$304 Million is the total value of FORTE CAPITAL LLC /ADV's 151 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 9.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RPG | Buy | RYDEX ETF TRUSTgug s&p500 pu gr | $22,822,000 | +5.0% | 242,425 | +0.0% | 7.52% | +1.2% |
| RFG | Buy | RYDEX ETF TRUSTgug s&p mc400 pg | $21,702,000 | +4.5% | 155,022 | +1.3% | 7.15% | +0.7% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $20,773,000 | +3.1% | 201,936 | +2.1% | 6.84% | -0.7% |
| AAPL | Sell | APPLE INC | $13,435,000 | +0.2% | 93,286 | -0.1% | 4.43% | -3.5% |
| PCLN | Buy | PRICELINE GRP INC | $7,486,000 | +6.3% | 4,002 | +1.1% | 2.47% | +2.4% |
| MKTX | Sell | MARKETAXESS HLDGS INC | $7,405,000 | +3.8% | 36,822 | -3.2% | 2.44% | +0.0% |
| AMZN | Sell | AMAZON COM INC | $6,706,000 | +8.7% | 6,928 | -0.5% | 2.21% | +4.7% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $6,595,000 | +6.3% | 54,305 | -1.5% | 2.17% | +2.5% |
| BSV | Buy | VANGUARD BD INDEX FD INCshort trm bond | $6,336,000 | +29.0% | 79,347 | +28.8% | 2.09% | +24.3% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $5,815,000 | +2.4% | 69,158 | +1.0% | 1.92% | -1.3% |
| AME | Sell | AMETEK INC NEW | $5,467,000 | +11.6% | 90,263 | -0.4% | 1.80% | +7.5% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $5,212,000 | +5.4% | 48,227 | +1.2% | 1.72% | +1.6% |
| ADBE | Buy | ADOBE SYS INC | $5,189,000 | +10.0% | 36,689 | +1.2% | 1.71% | +6.0% |
| CERN | Buy | CERNER CORP | $4,678,000 | +16.4% | 70,378 | +3.1% | 1.54% | +12.2% |
| LH | Buy | LABORATORY CORP AMER HLDGS | $4,664,000 | +7.8% | 30,261 | +0.3% | 1.54% | +3.9% |
| BIV | Buy | VANGUARD BD INDEX FD INCintermed term | $4,631,000 | +41.6% | 54,786 | +40.0% | 1.53% | +36.5% |
| LOW | Sell | LOWES COS INC | $4,405,000 | -6.8% | 56,817 | -1.1% | 1.45% | -10.2% |
| CVS | Buy | CVS HEALTH CORP | $4,100,000 | +4.9% | 50,962 | +2.3% | 1.35% | +1.0% |
| EFA | Sell | ISHARES TRmsci eafe etf | $3,990,000 | +3.7% | 61,193 | -0.9% | 1.31% | -0.1% |
| VBR | Sell | VANGUARD INDEX FDSsm cp val etf | $3,960,000 | -2.6% | 32,222 | -2.7% | 1.30% | -6.1% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $3,901,000 | -11.0% | 31,345 | -13.2% | 1.28% | -14.2% |
| INTU | Sell | INTUIT | $3,816,000 | +14.2% | 28,733 | -0.3% | 1.26% | +10.1% |
| TJX | Sell | TJX COS INC NEW | $3,597,000 | -10.9% | 49,837 | -2.4% | 1.18% | -14.2% |
| NKE | Sell | NIKE INCcl b | $3,447,000 | +3.6% | 58,431 | -2.1% | 1.14% | -0.1% |
| VTV | Buy | VANGUARD INDEX FDSvalue etf | $3,309,000 | +5.9% | 34,268 | +4.5% | 1.09% | +2.0% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $3,187,000 | +12.9% | 3,428 | +2.9% | 1.05% | +8.8% |
| CSCO | Buy | CISCO SYS INC | $3,133,000 | -3.3% | 100,098 | +4.4% | 1.03% | -6.9% |
| AMG | Buy | AFFILIATED MANAGERS GROUP | $3,105,000 | +1.5% | 18,722 | +0.3% | 1.02% | -2.2% |
