Fortis Capital Management LLC

Position in NVS — Novartis AG

CIK 1802167 BELLEVUE, WA

Position in NVS

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

Position Value

$260,938

New position

Shares Held

1,665

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,203

of 1,603 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Fortis Capital Management LLC holds $16,796,483 across 6 Drug Manufacturers - General names. NVS ranks #5 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	9,311	$11,167,893
2	ABBV	AbbVie Inc.	8,042	$2,023,688
3	JNJ	Johnson & Johnson	6,812	$1,730,043
4	AMGN	Amgen Inc	3,739	$1,353,966
5	NVS	Novartis AG This page	1,665	$260,938
6	MRK	Merck & Co., Inc.	2,023	$259,955

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$260,938	1,665	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.