Fortis Capital Management LLC Q4 2025 Filing

Filed February 13, 2026

Portfolio Value

$756.1M

Holdings

206

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (206 positions)

StockValue
MSFTMICROSOFT CORP
$152.8M
SCHXSCHWAB STRATEGIC TR
$36.1M
NVDANVIDIA CORPORATION
$30.7M
AMZNAMAZON COM INC
$23.9M
GOOGALPHABET INC
$19.5M
AAPLAPPLE INC
$19.5M
JAAAJANUS DETROIT STR TR
$15.9M
AVGOBROADCOM INC
$15.9M
METAMETA PLATFORMS INC
$14.4M
GQ9SPDR GOLD TR
$14.2M
IGSBISHARES TR
$13.6M
SCHMSCHWAB STRATEGIC TR
$13.1M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$11.6M
TSLATESLA INC
$11.5M
AMDADVANCED MICRO DEVICES INC
$11.1M
SHOPSHOPIFY INC
$10.7M
PMBSPIMCO ETF TR
$10.7M
NFLXNETFLIX INC
$10.1M
ANETARISTA NETWORKS INC
$9.8M
LLYELI LILLY & CO
$9.4M
VBRVANGUARD INDEX FDS
$8.3M
SRLNSSGA ACTIVE ETF TR
$8.2M
VVISA INC
$8.2M
SCHASCHWAB STRATEGIC TR
$8.1M
MLB1MERCADOLIBRE INC
$8.1M
MAMASTERCARD INCORPORATED
$8.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$7.9M
GEVGE VERNOVA INC
$7.6M
UBERUBER TECHNOLOGIES INC
$7.5M
CDNSCADENCE DESIGN SYSTEM INC
$7.5M
NOWSERVICENOW INC
$7.4M
PANWPALO ALTO NETWORKS INC
$7.4M
CRMSALESFORCE INC
$7.3M
FICOFAIR ISAAC CORP
$7.0M
ADBEADOBE INC
$6.9M
RMERESMED INC
$6.7M
ADSKAUTODESK INC
$6.7M
TMUST-MOBILE US INC
$6.5M
IVVISHARES TR
$5.9M
SCHFSCHWAB STRATEGIC TR
$5.9M
BILSPDR SERIES TRUST
$5.9M
HYGISHARES TR
$5.3M
NDQINVESCO QQQ TR
$5.3M
QUALISHARES TR
$5.1M
SCHESCHWAB STRATEGIC TR
$4.6M
DISDISNEY WALT CO
$4.5M
GOOGLALPHABET INC
$4.1M
BSXBOSTON SCIENTIFIC CORP
$4.1M
PGRPROGRESSIVE CORP
$4.0M
COWZPACER FDS TR
$3.3M
VCITVANGUARD SCOTTSDALE FDS
$3.2M
SCHDSCHWAB STRATEGIC TR
$3.0M
IHDGWISDOMTREE TR
$3.0M
IBDSISHARES TR
$2.8M
MARWAIM ETF PRODUCTS TRUST
$2.6M
AVUVAMERICAN CENTY ETF TR
$2.5M
VOOVANGUARD INDEX FDS
$2.5M
GSSTGOLDMAN SACHS ETF TR
$2.3M
RWJINVESCO EXCH TRADED FD TR II
$2.3M
IBDRISHARES TR
$2.0M
VOVANGUARD INDEX FDS
$1.9M
VTIVANGUARD INDEX FDS
$1.8M
SPYXSPDR SERIES TRUST
$1.8M
IBDTISHARES TR
$1.7M
COSTCOSTCO WHSL CORP NEW
$1.6M
IBDUISHARES TR
$1.6M
PLTRPALANTIR TECHNOLOGIES INC
$1.6M
ABBVABBVIE INC
$1.6M
MSFTMICROSOFT CORP
$1.5M
SPYSPDR S&P 500 ETF TR
$1.5M
VCSHVANGUARD SCOTTSDALE FDS
$1.4M
VVVANGUARD INDEX FDS
$1.3M
AGZISHARES TR
$1.2M
JNJJOHNSON & JOHNSON
$1.2M
BABOEING CO
$1.2M
IBMINTERNATIONAL BUSINESS MACHS
$1.1M
JBBBJANUS DETROIT STR TR
$1.1M
GDXVANECK ETF TRUST
$1.1M
PFXFVANECK ETF TRUST
$1.1M
BROADCOM INC
$1.0M
ABNBAIRBNB INC
$984K
JPMJPMORGAN CHASE & CO.
$969K
GBTCGRAYSCALE BITCOIN TRUST ETF
$937K
HDHOME DEPOT INC
$935K
VBVANGUARD INDEX FDS
$921K
SLQDISHARES TR
$902K
SPGIS&P GLOBAL INC
$865K
AMGNAMGEN INC
$840K
ORCLORACLE CORP
$827K
ETENERGY TRANSFER L P
$822K
SMHVANECK ETF TRUST
$818K
SCHPSCHWAB STRATEGIC TR
$814K
FEBWAIM ETF PRODUCTS TRUST
$791K
DSIISHARES TR
$775K
APRWAIM ETF PRODUCTS TRUST
$774K
MUMICRON TECHNOLOGY INC
$755K
MSIMOTOROLA SOLUTIONS INC
$741K
ADIANALOG DEVICES INC
$720K
MCOMOODYS CORP
$709K
STXSEAGATE TECHNOLOGY HLDNGS PL
$704K
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