Fortis Capital Management LLC
Annual return '25
+13.6%
SPY '25
+17.7%
Alpha
-4.2ptsvs SPY
Invested
$1.3B
Holdings
207
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$MSFT
MICROSOFT CORP
Q1 2026: Increased +1.3% (11.8k → 11.9k shares)
17.7%
02
$SCHX
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 1.26M shares)
5.2%
03
$NVDA
NVIDIA CORPORATION
Q4 2025: Sold 39.0% (136.6k → 83.3k shares)
4.1%
04
$AMZN
AMAZON COM INC
Q1 2026: Increased +0.9% (29.0k → 29.3k shares)
3.5%
05
$AAPL
APPLE INC
Q4 2025: Sold 80.1% (70.7k → 14.1k shares)
2.9%
06
$GOOG
ALPHABET INC
Q4 2025: Sold 95.9% (68.3k → 2.8k shares)
2.2%
07
$GQ9
SPDR GOLD TR
Q4 2025: Exited (was 36.4k shares)
2.1%
08
$SCHM
SCHWAB STRATEGIC TR
Q4 2025: Exited (was 394.3k shares)
2.0%
09
$AVGO
BROADCOM INC
Q4 2025: Sold 56.6% (44.8k → 19.4k shares)
2.0%
10
$META
META PLATFORMS INC
Q4 2025: Sold 53.2% (19.1k → 8.9k shares)
1.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:53 UTC.