Forte Capital
Latest statistics and disclosures from Forte Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHG, AAPL, NVDA, QUAL, VTV, and represent 21.42% of Forte Capital's stock portfolio.
- Added to shares of these 10 stocks: ANET, AMT, XLU, XLE, FANG, BAH, IMCG, LKQ, DLTR, IWP.
- Started 8 new stock positions in XLE, BBWI, TRMB, VBR, DLTR, LKQ, VGT, APH.
- Reduced shares in these 10 stocks: SCHG, QUAL, NET, VTV, , INTU, RH, MA, VTI, AAPL.
- Sold out of its positions in BCE, DVY, NSRGY, RH, UNH.
- Forte Capital was a net seller of stock by $-8.8M.
- Forte Capital has $930M in assets under management (AUM), dropping by 10.36%.
- Central Index Key (CIK): 0001022314
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Portfolio Holdings for Forte Capital
Forte Capital holds 239 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab US Large-Cap Growth ETF Etf (SCHG) | 5.0 | $46M | -9% | 1.6M | 29.21 |
|
| Apple (AAPL) | 5.0 | $46M | 226k | 205.17 |
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| NVIDIA Corporation (NVDA) | 3.9 | $37M | 232k | 157.99 |
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| Ishs Edge Msci Usa Qual Factor Etf (QUAL) | 3.9 | $36M | -6% | 198k | 182.82 |
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| Vang Value Index Etf (VTV) | 3.6 | $34M | -3% | 191k | 176.74 |
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| Amazon (AMZN) | 3.2 | $30M | 138k | 219.39 |
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| WisdomTree US Quality Dividend Gr ETF Etf (DGRW) | 2.6 | $24M | 285k | 83.74 |
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| Network Associates Inc cl a (NET) | 2.5 | $23M | -7% | 118k | 195.83 |
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| MasterCard Incorporated (MA) | 2.5 | $23M | -3% | 41k | 561.94 |
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| Alphabet Inc Class A cs (GOOGL) | 2.2 | $20M | 116k | 176.23 |
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| TJX Companies (TJX) | 2.2 | $20M | 165k | 123.49 |
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| Intuit (INTU) | 2.2 | $20M | -4% | 26k | 787.62 |
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| Celestica (CLS) | 2.1 | $20M | 126k | 156.11 |
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| Intuitive Surgical (ISRG) | 2.0 | $19M | -2% | 35k | 543.41 |
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| Sprouts Fmrs Mkt (SFM) | 1.8 | $17M | 104k | 164.64 |
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| Ametek (AME) | 1.7 | $16M | 88k | 180.96 |
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| Booking Holdings (BKNG) | 1.7 | $16M | -2% | 2.7k | 5790.00 |
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| Trade Desk (TTD) | 1.6 | $15M | 209k | 71.99 |
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| Labcorp Holdings (LH) | 1.5 | $14M | 54k | 262.51 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 1.5 | $14M | 30k | 467.82 |
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| Autodesk (ADSK) | 1.4 | $13M | 42k | 309.57 |
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| Lowe's Companies (LOW) | 1.3 | $12M | 55k | 221.87 |
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| Utilities Sel Sect Spdr Etf Etf (XLU) | 1.3 | $12M | +19% | 143k | 81.66 |
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| Blackrock (BLK) | 1.2 | $11M | 11k | 1049.28 |
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| Cme (CME) | 1.2 | $11M | 40k | 275.62 |
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| Microsoft Corporation (MSFT) | 1.2 | $11M | 22k | 497.40 |
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| Adobe Systems Incorporated (ADBE) | 1.1 | $11M | 28k | 386.88 |
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| Schwab Us Largecap Etf (SCHX) | 1.1 | $11M | 433k | 24.44 |
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| Argan (AGX) | 1.1 | $10M | 46k | 220.48 |
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| Jacobs Engineering Group (J) | 1.0 | $9.6M | +2% | 73k | 131.45 |
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| Vang Total Stock Mkt Etf (VTI) | 1.0 | $9.6M | -6% | 32k | 303.93 |
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| W.R. Berkley Corporation (WRB) | 1.0 | $9.1M | 124k | 73.47 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $8.7M | 30k | 289.91 |
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| Arista Networks (ANET) | 0.9 | $8.2M | +46% | 81k | 102.31 |
