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FIDELIS CAPITAL PARTNERS, LLC 13F portfolio summary

FIDELIS CAPITAL PARTNERS, LLC of FIDELIS CAPITAL PARTNERS, LLC has 501 current stock holdings with a reported portfolio value of $1.40B. The portfolio 1 year return is +19.69%. Top holdings include PAA (0.00%), CPER (0.00%), AWK (0.00%), CW (0.00%), PREF (0.00%).

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FIDELIS CAPITAL PARTNERS, LLC

FIDELIS CAPITAL PARTNERS, LLC
Latest filing: 2026-03-31

FIDELIS CAPITAL PARTNERS, LLC runs FIDELIS CAPITAL PARTNERS, LLC and currently holds 501 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $1.40B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. FIDELIS CAPITAL PARTNERS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, FIDELIS CAPITAL PARTNERS, LLC's portfolio at FIDELIS CAPITAL PARTNERS, LLC has delivered returns of +19.69%. Their 3-year annualized return is +63.29%. Looking at the 5-year horizon, FIDELIS CAPITAL PARTNERS, LLC has achieved +76.88% annualized returns at FIDELIS CAPITAL PARTNERS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+19.69%
#0/1000
3 Year
+63.29%
#0/1000
5 Year
+76.88%
#0/1000

Portfolio Value

$1.40B

Alpha Score

53.4

#0 of 1000

Holdings

501

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change