$227 Million is the total value of FORTE CAPITAL LLC /ADV's 149 reported holdings in Q1 2016. The portfolio turnover from Q4 2015 to Q1 2016 was 13.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RFG | Buy | GUGGENHEIM S&P MIDCAP 400 GWTHetf | $17,743,000 | +47.8% | 146,734 | +52.4% | 7.80% | +58.7% |
| RPG | Sell | GUGGENHEIM S&P 500 PURE GWTHetf | $16,505,000 | -4.0% | 207,877 | -2.4% | 7.26% | +3.1% |
| AAPL | Sell | APPLE INC | $10,370,000 | +2.0% | 95,150 | -1.4% | 4.56% | +9.5% |
| EFA | Sell | ISHRS MSCI EAFE INDEXetf | $5,938,000 | -4.4% | 103,878 | -1.8% | 2.61% | +2.6% |
| IWS | Buy | ISHRS RUSS MID VALUEetf | $5,273,000 | +30.8% | 74,334 | +26.6% | 2.32% | +40.3% |
| PCLN | Buy | THE PRICELINE GROUP | $5,206,000 | +6.3% | 4,039 | +5.2% | 2.29% | +14.1% |
| MA | Sell | MASTERCARD INC | $4,900,000 | -6.1% | 51,851 | -3.3% | 2.15% | +0.7% |
| MKTX | Sell | MARKETAXESS HLDNGS INC | $4,854,000 | +10.4% | 38,885 | -1.3% | 2.13% | +18.6% |
| GILD | Sell | GILEAD SCIENCES INC COM | $4,559,000 | -11.4% | 49,627 | -2.5% | 2.00% | -5.0% |
| CVS | Sell | CVS CORP | $4,514,000 | +3.5% | 43,518 | -2.5% | 1.98% | +11.1% |
| IWP | Buy | ISHRS RUSS MID GWTHetf | $4,512,000 | +70.3% | 48,961 | +69.9% | 1.98% | +82.9% |
| LOW | Buy | LOWES COMPANIES INC | $4,479,000 | +0.6% | 59,123 | +1.0% | 1.97% | +7.9% |
| VBR | Sell | VANG SMALL CAP VALUEetf | $4,406,000 | -27.9% | 43,245 | -30.1% | 1.94% | -22.6% |
| TJX | Buy | TJX COMPANIES INC NEW | $3,767,000 | +16.4% | 48,085 | +5.4% | 1.66% | +24.9% |
| AME | Sell | AMETEK INC NEW | $3,639,000 | -7.9% | 72,814 | -1.2% | 1.60% | -1.1% |
| CERN | Sell | CERNER CORP | $3,584,000 | -14.2% | 67,665 | -2.5% | 1.58% | -7.9% |
| AMZN | Buy | AMAZON COM INC COM | $3,508,000 | -1.0% | 5,909 | +12.7% | 1.54% | +6.2% |
| MNRO | Sell | MONROE MUFFLER BRAKE INC. | $3,412,000 | +7.7% | 47,744 | -0.2% | 1.50% | +15.6% |
| VBK | Sell | VANG SMALL CAP GROWTHetf | $3,281,000 | -68.4% | 27,575 | -67.7% | 1.44% | -66.0% |
| LH | Buy | LABORATORY CORP AMER HLDGS NEW | $3,165,000 | -4.6% | 27,020 | +0.7% | 1.39% | +2.4% |
| ESRX | Sell | EXPRESS SCRIPTS HLDG CO | $3,109,000 | -23.6% | 45,261 | -2.8% | 1.37% | -18.0% |
| ADBE | Sell | ADOBE SYSTEMS INC | $2,924,000 | -0.6% | 31,173 | -0.5% | 1.29% | +6.7% |
| VTI | Buy | VANG TOTAL STOCK MKTetf | $2,837,000 | +1.8% | 27,070 | +1.3% | 1.25% | +9.2% |
| VTV | Buy | VANG VALUE INDEXetf | $2,680,000 | +2.8% | 32,526 | +1.7% | 1.18% | +10.3% |
| CSCO | Sell | CISCO SYSTEMS INC | $2,523,000 | +0.6% | 88,616 | -4.0% | 1.11% | +8.0% |