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| Lululemon Athletica (LULU) | 0.9 | $7.9M | +2% | 33k | 237.58 |
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| Brown & Brown (BRO) | 0.8 | $7.8M | 71k | 110.87 |
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| Schwab Us Small Co Index Etf (FNDA) | 0.8 | $7.1M | 249k | 28.65 |
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| Diamondback Energy (FANG) | 0.7 | $6.6M | +11% | 48k | 137.40 |
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| Ishrs Russ Mid Gwth Etf (IWP) | 0.7 | $6.6M | +5% | 47k | 138.68 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.6 | $5.6M | 13k | 445.20 |
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| iShares Morningstar Mid-Cap Growth ETF Etf (IMCG) | 0.6 | $5.5M | +8% | 69k | 80.23 |
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| Broadcom (AVGO) | 0.5 | $5.0M | 18k | 275.66 |
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| Cisco Systems (CSCO) | 0.5 | $4.5M | 65k | 69.38 |
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| Berkshire Hathaway (BRK.B) | 0.5 | $4.5M | +6% | 9.2k | 485.75 |
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| Seagate Technology (STX) | 0.5 | $4.4M | 31k | 144.33 |
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| Twilio Inc cl a (TWLO) | 0.5 | $4.4M | +6% | 35k | 124.36 |
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| Vang Growth Index Etf (VUG) | 0.5 | $4.3M | 9.8k | 438.40 |
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| Booz Allen Hamilton Holding Corporation (BAH) | 0.5 | $4.3M | +15% | 41k | 104.13 |
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| Iqvia Holdings (IQV) | 0.5 | $4.2M | 27k | 157.59 |
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| Waste Management (WM) | 0.4 | $4.1M | 18k | 228.82 |
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| Tesla Motors (TSLA) | 0.4 | $4.1M | -4% | 13k | 317.66 |
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| Alphabet Inc Class C cs (GOOG) | 0.4 | $4.1M | -2% | 23k | 177.39 |
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| Ishares Trust S&p 500 Index Fund Etf (IVV) | 0.4 | $3.8M | -8% | 6.1k | 620.90 |
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| Bank of New York Mellon Corporation (BK) | 0.4 | $3.5M | 39k | 91.11 |
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| Williams Companies (WMB) | 0.4 | $3.5M | 56k | 62.81 |
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| MetLife (MET) | 0.4 | $3.3M | 41k | 80.42 |
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| Johnson & Johnson (JNJ) | 0.3 | $3.2M | 21k | 152.75 |
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| Verizon Communications (VZ) | 0.3 | $3.2M | 74k | 43.27 |
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| Southern Company (SO) | 0.3 | $3.1M | 34k | 91.83 |
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| Cummins (CMI) | 0.3 | $3.1M | 9.4k | 327.52 |
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| Ishrs Russ Mid Value Etf (IWS) | 0.3 | $3.0M | -8% | 23k | 132.14 |
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| Welltower Inc Com reit (WELL) | 0.3 | $2.9M | 19k | 153.73 |
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| Tc Energy Corp (TRP) | 0.3 | $2.9M | 59k | 48.79 |
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| Netflix (NFLX) | 0.3 | $2.8M | 2.1k | 1339.13 |
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| Digital Realty Trust (DLR) | 0.3 | $2.8M | 16k | 174.33 |
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| Insight Enterprises (NSIT) | 0.3 | $2.8M | 20k | 138.09 |
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| Duke Energy (DUK) | 0.3 | $2.7M | 23k | 118.00 |
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| American Tower Reit (AMT) | 0.3 | $2.7M | +268% | 12k | 221.03 |
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| Abbvie (ABBV) | 0.3 | $2.7M | 14k | 185.62 |
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| International Paper Company (IP) | 0.3 | $2.6M | 56k | 46.83 |
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| International Business Machines (IBM) | 0.3 | $2.6M | 8.7k | 294.79 |
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| Devon Energy Corporation (DVN) | 0.3 | $2.5M | 78k | 31.81 |
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| Unilever (UL) | 0.3 | $2.5M | 40k | 61.17 |
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| Public Storage (PSA) | 0.3 | $2.4M | 8.3k | 293.41 |
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| Enbridge (ENB) | 0.3 | $2.4M | 52k | 45.32 |
