Fortis Capital Management LLC Portfolio Holdings
Fortis Capital Management LLC
- $628 Million
- Q2 2025
Fortis Capital Management LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $628 Million distributed in 172 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $151M, Schwab Strategic Tr Us Large C with a value of $29.4M, Amazon Com Inc with a value of $21.1M, Nvidia Corp with a value of $21M, and Apple Inc. with a value of $13.7M.
Examining the 13F form we can see an increase of $126M in the current position value, from $502M to 628M.
Below you can find more details about Fortis Capital Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$628 Million
Technology: $268 Million
ETFs: $184 Million
Communication Services: $62.1 Million
Consumer Cyclical: $54.2 Million
Financial Services: $36.7 Million
Healthcare: $13.5 Million
Consumer Defensive: $3.23 Million
Industrials: $2.59 Million
Other: $2.25 Million