Forte Capital LLC Portfolio Holdings
Forte Capital LLC
- $796 Million
- Q1 2024
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 232
- Current Value $796 Million
- Prior Value $721 Million
- Filing
- Period Q1 2024
- Filing Date May 14, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 16 stocks
- Additional Purchases 83 stocks
- Sold out of 0 stocks
- Reduced holdings in 109 stocks