Forte Asset Management LLC Portfolio Holdings by Sector

Forte Asset Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IXUS DGRO QUAL IWV LRGF IDU IVV EFG 54 stocks	$178,444 90.2% of portfolio	19	24	5	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$6,649 3.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs IYR VTI 2 stocks	$3,449 1.74% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,452 1.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL META 3 stocks	$2,354 1.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A 1 stocks	$1,508 0.76% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$1,029 0.52% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ MRK 2 stocks	$1,019 0.52% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology CRM 1 stocks	$266 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$220 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$220 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$212 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts

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