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Institutional

Fortis Capital Management LLC

CIK 0001802167
$976.9M
Reported AUM
211
Positions
Q1 2026
Period
2026-05-12
Filed

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.

Portfolio · Q1 2026

SPY$226.3MMSFT$132.7MSCHXNVDAAMZNAAPLOther$411.5MFL

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$226.3M23.17%+348,000NEW
2MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$132.7M13.58%+42,360+13.4%
3SCHXSCHWAB STRATEGIC TR$29.05-2.65%23.85%74.97%$38.6M3.95%+165,353+12.3%
4NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$30.9M3.16%+12,345+7.5%
5AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$26.1M2.67%+21,705+20.9%
6AAPLAPPLE INC$307.34-1.25%51.31%116.17%$21.3M2.18%+12,333+17.2%
7GOOGALPHABET INC$365.76-0.95%109.82%172.71%$16.5M1.69%4,638−7.5%
8GLDSPDR GOLD TR$396.24-3.65%29.84%133.33%$15.8M1.62%+1,035+2.9%
9SCHMSCHWAB STRATEGIC TR$34.83-2.63%28.34%43.63%$15.1M1.54%+49,891+11.4%
10AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$14.7M1.51%+1,632+3.5%
11METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$13.9M1.42%+2,428+11.1%
12IGSBISHARES TR$52.14-0.31%5.04%12.30%$13.5M1.38%+191+0.1%
13TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%104.85%285.24%$12.9M1.32%4−0.0%
14JAAAJANUS DETROIT STR TR$50.570.04%5.56%25.55%$11.8M1.21%81,241−25.8%
15PULSPGIM ETF TR$49.57-0.02%5.07%22.44%$11.5M1.18%+232,550NEW
16AMDADVANCED MICRO DEVICES INC$466.38-10.86%301.39%339.19%$10.8M1.11%+1,430+2.8%
17NFLXNETFLIX INC.$82.180.76%-33.80%58.78%$10.7M1.09%+3,409+3.2%
18GEVGE VERNOVA INC$933.61-3.09%92.92%509.64%$10.6M1.08%+447+3.8%
19GSSTGOLDMAN SACHS ETF TR$50.430.00%4.97%20.22%$10.4M1.06%+159,798+355.3%
20TSLATESLA INC$391.00-6.56%32.48%70.69%$9.8M1.00%+720+2.8%
21SCHASCHWAB STRATEGIC TR$33.19-3.41%35.05%39.97%$9.8M1.00%+50,762+17.8%
22ANETARISTA NETWORKS INC$154.27-7.07%58.63%548.89%$8.9M0.91%2,543−3.4%
23VBRVANGUARD INDEX FDS$234.32-1.10%24.65%51.77%$8.6M0.88%+163+0.4%
24LLYELI LILLY & CO$1131.420.55%48.00%387.10%$8.1M0.83%+114+1.3%
25SHOPSHOPIFY INC$109.54-5.60%-1.68%-26.97%$7.6M0.78%2,346−3.5%
26MAMASTERCARD INCORPORATED$491.081.93%-16.29%31.00%$7.2M0.74%+489+3.5%
27VVISA INC$323.571.06%-11.91%36.33%$7.2M0.74%+528+2.3%
28IVVISHARES TR$740.91-2.62%24.60%80.03%$7.1M0.72%+2,158+24.9%
29CDNSCADENCE DESIGN SYSTEM INC$376.19-8.62%26.68%154.78%$6.9M0.71%+1,128+4.7%
