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

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
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