Forte Asset Management LLC Purchases and Sells in Q3 2025

Forte Asset Management LLC

$204 Million
Q3 2025

Top Buys

Incresed Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IUSB	47K + 79.84%	$45.6 - $46.92 $2.14M - $2.21M	106K $4.95M
IJR	14.1K + 223.39%	$108.46 - $120.63 $1.53M - $1.71M	20.5K $2.43M
DGRO	17.3K + 13.67%	$64.12 - $68.08 $1.11M - $1.18M	144K $9.79M
IVE	4.99K + 20.41%	$194.44 - $206.51 $971K - $1.03M	29.5K $6.08M
IDU	464 + 0.68%	$103.7 - $111.17 $48.1K - $51.6K	69K $7.65M
IYH	2.53K + 3.51%	$54.36 - $58.96 $137K - $149K	74.5K $4.37M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IYF	17.6K New	$119.89 - $127.16 $2.11M - $2.24M	17.6K $2.23M
ITB	14.5K New	$94.18 - $117.14 $1.36M - $1.7M	14.5K $1.55M
IDEV	7.13K New	$74.68 - $80.26 $532K - $572K	7.13K $571K
NVDA	1.18K New	$153.3 - $186.58 $181K - $221K	1.18K $220K
AOA	2.4K New	$82.71 - $88.14 $198K - $211K	2.4K $211K
MRK	2.48K New	$77.6 - $87.37 $192K - $216K	2.48K $207K

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HYMU	-84.2K - 42.13%	N/A	116K $2.66M
QUAL	-9.77K - 16.34%	$182.33 - $194.5 $1.78M - $1.9M	50K $9.73M
ICSH	-19.8K - 19.52%	$50.52 - $50.75 $1M - $1.01M	81.8K $4.15M
IYW	-6.82K - 24.39%	$171.38 - $197.01 $1.17M - $1.34M	21.1K $4.14M
DYNF	-22.9K - 16.59%	$54.35 - $59.32 $1.24M - $1.36M	115K $6.81M
EFG	-6.64K - 9.59%	$106.99 - $114.46 $711K - $760K	62.6K $7.13M

Activity Summary All Purchases 22 New Holdings 7 Increased Positions 15 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

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