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Fortis Capital Management LLC

Q4 2025 · 13F-HR

Fortis Capital Management LLCholdings as filed

Filed 2026-02-13 · accession 0001398344-26-003165

$756.1M
Reported value
206
Positions
2025-12-31
Period end
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The Brief · Fortis Capital Management LLC · Q4 2025

AI · grounded in 13F

Fortis Capital Management LLC established a new position in GE Vernova Inc GEV valued at $7.6M. The fund increased its holdings in NVIDIA Corporation NVDA by 20.5% and Advanced Micro Devices Inc AMD by 6.8%. Conversely, the manager reduced its stake in MSCI Inc MSCI by 95.6% and The Walt Disney Co DIS by 40.9%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$152.8M20.2%316,047CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$36.1M4.77%1,339,853CommonSOLE
67066G104NVDANVIDIA CORPORATION$30.7M4.06%164,668CommonSOLE
023135106AMZNAMAZON COM INC$23.9M3.17%103,727CommonSOLE
02079K107GOOGALPHABET INC$19.5M2.58%62,190CommonSOLE
037833100AAPLAPPLE INC$19.5M2.58%71,669CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$15.9M2.11%315,292CommonSOLE
11135F101AVGOBROADCOM INC$15.9M2.11%46,002CommonSOLE
30303M102METAMETA PLATFORMS INC$14.4M1.90%21,798CommonSOLE
78463V107GLDSPDR GOLD TR$14.2M1.87%35,723CommonSOLE
464288646IGSBISHARES TR$13.6M1.80%257,065CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$13.1M1.74%437,262CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$11.6M1.53%38,146CommonSOLE
88160R101TSLATESLA INC$11.5M1.52%25,576CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$11.1M1.47%51,806CommonSOLE
82509L107SHOPSHOPIFY INC$10.7M1.42%66,587CommonSOLE
72201R817CORPPIMCO ETF TR$10.7M1.41%109,167CommonSOLE
64110L106NFLXNETFLIX INC$10.1M1.34%107,783CommonSOLE
040413205ANETARISTA NETWORKS INC$9.8M1.30%75,167CommonSOLE
532457108LLYELI LILLY & CO$9.4M1.24%8,725CommonSOLE
922908611VBRVANGUARD INDEX FDS$8.3M1.10%39,365CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$8.2M1.09%199,806CommonSOLE
92826C839VVISA INC$8.2M1.08%23,308CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$8.1M1.07%284,653CommonSOLE
58733R102MELIMERCADOLIBRE INC$8.1M1.07%4,001CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$8.0M1.05%13,930CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$7.9M1.05%15,789CommonSOLE
36828A101GEVGE VERNOVA INC$7.6M1.01%11,643CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$7.5M0.99%91,946CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$7.5M0.99%23,883CommonSOLE
81762P102NOWSERVICENOW INC$7.4M0.98%48,381CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$7.4M0.97%39,969CommonSOLE
79466L302CRMSALESFORCE INC$7.3M0.97%27,665CommonSOLE
303250104FICOFAIR ISAAC CORP$7.0M0.93%4,142CommonSOLE
00724F101ADBEADOBE INC$6.9M0.92%19,789CommonSOLE
761152107RMDRESMED INC$6.7M0.89%28,001CommonSOLE
052769106ADSKAUTODESK INC$6.7M0.88%22,531CommonSOLE
872590104TMUST-MOBILE US INC$6.5M0.86%32,068CommonSOLE
464287200IVVISHARES TR$5.9M0.79%8,680CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$5.9M0.78%246,697CommonSOLE
78468R663BILSPDR SERIES TRUST$5.9M0.77%64,070CommonSOLE
464288513HYGISHARES TR$5.3M0.70%65,685CommonSOLE
46090E103QQQINVESCO QQQ TR$5.3M0.70%8,564CommonSOLE
