Fortis Capital Management LLC - Portfolio overview

Fortis Capital Management LLC has 231 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 17.26%
2. SCHX - SCHWAB STRATEGIC TR, 5.02%
3. NVDA - NVIDIA CORPORATION, 4.02%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.