Forte Capital LLC Portfolio Holdings
Forte Capital LLC
- $861 Million
- Q2 2025
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 239
- Current Value $861 Million
- Prior Value $794 Million
- Filing
- Period Q2 2025
- Filing Date July 15, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 8 stocks
- Additional Purchases 89 stocks
- Sold out of 0 stocks
- Reduced holdings in 117 stocks