46432F339QUALISHARES TR$5.1M0.67%25,500CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$4.6M0.60%139,072CommonSOLE
254687106DISDISNEY WALT CO$4.5M0.60%39,694CommonSOLE
02079K305GOOGLALPHABET INC$4.1M0.55%13,247CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$4.1M0.54%42,797CommonSOLE
743315103PGRPROGRESSIVE CORP$4.0M0.53%17,614CommonSOLE
69374H881COWZPACER FDS TR$3.3M0.44%55,365CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$3.2M0.43%38,511CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$3.0M0.40%110,893CommonSOLE
97717X594IHDGWISDOMTREE TR$3.0M0.39%61,239CommonSOLE
46435UAA9IBDSISHARES TR$2.8M0.37%114,484CommonSOLE
00888H778MARWAIM ETF PRODUCTS TRUST$2.6M0.35%76,133CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$2.5M0.33%24,790CommonSOLE
922908363VOOVANGUARD INDEX FDS$2.5M0.33%4,009CommonSOLE
381430230GSSTGOLDMAN SACHS ETF TR$2.3M0.30%44,979CommonSOLE
46138G664RWJINVESCO EXCH TRADED FD TR II$2.3M0.30%46,247CommonSOLE
46435GAA0IBDRISHARES TR$2.0M0.26%81,915CommonSOLE
922908629VOVANGUARD INDEX FDS$1.9M0.25%6,497CommonSOLE
922908769VTIVANGUARD INDEX FDS$1.8M0.24%5,409CommonSOLE
78468R796SPYXSPDR SERIES TRUST$1.8M0.24%31,651CommonSOLE
46435U515IBDTISHARES TR$1.7M0.23%68,152CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.6M0.22%1,900CommonSOLE
46436E205IBDUISHARES TR$1.6M0.21%68,060CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.6M0.21%8,948CommonSOLE
00287Y109ABBVABBVIE INC$1.6M0.21%6,800CommonSOLE
594918954MSFTMICROSOFT CORP$1.5M0.20%3,200PUTSOLE
78462F103SPYSPDR S&P 500 ETF TR$1.5M0.19%2,159CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.4M0.19%17,734CommonSOLE
922908637VVVANGUARD INDEX FDS$1.3M0.17%4,148CommonSOLE
464288166AGZISHARES TR$1.2M0.16%10,968CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.2M0.16%5,727CommonSOLE
097023105BABOEING CO$1.2M0.15%5,364CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.1M0.15%3,846CommonSOLE
47103U753JBBBJANUS DETROIT STR TR$1.1M0.15%23,019CommonSOLE
92189F106GDXVANECK ETF TRUST$1.1M0.14%12,716CommonSOLE
92189F429PFXFVANECK ETF TRUST$1.1M0.14%60,865CommonSOLE
11135F951AVGOBROADCOM INC$1.0M0.14%3,000PUTSOLE
009066101ABNBAIRBNB INC$984,6490.13%7,255CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$969,1190.13%3,008CommonSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$937,2910.12%13,711CommonSOLE
437076102HDHOME DEPOT INC$935,7450.12%2,719CommonSOLE
922908751VBVANGUARD INDEX FDS$921,3770.12%3,572CommonSOLE
46434V100SLQDISHARES TR$902,6530.12%17,804CommonSOLE
78409V104SPGIS&P GLOBAL INC$865,8400.11%1,657CommonSOLE
031162100AMGNAMGEN INC$840,5470.11%2,568CommonSOLE
68389X105ORCLORACLE CORP$827,4240.11%4,245CommonSOLE
29273V100ETENERGY TRANSFER L P$822,6670.11%49,889CommonSOLE
92189F676SMHVANECK ETF TRUST$818,6740.11%2,273CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$814,9740.11%30,765CommonSOLE
00888H786FEBWAIM ETF PRODUCTS TRUST$791,3040.10%23,299CommonSOLE
464288570DSIISHARES TR$775,3930.10%6,019CommonSOLE
00888H208APRWAIM ETF PRODUCTS TRUST$774,6270.10%22,221CommonSOLE
595112103MUMICRON TECHNOLOGY INC$755,1130.10%2,646CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$741,9170.10%1,936CommonSOLE
032654105ADIANALOG DEVICES INC$720,9010.10%2,658CommonSOLE