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| Mid-America Apartment (MAA) | 0.2 | $2.3M | +6% | 15k | 148.01 |
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| Ishs Russell 1000 Grwth Indx Etf (IWF) | 0.2 | $2.2M | 5.3k | 424.58 |
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| SPDRS Etf (SPY) | 0.2 | $2.2M | +12% | 3.6k | 617.85 |
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| Lamar Advertising Co-a (LAMR) | 0.2 | $2.2M | 18k | 121.36 |
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| United Parcel Service (UPS) | 0.2 | $2.1M | +5% | 21k | 100.94 |
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| Merck & Co (MRK) | 0.2 | $2.1M | +5% | 26k | 79.16 |
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| Consolidated Edison (ED) | 0.2 | $2.0M | +2% | 20k | 100.35 |
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| Total (TTE) | 0.2 | $2.0M | 33k | 61.39 |
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| Nike (NKE) | 0.2 | $2.0M | 28k | 71.04 |
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| Quanta Services (PWR) | 0.2 | $1.9M | -2% | 5.1k | 378.08 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.9M | 18k | 107.80 |
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| Invesco S&p 500 Pure Gwth Etf (RPG) | 0.2 | $1.8M | -9% | 40k | 45.77 |
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| Facebook Inc cl a (META) | 0.2 | $1.8M | 2.5k | 738.13 |
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| Prologis (PLD) | 0.2 | $1.8M | 17k | 105.12 |
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| Colgate-Palmolive Company (CL) | 0.2 | $1.7M | 19k | 90.90 |
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| Oracle Corporation (ORCL) | 0.2 | $1.7M | 7.8k | 218.63 |
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| Stryker Corporation (SYK) | 0.2 | $1.7M | 4.3k | 395.63 |
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| Ge Vernova (GEV) | 0.2 | $1.7M | -3% | 3.1k | 529.15 |
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| Taiwan Semiconductor Mfg (TSM) | 0.2 | $1.6M | 7.3k | 226.49 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $1.6M | 4.0k | 405.46 |
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| Paychex (PAYX) | 0.2 | $1.6M | +4% | 11k | 145.46 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.6M | -7% | 11k | 146.02 |
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| Intercontinental Exchange (ICE) | 0.2 | $1.6M | -5% | 8.7k | 183.48 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $1.5M | 11k | 128.92 |
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| General Mills (GIS) | 0.2 | $1.5M | +8% | 28k | 51.81 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.4M | -2% | 1.8k | 779.72 |
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| Molina Healthcare (MOH) | 0.2 | $1.4M | +15% | 4.8k | 297.90 |
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| American Express Company (AXP) | 0.1 | $1.4M | +9% | 4.4k | 318.98 |
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| Costco Wholesale Corporation (COST) | 0.1 | $1.4M | -3% | 1.4k | 989.59 |
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| Acuity Brands (AYI) | 0.1 | $1.4M | 4.6k | 298.33 |
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| KLA-Tencor Corporation (KLAC) | 0.1 | $1.3M | 1.5k | 895.63 |
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| Vang Ftse Developed Mkts Etf (VEA) | 0.1 | $1.3M | -18% | 24k | 57.01 |
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| General Electric (GE) | 0.1 | $1.3M | 5.1k | 257.41 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $1.3M | +5% | 4.0k | 320.10 |
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| Invesco Qqq Trust Ser 1 Etf (QQQ) | 0.1 | $1.2M | +13% | 2.3k | 551.53 |
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| Vang Mid Cap Value Etf (VOE) | 0.1 | $1.2M | -2% | 7.6k | 164.46 |
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| Visa (V) | 0.1 | $1.2M | 3.4k | 355.08 |
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| Vanguard Small Cap Etf Etf (VB) | 0.1 | $1.1M | -10% | 4.9k | 237.00 |
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| Energy Select Sector Spdr Etf (XLE) | 0.1 | $1.1M | NEW | 13k | 84.81 |
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| Caterpillar (CAT) | 0.1 | $1.1M | -5% | 2.9k | 388.15 |
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| Cintas Corporation (CTAS) | 0.1 | $1.0M | 4.7k | 222.87 |
