Forte Capital LLC Incresed Positions in Q2 2025

Forte Capital LLC

  • $861 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
APO
Apollo Global Management, Inc.

Financial Services
227
+ 10.14%
$108.68 - $145.07 $24.7K - $32.9K
2.47K $349K
MTB
M&T Bank Corp

Financial Services
8
+ 0.33%
$156.58 - $193.99 $1.25K - $1.55K
2.4K $465K
BRKR
Bruker Corp

Healthcare
890
+ 10.2%
$35.5 - $42.18 $31.6K - $37.5K
9.62K $396K
T
At&T Inc.

Communication Services
614
+ 2.9%
$26.33 - $28.94 $16.2K - $17.8K
21.8K $630K
ADP
Automatic Data Processing Inc

Industrials
80
+ 5.96%
$276.76 - $326.81 $22.1K - $26.1K
1.42K $438K
ROP
Roper Technologies Inc

Industrials
75
+ 11.89%
$519.19 - $590.78 $38.9K - $44.3K
706 $400K
PSX
Phillips 66

Energy
284
+ 15.02%
$92.87 - $125.73 $26.4K - $35.7K
2.18K $259K
WELL
Welltower Inc.

Real Estate
84
+ 0.44%
$136.49 - $155.22 $11.5K - $13K
19.2K $2.95M
CMCSA
Comcast Corp

Communication Services
821
+ 14.36%
$32.84 - $36.72 $27K - $30.1K
6.54K $233K
V
Visa Inc.

Financial Services
17
+ 0.5%
$308.27 - $373.31 $5.24K - $6.35K
3.43K $1.22M
KO
Coca Cola CO

Consumer Defensive
290
+ 5.63%
$68.37 - $73.9 $19.8K - $21.4K
5.44K $384K
ABC
Amerisourcebergen Corp

Healthcare
57
+ 1.87%
N/A
3.11K $575K
MET
Metlife Inc

Financial Services
24
+ 0.06%
$68.42 - $82.49 $1.64K - $1.98K
40.7K $3.27M
Arista Networks Inc
25.7K
+ 46.67%
N/A
80.6K $0
Jacobs Engineering Group Inc
1.68K
+ 2.35%
N/A
73.2K $0
Celestica Inc
730
+ 0.58%
N/A
126K $0
ELV
Elevance Health, Inc.

Healthcare
60
+ 8.76%
$372.27 - $452.69 $22.3K - $27.2K
745 $289K
PFE
Pfizer Inc

Healthcare
54
+ 0.58%
$21.59 - $24.84 $1.17K - $1.34K
9.43K $228K
PAYX
Paychex Inc

Industrials
480
+ 4.51%
$137.01 - $159.78 $65.8K - $76.7K
11.1K $1.62M
PSA
Public Storage

Real Estate
83
+ 1.01%
$266.31 - $309.77 $22.1K - $25.7K
8.31K $2.44M
CPRT
Copart Inc

Consumer Cyclical
80
+ 1.89%
$47.72 - $63.84 $3.82K - $5.11K
4.32K $211K
AJG
Arthur J. Gallagher & Co.

Financial Services
191
+ 5.06%
$310.86 - $348.77 $59.4K - $66.6K
3.96K $1.27M
STZ
Constellation Brands, Inc.

Consumer Defensive
10
+ 0.35%
$160.0 - $195.62 $1.6K - $1.96K
2.91K $472K
UPS
United Parcel Service Inc

Industrials
1.15K
+ 5.82%
$91.92 - $110.2 $106K - $127K
21K $2.12M
AMGN
Amgen Inc

Healthcare
75
+ 2.35%
$262.28 - $309.85 $19.7K - $23.2K
3.26K $911K
GIS
General Mills Inc

Consumer Defensive
2.3K
+ 8.83%
$50.37 - $60.97 $116K - $140K
28.4K $1.47M
VZ
Verizon Communications Inc

Communication Services
1.32K
+ 1.82%
$41.67 - $45.62 $55.1K - $60.3K
73.9K $3.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
552
+ 6.41%
$483.48 - $539.8 $267K - $298K
9.17K $4.45M
MAA
Mid America Apartment Communities Inc.

Real Estate
903
+ 6.28%
$145.91 - $168.0 $132K - $152K
15.3K $2.26M
ED
Consolidated Edison Inc

Utilities
509
+ 2.6%
$98.05 - $113.3 $49.9K - $57.7K
20.1K $2.01M
MRK
Merck & Co., Inc.

Healthcare
1.4K
+ 5.6%
$73.47 - $87.12 $103K - $122K
26.4K $2.09M
XOM
Exxon Mobil Corp

Energy
82
+ 0.46%
$99.93 - $119.04 $8.19K - $9.76K
17.9K $1.93M
FANG
Diamondback Energy, Inc.

Energy
4.91K
+ 11.33%
$119.25 - $161.49 $586K - $793K
48.2K $6.63M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
135
+ 1.08%
$421.16 - $509.5 $56.9K - $68.8K
12.6K $5.6M
IQV
Iqvia Holdings Inc.

Healthcare
92
+ 0.34%
$137.0 - $174.37 $12.6K - $16K
26.8K $4.22M
LOW
Lowes Companies Inc

Consumer Cyclical
88
+ 0.16%
$210.83 - $235.28 $18.6K - $20.7K
54.6K $12.1M
BRO
Brown & Brown, Inc.

Financial Services
812
+ 1.16%
$104.48 - $124.43 $84.8K - $101K
70.8K $7.85M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
776
+ 2.38%
$225.56 - $335.19 $175K - $260K
33.4K $7.93M
Activity Summary
Buys All Purchases 97 New Holdings 8 Increased Positions 89 Sells All Sells 117 Reductions 117 Sold out 0 Options Calls 0 Puts 0
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