| AMGN | Sell | AMGEN INC | $3,005,000 | +0.1% | 17,446 | -4.6% | 0.99% | -3.5% |
| TRP | Buy | TRANSCANADA CORP | $2,950,000 | +16.5% | 61,890 | +12.8% | 0.97% | +12.2% |
| ESRX | Sell | EXPRESS SCRIPTS HLDG CO | $2,824,000 | -4.6% | 44,230 | -1.5% | 0.93% | -8.1% |
| OZRK | Buy | BANK OF THE OZARKS INC | $2,769,000 | -8.3% | 59,077 | +1.7% | 0.91% | -11.7% |
| VBK | Sell | VANGUARD INDEX FDSsml cp grw etf | $2,625,000 | +1.1% | 18,012 | -2.5% | 0.86% | -2.6% |
| GILD | Sell | GILEAD SCIENCES INC | $2,589,000 | -2.4% | 36,575 | -6.4% | 0.85% | -6.0% |
| ISRG | Sell | INTUITIVE SURGICAL INC | $2,395,000 | +21.9% | 2,560 | -0.1% | 0.79% | +17.6% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $2,242,000 | +14.0% | 38,808 | +11.1% | 0.74% | +10.0% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $2,228,000 | +14.5% | 17,540 | +9.7% | 0.73% | +10.4% |
| JNJ | Sell | JOHNSON & JOHNSON | $2,131,000 | +3.2% | 16,111 | -2.8% | 0.70% | -0.6% |
| CTSH | Sell | COGNIZANT TECHNOLOGY SOLUTIOcl a | $2,107,000 | +11.1% | 31,725 | -0.5% | 0.69% | +7.1% |
| XOM | Sell | EXXON MOBIL CORP | $2,003,000 | -4.3% | 24,812 | -2.7% | 0.66% | -7.7% |
| MNRO | MONRO MUFFLER BRAKE INC | $1,987,000 | -19.9% | 47,594 | 0.0% | 0.66% | -22.8% | |
| DLTR | Sell | DOLLAR TREE INC | $1,938,000 | -12.3% | 27,714 | -1.5% | 0.64% | -15.5% |
| PAYX | Buy | PAYCHEX INC | $1,898,000 | +17.7% | 33,329 | +21.7% | 0.62% | +13.4% |
| T | Buy | AT&T INC | $1,846,000 | -3.4% | 48,931 | +6.4% | 0.61% | -6.9% |
| VMW | Buy | VMWARE INC | $1,816,000 | +0.6% | 20,770 | +6.0% | 0.60% | -3.1% |
| J | Sell | JACOBS ENGR GROUP INC DEL | $1,816,000 | -3.8% | 33,388 | -2.3% | 0.60% | -7.3% |
| IGSB | Buy | ISHARES TR1-3 yr cr bd etf | $1,792,000 | +18.4% | 17,016 | +18.3% | 0.59% | +13.9% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $1,779,000 | -12.0% | 11,564 | -0.4% | 0.59% | -15.2% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $1,696,000 | +11.0% | 35,221 | +9.1% | 0.56% | +7.1% |
| GE | Sell | GENERAL ELECTRIC CO | $1,662,000 | -18.0% | 61,544 | -9.5% | 0.55% | -20.9% |
| GOOG | ALPHABET INCcap stk cl c | $1,633,000 | +9.5% | 1,797 | 0.0% | 0.54% | +5.5% | |
| PEP | Sell | PEPSICO INC | $1,566,000 | -18.1% | 13,560 | -20.7% | 0.52% | -21.1% |
| SYK | Sell | STRYKER CORP | $1,464,000 | -0.1% | 10,551 | -5.2% | 0.48% | -3.8% |
| SCHZ | Buy | SCHWAB STRATEGIC TRus aggregate b | $1,439,000 | +11.4% | 27,539 | +10.4% | 0.47% | +7.2% |
| TMO | Sell | THERMO FISHER SCIENTIFIC INC | $1,388,000 | +12.2% | 7,953 | -1.2% | 0.46% | +8.0% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,369,000 | -10.1% | 14,973 | -13.6% | 0.45% | -13.3% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,341,000 | +3.6% | 30,037 | +13.1% | 0.44% | -0.2% |