| INTU | Sell | INTUIT INC | $2,438,000 | +6.0% | 23,439 | -1.7% | 1.07% | +13.8% |
| IGSB | Sell | ISHS 1-3 YEAR CREDIT BONDetf | $2,366,000 | -30.5% | 22,446 | -31.0% | 1.04% | -25.4% |
| AMG | Sell | AFFILIATED MNGERS GRP INC | $2,339,000 | -1.3% | 14,405 | -2.9% | 1.03% | +5.9% |
| UAA | Buy | UNDER ARMOUR INC CL A | $2,258,000 | +25.4% | 26,623 | +19.2% | 0.99% | +34.7% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIONS | $2,212,000 | +3.0% | 35,285 | -1.4% | 0.97% | +10.6% |
| PEP | Sell | PEPSICO INC | $2,202,000 | +0.6% | 21,489 | -1.9% | 0.97% | +8.0% |
| DLTR | Sell | DOLLAR TREE INC | $2,097,000 | +4.6% | 25,433 | -2.0% | 0.92% | +12.3% |
| OZRK | Buy | BANK OF THE OZARKS INC | $2,081,000 | -5.8% | 49,590 | +11.0% | 0.92% | +1.1% |
| GE | Sell | GENERAL ELECTRIC CO | $2,082,000 | -2.0% | 65,504 | -4.0% | 0.92% | +5.2% |
| GOOGL | Buy | ALPHABET INC CL A | $1,865,000 | +9.0% | 2,444 | +11.1% | 0.82% | +17.0% |
| PAYX | Sell | PAYCHEX INC | $1,847,000 | -3.9% | 34,196 | -5.8% | 0.81% | +3.2% |
| LLL | Sell | L-3 COMMUNICATIONS HOLDINGS IN | $1,797,000 | -3.2% | 15,165 | -2.4% | 0.79% | +3.8% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHINE | $1,767,000 | -0.3% | 11,669 | -9.4% | 0.78% | +7.0% |
| XOM | Sell | EXXON MOBIL CORP | $1,717,000 | +3.8% | 20,546 | -3.2% | 0.76% | +11.4% |
| TRP | Buy | TRANSCANADA CORP | $1,705,000 | +22.0% | 43,378 | +1.2% | 0.75% | +31.1% |
| AMGN | Buy | AMGEN INC | $1,681,000 | -5.0% | 11,212 | +2.9% | 0.74% | +1.9% |
| JNJ | Sell | JOHNSON & JOHNSON | $1,620,000 | +5.1% | 14,975 | -0.3% | 0.71% | +12.7% |
| SYK | Sell | STRYKER CORP | $1,612,000 | +1.8% | 15,021 | -11.8% | 0.71% | +9.4% |
| SYNA | Buy | SYNAPTICS INC | $1,581,000 | +34.7% | 19,830 | +35.7% | 0.70% | +44.5% |
| BSV | Buy | VANG SHRT TERM BOND ETFetf | $1,544,000 | +268.5% | 19,155 | +263.8% | 0.68% | +294.8% |
| TMO | Sell | THERMO ELECTRON CORP COM | $1,482,000 | -3.6% | 10,468 | -3.5% | 0.65% | +3.5% |
| VUG | Buy | VANG GROWTH INDEXetf | $1,414,000 | +0.1% | 13,281 | +0.0% | 0.62% | +7.6% |
| T | Buy | AT&T CORP NEW | $1,412,000 | +19.3% | 36,052 | +4.8% | 0.62% | +28.0% |
| J | Sell | JACOBS ENGR GROUP DEL COM | $1,350,000 | +3.6% | 30,993 | -0.2% | 0.59% | +11.2% |
| GOOG | Sell | ALPHABET INC CL C | $1,351,000 | -4.5% | 1,813 | -2.7% | 0.59% | +2.6% |
| WM | Sell | WASTE MANAGEMENT INC | $1,305,000 | -3.5% | 22,115 | -12.8% | 0.57% | +3.6% |
| AYI | ACUITY BRANDS INC COM | $1,192,000 | -6.7% | 5,465 | 0.0% | 0.52% | +0.2% | |
| MRK | Sell | MERCK & CO INC | $1,184,000 | -2.6% | 22,385 | -2.8% | 0.52% | +4.6% |
