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Fortis Capital Management LLC

Q1 2026 · 13F-HR

Fortis Capital Management LLCholdings as filed

Filed 2026-05-12 · accession 0001398344-26-008947

$976.9M
Reported value
211
Positions
2026-03-31
Period end
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The Brief · Fortis Capital Management LLC · Q1 2026

AI · grounded in 13F

Fortis Capital Management LLC established a new position in SPY valued at $226.3M. The fund also opened new positions in PULS for $11.5M and SGOV for $6.6M. On the sell side, the fund closed its position in HYG, reducing its exposure by $5.3M.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78462F953SPYSTATE STR SPDR S&P 500 ETF T$226.3M23.2%348,000PUTSOLE
594918104MSFTMICROSOFT CORP$132.7M13.6%358,407CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$38.6M3.95%1,505,206CommonSOLE
67066G104NVDANVIDIA CORPORATION$30.9M3.16%177,013CommonSOLE
023135106AMZNAMAZON COM INC$26.1M2.67%125,432CommonSOLE
037833100AAPLAPPLE INC$21.3M2.18%84,002CommonSOLE
02079K107GOOGALPHABET INC$16.5M1.69%57,552CommonSOLE
78463V107GLDSPDR GOLD TR$15.8M1.62%36,758CommonSOLE
808524508SCHMSCHWAB STRATEGIC TR$15.1M1.54%487,153CommonSOLE
11135F101AVGOBROADCOM INC$14.7M1.51%47,634CommonSOLE
30303M102METAMETA PLATFORMS INC$13.9M1.42%24,226CommonSOLE
464288646IGSBISHARES TR$13.5M1.38%257,256CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$12.9M1.32%38,142CommonSOLE
47103U845JAAAJANUS DETROIT STR TR$11.8M1.21%234,051CommonSOLE
69344A107PULSPGIM ETF TR$11.5M1.18%232,550CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$10.8M1.11%53,236CommonSOLE
64110L106NFLXNETFLIX INC.$10.7M1.09%111,192CommonSOLE
36828A101GEVGE VERNOVA INC$10.6M1.08%12,090CommonSOLE
381430230GSSTGOLDMAN SACHS ETF TR$10.4M1.06%204,777CommonSOLE
88160R101TSLATESLA INC$9.8M1.00%26,296CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$9.8M1.00%335,415CommonSOLE
040413205ANETARISTA NETWORKS INC$8.9M0.91%72,624CommonSOLE
922908611VBRVANGUARD INDEX FDS$8.6M0.88%39,528CommonSOLE
532457108LLYELI LILLY & CO$8.1M0.83%8,839CommonSOLE
82509L107SHOPSHOPIFY INC$7.6M0.78%64,241CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$7.2M0.74%14,419CommonSOLE
92826C839VVISA INC$7.2M0.74%23,836CommonSOLE
464287200IVVISHARES TR$7.1M0.72%10,838CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$6.9M0.71%25,011CommonSOLE
58733R102MELIMERCADOLIBRE INC$6.9M0.71%3,998CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$6.9M0.71%95,764CommonSOLE
808524805SCHFSCHWAB STRATEGIC TR$6.7M0.69%272,642CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$6.7M0.69%41,743CommonSOLE
46436E718SGOVISHARES TR$6.6M0.68%65,590CommonSOLE
761152107RMDRESMED INC$6.4M0.66%28,688CommonSOLE
46090E103QQQINVESCO QQQ TR$6.2M0.63%10,714CommonSOLE
87256C101TKOTKO GROUP HOLDINGS INC$6.0M0.62%29,871CommonSOLE
79466L302CRMSALESFORCE INC$5.7M0.59%30,675CommonSOLE
052769106ADSKAUTODESK INC$5.6M0.58%23,502CommonSOLE
72201R817CORPPIMCO ETF TR$5.6M0.57%57,787CommonSOLE
03769M106APOAPOLLO GLOBAL MGMT INC$5.5M0.57%49,641CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$5.5M0.57%11,389CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$5.4M0.56%86,695CommonSOLE
81762P102NOWSERVICENOW INC$5.1M0.52%48,942CommonSOLE
808524706SCHESCHWAB STRATEGIC TR$5.0M0.51%151,572CommonSOLE