30MELIMERCADOLIBRE INC$1607.80-1.65%-35.23%2.49%$6.9M0.71%3−0.1%
31UBERUBER TECHNOLOGIES INC$70.71-2.08%$6.9M0.71%+3,818+4.2%
32SCHFSCHWAB STRATEGIC TR$26.81-3.77%$6.7M0.69%+25,945+10.5%
33PANWPALO ALTO NETWORKS INC$272.05-2.58%$6.7M0.69%+1,774+4.4%
34SGOVISHARES TR$100.450.03%$6.6M0.68%+65,590NEW
35RMDRESMED INC$196.040.89%$6.4M0.66%+687+2.5%
36QQQINVESCO QQQ TR$705.06-4.80%$6.2M0.63%+2,150+25.1%
37TKOTKO GROUP HOLDINGS INC$203.490.49%$6.0M0.62%+29,871NEW
38CRMSALESFORCE INC$185.66-1.64%$5.7M0.59%+3,010+10.9%
39ADSKAUTODESK INC$229.96-1.58%$5.6M0.58%+971+4.3%
40CORPPIMCO ETF TR$96.120.03%$5.6M0.57%51,380−47.1%
41APOAPOLLO GLOBAL MGMT INC$128.03-0.30%$5.5M0.57%+49,641NEW
42SPOTSPOTIFY TECHNOLOGY S A$496.950.68%$5.5M0.57%+10,970+2618.1%
43BSXBOSTON SCIENTIFIC CORP$48.55-0.61%$5.4M0.56%+43,898+102.6%
44NOWSERVICENOW INC$112.45-5.79%$5.1M0.52%+561+1.2%
45SCHESCHWAB STRATEGIC TR$35.15-4.07%$5.0M0.51%+12,500+9.0%
46BXBLACKSTONE INC$115.35-2.70%$4.9M0.51%+42,989NEW
47QUALISHARES TR$213.14-1.93%$4.9M0.50%+53+0.2%
48FICOFAIR ISAAC CORP$1172.533.09%$4.5M0.46%+111+2.7%
49ADBEADOBE INC$251.44-2.70%$4.1M0.42%2,925−14.8%
50COWZPACER FDS TR$63.87-0.06%$4.1M0.42%+9,856+17.8%
51SPYSTATE STR SPDR S&P 500 ETF T$737.55-2.58%24.51%79.50%$4.0M0.41%+3,993+184.9%
52SCHDSCHWAB STRATEGIC TR$32.30-0.89%$3.9M0.40%+17,576+15.8%
53GOOGLALPHABET INC$368.53-0.98%$3.7M0.38%231−1.7%
54AVUVAMERICAN CENTY ETF TR$119.70-1.44%$3.6M0.37%+8,098+32.7%
55IHDGWISDOMTREE TR$51.000.33%$3.5M0.35%+10,420+17.0%
56FLTRVANECK ETF TRUST$25.51-0.02%$3.3M0.34%+129,458NEW
57FLDRFIDELITY MERRIMACK STR TR$50.080.01%$3.3M0.34%+65,514NEW
58VOOVANGUARD INDEX FDS$678.00-2.59%$3.3M0.33%+1,468+36.6%
59VCITVANGUARD SCOTTSDALE FDS$81.91-0.56%$3.2M0.33%+246+0.6%
60IBDSISHARES TR$24.160.00%$2.7M0.28%1,576−1.4%
61RWJINVESCO EXCH TRADED FD TR II$57.021.15%$2.7M0.28%+7,961+17.2%
62SIXPAIM ETF PRODUCTS TRUST$33.550.33%$2.2M0.22%+69,767NEW
63SMHVANECK ETF TRUST$569.69-9.22%$2.2M0.22%+3,379+148.7%
64COSTCOSTCO WHOLESALE CORPORATION$971.87-0.05%$2.0M0.21%+129+6.8%
65VOVANGUARD INDEX FDS$78.53-2.06%$2.0M0.20%+416+6.4%
66IBDRISHARES TR$24.190.04%$2.0M0.20%353−0.4%
67BRK/BBERKSHIRE HATHAWAY INC DEL$1.9M0.19%11,878−75.2%
68VTIVANGUARD INDEX FDS$363.38-2.68%$1.7M0.18%28−0.5%
69IBDTISHARES TR$25.15-0.24%$1.7M0.18%413−0.6%
70SPYXSPDR SERIES TRUST$60.981.03%$1.7M0.17%+83+0.3%
71AVEMAMERICAN CENTY ETF TR$91.23-6.45%$1.6M0.17%+13,294+190.2%