615369105MCOMOODYS CORP$709,8470.09%1,390CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$704,1810.09%2,557CommonSOLE
857477103STTSTATE STR CORP$697,3310.09%5,405CommonSOLE
931142103WMTWALMART INC$655,8740.09%5,887CommonSOLE
922908736VUGVANGUARD INDEX FDS$654,8390.09%1,342CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$643,0310.09%7,050CommonSOLE
464288638IGIBISHARES TR$633,5150.08%11,758CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$625,9510.08%4,201CommonSOLE
46434V456IQLTISHARES TR$625,0290.08%13,752CommonSOLE
25434V781DISVDIMENSIONAL ETF TRUST$599,5700.08%15,778CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$593,6320.08%18,198CommonSOLE
713448108PEPPEPSICO INC$575,2320.08%4,008CommonSOLE
166764100CVXCHEVRON CORP NEW$557,1450.07%3,656CommonSOLE
38747R751AMDLGRANITESHARES ETF TR$549,2770.07%35,323CommonSOLE
742718109PGPROCTER AND GAMBLE CO$539,8510.07%3,767CommonSOLE
025072604AVEMAMERICAN CENTY ETF TR$538,3700.07%6,990CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$530,8210.07%4,509CommonSOLE
62944T105NVRNVR INC$525,0800.07%72CommonSOLE
464288877EFVISHARES TR$512,7240.07%7,180CommonSOLE
25434V831DUHPDIMENSIONAL ETF TRUST$510,3820.07%13,420CommonSOLE
25434V732DFEMDIMENSIONAL ETF TRUST$508,9330.07%15,385CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$501,3370.07%8,025CommonSOLE
46434G103IEMGISHARES INC$497,0420.07%7,394CommonSOLE
78468R622JNKSPDR SERIES TRUST$486,8820.06%5,009CommonSOLE
46432F842IEFAISHARES TR$484,5220.06%5,416CommonSOLE
92189F643MOATVANECK ETF TRUST$483,2250.06%4,666CommonSOLE
G6683N103NUNU HLDGS LTD$476,1030.06%28,441CommonSOLE
25754A201DPZDOMINOS PIZZA INC$472,8640.06%1,134CommonSOLE
922908744VTVVANGUARD INDEX FDS$464,1510.06%2,430CommonSOLE
25434V799DFICDIMENSIONAL ETF TRUST$457,6040.06%13,279CommonSOLE
855244109SBUXSTARBUCKS CORP$447,5030.06%5,314CommonSOLE
G0403H108AONAON PLC$436,0360.06%1,236CommonSOLE
30231G102XOMEXXON MOBIL CORP$433,5960.06%3,603CommonSOLE
46436E726IBDVISHARES TR$401,7600.05%18,204CommonSOLE
74348A467NOBLPROSHARES TR$401,4080.05%3,857CommonSOLE
46436E486IBDWISHARES TR$397,5300.05%18,796CommonSOLE
25434V773DFISDIMENSIONAL ETF TRUST$393,6810.05%11,951CommonSOLE
75513E101RTXRTX CORPORATION$392,4740.05%2,140CommonSOLE
464285204IAUISHARES GOLD TR$391,8890.05%4,828CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$385,5820.05%7,766CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$376,0470.05%2,621CommonSOLE
464287515IGVISHARES TR$374,1550.05%3,540CommonSOLE
G29183103ETNEATON CORP PLC$361,1040.05%1,134CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$355,6720.05%7,003CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$353,6210.05%1,459CommonSOLE
46432F388VLUEISHARES TR$344,6560.05%2,521CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$343,8340.05%9,293CommonSOLE
92204A702VGTVANGUARD WORLD FD$343,0650.05%455CommonSOLE
780087102RYROYAL BK CDA$340,9800.05%2,000CommonSOLE
828730200SFNCSIMMONS 1ST NATL CORP$336,3030.04%17,841CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$333,6530.04%11,268CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$331,4290.04%10,338CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$326,7260.04%697CommonSOLE
13321L108CCJCAMECO CORP$313,7200.04%3,429CommonSOLE
949746101WMT2WELLS FARGO CO NEW$312,6500.04%3,355CommonSOLE
