Fortis Capital Management LLC

Position in TIPT — Tiptree Inc.

CIK 1802167 BELLEVUE, WA

Position in TIPT

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

Position Value

$215,452

New position

Shares Held

12,023

first reported quarter

Ownership

0.032%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#82

of 139 holders

Holding Since

Jun 2026

1 quarter 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. TIPT ranks #4 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc.	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. This page	12,023	$215,452
5	KYN	Kayne Anderson Energy Infrastructure Fund, Inc.	11,638	$160,953

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$215,452	12,023	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.