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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

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1SPYSTATE STR SPDR S&P 500 ETF T$744.640.40%20.62%75.74%$226.3M23.17%HELD
2MSFTMICROSOFT CORP$451.1015.51%-13.24%55.41%$132.7M13.58%HELD
3SCHXSCHWAB STRATEGIC TR$29.340.32%19.85%71.32%$38.6M3.95%HELD
4NVDANVIDIA CORPORATION$195.042.65%12.42%774.16%$30.9M3.16%HELD
5AMZNAMAZON COM INC$235.503.90%9.66%35.70%$26.1M2.67%HELD
6AAPLAPPLE INC$333.43-1.41%65.41%124.96%$21.3M2.18%HELD
7GOOGALPHABET INC$333.68-0.62%76.17%131.42%$16.5M1.69%HELD
8GLDSPDR GOLD TR$370.43-1.78%22.01%122.26%$15.8M1.62%HELD
9SCHMSCHWAB STRATEGIC TR$34.72-0.20%25.09%40.47%$15.1M1.54%HELD
10AVGOBROADCOM INC$387.844.73%34.78%753.17%$14.7M1.51%HELD
11METAMETA PLATFORMS INC$539.03-7.95%-27.89%43.33%$13.9M1.42%HELD
12IGSBISHARES TR$52.11-0.14%3.23%12.75%$13.5M1.38%HELD
13TSMTAIWAN SEMICONDUCTOR MANUFAC$417.063.41%73.36%267.64%$12.9M1.32%HELD
14JAAAJANUS DETROIT STR TR$50.51-0.33%4.48%25.61%$11.8M1.21%HELD
15PULSPGIM ETF TR$49.54-0.29%4.02%22.61%$11.5M1.18%HELD
16AMDADVANCED MICRO DEVICES INC$507.144.48%188.39%347.27%$10.8M1.11%HELD
17NFLXNETFLIX INC.$73.17-0.62%-36.85%28.55%$10.7M1.09%HELD
18GEVGE VERNOVA INC$1025.614.44%49.92%541.55%$10.6M1.08%HELD
19GSSTGOLDMAN SACHS ETF TR$50.560.00%4.18%20.87%$10.4M1.06%HELD
20TSLATESLA INC$308.853.53%2.06%25.94%$9.8M1.00%HELD
21SCHASCHWAB STRATEGIC TR$33.50-0.56%33.85%38.38%$9.8M1.00%HELD
22ANETARISTA NETWORKS INC$181.396.07%45.46%640.49%$8.9M0.91%HELD
23VBRVANGUARD INDEX FDS$244.95-0.07%27.15%55.29%$8.6M0.88%HELD
24LLYELI LILLY & CO$1145.00-0.86%50.85%361.96%$8.1M0.83%HELD
25SHOPSHOPIFY INC$120.99-1.15%3.20%-19.73%$7.6M0.78%HELD
26MAMASTERCARD INCORPORATED$568.64-1.51%3.76%71.76%$7.2M0.74%HELD
27VVISA INC$363.91-0.64%8.37%65.12%$7.2M0.74%HELD
28IVVISHARES TR$748.860.49%20.75%76.27%$7.1M0.72%HELD
29CDNSCADENCE DESIGN SYSTEM INC$340.232.23%-6.71%103.71%$6.9M0.71%HELD
30MELIMERCADOLIBRE INC$1869.31-0.87%-22.48%-1.37%$6.9M0.71%HELD
31UBERUBER TECHNOLOGIES INC$69.68-0.99%$6.9M0.71%HELD
32SCHFSCHWAB STRATEGIC TR$27.54-0.18%$6.7M0.69%HELD
33PANWPALO ALTO NETWORKS INC$329.071.04%$6.7M0.69%HELD
34SGOVISHARES TR$100.710.02%$6.6M0.68%HELD
35RMDRESMED INC$207.78-0.37%$6.4M0.66%HELD
36QQQINVESCO QQQ TR$683.553.30%$6.2M0.63%HELD
37TKOTKO GROUP HOLDINGS INC$182.82-0.54%$6.0M0.62%HELD
38CRMSALESFORCE INC$178.49-1.23%$5.7M0.59%HELD