| IWF | ISHS RUSSELL 1000 GRWTH INDXetf | $1,174,000 | +0.3% | 11,767 | 0.0% | 0.52% | +7.5% | |
| DIS | Buy | WALT DISNEY CO HOLDING CO | $1,128,000 | -4.6% | 11,361 | +0.9% | 0.50% | +2.3% |
| KMB | Sell | KIMBERLY CLARK CORP | $1,020,000 | +2.7% | 7,580 | -2.8% | 0.45% | +10.1% |
| ISRG | Buy | INTUITIVE SURGICAL INC | $895,000 | +10.4% | 1,489 | +0.3% | 0.39% | +18.7% |
| JPM | Buy | J P MORGAN CHASE & CO | $882,000 | -9.4% | 14,893 | +1.1% | 0.39% | -2.8% |
| VZ | Sell | VERIZON COMMUNICATIONS | $835,000 | -24.1% | 15,432 | -35.1% | 0.37% | -18.6% |
| WFC | Sell | WELLS FARGO & CO-NEW | $820,000 | -15.8% | 16,954 | -5.4% | 0.36% | -9.5% |
| TXN | Sell | TEXAS INSTRUMENTS INC | $815,000 | -0.9% | 14,192 | -5.3% | 0.36% | +6.2% |
| LAMR | New | LAMAR BUSINESS ADVERTISING | $810,000 | – | 13,175 | +100.0% | 0.36% | – |
| CLB | Buy | CORE LABORATORIES NV | $787,000 | +12.4% | 7,005 | +8.8% | 0.35% | +20.6% |
| IWD | Sell | ISHS RUSSELL 1000 VAL INDXetf | $780,000 | -1.4% | 7,891 | -2.4% | 0.34% | +5.9% |
| KMI | Buy | KINDER MORGAN INC | $734,000 | +96.8% | 41,080 | +64.2% | 0.32% | +111.1% |
| MO | Sell | ALTRIA GROUP INC | $714,000 | +0.1% | 11,400 | -6.9% | 0.31% | +7.5% |
| ABBV | Buy | ABBVIE INC COM | $704,000 | +69.6% | 12,326 | +76.1% | 0.31% | +82.4% |
| SCHX | New | SCHWAB US LARGECAPetf | $702,000 | – | 14,372 | +100.0% | 0.31% | – |
| SBUX | Sell | STARBUCKS CORP COM | $700,000 | -4.0% | 11,728 | -3.4% | 0.31% | +3.0% |
| UL | Buy | UNILEVER PLC ADR NEW | $697,000 | +5.1% | 15,425 | +0.3% | 0.31% | +12.5% |
| VXUS | Buy | VANG TOTAL INTL STK INDXetf | $679,000 | +12.0% | 15,120 | +12.6% | 0.30% | +20.6% |
| SCHZ | New | SCHWAB US AGG BOND ETFetf | $657,000 | – | 12,443 | +100.0% | 0.29% | – |
| KO | Sell | COCA COLA CO | $654,000 | +1.2% | 14,096 | -6.2% | 0.29% | +8.7% |
| MSFT | Buy | MICROSOFT CORP | $638,000 | -0.3% | 11,547 | +0.0% | 0.28% | +7.3% |
| BCE | Sell | BCE INC | $620,000 | +17.6% | 13,615 | -0.2% | 0.27% | +26.4% |
| WBA | Sell | WALGREENS BOOTS ALLIANCE INC | $622,000 | -7.3% | 7,384 | -6.3% | 0.27% | -0.7% |
| CVX | Sell | CHEVRONTEXACO CORP | $613,000 | +5.3% | 6,429 | -0.6% | 0.27% | +13.4% |
| QCOM | Sell | QUALCOMM INC | $597,000 | -34.0% | 11,670 | -35.6% | 0.26% | -29.4% |
| CNI | CANADIAN NATL RAILWAY | $593,000 | +11.7% | 9,500 | 0.0% | 0.26% | +19.7% | |
| PM | Sell | PHILIP MORRIS INTL COM | $587,000 | +8.1% | 5,980 | -3.2% | 0.26% | +16.2% |
| SCHM | New | SCHWAB US MID CAP ETFetf | $578,000 | – | 14,248 | +100.0% | 0.25% | – |
