StockDriftsStockDriftsTop 50 Fortis Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 17.75% | 358.4K | $132.7M | +13.40%(+42.36K) | $296.05(+31.90%) | 2026-03-31 | |
| SCHX | SCHWAB STRATEGIC TR | 5.16% | 1.51M | $38.6M | +12.34%(+165.35K) | $17.80(+65.20%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.13% | 177.0K | $30.9M | +7.50%(+12.35K) | $102.90(+89.33%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.49% | 125.4K | $26.1M | +20.93%(+21.70K) | $155.18(+56.38%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.85% | 84.0K | $21.3M | +17.21%(+12.33K) | $206.56(+49.41%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.21% | 57.6K | $16.5M | -7.46%(-4.64K) | $124.55(+185.96%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 2.12% | 36.8K | $15.8M | +2.90%(+1.03K) | $193.92(+94.99%) | 2026-03-31 | |
| SCHM | SCHWAB STRATEGIC TR | 2.02% | 487.2K | $15.1M | +11.41%(+49.89K) | $24.65(+45.95%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 1.97% | 47.6K | $14.7M | +3.55%(+1.63K) | $132.21(+172.64%) | 2026-03-31 | |
| META | META PLATFORMS INC | 1.85% | 24.2K | $13.9M | +11.14%(+2.43K) | $480.64(+21.28%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.49% | +46.18% |
| Top 20 Holdings Unweighted | +15.10% | +52.50% |
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