149123101CATCATERPILLAR INC$301,9410.04%527CommonSOLE
25434V815DFSVDIMENSIONAL ETF TRUST$301,5420.04%9,168CommonSOLE
464287507IJHISHARES TR$300,6330.04%4,555CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$297,9830.04%1,107CommonSOLE
03831W108APPAPPLOVIN CORP$296,4810.04%440CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$294,8360.04%11,262CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$287,0320.04%3,902CommonSOLE
17275R102CSCOCISCO SYS INC$282,1150.04%3,662CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$281,6820.04%2,426CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$280,9100.04%1,951CommonSOLE
461202103INTUINTUIT$280,6470.04%424CommonSOLE
18915M107NETCLOUDFLARE INC$278,9680.04%1,415CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$277,0040.04%315CommonSOLE
464287887IJTISHARES TR$273,6770.04%1,939CommonSOLE
512807306LRCXLAM RESEARCH CORP$270,1900.04%1,578CommonSOLE
46435G409IVLUISHARES TR$270,1460.04%7,100CommonSOLE
617446448MSMORGAN STANLEY$262,5800.03%1,479CommonSOLE
46284V101IRMIRON MTN INC DEL$260,1760.03%3,137CommonSOLE
37954Y632AIQGLOBAL X FDS$256,6910.03%5,047CommonSOLE
55354G100MSCIMSCI INC$255,4940.03%445CommonSOLE
922475108VEEVVEEVA SYS INC$254,9290.03%1,142CommonSOLE
464287622IWBISHARES TR$254,4550.03%681CommonSOLE
464288257ACWIISHARES TR$253,7760.03%1,794CommonSOLE
922908553VNQVANGUARD INDEX FDS$245,1930.03%2,771CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$243,3180.03%419CommonSOLE
00888H869SIXJAIM ETF PRODUCTS TRUST$238,8980.03%6,969CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$237,5480.03%4,419CommonSOLE
25434V666DFLVDIMENSIONAL ETF TRUST$234,9890.03%6,869CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$234,2000.03%1,066CommonSOLE
060505104BACBANK AMERICA CORP$233,7660.03%4,250CommonSOLE
25460G286TSLLDIREXION SHS ETF TR$232,7900.03%12,182CommonSOLE
125919308CVUCPI AEROSTRUCTURES INC$231,6600.03%58,500CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$229,0430.03%4,182CommonSOLE
46222L108IONQIONQ INC$223,5940.03%4,983CommonSOLE
23804L103DDOGDATADOG INC$222,8870.03%1,639CommonSOLE
025072349AVLVAMERICAN CENTY ETF TR$219,7910.03%2,901CommonSOLE
33939L837IQDFFLEXSHARES TR$216,8440.03%7,133CommonSOLE
336433107FSLRFIRST SOLAR INC$216,2990.03%828CommonSOLE
74347B680REGLPROSHARES TR$216,0780.03%2,566CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$215,8620.03%4,364CommonSOLE
464287804IJRISHARES TR$214,1190.03%1,782CommonSOLE
025072802AVDVAMERICAN CENTY ETF TR$213,3120.03%2,270CommonSOLE
464287242LQDISHARES TR$212,9320.03%1,932CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$211,1850.03%373CommonSOLE
58933Y105MRKMERCK & CO INC$210,2070.03%1,997CommonSOLE
580135101MCDMCDONALDS CORP$207,0690.03%678CommonSOLE
464287614IWFISHARES TR$204,6280.03%432CommonSOLE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$201,2640.03%2,682CommonSOLE
486606106KYNKAYNE ANDERSON ENERGY INFRST$124,1380.02%10,027CommonSOLE
602496101MDXGMIMEDX GROUP INC$121,8600.02%18,000CommonSOLE
65345M108NXDRNEXTDOOR HOLDINGS INC$65,4390.01%31,161CommonSOLE
355184102FKWLFRANKLIN WIRELESS CORP$63,3650.01%14,500CommonSOLE
44955L106IAUXI-80 GOLD CORP$43,8000.01%30,000CommonSOLE

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.