09260D107BXBLACKSTONE INC$4.9M0.51%42,989CommonSOLE
46432F339QUALISHARES TR$4.9M0.50%25,553CommonSOLE
303250104FICOFAIR ISAAC CORP$4.5M0.46%4,253CommonSOLE
00724F101ADBEADOBE INC$4.1M0.42%16,864CommonSOLE
69374H881COWZPACER FDS TR$4.1M0.42%65,221CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$4.0M0.41%6,152CommonSOLE
808524797SCHDSCHWAB STRATEGIC TR$3.9M0.40%128,469CommonSOLE
02079K305GOOGLALPHABET INC$3.7M0.38%13,016CommonSOLE
025072877AVUVAMERICAN CENTY ETF TR$3.6M0.37%32,888CommonSOLE
97717X594IHDGWISDOMTREE TR$3.5M0.35%71,659CommonSOLE
92189F486FLTRVANECK ETF TRUST$3.3M0.34%129,458CommonSOLE
316188408FLDRFIDELITY MERRIMACK STR TR$3.3M0.34%65,514CommonSOLE
922908363VOOVANGUARD INDEX FDS$3.3M0.33%5,477CommonSOLE
92206C870VCITVANGUARD SCOTTSDALE FDS$3.2M0.33%38,757CommonSOLE
46435UAA9IBDSISHARES TR$2.7M0.28%112,908CommonSOLE
46138G664RWJINVESCO EXCH TRADED FD TR II$2.7M0.28%54,208CommonSOLE
00888H661SIXPAIM ETF PRODUCTS TRUST$2.2M0.22%69,767CommonSOLE
92189F676SMHVANECK ETF TRUST$2.2M0.22%5,652CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$2.0M0.21%2,029CommonSOLE
922908629VOVANGUARD INDEX FDS$2.0M0.20%6,913CommonSOLE
46435GAA0IBDRISHARES TR$2.0M0.20%81,562CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.9M0.19%3,911CommonSOLE
922908769VTIVANGUARD INDEX FDS$1.7M0.18%5,381CommonSOLE
46435U515IBDTISHARES TR$1.7M0.18%67,739CommonSOLE
78468R796SPYXSPDR SERIES TRUST$1.7M0.17%31,734CommonSOLE
025072604AVEMAMERICAN CENTY ETF TR$1.6M0.17%20,284CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.6M0.16%6,618CommonSOLE
922908637VVVANGUARD INDEX FDS$1.6M0.16%5,256CommonSOLE
00287Y109ABBVABBVIE INC$1.6M0.16%7,180CommonSOLE
478160104JNJJOHNSON & JOHNSON$1.5M0.16%6,326CommonSOLE
46436E205IBDUISHARES TR$1.5M0.15%63,157CommonSOLE
92206C409VCSHVANGUARD SCOTTSDALE FDS$1.3M0.13%16,156CommonSOLE
097023105BABOEING CO$1.3M0.13%6,318CommonSOLE
149123101CATCATERPILLAR INC$1.3M0.13%1,772CommonSOLE
031162100AMGNAMGEN INC$1.2M0.12%3,415CommonSOLE
594918954MSFTMICROSOFT CORP$1.2M0.12%3,200PUTSOLE
92189F106GDXVANECK ETF TRUST$1.2M0.12%12,716CommonSOLE
29273V100ETENERGY TRANSFER L P$1.1M0.11%56,488CommonSOLE
92189F429PFXFVANECK ETF TRUST$1.1M0.11%61,189CommonSOLE
872590104TMUST-MOBILE US INC$1.1M0.11%5,099CommonSOLE
25434V666DFLVDIMENSIONAL ETF TRUST$1.0M0.10%28,052CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$942,0120.10%3,202CommonSOLE
922908751VBVANGUARD INDEX FDS$936,2850.10%3,575CommonSOLE
11135F951AVGOBROADCOM INC$928,5300.10%3,000PUTSOLE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$923,7910.09%2,358CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$923,2420.09%6,311CommonSOLE
713448108PEPPEPSICO INC$910,1210.09%5,861CommonSOLE
437076102HDHOME DEPOT INC$890,8180.09%2,709CommonSOLE
46434V100SLQDISHARES TR$868,9360.09%17,210CommonSOLE
254687106DISDISNEY WALT CO$855,2330.09%8,874CommonSOLE
032654105ADIANALOG DEVICES INC$843,8250.09%2,652CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$843,6500.09%1,944CommonSOLE
009066101ABNBAIRBNB INC$841,2780.09%6,662CommonSOLE
37954Y632AIQGLOBAL X FDS$823,5860.08%17,647CommonSOLE
595112103MUMICRON TECHNOLOGY INC$822,5820.08%2,435CommonSOLE
743315103PGRPROGRESSIVE CORP$813,4360.08%4,103CommonSOLE
00888H208APRWAIM ETF PRODUCTS TRUST$786,0750.08%22,221CommonSOLE
