Fortis Capital Management LLC Purchases in Q3 2025

Fortis Capital Management LLC

  • $692 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
7.25K
+ 2.38%
$491.09 - $535.64 $3.56M - $3.89M
312K $162M
AMD
Advanced Micro Devices Inc

Technology
37.3K
+ 334.07%
$134.8 - $184.42 $5.03M - $6.88M
48.5K $7.85M
CDNS
Cadence Design Systems Inc

Technology
17.1K
New
$309.46 - $373.37 $5.3M - $6.39M
17.1K $6.01M
LLY
Eli Lilly & CO

Healthcare
7.84K
+ 1849.76%
$625.65 - $812.69 $4.91M - $6.37M
8.27K $6.31M
BSX
Boston Scientific Corp

Healthcare
60.4K
New
$97.03 - $108.14 $5.86M - $6.53M
60.4K $5.9M
GOOG
Alphabet Inc.

Communication Services
667
+ 0.99%
$175.16 - $255.24 $117K - $170K
68.3K $16.6M
NVDA
Nvidia Corp

Technology
3.98K
+ 3.0%
$153.3 - $186.58 $610K - $742K
137K $25.5M
AAPL
Apple Inc.

Technology
4.17K
+ 6.27%
$202.38 - $256.87 $844K - $1.07M
70.7K $18M
SCHX
Schwab Strategic Tr Us Large C

ETFs
61.5K
+ 5.11%
$24.46 - $26.5 $1.5M - $1.63M
1.26M $33.3M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
69K
+ 31.07%
$50.53 - $50.82 $3.49M - $3.51M
291K $14.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
33
+ 0.09%
$224.68 - $282.71 $7.41K - $9.33K
37.1K $10.4M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
29.7K
+ 8.14%
$28.15 - $30.13 $836K - $895K
394K $11.7M
GOOGL
Alphabet Inc.

Communication Services
2.32K
+ 21.85%
$174.36 - $254.72 $404K - $590K
12.9K $3.14M
CORP
Pimco Investment Grade Corp Bd

ETFs
11.1K
+ 12.54%
$95.87 - $99.18 $1.07M - $1.1M
99.8K $9.85M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.84K
+ 14.09%
$459.11 - $506.91 $847K - $935K
14.9K $7.51M
UBER
Uber Technologies, Inc

Technology
5.88K
+ 8.15%
$86.91 - $99.57 $511K - $586K
78.1K $7.65M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
9.54K
+ 19.91%
$91.44 - $91.77 $872K - $875K
57.4K $5.27M
SCHA
Schwab Strategic Tr Us Small C

ETFs
13.4K
+ 7.37%
$25.29 - $28.33 $339K - $380K
195K $5.45M
HYG
Ishares Tr

ETFs
9.47K
+ 19.12%
$79.85 - $81.32 $756K - $770K
59K $4.79M
RMD
Resmed Inc

Healthcare
1.48K
+ 6.03%
$252.01 - $293.73 $372K - $434K
25.9K $7.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
700
+ 10.59%
$546.99 - $602.2 $383K - $422K
7.31K $4.39M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
12.4K
+ 5.43%
$52.39 - $53.11 $652K - $661K
242K $12.8M
AMZN
Amazon Com Inc

Consumer Cyclical
3.21K
+ 3.34%
$211.65 - $238.24 $679K - $765K
99.4K $21.8M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
7.64K
+ 5.28%
$30.13 - $33.37 $230K - $255K
152K $5.08M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
14.1K
+ 6.75%
$21.69 - $23.34 $306K - $330K
223K $5.2M
VBR
Vanguard Small Cap Value ETF

ETFs
75
+ 0.19%
$195.41 - $212.37 $14.7K - $15.9K
39K $8.13M
TMUS
T Mobile Us, Inc.

Communication Services
2.15K
+ 7.81%
$226.02 - $259.01 $485K - $556K
29.6K $7.09M
MA
Mastercard Inc

Financial Services
800
+ 6.47%
$550.18 - $598.96 $440K - $479K
13.2K $7.49M
META
Meta Platforms, Inc.

Communication Services
744
+ 4.06%
$695.21 - $791.73 $517K - $589K
19.1K $14M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
8.88K
+ 24.97%
$50.37 - $50.7 $447K - $450K
44.5K $2.25M
IONQ
Ion Q, Inc.

Technology
7.28K
New
$36.79 - $75.14 $268K - $547K
7.28K $447K
SCHG
Schwab Strategic Tr Us Large C

ETFs
12.2K
+ 127.22%
$28.92 - $32.19 $354K - $394K
21.9K $697K
PANW
Palo Alto Networks Inc

Technology
2.12K
+ 5.97%
$167.06 - $208.19 $354K - $441K
37.6K $7.65M
PLTR
Palantir Technologies Inc.

Technology
137
+ 1.82%
$130.68 - $186.97 $17.9K - $25.6K
7.66K $1.4M
MSCI
Msci Inc.

Financial Services
802
+ 8.6%
$526.48 - $588.0 $422K - $472K
10.1K $5.74M
JBBB
Janus Detroit Str Tr Henderson

ETFs
7.13K
+ 25.54%
$48.04 - $48.61 $342K - $346K
35K $1.69M
ADSK
Autodesk, Inc.

Technology
1.38K
+ 7.07%
N/A
20.9K $5.15M
SCHV
Schwab Strategic Tr Us Large C

ETFs
11.3K
New
$27.61 - $29.15 $311K - $328K
11.3K $328K
QBTS
D Wave Quantum Inc.

Technology
12.4K
New
$14.81 - $27.72 $183K - $343K
12.4K $305K
QUAL
Ishares Msci Usa Quality Facto

ETFs
59
+ 0.24%
$182.33 - $194.5 $10.8K - $11.5K
24.7K $4.8M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
2.3K
+ 4.03%
$55.15 - $58.11 $127K - $133K
59.3K $3.41M
ADBE
Adobe Inc.

Technology
2.18K
+ 14.79%
$333.65 - $392.1 $728K - $856K
16.9K $5.97M
IEFA
Ishares Tr

ETFs
2.92K
+ 119.98%
$81.7 - $87.53 $238K - $255K
5.35K $467K
ABBV
Abb Vie Inc.

Healthcare
116
+ 2.31%
$184.85 - $231.54 $21.4K - $26.9K
5.13K $1.19M
CVX
Chevron Corp

Energy
1.65K
New
$145.57 - $161.83 $240K - $266K
1.65K $255K
SOFI
So Fi Technologies, Inc.

Financial Services
9.38K
New
$17.64 - $29.81 $166K - $280K
9.38K $247K
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.04%
$620.67 - $670.08 $1.24K - $1.34K
4.86K $3.26M
STX
Seagate Technology Holdings PLC

Technology
25
+ 1.0%
$142.01 - $236.06 $3.55K - $5.9K
2.53K $597K
V
Visa Inc.

Financial Services
1.49K
+ 7.24%
$332.09 - $358.86 $496K - $536K
22.1K $7.55M
Activity Summary
Buys All Purchases 131 New Holdings 13 Increased Positions 118 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 2
Track This Portfolio

Track Fortis Capital Management LLC Portfolio

Follow Fortis Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fortis Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fortis Capital Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email