72IBMINTERNATIONAL BUSINESS MACHS$284.84-5.61%$1.6M0.16%+2,772+72.1%
73VVVANGUARD INDEX FDS$339.76-2.62%$1.6M0.16%+1,108+26.7%
74ABBVABBVIE INC$227.231.02%$1.6M0.16%+380+5.6%
75JNJJOHNSON & JOHNSON$232.772.02%$1.5M0.16%+599+10.5%
76IBDUISHARES TR$23.070.07%$1.5M0.15%4,903−7.2%
77VCSHVANGUARD SCOTTSDALE FDS$78.61-0.29%$1.3M0.13%1,578−8.9%
78BABOEING CO$215.45-0.91%$1.3M0.13%+954+17.8%
79CATCATERPILLAR INC$904.28-3.85%$1.3M0.13%+1,245+236.2%
80AMGNAMGEN INC$349.581.15%$1.2M0.12%+847+33.0%
81MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$1.2M0.12%HELD
82GDXVANECK ETF TRUST$78.84-8.75%$1.2M0.12%HELD
83ETENERGY TRANSFER L P$1.1M0.11%+6,599+13.2%
84PFXFVANECK ETF TRUST$18.490.16%$1.1M0.11%+324+0.5%
85TMUST-MOBILE US INC$178.100.61%$1.1M0.11%26,969−84.1%
86DFLVDIMENSIONAL ETF TRUST$39.13-1.71%$1.0M0.10%+21,183+308.4%
87JPMJPMORGAN CHASE & CO$312.370.48%$942K0.10%+194+6.4%
88VBVANGUARD INDEX FDS$288.20-2.44%$936K0.10%+3+0.1%
89AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$929K0.10%HELD
90STXSEAGATE TECHNOLOGY HLDNGS PL$847.47-8.48%$924K0.09%199−7.8%
91PLTRPALANTIR TECHNOLOGIES INC$135.53-4.35%$923K0.09%2,637−29.5%
92PEPPEPSICO INC$141.92-0.16%$910K0.09%+1,853+46.2%
93HDHOME DEPOT INC$310.780.27%$891K0.09%10−0.4%
94SLQDISHARES TR$50.170.08%$869K0.09%594−3.3%
95DISDISNEY WALT CO$99.710.37%$855K0.09%30,820−77.6%
96ADIANALOG DEVICES INC$401.39-6.38%$844K0.09%6−0.2%
97MSIMOTOROLA SOLUTIONS INC$410.34-0.09%$844K0.09%+8+0.4%
98ABNBAIRBNB INC$133.54-0.13%$841K0.09%593−8.2%
99AIQGLOBAL X FDS$62.52-8.15%$824K0.08%+12,600+249.7%
100MUMICRON TECHNOLOGY INC$864.01-13.25%$823K0.08%211−8.0%
101PGRPROGRESSIVE CORP$813K0.08%13,511−76.7%
102APRWAIM ETF PRODUCTS TRUST$786K0.08%HELD
103CVXCHEVRON CORPORATION$751K0.08%25−0.7%
104SCHPSCHWAB STRATEGIC TR$751K0.08%2,547−8.3%
105SIVRABRDN SILVER ETF TRUST$734K0.08%+10,246NEW
106DSIISHARES TR$731K0.07%+15+0.2%
107NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$715K0.07%+4,100NEW
108GBTCGRAYSCALE BITCOIN TRUST ETF$699K0.07%462−3.4%
109SRLNSSGA ACTIVE ETF TR$697K0.07%182,440−91.3%
110BILSPDR SERIES TRUST$678K0.07%56,667−88.4%
111WMTWALMART INC$671K0.07%491−8.3%
112STTSTATE STR CORP$670K0.07%115−2.1%
113SBUXSTARBUCKS CORP$668K0.07%+2,140+40.3%
114SPGIS&P GLOBAL INC$664K0.07%96−5.8%
115FEBWAIM ETF PRODUCTS TRUST$642K0.07%4,117−17.7%
116IJHISHARES TR$640K0.07%+4,918+108.0%
117IQLTISHARES TR$636K0.07%HELD
118IGIBISHARES TR$631K0.06%+92+0.8%
119IEFAISHARES TR$629K0.06%+1,535+28.3%
