Forte Capital LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $796 Million distributed in 232 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $46.9M, Apple Inc. with a value of $44.8M, Vanguard Value ETF with a value of $36.7M, Amazon Com Inc with a value of $26.5M, and Mastercard Inc with a value of $23.3M.
Examining the 13F form we can see an increase of $75.8M in the current position value, from $721M to 796M.
Below you can find more details about Forte Capital LLC portfolio as well as his latest detailed transactions.
Portfolio value
$796 Million
ETFs: $204 Million
Technology: $177 Million
Consumer Cyclical: $119 Million
Financial Services: $79.5 Million
Healthcare: $73.7 Million
Industrials: $43 Million
Communication Services: $36.5 Million
Consumer Defensive: $23 Million
Other: $40.1 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions