| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 12.7% |
| ISHARES TR | 19 | Q2 2024 | 5.6% |
| AMAZON.COM INC | 19 | Q2 2024 | 3.8% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 3.7% |
| GLOBAL X FUNDS | 19 | Q2 2024 | 3.4% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 2.8% |
| VANGUARD SCOTTSDALE FDS | 19 | Q2 2024 | 5.7% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 3.7% |
| NETFLIX INC | 19 | Q2 2024 | 2.5% |
| META PLATFORMS INC | 19 | Q2 2024 | 3.6% |
View Fortis Capital Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-08 |
| 13F-HR | 2024-07-23 |
| 13F-HR | 2024-04-30 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-10 |
View Fortis Capital Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.