120IEMGISHARES INC$625K0.06%+1,568+21.2%
121ORLYOREILLY AUTOMOTIVE INC$623K0.06%300−4.3%
122ORCLORACLE CORP$610K0.06%100−2.4%
123XOMEXXON MOBIL CORP$610K0.06%9−0.2%
124EXPDEXPEDITORS INTL WASH INC$601K0.06%5−0.1%
125VUGVANGUARD INDEX FDS$587K0.06%+2+0.1%
126VISVANGUARD WORLD FD$585K0.06%+1,873NEW
127SCHGSCHWAB STRATEGIC TR$583K0.06%+1,810+9.9%
128MCOMOODYS CORP$582K0.06%55−4.0%
129DFICDIMENSIONAL ETF TRUST$548K0.06%+2,132+16.1%
130GLDMWORLD GOLD TR$537K0.05%+5,794NEW
131EFVISHARES TR$534K0.05%HELD
132DISVDIMENSIONAL ETF TRUST$528K0.05%2,388−15.1%
133XLCSELECT SECTOR SPDR TR$501K0.05%+15+0.3%
134NOBLPROSHARES TR$496K0.05%+826+21.4%
135DUHPDIMENSIONAL ETF TRUST$493K0.05%HELD
136SIXFAIM ETF PRODUCTS TRUST$491K0.05%+15,630NEW
137JNKSPDR SERIES TRUST$485K0.05%+56+1.1%
138XLFSELECT SECTOR SPDR TR$484K0.05%+5,627+134.6%
139VTVVANGUARD INDEX FDS$477K0.05%+2+0.1%
140NVRNVR INC$474K0.05%HELD
141PGPROCTER & GAMBLE CO$474K0.05%485−12.9%
142SHMSPDR SERIES TRUST$472K0.05%+9,870NEW
143DFEMDIMENSIONAL ETF TRUST$455K0.05%2,205−14.3%
144EPDENTERPRISE PRODS PARTNERS L$453K0.05%+1,640+15.9%
145MOATVANECK ETF TRUST$451K0.05%HELD
146SCCOSOUTHERN COPPER CORP$440K0.05%62−2.4%
147AMDLGRANITESHARES ETF TR$431K0.04%HELD
148RTXRTX CORPORATION$410K0.04%16−0.7%
149VEAVANGUARD TAX-MANAGED FDS$406K0.04%1,686−21.0%
150DFISDIMENSIONAL ETF TRUST$403K0.04%+12+0.1%
151DFSBDIMENSIONAL ETF TRUST$393K0.04%+7,586NEW
152IJRISHARES TR$390K0.04%+1,352+75.9%
153NUNU HLDGS LTD$385K0.04%1,671−5.9%
154FCXFREEPORT MCMORAN INC$384K0.04%469−6.7%
155IAUISHARES GOLD TR$378K0.04%540−11.2%
156ETNEATON CORP PLC$375K0.04%86−7.6%
157CCJCAMECO CORP$363K0.04%90−2.6%
158CSCOCISCO SYS INC$359K0.04%+967+26.4%
159VLUEISHARES TR$358K0.04%HELD
160SFNCSIMMONS FIRST NATL CORP$347K0.04%HELD
161AMLPALPS ETF TR$345K0.04%+6,546NEW
162SCHVSCHWAB STRATEGIC TR$344K0.04%+1+0.0%
163MCDMCDONALDS CORP$338K0.03%+409+60.3%
164MARWAIM ETF PRODUCTS TRUST$332K0.03%66,390−87.2%
165RYROYAL BK CDA$331K0.03%+45+2.3%
166DFSVDIMENSIONAL ETF TRUST$326K0.03%+150+1.6%
167LRCXLAM RESEARCH CORP$325K0.03%56−3.5%
168FFIVF5 INC$321K0.03%+1,108NEW
169IRMIRON MTN INC DEL$319K0.03%14−0.4%
170CRWDCROWDSTRIKE HLDGS INC$311K0.03%+100+14.3%
171IBITISHARES BITCOIN TRUST ETF$298K0.03%12−0.2%
172CMGCHIPOTLE MEXICAN GRILL INC$296K0.03%40−0.4%
173VGTVANGUARD WORLD FD$295K0.03%33−7.3%
174ISRGINTUITIVE SURGICAL INC$289K0.03%+255+68.4%
