Fortis Capital Management LLC Purchases in Q2 2025

Fortis Capital Management LLC

  • $628 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
3.3K
+ 1.1%
$354.56 - $497.45 $1.17M - $1.64M
305K $151M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
222K
New
$49.79 - $50.75 $11.1M - $11.3M
222K $11.3M
NVDA
Nvidia Corp

Technology
13.7K
+ 11.56%
$94.31 - $157.99 $1.3M - $2.17M
133K $21M
UBER
Uber Technologies, Inc

Technology
72.2K
New
$64.62 - $93.3 $4.66M - $6.73M
72.2K $6.73M
PGR
Progressive Corp

Financial Services
22.8K
+ 1717.55%
$255.27 - $288.74 $5.82M - $6.59M
24.1K $6.44M
AVGO
Broadcom Inc.

Technology
2.9K
+ 6.35%
$146.29 - $275.65 $424K - $800K
48.6K $13.4M
AMZN
Amazon Com Inc

Consumer Cyclical
12.5K
+ 15.0%
$167.32 - $223.3 $2.1M - $2.8M
96.2K $21.1M
META
Meta Platforms, Inc.

Communication Services
3.85K
+ 26.59%
$484.66 - $738.09 $1.86M - $2.84M
18.3K $13.5M
NFLX
Netflix Inc

Communication Services
5
+ 0.05%
$855.86 - $1339.13 $4.28K - $6.7K
10.1K $13.5M
SCHX
Schwab Strategic Tr Us Large C

ETFs
52K
+ 4.51%
$19.6 - $24.44 $1.02M - $1.27M
1.2M $29.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
7.06K
+ 23.52%
$141.37 - $228.57 $998K - $1.61M
37.1K $8.4M
DIS
Walt Disney CO

Communication Services
15K
+ 29.51%
$81.72 - $124.01 $1.23M - $1.86M
65.9K $8.17M
MELI
Mercadolibre Inc

Consumer Cyclical
143
+ 4.47%
$1794.73 - $2613.63 $257K - $374K
3.34K $8.73M
CRM
Salesforce, Inc.

Technology
8.23K
+ 53.0%
$236.26 - $291.15 $1.94M - $2.4M
23.8K $6.48M
GOOG
Alphabet Inc.

Communication Services
5.14K
+ 8.22%
$146.58 - $180.01 $753K - $925K
67.7K $12M
SHOP
Shopify Inc.

Technology
8.91K
+ 15.91%
$76.89 - $115.35 $685K - $1.03M
64.9K $7.48M
PANW
Palo Alto Networks Inc

Technology
5.33K
+ 17.68%
$152.44 - $204.64 $812K - $1.09M
35.5K $7.26M
NOW
Service Now, Inc.

Technology
483
+ 7.4%
$721.65 - $1040.18 $349K - $502K
7.01K $7.21M
ADBE
Adobe Inc.

Technology
4.67K
+ 46.32%
$340.0 - $420.68 $1.59M - $1.96M
14.8K $5.71M
TSLA
Tesla, Inc.

Consumer Cyclical
492
+ 1.94%
$221.86 - $362.89 $109K - $179K
25.9K $8.23M
AAPL
Apple Inc.

Technology
12.4K
+ 23.0%
$172.42 - $223.89 $2.15M - $2.79M
66.6K $13.7M
DHI
Horton D R Inc

Consumer Cyclical
10.1K
+ 26.83%
$115.1 - $129.63 $1.16M - $1.3M
47.5K $6.13M
JBBB
Janus Detroit Str Tr Henderson

ETFs
27.9K
New
$46.79 - $48.56 $1.31M - $1.35M
27.9K $1.35M
TMUS
T Mobile Us, Inc.

Communication Services
7.81K
+ 39.7%
$220.99 - $268.54 $1.73M - $2.1M
27.5K $6.55M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
20.8K
+ 6.05%
$22.92 - $28.05 $477K - $583K
365K $10.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.73K
+ 53.95%
$456.74 - $568.03 $789K - $982K
4.93K $2.8M
RMD
Resmed Inc

Healthcare
1.29K
+ 5.58%
$204.54 - $258.0 $264K - $334K
24.5K $6.31M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
21.9K
+ 374.55%
$39.89 - $49.46 $875K - $1.08M
27.8K $1.37M
GOOGL
Alphabet Inc.

Communication Services
4.97K
+ 88.24%
$144.7 - $178.6 $719K - $887K
10.6K $1.87M
CHTR
Charter Communications, Inc.

Communication Services
951
+ 6.7%
$321.68 - $427.25 $306K - $406K
15.2K $6.19M
AMD
Advanced Micro Devices Inc

Technology
3.75K
+ 50.51%
$78.21 - $143.81 $293K - $539K
11.2K $1.59M
MA
Mastercard Inc

Financial Services
898
+ 7.83%
$479.92 - $590.74 $431K - $530K
12.4K $6.95M
V
Visa Inc.

Financial Services
1.58K
+ 8.28%
$308.27 - $373.31 $486K - $589K
20.6K $7.32M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
5.08K
+ 2.49%
$17.76 - $22.1 $90.2K - $112K
209K $4.63M
COST
Costco Wholesale Corp

Consumer Defensive
499
+ 33.45%
$908.13 - $1056.85 $453K - $527K
1.99K $1.97M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
9.23K
New
$45.98 - $56.15 $424K - $518K
9.23K $517K
FICO
Fair Isaac Corp

Technology
300
+ 9.32%
$1503.62 - $2206.01 $451K - $662K
3.52K $6.43M
MSCI
Msci Inc.

Financial Services
682
+ 7.89%
$506.56 - $576.74 $345K - $393K
9.32K $5.38M
CPRT
Copart Inc

Consumer Cyclical
23.4K
+ 26.51%
$47.72 - $63.84 $1.12M - $1.5M
112K $5.48M
JPM
Jpmorgan Chase & CO

Financial Services
1.46K
+ 170.0%
$210.28 - $289.91 $307K - $424K
2.32K $673K
SBUX
Starbucks Corp

Consumer Cyclical
4.79K
New
$79.69 - $99.41 $382K - $476K
4.79K $439K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.19K
+ 1.54%
$24.38 - $30.18 $53.4K - $66.2K
145K $4.36M
PLTR
Palantir Technologies Inc.

Technology
378
+ 5.29%
$74.01 - $144.25 $28K - $54.5K
7.53K $1.03M
ORCL
Oracle Corp

Technology
450
+ 11.07%
$122.82 - $218.63 $55.3K - $98.4K
4.52K $987K
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.98K
New
$91.23 - $97.27 $363K - $388K
3.98K $387K
EFA
Ishares Tr Msci Eafe ETF

ETFs
4.18K
New
$72.96 - $90.39 $305K - $378K
4.18K $373K
VGT
Vanguard Information Technolog

ETFs
540
New
$470.37 - $663.28 $254K - $358K
540 $358K
VEEV
Veeva Systems Inc

Healthcare
1.24K
New
$209.39 - $289.94 $260K - $360K
1.24K $357K
VBR
Vanguard Small Cap Value ETF

ETFs
72
+ 0.19%
$162.76 - $195.77 $11.7K - $14.1K
38.9K $7.58M
Activity Summary
Buys All Purchases 112 New Holdings 30 Increased Positions 82 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 1
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