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| L3harris Technologies (LHX) | 0.1 | $1.0M | 4.2k | 250.81 |
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| Schwab Us Mid Cap Etf Etf (SCHM) | 0.1 | $1.0M | 36k | 28.05 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.0M | 4.9k | 207.62 |
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| American Electric Power Company (AEP) | 0.1 | $997k | 9.6k | 103.76 |
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| Walt Disney Company (DIS) | 0.1 | $978k | -5% | 7.9k | 124.01 |
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| Marriott International (MAR) | 0.1 | $968k | +14% | 3.5k | 273.21 |
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| Home Depot (HD) | 0.1 | $963k | 2.6k | 366.59 |
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| Medpace Hldgs (MEDP) | 0.1 | $952k | 3.0k | 313.86 |
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| S&p Global (SPGI) | 0.1 | $932k | +3% | 1.8k | 527.18 |
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| AmerisourceBergen (COR) | 0.1 | $932k | 3.1k | 299.85 |
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| Ferrari Nv Ord (RACE) | 0.1 | $926k | 1.9k | 490.77 |
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| Palo Alto Networks (PANW) | 0.1 | $918k | -5% | 4.5k | 204.64 |
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| Amgen (AMGN) | 0.1 | $912k | +2% | 3.3k | 279.24 |
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| Honeywell International (HON) | 0.1 | $847k | 3.6k | 232.88 |
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| Toll Brothers (TOL) | 0.1 | $843k | -11% | 7.4k | 114.13 |
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| Ishs Russell Top 200 Gwth Etf Etf (IWY) | 0.1 | $837k | 3.4k | 246.51 |
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| Waters Corporation (WAT) | 0.1 | $830k | +23% | 2.4k | 349.04 |
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| iShares MSCI EAFE ESG Optimized ETF Etf (ESGD) | 0.1 | $821k | 9.2k | 89.22 |
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| Canadian Natl Ry (CNI) | 0.1 | $818k | 7.9k | 104.04 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $795k | 14k | 56.15 |
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| iShares Currency Hedged MSCI EAFE Etf (HEFA) | 0.1 | $790k | +6% | 21k | 37.96 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $779k | 1.7k | 463.20 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $778k | 5.2k | 149.58 |
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| Deere & Company (DE) | 0.1 | $778k | -3% | 1.5k | 508.49 |
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| On Hldg (ONON) | 0.1 | $771k | -4% | 15k | 52.05 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $770k | 2.5k | 313.14 |
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| Chevron Corporation (CVX) | 0.1 | $764k | 5.3k | 143.20 |
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| Pepsi (PEP) | 0.1 | $762k | -30% | 5.8k | 132.05 |
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| Carrier Global Corporation (CARR) | 0.1 | $740k | 10k | 73.19 |
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| Bank of America Corporation (BAC) | 0.1 | $733k | 16k | 47.32 |
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| Lam Research (LRCX) | 0.1 | $732k | 7.5k | 97.34 |
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| Boston Scientific Corporation (BSX) | 0.1 | $721k | +6% | 6.7k | 107.41 |
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| Wal-Mart Stores (WMT) | 0.1 | $719k | 7.3k | 97.78 |
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| Morgan Stanley (MS) | 0.1 | $718k | +11% | 5.1k | 140.86 |
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| McKesson Corporation (MCK) | 0.1 | $714k | -3% | 974.00 | 733.10 |
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| Vang Ftse All-world Ex-us Etf (VEU) | 0.1 | $699k | 10k | 67.22 |
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| Fortinet (FTNT) | 0.1 | $690k | 6.5k | 105.72 |
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| Affiliated Managers (AMG) | 0.1 | $674k | +6% | 3.4k | 196.77 |
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| Goldman Sachs (GS) | 0.1 | $664k | +8% | 938.00 | 707.75 |
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| Ishares S&p 500 Value Indx Etf (IVE) | 0.1 | $659k | 3.4k | 195.42 |
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| Sherwin-Williams Company (SHW) | 0.1 | $631k | -13% | 1.8k | 343.28 |