175VEUVANGUARD INTL EQUITY INDEX F$287K0.03%78−2.0%
176IGVISHARES TR$283K0.03%1−0.0%
177IJTISHARES TR$281K0.03%HELD
178AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$271K0.03%+1,300NEW
179XLKSELECT SECTOR SPDR TR$262K0.03%+19+1.0%
180WMT2WELLS FARGO & CO$258K0.03%114−3.4%
181FDNFIRST TR EXCHANGE-TRADED FD$257K0.03%10−0.9%
182CNQCANADIAN NAT RES LTD MED TER$250K0.03%+5,129NEW
183BKBANK NEW YORK MELLON CORP$250K0.03%320−13.2%
184HONHONEYWELL INTL INC$249K0.03%+1,102NEW
185ACWIISHARES TR$248K0.03%HELD
186IWBISHARES TR$242K0.02%2−0.3%
187MRKMERCK & CO INC$236K0.02%38−1.9%
188TCHPT ROWE PRICE ETF INC$235K0.02%+5,316NEW
189COFCAPITAL ONE FINL CORP$234K0.02%177−12.1%
190AVLVAMERICAN CENTY ETF TR$234K0.02%HELD
191CVUCPI AEROSTRUCTURES INC$229K0.02%HELD
192VIGVANGUARD SPECIALIZED FUNDS$229K0.02%HELD
193AVDVAMERICAN CENTY ETF TR$227K0.02%HELD
194IQDFFLEXSHARES TR$226K0.02%HELD
195GSGOLDMAN SACHS GROUP INC$225K0.02%49−15.6%
196REGLPROSHARES TR$223K0.02%+15+0.6%
197DELLDELL TECHNOLOGIES INC$222K0.02%+1,351NEW
198JBLJABIL INC$213K0.02%+803NEW
199VWOVANGUARD INTL EQUITY INDEX F$213K0.02%471−10.7%
200ASMLASML HLDG NV$211K0.02%+159NEW
201LQDISHARES TR$210K0.02%5−0.3%
202GUNRFLEXSHARES TR$204K0.02%+3,705NEW
203IVLUISHARES TR$203K0.02%1,981−27.9%
204VNQVANGUARD INDEX FDS$200K0.02%513−18.5%
205SOFISOFI TECHNOLOGIES INC$181K0.02%+135+1.2%
206KYNKAYNE ANDERSON ENERGY INFRST$163K0.02%+1,400+14.0%
207TSLLDIREXION SHARES ETF TRUST$149K0.02%+105+0.9%
208FKWLFRANKLIN WIRELESS CORP$93K0.01%+10,000+69.0%
209MDXGMIMEDX GROUP INC$71K0.01%HELD
210IAUXI-80 GOLD CORP$46K0.00%HELD
211NXDRNEXTDOOR HOLDINGS INC$44K0.00%HELD
212HYGISHARES TR65,685EXITED
213AGZISHARES TR10,968EXITED
214JBBBJANUS DETROIT STR TR23,019EXITED
215DPZDOMINOS PIZZA INC1,134EXITED
216AONAON PLC1,236EXITED
217IBDVISHARES TR18,204EXITED
218IBDWISHARES TR18,796EXITED
219APPAPPLOVIN CORP440EXITED
220INTUINTUIT424EXITED
221NETCLOUDFLARE INC1,415EXITED
222MSMORGAN STANLEY1,479EXITED
223MSCIMSCI INC445EXITED
224VEEVVEEVA SYS INC1,142EXITED
225SIXJAIM ETF PRODUCTS TRUST6,969EXITED
226BACBANK AMERICA CORP4,250EXITED
227IONQIONQ INC4,983EXITED
228DDOGDATADOG INC1,639EXITED
229FSLRFIRST SOLAR INC828EXITED
230VTIPVANGUARD MALVERN FDS4,364EXITED
231IWFISHARES TR432EXITED
232SPHQINVESCO EXCHANGE TRADED FD T2,682EXITED

Source: SEC EDGAR · accession 0001398344-26-008947. 13F discloses long positions only — shorts, foreign equities, and options are excluded.