Forte Capital LLC Reduced Holdings in Q3 2024

Forte Capital LLC

  • $841 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IP
International Paper CO

Consumer Cyclical
-98
- 0.19%
$42.55 - $49.98 $4.17K - $4.9K
50.3K $2.46M
GIS
General Mills Inc

Consumer Defensive
-49
- 0.18%
$62.5 - $75.15 $3.06K - $3.68K
27.8K $2.06M
CSCO
Cisco Systems, Inc.

Technology
-1.66K
- 2.43%
$44.74 - $53.22 $74.2K - $88.3K
66.5K $3.54M
ED
Consolidated Edison Inc

Utilities
-53
- 0.24%
$88.42 - $104.97 $4.69K - $5.56K
21.9K $2.28M
VTI
Vanguard Total Stock Market Et

ETFs
-175
- 0.74%
$255.18 - $283.2 $44.7K - $49.6K
23.6K $6.68M
UL
Unilever PLC

Consumer Defensive
-836
- 2.04%
$54.7 - $65.59 $45.7K - $54.8K
40.2K $2.61M
JNJ
Johnson & Johnson

Healthcare
-136
- 0.57%
$145.48 - $167.38 $19.8K - $22.8K
23.9K $3.88M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.34K
- 2.04%
$61.11 - $67.85 $204K - $226K
160K $10.9M
ABBV
Abb Vie Inc.

Healthcare
-164
- 1.0%
$163.84 - $199.33 $26.9K - $32.7K
16.2K $3.21M
SO
Southern CO

Utilities
-286
- 0.8%
$77.0 - $90.52 $22K - $25.9K
35.3K $3.18M
WELL
Welltower Inc.

Real Estate
-42
- 0.23%
$104.0 - $129.74 $4.37K - $5.45K
18.6K $2.38M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-59
- 2.0%
$3305.62 - $4268.05 $195K - $252K
2.89K $12.2M
BK
Bank Of New York Mellon Corp

Financial Services
-346
- 0.78%
$59.54 - $72.17 $20.6K - $25K
43.8K $3.15M
PAYX
Paychex Inc

Industrials
-26
- 0.08%
$116.17 - $135.19 $3.02K - $3.51K
33.7K $4.53M
TJX
Tjx Companies Inc

Consumer Cyclical
-6.83K
- 3.81%
$107.93 - $120.23 $737K - $821K
172K $20.3M
TRP
Tc Energy Corp

Energy
-305
- 0.5%
$37.48 - $47.9 $11.4K - $14.6K
60.3K $2.87M
TTD
Trade Desk, Inc.

Technology
-20.5K
- 8.52%
$83.08 - $110.79 $1.7M - $2.27M
220K $24.2M
PSA
Public Storage

Real Estate
-4
- 0.04%
$283.13 - $365.01 $1.13K - $1.46K
9.1K $3.31M
ISRG
Intuitive Surgical Inc

Healthcare
-2.2K
- 5.5%
$416.14 - $494.01 $915K - $1.09M
37.8K $18.6M
BRO
Brown & Brown, Inc.

Financial Services
-435
- 0.63%
$89.11 - $105.82 $38.8K - $46K
68.5K $7.1M
IQV
Iqvia Holdings Inc.

Healthcare
-55
- 0.14%
$206.81 - $251.55 $11.4K - $13.8K
39.6K $9.39M
MA
Mastercard Inc

Financial Services
-1.38K
- 2.9%
$429.6 - $500.99 $592K - $691K
46.1K $22.8M
LOW
Lowes Companies Inc

Consumer Cyclical
-2.28K
- 3.8%
$213.3 - $270.78 $487K - $618K
57.7K $15.6M
VTV
Vanguard Value ETF

ETFs
-1.76K
- 0.88%
$159.75 - $174.57 $281K - $307K
197K $34.3M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-2.18K
- 2.05%
$80.44 - $110.41 $175K - $240K
104K $11.5M
AAPL
Apple Inc.

Technology
-5.3K
- 2.12%
$207.23 - $234.82 $1.1M - $1.24M
245K $57.1M
Activity Summary
Buys All Purchases 92 New Holdings 14 Increased Positions 78 Sells All Sells 127 Reductions 127 Sold out 0 Options Calls 0 Puts 0
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