Fortis Capital Management LLC

Position in APO — Apollo Global Management, Inc.

CIK 1802167 BELLEVUE, WA

Position in APO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$6,342,007

+$811,007 QoQ

Shares Held

53,605

+8.0% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

1.03%

of 13F equity value

Holder Rank

#288

of 1,162 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Fortis Capital Management LLC holds $13,642,404 across 5 Asset Management names. APO ranks #1 (46.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc. This page	53,605	$6,342,007
2	BX	Blackstone Inc.	51,215	$6,026,469
3	STT	State Street Corp	5,292	$897,523
4	TIPT	Tiptree Inc.	12,023	$215,452
5	KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	11,638	$160,953

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,342,007	53,605	+8.0%	Shares	Sole	2026-08-13
2026-03-31	$5,531,000	49,641	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.