166764100CVXCHEVRON CORPORATION$751,2380.08%3,631CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$750,8790.08%28,218CommonSOLE
003264108SIVRABRDN SILVER ETF TRUST$733,7170.08%10,246CommonSOLE
464288570DSIISHARES TR$731,2500.07%6,034CommonSOLE
67066G904NVDANVIDIA CORPORATION$715,0400.07%4,100CALLSOLE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$699,0230.07%13,249CommonSOLE
78467V608SRLNSSGA ACTIVE ETF TR$697,0760.07%17,366CommonSOLE
78468R663BILSPDR SERIES TRUST$678,4550.07%7,403CommonSOLE
931142103WMTWALMART INC$670,6210.07%5,396CommonSOLE
857477103STTSTATE STR CORP$669,5530.07%5,290CommonSOLE
855244109SBUXSTARBUCKS CORP$667,7840.07%7,454CommonSOLE
78409V104SPGIS&P GLOBAL INC$663,9000.07%1,561CommonSOLE
00888H786FEBWAIM ETF PRODUCTS TRUST$642,2140.07%19,182CommonSOLE
464287507IJHISHARES TR$639,6790.07%9,473CommonSOLE
46434V456IQLTISHARES TR$635,7550.07%13,752CommonSOLE
464288638IGIBISHARES TR$630,6790.06%11,850CommonSOLE
46432F842IEFAISHARES TR$629,2810.06%6,951CommonSOLE
46434G103IEMGISHARES INC$625,1180.06%8,962CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$623,0930.06%6,750CommonSOLE
68389X105ORCLORACLE CORP$609,8360.06%4,145CommonSOLE
30231G102XOMEXXON MOBIL CORP$609,7500.06%3,594CommonSOLE
302130109EXPDEXPEDITORS INTL WASH INC$600,9540.06%4,196CommonSOLE
922908736VUGVANGUARD INDEX FDS$587,2480.06%1,344CommonSOLE
92204A603VISVANGUARD WORLD FD$584,9230.06%1,873CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$582,8390.06%20,008CommonSOLE
615369105MCOMOODYS CORP$582,2390.06%1,335CommonSOLE
25434V799DFICDIMENSIONAL ETF TRUST$547,5420.06%15,411CommonSOLE
98149E303GLDMWORLD GOLD TR$537,0460.05%5,794CommonSOLE
464288877EFVISHARES TR$533,8330.05%7,180CommonSOLE
25434V781DISVDIMENSIONAL ETF TRUST$528,0850.05%13,390CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$501,4820.05%4,524CommonSOLE
74348A467NOBLPROSHARES TR$496,4340.05%4,683CommonSOLE
25434V831DUHPDIMENSIONAL ETF TRUST$493,3370.05%13,420CommonSOLE
00888H679SIXFAIM ETF PRODUCTS TRUST$490,8610.05%15,630CommonSOLE
78468R622JNKSPDR SERIES TRUST$484,7960.05%5,065CommonSOLE
81369Y605XLFSELECT SECTOR SPDR TR$484,2700.05%9,809CommonSOLE
922908744VTVVANGUARD INDEX FDS$477,2550.05%2,432CommonSOLE
62944T105NVRNVR INC$474,4680.05%72CommonSOLE
742718109PGPROCTER & GAMBLE CO$474,1080.05%3,282CommonSOLE
78468R739SHMSPDR SERIES TRUST$472,0830.05%9,870CommonSOLE
25434V732DFEMDIMENSIONAL ETF TRUST$455,3600.05%13,180CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$453,2460.05%11,978CommonSOLE
92189F643MOATVANECK ETF TRUST$451,2160.05%4,666CommonSOLE
84265V105SCCOSOUTHERN COPPER CORP$440,3610.05%2,559CommonSOLE
38747R751AMDLGRANITESHARES ETF TR$431,2970.04%35,323CommonSOLE
75513E101RTXRTX CORPORATION$409,8000.04%2,124CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$406,2270.04%6,339CommonSOLE
25434V773DFISDIMENSIONAL ETF TRUST$402,7800.04%11,963CommonSOLE
25434V674DFSBDIMENSIONAL ETF TRUST$392,5210.04%7,586CommonSOLE
464287804IJRISHARES TR$389,5400.04%3,134CommonSOLE
G6683N103NUNU HLDGS LTD$384,6850.04%26,770CommonSOLE
35671D857FCXFREEPORT MCMORAN INC$384,0470.04%6,534CommonSOLE
464285204IAUISHARES GOLD TR$378,0310.04%4,288CommonSOLE
G29183103ETNEATON CORP PLC$374,8720.04%1,048CommonSOLE
13321L108CCJCAMECO CORP$362,6490.04%3,339CommonSOLE
17275R102CSCOCISCO SYS INC$359,1930.04%4,629CommonSOLE
