Forte Capital LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $861 Million distributed in 239 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $46.3M, Schwab Strategic Tr Us Large C with a value of $46.3M, Nvidia Corp with a value of $36.7M, Ishares Msci Usa Quality Facto with a value of $36.2M, and Vanguard Value ETF with a value of $33.8M.
Examining the 13F form we can see an increase of $67.2M in the current position value, from $794M to 861M.
Below you can find more details about Forte Capital LLC portfolio as well as his latest detailed transactions.
Portfolio value
$861 Million
ETFs: $226 Million
Technology: $203 Million
Consumer Cyclical: $117 Million
Financial Services: $84.3 Million
Industrials: $59.8 Million
Healthcare: $50.9 Million
Communication Services: $38.5 Million
Consumer Defensive: $29.2 Million
Other: $53.2 Million
Stock Holdings Table Market Cap. of $200 Billions or more