Fortis Capital Management LLC Q2 2025 Filing

Filed August 12, 2025

Portfolio Value

$642.4B

Holdings

172

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (172 positions)

#StockSharesValue% PortfolioType
101
ADIANALOG DEVICES INC
2,403$571.9M0.09%
102
NVRNVR INC
77$568.7M0.09%
103
STTSTATE STR CORP
5,246$557.9M0.09%
104
DPZDOMINOS PIZZA INC
1,194$538.2M0.08%
105
PGPROCTER AND GAMBLE CO
3,362$535.7M0.08%
106
CMGCHIPOTLE MEXICAN GRILL INC
9,225$518.0M0.08%
107
PEPPEPSICO INC
3,885$513.0M0.08%
108
XLCSELECT SECTOR SPDR TR
4,479$486.1M0.08%
109
DUHPDIMENSIONAL ETF TRUST
13,420$477.2M0.07%
110
EXPDEXPEDITORS INTL WASH INC
4,171$476.6M0.07%
111
BROADCOM INC
1,700$468.6M0.07%Put
112
SBUXSTARBUCKS CORP
4,792$439.1M0.07%
113
AONAON PLC
1,227$437.7M0.07%
114
VTVVANGUARD INDEX FDS
2,369$418.7M0.07%
115
IBDVISHARES TR
18,916$415.8M0.06%
116
IBDWISHARES TR
19,750$415.5M0.06%
117
SPYSPDR S&P 500 ETF TR
667$412.3M0.06%
118
IGVISHARES TR
3,550$388.7M0.06%
119
JNKSPDR SERIES TRUST
3,984$387.5M0.06%
120
IJHISHARES TR
6,033$374.2M0.06%
121
EFAISHARES TR
4,182$373.9M0.06%
122
STXSEAGATE TECHNOLOGY HLDNGS PL
2,505$361.5M0.06%
123
VGTVANGUARD WORLD FD
540$358.0M0.06%
124
VEEVVEEVA SYS INC
1,242$357.7M0.06%
125
DFISDIMENSIONAL ETF TRUST
11,854$353.7M0.06%
126
VEAVANGUARD TAX-MANAGED FDS
5,954$339.4M0.05%
127
SFNCSIMMONS 1ST NATL CORP
17,841$338.3M0.05%
128
LLYELI LILLY & CO
424$330.4M0.05%
129
IRMIRON MTN INC DEL
3,093$317.3M0.05%
130
IAU*ISHARES GOLD TR
4,966$309.7M0.05%
131
XOMEXXON MOBIL CORP
2,829$304.9M0.05%
132
AMDLGRANITESHARES ETF TR
35,323$300.6M0.05%
133
DFSVDIMENSIONAL ETF TRUST
9,799$288.4M0.04%
134
VLUEISHARES TR
2,521$285.4M0.04%
135
SCHGSCHWAB STRATEGIC TR
9,620$281.0M0.04%
136
FCXFREEPORT-MCMORAN INC
6,436$279.0M0.04%
137
NETCLOUDFLARE INC
1,398$273.8M0.04%
138
INTUINTUIT
347$273.5M0.04%
139
ETNEATON CORP PLC
747$266.7M0.04%
140
AQLTISHARES TR
11,375$265.7M0.04%
141
SPOTSPOTIFY TECHNOLOGY S A
346$265.5M0.04%
142
RYROYAL BK CDA
2,000$263.1M0.04%
143
MUMICRON TECHNOLOGY INC
2,076$255.9M0.04%
144
IVWISHARES TR
2,306$253.9M0.04%
145
AXONAXON ENTERPRISE INC
304$251.7M0.04%
146
IEMGISHARES INC
4,162$249.8M0.04%
147
ZSZSCALER INC
786$246.8M0.04%
148
SCCOSOUTHERN COPPER CORP
2,435$246.4M0.04%
149
EPDENTERPRISE PRODS PARTNERS L
7,813$242.3M0.04%
150
CRWDCROWDSTRIKE HLDGS INC
456$232.2M0.04%
151
MNDYMONDAY COM LTD
738$232.1M0.04%
152
PODDINSULET CORP
735$230.9M0.04%
153
IWBISHARES TR
678$230.1M0.04%
154
RTXRTX CORPORATION
1,542$225.1M0.04%
155
SIXJAIM ETF PRODUCTS TRUST
6,969$223.1M0.03%
156
VIGVANGUARD SPECIALIZED FUNDS
1,064$217.7M0.03%
157
LQDISHARES TR
1,951$213.9M0.03%
158
DDOGDATADOG INC
1,590$213.6M0.03%
159
WMTWALMART INC
2,159$211.1M0.03%
160
NUNU HLDGS LTD
15,352$210.6M0.03%
161
AQLTISHARES TR
2,432$203.0M0.03%
162
CCOCAMECO CORP
2,714$201.5M0.03%
163
VNQVANGUARD INDEX FDS
2,254$200.8M0.03%
164
WCPCPI AEROSTRUCTURES INC
56,500$197.8M0.03%
165
KYNKAYNE ANDERSON ENERGY INFRST
12,434$158.2M0.02%
166
LZLEGALZOOM COM INC
15,989$142.5M0.02%
167
TSLLDIREXION SHS ETF TR
11,665$137.8M0.02%
168
MDXGMIMEDX GROUP INC
18,000$110.0M0.02%
169
ALTALTIMMUNE INC
16,606$64.3M0.01%
170
FKWLFRANKLIN WIRELESS CORP
13,800$57.7M0.01%
171
NXDRNEXTDOOR HOLDINGS INC
31,161$51.7M0.01%
172
IAUI-80 GOLD CORP
30,000$18.0M0.00%
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