39ADSKAUTODESK INC$229.59-2.29%$5.6M0.58%HELD
40CORPPIMCO ETF TR$95.01-0.27%$5.6M0.57%HELD
41APOAPOLLO GLOBAL MGMT INC$120.970.60%$5.5M0.57%HELD
42SPOTSPOTIFY TECHNOLOGY S A$511.36-2.15%$5.5M0.57%HELD
43BSXBOSTON SCIENTIFIC CORP$44.96-2.26%$5.4M0.56%HELD
44NOWSERVICENOW INC$107.22-2.59%$5.1M0.52%HELD
45SCHESCHWAB STRATEGIC TR$36.151.20%$5.0M0.51%HELD
46BXBLACKSTONE INC$128.160.07%$4.9M0.51%HELD
47QUALISHARES TR$218.63-0.13%$4.9M0.50%HELD
48FICOFAIR ISAAC CORP$1090.06-4.34%$4.5M0.46%HELD
49ADBEADOBE INC$246.86-0.42%$4.1M0.42%HELD
50COWZPACER FDS TR$66.45-0.49%$4.1M0.42%HELD
51SPYSTATE STR SPDR S&P 500 ETF T$744.640.40%20.62%75.74%$4.0M0.41%HELD
52SCHDSCHWAB STRATEGIC TR$33.20-0.62%$3.9M0.40%HELD
53GOOGLALPHABET INC$333.66-0.91%$3.7M0.38%HELD
54AVUVAMERICAN CENTY ETF TR$125.580.27%$3.6M0.37%HELD
55IHDGWISDOMTREE TR$52.57-1.01%$3.5M0.35%HELD
56FLTRVANECK ETF TRUST$25.600.06%$3.3M0.34%HELD
57FLDRFIDELITY MERRIMACK STR TR$50.01-0.03%$3.3M0.34%HELD
58VOOVANGUARD INDEX FDS$685.100.49%$3.3M0.33%HELD
59VCITVANGUARD SCOTTSDALE FDS$81.28-0.13%$3.2M0.33%HELD
60IBDSISHARES TR$24.200.06%$2.7M0.28%HELD
61RWJINVESCO EXCH TRADED FD TR II$60.44-0.95%$2.7M0.28%HELD
62SIXPAIM ETF PRODUCTS TRUST$33.940.00%$2.2M0.22%HELD
63SMHVANECK ETF TRUST$545.911.30%$2.2M0.22%HELD
64COSTCOSTCO WHOLESALE CORPORATION$939.42-1.55%$2.0M0.21%HELD
65VOVANGUARD INDEX FDS$80.92-0.09%$2.0M0.20%HELD
66IBDRISHARES TR$24.250.02%$2.0M0.20%HELD
67BRK/BBERKSHIRE HATHAWAY INC DEL$1.9M0.19%HELD
68VTIVANGUARD INDEX FDS$368.090.50%$1.7M0.18%HELD
69IBDTISHARES TR$25.18-0.10%$1.7M0.18%HELD
70SPYXSPDR SERIES TRUST$61.100.39%$1.7M0.17%HELD
71AVEMAMERICAN CENTY ETF TR$90.010.66%$1.6M0.17%HELD
72IBMINTERNATIONAL BUSINESS MACHS$220.64-0.50%$1.6M0.16%HELD
73VVVANGUARD INDEX FDS$341.700.12%$1.6M0.16%HELD
74ABBVABBVIE INC$254.63-1.08%$1.6M0.16%HELD
75JNJJOHNSON & JOHNSON$255.82-3.66%$1.5M0.16%HELD
76IBDUISHARES TR$23.05-0.15%$1.5M0.15%HELD
77VCSHVANGUARD SCOTTSDALE FDS$78.61-0.08%$1.3M0.13%HELD
78BABOEING CO$220.83-0.03%$1.3M0.13%HELD
79CATCATERPILLAR INC$829.092.47%$1.3M0.13%HELD
80AMGNAMGEN INC$382.28-1.38%$1.2M0.12%HELD
81MSFTMICROSOFT CORP$451.1015.51%-13.24%55.41%$1.2M0.12%HELD
82GDXVANECK ETF TRUST$74.85-2.51%$1.2M0.12%HELD
83ETENERGY TRANSFER L P$20.19-0.25%$1.1M0.11%HELD
84PFXFVANECK ETF TRUST$17.49-0.68%$1.1M0.11%HELD
85TMUST-MOBILE US INC$173.00-0.20%$1.1M0.11%HELD
86DFLVDIMENSIONAL ETF TRUST$40.550.00%$1.0M0.10%HELD
87JPMJPMORGAN CHASE & CO$353.600.79%$942K0.10%HELD