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| Emcor (EME) | 0.1 | $631k | +3% | 1.2k | 534.89 |
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| At&t (T) | 0.1 | $630k | +2% | 22k | 28.94 |
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| Simon Property (SPG) | 0.1 | $615k | -4% | 3.8k | 160.76 |
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| Schwab Us Small Cap Etf (SCHA) | 0.1 | $601k | +4% | 24k | 25.30 |
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| Zoetis Inc Cl A (ZTS) | 0.1 | $587k | +63% | 3.8k | 155.95 |
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| Ishs Core S&p Tot Us Stk Mkt Etf (ITOT) | 0.1 | $583k | -33% | 4.3k | 135.03 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $557k | 7.0k | 79.27 |
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| Duolingo (DUOL) | 0.1 | $542k | -29% | 1.3k | 410.02 |
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| Ishares Trust Russell Etf (IWM) | 0.1 | $533k | 2.5k | 215.79 |
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| Rockwell Automation (ROK) | 0.1 | $530k | -5% | 1.6k | 332.17 |
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| Nextera Energy (NEE) | 0.1 | $528k | -8% | 7.6k | 69.42 |
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| Procter & Gamble Company (PG) | 0.1 | $513k | -11% | 3.2k | 159.33 |
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| Casella Waste Systems (CWST) | 0.1 | $507k | -19% | 4.4k | 115.38 |
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| Vang Total Intl Stk Indx Etf (VXUS) | 0.1 | $499k | -21% | 7.2k | 69.09 |
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| HEICO Corporation (HEI) | 0.1 | $496k | 1.5k | 328.00 |
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| Martin Marietta Materials (MLM) | 0.1 | $496k | -4% | 903.00 | 548.96 |
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| Abbott Laboratories (ABT) | 0.1 | $487k | +12% | 3.6k | 136.01 |
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| Ishs Russell 1000 Val Indx Etf (IWD) | 0.1 | $481k | 2.5k | 194.23 |
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| First Trust Rising Dividend Achiev ETF Etf (RDVY) | 0.1 | $479k | 7.6k | 62.74 |
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| Constellation Brands (STZ) | 0.1 | $473k | 2.9k | 162.68 |
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| Aon (AON) | 0.1 | $467k | +27% | 1.3k | 356.87 |
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| M&T Bank Corporation (MTB) | 0.1 | $465k | 2.4k | 194.02 |
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| Wells Fargo & Company (WFC) | 0.0 | $455k | +12% | 5.7k | 80.12 |
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| Vang Indx S&p 500 Etf Etf (VOO) | 0.0 | $454k | -7% | 800.00 | 568.02 |
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| Automatic Data Processing (ADP) | 0.0 | $439k | +5% | 1.4k | 308.40 |
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| Semiconductor Holdrs Tr Semiconductor Hldg Etf (SMH) | 0.0 | $438k | 1.6k | 278.90 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $433k | 4.4k | 99.02 |
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| Corning Incorporated (GLW) | 0.0 | $419k | +2% | 8.0k | 52.59 |
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| Lancaster Colony (MZTI) | 0.0 | $415k | 2.4k | 172.77 |
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| Roper Industries (ROP) | 0.0 | $400k | +11% | 706.00 | 566.84 |
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| Bruker Corporation (BRKR) | 0.0 | $396k | +10% | 9.6k | 41.20 |
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| Coca-Cola Company (KO) | 0.0 | $385k | +5% | 5.4k | 70.75 |
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| MarketAxess Holdings (MKTX) | 0.0 | $384k | -5% | 1.7k | 223.34 |
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| Chubb (CB) | 0.0 | $380k | +43% | 1.3k | 289.72 |
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| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $378k | 1.7k | 221.27 |
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| LKQ Corporation (LKQ) | 0.0 | $375k | NEW | 10k | 37.01 |
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| Element Solutions (ESI) | 0.0 | $370k | +28% | 16k | 22.65 |
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| Dollar Tree (DLTR) | 0.0 | $367k | NEW | 3.7k | 99.04 |
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| Fiserv (FI) | 0.0 | $362k | -22% | 2.1k | 172.41 |
