Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Fortis Capital Management LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Fortis Capital Management LLC (CIK 1802167) reported $976.9M across 206 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($226.3M, 23.17%), MSFT ($132.7M, 13.58%), SCHX ($38.6M, 3.95%), NVDA ($30.9M, 3.16%), AMZN ($26.1M, 2.67%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSTATE STR SPDR S&P 500 ETF T$226.3M23.17%348,000New
2MSFTMICROSOFT CORP$132.7M13.58%358,407Added
3SCHXSCHWAB STRATEGIC TR$38.6M3.95%1.5MAdded
4NVDANVIDIA CORPORATION$30.9M3.16%177,013Added
5AMZNAMAZON COM INC$26.1M2.67%125,432Added
6AAPLAPPLE INC$21.3M2.18%84,002Added
7GOOGALPHABET INC$16.5M1.69%57,552Trimmed
8GLDSPDR GOLD TR$15.8M1.62%36,758Added
9SCHMSCHWAB STRATEGIC TR$15.1M1.54%487,153Added
10AVGOBROADCOM INC$14.7M1.51%47,634Added
11METAMETA PLATFORMS INC$13.9M1.42%24,226Added
12IGSBISHARES TR$13.5M1.38%257,256Added
13TSMTAIWAN SEMICONDUCTOR MANUFAC$12.9M1.32%38,142Trimmed
14JAAAJANUS DETROIT STR TR$11.8M1.21%234,051Trimmed
15PULSPGIM ETF TR$11.5M1.18%232,550New
16AMDADVANCED MICRO DEVICES INC$10.8M1.11%53,236Added
17NFLXNETFLIX INC.$10.7M1.09%111,192Added
18GEVGE VERNOVA INC$10.6M1.08%12,090Added
19GSSTGOLDMAN SACHS ETF TR$10.4M1.06%204,777Added
20TSLATESLA INC$9.8M1.00%26,296Added
21SCHASCHWAB STRATEGIC TR$9.8M1.00%335,415Added
22ANETARISTA NETWORKS INC$8.9M0.91%72,624Trimmed
23VBRVANGUARD INDEX FDS$8.6M0.88%39,528Added
24LLYELI LILLY & CO$8.1M0.83%8,839Added
25SHOPSHOPIFY INC$7.6M0.78%64,241Trimmed

Source: SEC Form 13F filings · as of 2026-03-31