88VBVANGUARD INDEX FDS$296.650.29%$936K0.10%HELD
89AVGOBROADCOM INC$387.844.73%34.78%753.17%$929K0.10%HELD
90STXSEAGATE TECHNOLOGY HLDNGS PL$897.425.37%$924K0.09%HELD
91PLTRPALANTIR TECHNOLOGIES INC$122.930.55%$923K0.09%HELD
92PEPPEPSICO INC$138.64-1.11%$910K0.09%HELD
93HDHOME DEPOT INC$330.00-1.00%$891K0.09%HELD
94SLQDISHARES TR$50.15-0.07%$869K0.09%HELD
95DISDISNEY WALT CO$96.13-0.03%$855K0.09%HELD
96ADIANALOG DEVICES INC$373.861.96%$844K0.09%HELD
97MSIMOTOROLA SOLUTIONS INC$430.900.02%$844K0.09%HELD
98ABNBAIRBNB INC$150.13-1.28%$841K0.09%HELD
99AIQGLOBAL X FDS$58.810.20%$824K0.08%HELD
100MUMICRON TECHNOLOGY INC$929.666.29%$823K0.08%HELD
101PGRPROGRESSIVE CORP$813K0.08%HELD
102APRWAIM ETF PRODUCTS TRUST$786K0.08%HELD
103CVXCHEVRON CORPORATION$751K0.08%HELD
104SCHPSCHWAB STRATEGIC TR$751K0.08%HELD
105SIVRABRDN SILVER ETF TRUST$734K0.08%HELD
106DSIISHARES TR$731K0.07%HELD
107NVDANVIDIA CORPORATION$195.042.65%12.42%774.16%$715K0.07%HELD
108GBTCGRAYSCALE BITCOIN TRUST ETF$699K0.07%HELD
109SRLNSSGA ACTIVE ETF TR$697K0.07%HELD
110BILSPDR SERIES TRUST$678K0.07%HELD
111WMTWALMART INC$671K0.07%HELD
112STTSTATE STR CORP$670K0.07%HELD
113SBUXSTARBUCKS CORP$668K0.07%HELD
114SPGIS&P GLOBAL INC$664K0.07%HELD
115FEBWAIM ETF PRODUCTS TRUST$642K0.07%HELD
116IJHISHARES TR$640K0.07%HELD
117IQLTISHARES TR$636K0.07%HELD
118IGIBISHARES TR$631K0.06%HELD
119IEFAISHARES TR$629K0.06%HELD
120IEMGISHARES INC$625K0.06%HELD
121ORLYOREILLY AUTOMOTIVE INC$623K0.06%HELD
122ORCLORACLE CORP$610K0.06%HELD
123XOMEXXON MOBIL CORP$610K0.06%HELD
124EXPDEXPEDITORS INTL WASH INC$601K0.06%HELD
125VUGVANGUARD INDEX FDS$587K0.06%HELD
126VISVANGUARD WORLD FD$585K0.06%HELD
127SCHGSCHWAB STRATEGIC TR$583K0.06%HELD
128MCOMOODYS CORP$582K0.06%HELD
129DFICDIMENSIONAL ETF TRUST$548K0.06%HELD
130GLDMWORLD GOLD TR$537K0.05%HELD
131EFVISHARES TR$534K0.05%HELD
132DISVDIMENSIONAL ETF TRUST$528K0.05%HELD
133XLCSELECT SECTOR SPDR TR$501K0.05%HELD
134NOBLPROSHARES TR$496K0.05%HELD
135DUHPDIMENSIONAL ETF TRUST$493K0.05%HELD
136SIXFAIM ETF PRODUCTS TRUST$491K0.05%HELD
137JNKSPDR SERIES TRUST$485K0.05%HELD
138XLFSELECT SECTOR SPDR TR$484K0.05%HELD
139VTVVANGUARD INDEX FDS$477K0.05%HELD
140NVRNVR INC$474K0.05%HELD
141PGPROCTER & GAMBLE CO$474K0.05%HELD
142SHMSPDR SERIES TRUST$472K0.05%HELD
143DFEMDIMENSIONAL ETF TRUST$455K0.05%HELD
144EPDENTERPRISE PRODS PARTNERS L$453K0.05%HELD
145MOATVANECK ETF TRUST$451K0.05%HELD
146SCCOSOUTHERN COPPER CORP$440K0.05%HELD