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| Zebra Technologies (ZBRA) | 0.0 | $362k | +15% | 1.2k | 308.36 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $358k | 2.2k | 166.11 |
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| Avient Corp (AVNT) | 0.0 | $358k | +74% | 11k | 32.31 |
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| Assurant (AIZ) | 0.0 | $356k | +11% | 1.8k | 197.49 |
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| Ishares Russell 1000 Index Etf (IWB) | 0.0 | $356k | 1.0k | 339.57 |
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| Aercap Holdings Nv Ord Cmn (AER) | 0.0 | $352k | 3.0k | 117.00 |
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| Apollo Global Mgmt (APO) | 0.0 | $350k | +10% | 2.5k | 141.87 |
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| Centene Corporation (CNC) | 0.0 | $348k | +33% | 6.4k | 54.28 |
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| Novo Nordisk A/S (NVO) | 0.0 | $344k | -42% | 5.0k | 69.02 |
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| Ross Stores (ROST) | 0.0 | $339k | 2.7k | 127.58 |
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| CSX Corporation (CSX) | 0.0 | $329k | 10k | 32.63 |
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| Lincoln Electric Holdings (LECO) | 0.0 | $328k | +15% | 1.6k | 207.32 |
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| Ishares S&p Midcap 400 Index Etf (IJH) | 0.0 | $327k | -4% | 5.3k | 62.02 |
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| Halliburton Company (HAL) | 0.0 | $326k | +81% | 16k | 20.38 |
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| Technology Select Sector Spdr Etf (XLK) | 0.0 | $324k | -38% | 1.3k | 253.32 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $313k | +15% | 3.4k | 91.24 |
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| Airbnb (ABNB) | 0.0 | $312k | -18% | 2.4k | 132.34 |
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| Schwab Us Dividend Eqty Etf (SCHD) | 0.0 | $306k | +28% | 12k | 26.50 |
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| First Mid Ill Bancshares (FMBH) | 0.0 | $300k | 8.0k | 37.49 |
|
|
| Anthem (ELV) | 0.0 | $290k | +8% | 745.00 | 388.96 |
|
| Public Service Enterprise (PEG) | 0.0 | $287k | 3.4k | 84.18 |
|
|
| Steris Plc Ord equities (STE) | 0.0 | $279k | 1.2k | 240.22 |
|
|
| Servicenow (NOW) | 0.0 | $278k | 271.00 | 1027.39 |
|
|
| Spdr Gold Shares Etf (GLD) | 0.0 | $277k | -5% | 907.00 | 304.83 |
|
| Vang Small Cap Value Etf (VBR) | 0.0 | $273k | NEW | 1.4k | 195.01 |
|
| Amphenol Corporation (APH) | 0.0 | $270k | NEW | 2.7k | 98.75 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $266k | 381.00 | 698.63 |
|
|
| Waste Connections (WCN) | 0.0 | $262k | 1.4k | 186.72 |
|
|
| Phillips 66 (PSX) | 0.0 | $260k | +15% | 2.2k | 119.30 |
|
| Ishares Tr S&p Smallcap Etf (IJR) | 0.0 | $259k | -33% | 2.4k | 109.30 |
|
| Cardinal Health (CAH) | 0.0 | $255k | 1.5k | 168.00 |
|
|
| salesforce (CRM) | 0.0 | $241k | -4% | 882.00 | 272.75 |
|
| Entergy Corporation (ETR) | 0.0 | $240k | 2.9k | 83.12 |
|
|
| Comcast Corporation (CMCSA) | 0.0 | $233k | +14% | 6.5k | 35.69 |
|
| Cigna Corp (CI) | 0.0 | $232k | -6% | 702.00 | 330.61 |
|
| Pfizer (PFE) | 0.0 | $229k | 9.4k | 24.24 |
|
|
| Union Pacific Corporation (UNP) | 0.0 | $228k | 989.00 | 230.08 |
|
|
| Bath & Body Works In (BBWI) | 0.0 | $218k | NEW | 7.3k | 29.96 |
|
| Spdr Large Cap Etf Etf (SPLG) | 0.0 | $213k | -5% | 2.9k | 72.69 |
|
| Copart (CPRT) | 0.0 | $212k | 4.3k | 49.07 |
|
|
| Trimble Navigation (TRMB) | 0.0 | $209k | NEW | 2.8k | 75.98 |
|
| Vang Information Technology Etf (VGT) | 0.0 | $200k | NEW | 302.00 | 663.28 |
|
| Monro Muffler Brake (MNRO) | 0.0 | $149k | 10k | 14.91 |
|
Past Filings by Forte Capital
SEC 13F filings are viewable for Forte Capital going back to 2014
- Forte Capital 2025 Q2 filed July 15, 2025
- Forte Capital 2025 Q1 filed May 2, 2025
- Forte Capital 2024 Q4 filed Feb. 3, 2025
- Forte Capital 2024 Q3 filed Oct. 31, 2024
- Forte Capital 2024 Q2 filed Aug. 13, 2024
- Forte Capital 2024 Q1 filed May 14, 2024
- Forte Capital 2023 Q4 filed Feb. 6, 2024
- Forte Capital 2023 Q3 filed Nov. 13, 2023
- Forte Capital 2023 Q2 filed Aug. 9, 2023
- Forte Capital 2023 Q1 filed May 11, 2023
- Forte Capital 2022 Q4 filed Feb. 13, 2023
- Forte Capital 2022 Q3 filed Oct. 21, 2022
- Forte Capital 2022 Q2 restated filed Aug. 9, 2022
- Forte Capital 2022 Q2 filed July 27, 2022
- Forte Capital 2022 Q1 filed April 29, 2022
- Forte Capital 2021 Q4 filed Jan. 20, 2022