| SIX | Buy | SIX FLAGS ENTERTAINMENT CORP C | $565,000 | +3.1% | 10,175 | +2.0% | 0.25% | +10.7% |
| LQD | Sell | ISHS IBOXX INVSTMNT GRADetf | $561,000 | -0.5% | 4,721 | -4.6% | 0.25% | +6.9% |
| CAH | Sell | CARDINAL HEALTH INC | $553,000 | -26.7% | 6,750 | -20.1% | 0.24% | -21.4% |
| CCL | Buy | CARNIVAL CORP COMMON PAIRED ST | $552,000 | 0.0% | 10,465 | +3.2% | 0.24% | +7.5% |
| PG | Sell | PROCTER & GAMBLE CO | $543,000 | -21.6% | 6,601 | -24.3% | 0.24% | -15.8% |
| DLR | Sell | DIGITAL REALTY TRUST | $538,000 | +15.7% | 6,075 | -1.2% | 0.24% | +24.7% |
| HON | HONEYWELL INTL INC | $536,000 | +8.3% | 4,784 | 0.0% | 0.24% | +16.3% | |
| GLW | Buy | CORNING INC | $530,000 | +15.7% | 25,357 | +1.2% | 0.23% | +23.9% |
| SO | Sell | SOUTHERN CO | $527,000 | +8.7% | 10,185 | -1.7% | 0.23% | +16.6% |
| AGG | Buy | ISHARES TRUST LEHMAN AGGREGATEetf | $522,000 | +18.1% | 4,706 | +14.9% | 0.23% | +27.1% |
| HPT | Sell | HOSPITALITY PROPERTIES TST | $516,000 | -0.2% | 19,410 | -1.9% | 0.23% | +7.1% |
| ED | Sell | CONSOLIDATED EDISON INC | $506,000 | +14.0% | 6,605 | -4.3% | 0.22% | +22.0% |
| OMC | OMNICOM GROUP INC | $506,000 | +10.0% | 6,075 | 0.0% | 0.22% | +18.1% | |
| BK | Buy | BANK OF NEW YORK MELLON CORP | $489,000 | -9.6% | 13,284 | +1.2% | 0.22% | -3.2% |
| VMW | Sell | VMWARE INC | $481,000 | -12.4% | 9,190 | -5.3% | 0.21% | -6.2% |
| NVS | NOVARTIS AG-SPONSORED ADRadr | $468,000 | -15.8% | 6,460 | 0.0% | 0.21% | -9.6% | |
| NEE | NEXTERA ENERGY INC | $459,000 | +13.9% | 3,878 | 0.0% | 0.20% | +22.4% | |
| INTC | Sell | INTEL CORP | $459,000 | -7.6% | 14,180 | -1.7% | 0.20% | -1.0% |
| IEF | Buy | ISHARES LEHMAN 7-10 YR TREASURetf | $457,000 | +7.8% | 4,143 | +3.3% | 0.20% | +15.5% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC CL B | $454,000 | +7.1% | 3,203 | -0.3% | 0.20% | +14.9% |
| STZ | Sell | CONSTELLATION BRANDS - CL A | $452,000 | +2.5% | 2,994 | -3.2% | 0.20% | +9.9% |
| TIP | ISHARES TRUST ISHARES LEHMAN Tetf | $441,000 | +4.5% | 3,846 | 0.0% | 0.19% | +12.1% | |
| LPNT | LIFEPOINT HOSPITALS INC | $440,000 | -5.6% | 6,350 | 0.0% | 0.19% | +1.0% | |
| SPY | Sell | SPDRSetf | $436,000 | -24.2% | 2,123 | -24.7% | 0.19% | -18.6% |
| MYL | MYLAN N.V. | $428,000 | -14.2% | 9,225 | 0.0% | 0.19% | -7.8% | |
| NYCB | NY COMM BANCORP - NEW | $404,000 | -2.7% | 25,440 | 0.0% | 0.18% | +4.7% | |
| MTB | Sell | M & T BANK CORP | $404,000 | -9.6% | 3,642 | -1.4% | 0.18% | -2.7% |
| RRD | Buy | DONNELLEY R R & SONS CO | $404,000 | +12.2% | 24,625 | +0.7% | 0.18% | +21.1% |