46432F388VLUEISHARES TR$358,4190.04%2,521CommonSOLE
828730200SFNCSIMMONS FIRST NATL CORP$347,0080.04%17,841CommonSOLE
00162Q452AMLPALPS ETF TR$344,5750.04%6,546CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$343,6990.04%11,269CommonSOLE
580135101MCDMCDONALDS CORP$337,8700.03%1,087CommonSOLE
00888H778MARWAIM ETF PRODUCTS TRUST$332,1390.03%9,743CommonSOLE
780087102RYROYAL BK CDA$330,8410.03%2,045CommonSOLE
25434V815DFSVDIMENSIONAL ETF TRUST$326,4990.03%9,318CommonSOLE
512807306LRCXLAM RESEARCH CORP$325,2970.03%1,522CommonSOLE
315616102FFIVF5 INC$320,5780.03%1,108CommonSOLE
46284V101IRMIRON MTN INC DEL$318,9350.03%3,123CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$311,2710.03%797CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$297,9090.03%7,754CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$296,1820.03%9,253CommonSOLE
92204A702VGTVANGUARD WORLD FD$294,7760.03%422CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$289,4470.03%628CommonSOLE
922042775VEUVANGUARD INTL EQUITY INDEX F$287,1830.03%3,824CommonSOLE
464287515IGVISHARES TR$283,3070.03%3,539CommonSOLE
464287887IJTISHARES TR$280,5590.03%1,939CommonSOLE
023135956AMZNAMAZON COM INC$270,7510.03%1,300PUTSOLE
81369Y803XLKSELECT SECTOR SPDR TR$261,7540.03%1,970CommonSOLE
949746101WMT2WELLS FARGO & CO$257,9880.03%3,241CommonSOLE
33733E302FDNFIRST TR EXCHANGE-TRADED FD$256,7310.03%1,097CommonSOLE
136385101CNQCANADIAN NAT RES LTD MED TER$249,9490.03%5,129CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$249,8880.03%2,106CommonSOLE
438516106HONHONEYWELL INTL INC$249,1200.03%1,102CommonSOLE
464288257ACWIISHARES TR$248,1800.03%1,794CommonSOLE
464287622IWBISHARES TR$242,1080.02%679CommonSOLE
58933Y105MRKMERCK & CO INC$235,5930.02%1,959CommonSOLE
87283Q107TCHPT ROWE PRICE ETF INC$234,8610.02%5,316CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$233,9360.02%1,282CommonSOLE
025072349AVLVAMERICAN CENTY ETF TR$233,8560.02%2,901CommonSOLE
125919308CVUCPI AEROSTRUCTURES INC$229,3200.02%58,500CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$229,3030.02%1,066CommonSOLE
025072802AVDVAMERICAN CENTY ETF TR$226,6830.02%2,270CommonSOLE
33939L837IQDFFLEXSHARES TR$225,9030.02%7,133CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$224,6280.02%266CommonSOLE
74347B680REGLPROSHARES TR$223,0250.02%2,581CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$221,7840.02%1,351CommonSOLE
466313103JBLJABIL INC$213,4080.02%803CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$213,3720.02%3,948CommonSOLE
N07059210ASMLASML HLDG NV$210,5740.02%159CommonSOLE
464287242LQDISHARES TR$210,0090.02%1,927CommonSOLE
33939L407GUNRFLEXSHARES TR$204,3680.02%3,705CommonSOLE
46435G409IVLUISHARES TR$203,1130.02%5,119CommonSOLE
922908553VNQVANGUARD INDEX FDS$200,3240.02%2,258CommonSOLE
83406F102SOFISOFI TECHNOLOGIES INC$180,9920.02%11,397CommonSOLE
486606106KYNKAYNE ANDERSON ENERGY INFRST$163,1780.02%11,427CommonSOLE
25460G286TSLLDIREXION SHARES ETF TRUST$149,2890.02%12,287CommonSOLE
355184102FKWLFRANKLIN WIRELESS CORP$93,3450.01%24,500CommonSOLE
602496101MDXGMIMEDX GROUP INC$71,1000.01%18,000CommonSOLE
44955L106IAUXI-80 GOLD CORP$45,6000.00%30,000CommonSOLE
65345M108NXDRNEXTDOOR HOLDINGS INC$43,6260.00%31,161CommonSOLE

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.