Fortis Capital Management LLC

Fortis Capital Management LLC's Q1 2026 13F reveals a $980M, 211-name portfolio whose structural signature is an outsized fixed-income core — the top position (78462F103, a government/sovereign debt CUSIP) commands 23.2% of portfolio — paired with a large-cap technology equity anchor (MSFT, 13.6%) that together account for roughly 37% of total portfolio weight before diversification across 209 remaining names begins. With whaleScore of 57.50 and only 2 ETFs among the top 8, the portfolio composition reflects a dual-mandate structure: a capital-preservation or income sleeve at meaningful risk weight, overlaid with a concentrated large-cap growth equity layer rather than broad equity diversification. This architecture is the hallmark of a multi-strategy fixed-income-plus-equity allocator rather than a pure equity manager, and it presents a distinct risk return profile from the single-stock equity books typical of this asset cohort.