| PF | New | PINNACLE FOODS INC | $397,000 | – | 8,879 | +100.0% | 0.18% | – |
| CWI | New | SPDR MSCI ACWIetf | $399,000 | – | 12,961 | +100.0% | 0.18% | – |
| VWO | Buy | VANG FTSE EMERGING MKT ETFetf | $395,000 | +34.8% | 11,415 | +27.5% | 0.17% | +45.0% |
| ILMN | Buy | ILLUMINA INC | $383,000 | -15.1% | 2,365 | +0.6% | 0.17% | -9.2% |
| GAS | Sell | AGL RESOURCES INC | $380,000 | -33.6% | 5,840 | -34.9% | 0.17% | -28.6% |
| DUK | Buy | DUKE ENERGY CORP | $376,000 | +26.6% | 4,665 | +12.0% | 0.16% | +35.2% |
| SCHW | Buy | CHARLES SCHWAB CORP | $369,000 | -13.6% | 13,186 | +1.7% | 0.16% | -7.4% |
| WPC | WP CAREY & CO LLC | $367,000 | +5.5% | 5,904 | 0.0% | 0.16% | +12.6% | |
| ORCL | ORACLE CORP | $357,000 | +11.9% | 8,720 | 0.0% | 0.16% | +19.8% | |
| CELG | CELGENE CORP | $352,000 | -16.4% | 3,512 | 0.0% | 0.16% | -9.9% | |
| NOV | Sell | NATIONAL-OILWELL VARCO INC | $350,000 | -10.5% | 11,269 | -3.5% | 0.15% | -3.8% |
| SLB | Sell | SCHLUMBERGER LTD | $348,000 | +5.1% | 4,712 | -0.6% | 0.15% | +12.5% |
| NTRS | NORTHERN TRUST CORP | $349,000 | -9.6% | 5,360 | 0.0% | 0.15% | -3.2% | |
| RDSA | Buy | ROYAL DUTCH SHELL PLC SPONSORE | $340,000 | +10.0% | 7,023 | +4.2% | 0.15% | +17.3% |
| MMM | Sell | 3M COMPANY | $331,000 | +8.9% | 1,989 | -1.5% | 0.15% | +16.8% |
| CL | New | COLGATE PALMOLIVE CO | $330,000 | – | 4,677 | +100.0% | 0.14% | – |
| SKYY | Buy | FT ISE CLOUD COMPUTING INDXetf | $311,000 | -0.6% | 10,531 | +1.2% | 0.14% | +7.0% |
| SOCL | Buy | GLOBAL X SOCIAL MEDIA ETFetf | $300,000 | -6.0% | 16,305 | +1.6% | 0.13% | +0.8% |
| COST | COSTCO WHOLESALE CORP-NEW | $286,000 | -2.4% | 1,813 | 0.0% | 0.13% | +5.0% | |
| ABT | Sell | ABBOTT LABORATORIES | $287,000 | -14.3% | 6,863 | -8.0% | 0.13% | -8.0% |
| LANC | LANCASTER COLONY CORP | $276,000 | -4.5% | 2,500 | 0.0% | 0.12% | +2.5% | |
| MOO | Sell | MKT VECTORS AGRIBUSINESSetf | $265,000 | -27.6% | 5,691 | -27.8% | 0.12% | -22.0% |
| HEDJ | Buy | WTREE EUROPE HDGED EQTY ETFetf | $267,000 | +6.8% | 5,150 | +10.8% | 0.12% | +14.7% |
| FB | New | FACEBOOK INC | $263,000 | – | 2,306 | +100.0% | 0.12% | – |
| BIV | Buy | VANG INTER-TERM BOND INDXetf | $255,000 | +5.4% | 2,960 | +1.7% | 0.11% | +13.1% |
| PFE | Buy | PFIZER INC | $255,000 | -7.6% | 8,589 | +0.4% | 0.11% | -0.9% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $249,000 | -8.5% | 3,904 | -1.3% | 0.11% | -1.8% |
| PNRA | Sell | PANERA BREAD CO | $249,000 | -12.6% | 1,215 | -17.1% | 0.11% | -6.8% |
| BA | Buy | BOEING CO | $248,000 | -10.1% | 1,957 | +2.5% | 0.11% | -3.5% |
