Fort, L.P. Portfolio Holdings
Fort, L.P.
- $38.5 Million
- Q3 2024
Fort, L.P. has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $38.5 Million distributed in 140 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.06M, Microsoft Corp with a value of $941K, Alphabet Inc. with a value of $700K, Meta Platforms, Inc. with a value of $622K, and Walmart Inc. with a value of $441K.
Examining the 13F form we can see an increase of $64K in the current position value, from $38.5M to 38.5M.
Fort, L.P. is based out at Chevy Chase, MD
Below you can find more details about Fort, L.P. portfolio as well as his latest detailed transactions.
Portfolio value
$38.5 Million
Technology: $11.7 Million
Industrials: $8.14 Million
Consumer Defensive: $5.16 Million
Consumer Cyclical: $4.66 Million
Healthcare: $4.64 Million
Communication Services: $2.69 Million
Basic Materials: $1.05 Million
Energy: $528,000
Other: $0
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 140
- Current Value $38.5 Million
- Prior Value $38.5 Million
- Filing
- Period Q3 2024
- Filing Date October 29, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 20 stocks
- Additional Purchases 14 stocks
- Sold out of 0 stocks
- Reduced holdings in 106 stocks