%4,630CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$762,5370.15%7,422CommonSOLE
78409V104SPGIS&P GLOBAL INC$755,0130.15%1,486CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$720,5880.14%503CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$714,9810.14%10,971CommonSOLE
00888H786FEBWAIM ETF PRODUCTS TRUST$707,9480.14%23,299CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$703,9980.14%1,259CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$689,6710.13%7,151CommonSOLE
29273V100ETENERGY TRANSFER L P$661,5570.13%35,587CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$648,9790.13%17,142CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$641,5480.12%2,580CommonSOLE
46436E726IBDVISHARES TR$630,9600.12%29,050CommonSOLE
46436E486IBDWISHARES TR$630,4150.12%30,381CommonSOLE
62944T105NVRNVR INC$630,2620.12%87CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$628,8070.12%6,728CommonSOLE
464288570DSIISHARES TR$611,8250.12%5,974CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$603,1740.12%7,147CommonSOLE
464288638IGIBISHARES TR$593,9680.12%11,309CommonSOLE
713448108PEPPEPSICO INC$573,7730.11%3,827CommonSOLE
92189F106GDXVANECK ETF TRUST$571,9740.11%12,442CommonSOLE
68389X105ORCLORACLE CORP$568,3410.11%4,065CommonSOLE
742718109PGPROCTER AND GAMBLE CO$559,9460.11%3,286CommonSOLE
25754A201DPZDOMINOS PIZZA INC$548,4480.11%1,194CommonSOLE
031162100AMGNAMGEN INC$546,8260.11%1,755CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$542,3950.11%11,587CommonSOLE
922908769VTIVANGUARD INDEX FDS$529,0260.10%1,925CommonSOLE
G0403H108AONAON PLC$515,2070.10%1,291CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$490,8020.10%937CommonSOLE
922908736VUGVANGUARD INDEX FDS$487,9590.09%1,316CommonSOLE
857477103STTSTATE STR CORP$467,7950.09%5,225CommonSOLE
25434V831DUHPDIMENSIONAL ETF TRUST$444,7550.09%13,420CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$427,4860.08%3,555CommonSOLE
032654105ADIANALOG DEVICES INC$415,9660.08%2,063CommonSOLE
922908744VTVVANGUARD INDEX FDS$409,1760.08%2,369CommonSOLE
464287242LQDISHARES TR$390,4760.08%3,593CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$388,7260.08%7,790CommonSOLE
743315103PGRPROGRESSIVE CORP$375,8320.07%1,328CommonSOLE
922908751VBVANGUARD INDEX FDS$362,5570.07%1,635CommonSOLE
81369Y100XLBSELECT SECTOR SPDR TR$362,4300.07%4,215CommonSOLE
878742204TECKTECK RESOURCES LTD$344,2840.07%9,451CommonSOLE
464287309IVWISHARES TR$340,2940.07%3,666CommonSOLE
679580100ODFLOLD DOMINION FREIGHT LINE IN$329,0750.06%1,989CommonSOLE
464287515IGVISHARES TR$316,8150.06%3,560CommonSOLE
25434V773DFISDIMENSIONAL ETF TRUST$301,7290.06%11,677CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$299,0030.06%5,882CommonSOLE
46434G103IEMGISHARES INC$278,0750.05%5,152CommonSOLE
25434V815DFSVDIMENSIONAL ETF TRUST$274,5480.05%9,753CommonSOLE
46432F388VLUEISHARES TR$268,8330.05%2,521CommonSOLE
46284V101IRMIRON MTN INC DEL$265,8180.05%3,089CommonSOLE
81752T528CLOZSERIES PORTFOLIOS TR$265,7000.05%10,000CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$264,9810.05%5,855CommonSOLE
46436E866ISHARES TR$264,2790.05%11,308CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$260,5710.05%524CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$255,4490.05%7,482CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$242,1480.05%9,670CommonSOLE
532457108LLYELI LILLY & CO$235,7150.05%285CommonSOLE
05464C101AXONAXON ENTERPRISE INC$228,7890.04%435CommonSOLE
26603R106DUOLDUOLINGO INC$227,0050.04%731CommonSOLE
780087102RYROYAL BK CDA$225,4400.04%2,000CommonSOLE
464287507IJHISHARES TR$224,2540.04%3,843CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$212,8000.04%2,505CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$210,9720.04%860CommonSOLE
00888H869SIXJAIM ETF PRODUCTS TRUST$208,6670.04%6,969CommonSOLE
464287622IWBISHARES TR$207,3100.04%676CommonSOLE
922908553VNQVANGUARD INDEX FDS$202,1410.04%2,233CommonSOLE
125919308CVUCPI AEROSTRUCTURES INC$196,0550.04%56,500CommonSOLE
38747R751AMDLGRANITESHARES ETF TR$181,5620.04%35,323CommonSOLE
486606106KYNKAYNE ANDERSON ENERGY INFRST$156,4240.03%12,192CommonSOLE
52466B103LZLEGALZOOM COM INC$137,6660.03%15,989CommonSOLE
602496101MDXGMIMEDX GROUP INC$136,8000.03%18,000CommonSOLE
G6683N103NUNU HLDGS LTD$117,6790.02%11,492CommonSOLE
25460G286TSLLDIREXION SHS ETF TR$105,1960.02%11,050CommonSOLE
02155H200ALTALTIMMUNE INC$83,0300.02%16,606CommonSOLE
644535106NGDNNEW GOLD INC CDA$74,2000.01%20,000CommonSOLE
192108504CDECOEUR MNG INC$66,3870.01%11,214CommonSOLE
355184102FKWLFRANKLIN WIRELESS CORP$61,6680.01%10,800CommonSOLE
65345M108NXDRNEXTDOOR HOLDINGS INC$47,6770.01%31,161CommonSOLE
55083R104LYELL IMMUNOPHARMA INC$6,5060.00%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.