| TD | TORONTO DOMINION BANK | $242,000 | +10.5% | 5,600 | 0.0% | 0.11% | +17.8% | |
| LMT | LOCKHEED MARTIN CORP | $239,000 | +2.1% | 1,077 | 0.0% | 0.10% | +9.4% | |
| SHY | ISHARES LEHMAN 1-3 YR TREASURYetf | $234,000 | +0.9% | 2,750 | 0.0% | 0.10% | +8.4% | |
| DD | Buy | E I DU PONT DE NEMOURS & CO | $231,000 | -3.8% | 3,647 | +1.4% | 0.10% | +4.1% |
| FLIR | New | FLIR SYSTEMS INC | $213,000 | – | 6,450 | +100.0% | 0.09% | – |
| EMC | EMC CORP-MASS | $209,000 | +4.0% | 7,837 | 0.0% | 0.09% | +12.2% | |
| CMI | New | CUMMINS INC | $209,000 | – | 1,900 | +100.0% | 0.09% | – |
| WFM | Sell | WHOLE FOODS MARKET INC | $205,000 | -26.0% | 6,575 | -20.5% | 0.09% | -20.4% |
| WFTIQ | Sell | WEATHERFORD INTL LTD-NEW (BERM | $167,000 | -7.7% | 21,454 | -0.8% | 0.07% | -1.4% |
| NBR | Sell | NABORS INDUSTRIES LTD NEW | $157,000 | +6.1% | 17,060 | -1.9% | 0.07% | +13.1% |
| BAC | Sell | BANK OF AMER CORP | $146,000 | -28.8% | 10,833 | -10.9% | 0.06% | -23.8% |
| GSIG | Exit | GSI GROUP | $0 | – | -11,084 | -100.0% | -0.06% | – |
| GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -1,127 | -100.0% | -0.08% | – |
| UTX | Exit | UNITED TECHNOLOGIES CORP | $0 | – | -2,161 | -100.0% | -0.08% | – |
| EPD | Exit | ENTERPRISE PRD PTNRS LP | $0 | – | -8,524 | -100.0% | -0.09% | – |
| TGT | Exit | TARGET CORP | $0 | – | -4,467 | -100.0% | -0.13% | – |
| TTE | Exit | TOTAL S.A.adr | $0 | – | -7,815 | -100.0% | -0.14% | – |
| RTN | Exit | RAYTHEON CO COM NEW | $0 | – | -3,070 | -100.0% | -0.16% | – |
| WMB | Exit | WILLIAMS COMPANIES INC | $0 | – | -19,560 | -100.0% | -0.21% | – |
| NKE | Exit | NIKE INC-CL B | $0 | – | -60,748 | -100.0% | -1.56% | – |
| VOE | Exit | VANG MID CAP VALUEetf | $0 | – | -164,940 | -100.0% | -5.81% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-04-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 37 | Q3 2023 | 7.5% |
| MASTERCARD INCORPORATED | 37 | Q3 2023 | 4.3% |
| VANG VALUE INDEX | 37 | Q3 2023 | 5.2% |
| ADOBE SYSTEMS INCORPORATED | 37 | Q3 2023 | 3.9% |
| AMETEK INC NEW | 37 | Q3 2023 | 2.9% |
| ISHRS RUSS MID VALUE | 37 | Q3 2023 | 2.8% |
| LOWES COS INC | 37 | Q3 2023 | 2.4% |
| INTUIT INC | 37 | Q3 2023 | 2.9% |
| ISHRS RUSS MID GWTH | 37 | Q3 2023 | 2.8% |
| LABORATORY CORP AMER HLDGS NEW | 37 | Q3 2023 | 2.3% |
View FORTE CAPITAL LLC /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-10-21 |
| 13F-HR/A | 2022-08-09 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-20 |
View FORTE CAPITAL LLC /ADV's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.