147AMDLGRANITESHARES ETF TR$431K0.04%HELD
148RTXRTX CORPORATION$410K0.04%HELD
149VEAVANGUARD TAX-MANAGED FDS$406K0.04%HELD
150DFISDIMENSIONAL ETF TRUST$403K0.04%HELD
151DFSBDIMENSIONAL ETF TRUST$393K0.04%HELD
152IJRISHARES TR$390K0.04%HELD
153NUNU HLDGS LTD$385K0.04%HELD
154FCXFREEPORT MCMORAN INC$384K0.04%HELD
155IAUISHARES GOLD TR$378K0.04%HELD
156ETNEATON CORP PLC$375K0.04%HELD
157CCJCAMECO CORP$363K0.04%HELD
158CSCOCISCO SYS INC$359K0.04%HELD
159VLUEISHARES TR$358K0.04%HELD
160SFNCSIMMONS FIRST NATL CORP$347K0.04%HELD
161AMLPALPS ETF TR$345K0.04%HELD
162SCHVSCHWAB STRATEGIC TR$344K0.04%HELD
163MCDMCDONALDS CORP$338K0.03%HELD
164MARWAIM ETF PRODUCTS TRUST$332K0.03%HELD
165RYROYAL BK CDA$331K0.03%HELD
166DFSVDIMENSIONAL ETF TRUST$326K0.03%HELD
167LRCXLAM RESEARCH CORP$325K0.03%HELD
168FFIVF5 INC$321K0.03%HELD
169IRMIRON MTN INC DEL$319K0.03%HELD
170CRWDCROWDSTRIKE HLDGS INC$311K0.03%HELD
171IBITISHARES BITCOIN TRUST ETF$298K0.03%HELD
172CMGCHIPOTLE MEXICAN GRILL INC$296K0.03%HELD
173VGTVANGUARD WORLD FD$295K0.03%HELD
174ISRGINTUITIVE SURGICAL INC$289K0.03%HELD
175VEUVANGUARD INTL EQUITY INDEX F$287K0.03%HELD
176IGVISHARES TR$283K0.03%HELD
177IJTISHARES TR$281K0.03%HELD
178AMZNAMAZON COM INC$235.503.90%9.66%35.70%$271K0.03%HELD
179XLKSELECT SECTOR SPDR TR$262K0.03%HELD
180WMT2WELLS FARGO & CO$258K0.03%HELD
181FDNFIRST TR EXCHANGE-TRADED FD$257K0.03%HELD
182CNQCANADIAN NAT RES LTD MED TER$250K0.03%HELD
183BKBANK NEW YORK MELLON CORP$250K0.03%HELD
184HONHONEYWELL INTL INC$249K0.03%HELD
185ACWIISHARES TR$248K0.03%HELD
186IWBISHARES TR$242K0.02%HELD
187MRKMERCK & CO INC$236K0.02%HELD
188TCHPT ROWE PRICE ETF INC$235K0.02%HELD
189COFCAPITAL ONE FINL CORP$234K0.02%HELD
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%HELD
196REGLPROSHARES TR$223K0.02%HELD
197DELLDELL TECHNOLOGIES INC$222K0.02%HELD
198JBLJABIL INC$213K0.02%HELD
199VWOVANGUARD INTL EQUITY INDEX F$213K0.02%HELD
200ASMLASML HLDG NV$211K0.02%HELD
201LQDISHARES TR$210K0.02%HELD
202GUNRFLEXSHARES TR$204K0.02%HELD
203IVLUISHARES TR$203K0.02%HELD
204VNQVANGUARD INDEX FDS$200K0.02%HELD
205SOFISOFI TECHNOLOGIES INC$181K0.02%HELD
206KYNKAYNE ANDERSON ENERGY INFRST$163K0.02%HELD
207TSLLDIREXION SHARES ETF TRUST$149K0.02%HELD
208FKWLFRANKLIN WIRELESS CORP$93K0.01%HELD
209MDXGMIMEDX GROUP INC$71K0.01%HELD
210IAUXI-80 GOLD CORP$46K0.00%HELD
211NXDRNEXTDOOR HOLDINGS INC$44K0.00%HELD

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