Forte Capital LLC Purchases in Q1 2025

Forte Capital LLC

  • $794 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AGX
Argan Inc

Industrials
45.7K
New
$104.05 - $185.35 $4.76M - $8.47M
45.7K $5.99M
DVN
Devon Energy Corp

Energy
52.7K
+ 203.21%
$33.15 - $38.55 $1.75M - $2.03M
78.6K $2.94M
PLD
Prologis, Inc.

Real Estate
17.3K
New
$103.59 - $124.04 $1.8M - $2.15M
17.3K $1.94M
WRB
Berkley W R Corp

Financial Services
993
+ 0.81%
$56.7 - $71.27 $56.3K - $70.8K
123K $8.77M
BRO
Brown & Brown, Inc.

Financial Services
94
+ 0.13%
$100.54 - $124.4 $9.45K - $11.7K
70K $8.71M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
495
+ 4.14%
$402.49 - $513.76 $199K - $254K
12.5K $6.04M
CTAS
Cintas Corp

Industrials
4.75K
New
$182.09 - $208.14 $864K - $988K
4.75K $975K
UPS
United Parcel Service Inc

Industrials
10.2K
+ 105.96%
$109.66 - $136.26 $1.12M - $1.39M
19.8K $2.18M
NSIT
Insight Enterprises Inc

Technology
6.34K
+ 46.02%
$149.36 - $174.13 $947K - $1.1M
20.1K $3.02M
VZ
Verizon Communications Inc

Communication Services
7.48K
+ 11.49%
$37.81 - $46.49 $283K - $348K
72.6K $3.29M
WELL
Welltower Inc.

Real Estate
7
+ 0.04%
$124.05 - $156.86 $868 - $1.1K
19.1K $2.92M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
2.44K
New
$203.38 - $274.79 $497K - $671K
2.44K $501K
HD
Home Depot, Inc.

Consumer Cyclical
1.41K
+ 115.56%
$347.25 - $424.87 $490K - $599K
2.63K $964K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
5.73K
+ 165.63%
$75.32 - $84.77 $432K - $486K
9.2K $751K
MCK
Mckesson Corp

Healthcare
597
+ 146.32%
$566.21 - $672.99 $338K - $402K
1.01K $676K
IP
International Paper CO

Consumer Cyclical
8.15K
+ 16.98%
$49.38 - $60.09 $402K - $490K
56.1K $3M
DUK
Duke Energy Corp

Utilities
569
+ 2.51%
$105.87 - $121.97 $60.2K - $69.4K
23.2K $2.83M
CAT
Caterpillar Inc

Industrials
1.29K
+ 74.51%
$326.75 - $407.63 $422K - $527K
3.03K $997K
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.19K
+ 95.4%
$120.29 - $134.6 $384K - $430K
6.54K $797K
STX
Seagate Technology Holdings PLC

Technology
4.33K
+ 16.29%
$84.92 - $108.42 $368K - $469K
30.9K $2.62M
BK
Bank Of New York Mellon Corp

Financial Services
84
+ 0.22%
$75.42 - $88.95 $6.34K - $7.47K
39K $3.27M
PEG
Public Service Enterprise Group Inc

Utilities
3.41K
New
$78.2 - $90.39 $266K - $308K
3.41K $280K
IBM
International Business Machines Corp

Technology
119
+ 1.39%
$217.4 - $264.74 $25.9K - $31.5K
8.67K $2.16M
GLD
Spdr Gold Trust

ETFs
959
New
$243.19 - $288.14 $233K - $276K
959 $276K
XOM
Exxon Mobil Corp

Energy
642
+ 3.73%
$105.44 - $118.93 $67.7K - $76.4K
17.8K $2.12M
AJG
Arthur J. Gallagher & Co.

Financial Services
114
+ 3.12%
$275.89 - $345.24 $31.5K - $39.4K
3.77K $1.3M
LECO
Lincoln Electric Holdings Inc

Industrials
1.37K
New
$180.51 - $216.81 $246K - $296K
1.37K $258K
CI
Cigna Corp

Healthcare
751
New
$274.49 - $329.0 $206K - $247K
751 $247K
CMI
Cummins Inc

Industrials
1.62K
+ 21.0%
$312.92 - $386.07 $507K - $625K
9.34K $2.93M
ENB
Enbridge Inc

Energy
3.17K
+ 6.39%
$41.54 - $45.45 $132K - $144K
52.7K $2.34M
PSX
Phillips 66

Energy
1.89K
New
$113.93 - $131.55 $215K - $249K
1.89K $233K
GE
General Electric CO

Industrials
349
+ 7.34%
$168.59 - $212.13 $58.8K - $74K
5.11K $1.02M
NFLX
Netflix Inc

Communication Services
152
+ 7.6%
$828.4 - $1058.6 $126K - $161K
2.15K $2.01M
HAL
Halliburton CO

Energy
8.79K
New
$24.15 - $29.9 $212K - $263K
8.79K $222K
CAH
Cardinal Health Inc

Healthcare
1.54K
New
$118.02 - $137.77 $182K - $212K
1.54K $212K
CMCSA
Comcast Corp

Communication Services
5.72K
New
$33.19 - $38.23 $190K - $219K
5.72K $210K
TMO
Thermo Fisher Scientific Inc.

Healthcare
572
+ 16.34%
$497.6 - $606.74 $285K - $347K
4.07K $2.03M
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
2K
New
$80.4 - $103.55 $160K - $207K
2K $201K
VEA
Vanguard Ftse Developed Market

ETFs
1.64K
+ 6.04%
$47.4 - $52.99 $77.7K - $86.9K
28.8K $1.46M
T
At&T Inc.

Communication Services
1.97K
+ 10.24%
$21.56 - $28.28 $42.4K - $55.6K
21.2K $598K
IWB
Ishares Tr Russell 1000 ETF

ETFs
327
+ 44.13%
$302.31 - $337.54 $98.9K - $110K
1.07K $327K
UNH
Unitedhealth Group Inc

Healthcare
79
+ 3.83%
$461.52 - $548.18 $36.5K - $43.3K
2.14K $1.12M
KLAC
Kla Corp

Technology
1
+ 0.07%
$636.62 - $777.63 $637 - $778
1.51K $1.02M
BSX
Boston Scientific Corp

Healthcare
23
+ 0.37%
$89.38 - $106.18 $2.06K - $2.44K
6.29K $634K
ELV
Elevance Health, Inc.

Healthcare
74
+ 12.11%
$365.9 - $436.25 $27.1K - $32.3K
685 $297K
CL
Colgate Palmolive CO

Consumer Defensive
103
+ 0.54%
$85.68 - $97.5 $8.83K - $10K
19.2K $1.8M
ROP
Roper Technologies Inc

Industrials
22
+ 3.61%
$502.71 - $593.81 $11.1K - $13.1K
631 $372K
LHX
L3 Harris Technologies, Inc.

Industrials
260
+ 6.75%
$194.65 - $222.86 $50.6K - $57.9K
4.11K $860K
ADP
Automatic Data Processing Inc

Industrials
97
+ 7.79%
$286.85 - $318.64 $27.8K - $30.9K
1.34K $410K
Activity Summary
Buys All Purchases 101 New Holdings 15 Increased Positions 86 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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