| MRK | Sell | MERCK & CO INC | $1,299,000 | -4.6% | 20,274 | -5.4% | 0.43% | -8.0% |
| SYNA | Buy | SYNAPTICS INC | $1,239,000 | +18.2% | 23,965 | +13.2% | 0.41% | +14.0% |
| WFC | Sell | WELLS FARGO CO NEW | $1,218,000 | -2.0% | 21,987 | -1.6% | 0.40% | -5.6% |
| CCL | Sell | CARNIVAL CORPunit 99/99/9999 | $1,213,000 | +11.0% | 18,502 | -0.2% | 0.40% | +7.0% |
| CLB | Sell | CORE LABORATORIES N V | $1,170,000 | -13.8% | 11,551 | -1.7% | 0.38% | -17.0% |
| IWF | ISHARES TRrus 1000 grw etf | $1,158,000 | +4.6% | 9,727 | 0.0% | 0.38% | +0.8% | |
| ABBV | Buy | ABBVIE INC | $1,125,000 | +26.5% | 15,511 | +13.6% | 0.37% | +22.0% |
| WM | Sell | WASTE MGMT INC DEL | $1,082,000 | +0.1% | 14,750 | -0.5% | 0.36% | -3.8% |
| AYI | ACUITY BRANDS INC | $1,067,000 | -0.4% | 5,251 | 0.0% | 0.35% | -3.8% | |
| UL | Sell | UNILEVER PLCspon adr new | $1,029,000 | +7.2% | 19,020 | -2.2% | 0.34% | +3.4% |
| KMB | Buy | KIMBERLY CLARK CORP | $1,025,000 | +8.8% | 7,939 | +11.0% | 0.34% | +5.0% |
| TXN | TEXAS INSTRS INC | $942,000 | -4.6% | 12,250 | 0.0% | 0.31% | -8.0% | |
| MSFT | Sell | MICROSOFT CORP | $897,000 | -0.3% | 13,015 | -4.7% | 0.30% | -3.9% |
| HPT | Buy | HOSPITALITY PPTYS TR | $883,000 | +7.4% | 30,300 | +16.2% | 0.29% | +3.6% |
| IWD | ISHARES TRrus 1000 val etf | $843,000 | +1.3% | 7,241 | 0.0% | 0.28% | -2.1% | |
| DIS | Sell | DISNEY WALT CO | $837,000 | -6.8% | 7,874 | -0.5% | 0.28% | -10.1% |
| MO | Buy | ALTRIA GROUP INC | $820,000 | +10.7% | 11,005 | +6.1% | 0.27% | +6.7% |
| AGG | Buy | ISHARES TRcore us aggbd et | $799,000 | +9.5% | 7,293 | +8.3% | 0.26% | +5.2% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $790,000 | -2.1% | 3,266 | -4.6% | 0.26% | -5.8% |
| SBUX | Sell | STARBUCKS CORP | $757,000 | -0.9% | 12,982 | -0.8% | 0.25% | -4.6% |
| UAA | Buy | UNDER ARMOUR INCcl a | $738,000 | +29.2% | 33,919 | +17.5% | 0.24% | +24.6% |
| GLW | Buy | CORNING INC | $735,000 | +17.6% | 24,459 | +5.7% | 0.24% | +13.1% |
| PM | Sell | PHILIP MORRIS INTL INC | $727,000 | +3.4% | 6,190 | -0.6% | 0.24% | -0.4% |
| QCOM | Sell | QUALCOMM INC | $709,000 | -13.7% | 12,845 | -10.4% | 0.23% | -16.7% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $708,000 | +5.4% | 5,225 | +3.7% | 0.23% | +1.3% |
| BCE | Buy | BCE INC | $660,000 | +4.4% | 14,660 | +2.6% | 0.22% | +0.5% |
| ED | Sell | CONSOLIDATED EDISON INC | $642,000 | +0.9% | 7,943 | -3.0% | 0.21% | -2.8% |
| IWB | Buy | ISHARES TRrus 1000 etf | $636,000 | +26.9% | 4,703 | +23.2% | 0.21% | +22.8% |
| STZ | CONSTELLATION BRANDS INCcl a | $627,000 | +19.7% | 3,234 | 0.0% | 0.21% | +15.6% | |
| OMC | New | OMNICOM GROUP INC | $624,000 | – | 7,525 | +100.0% | 0.21% | – |
| BK | Sell | BANK NEW YORK MELLON CORP | $621,000 | -3.4% | 12,164 | -10.7% | 0.20% | -6.8% |
| SO | Buy | SOUTHERN CO | $618,000 | +5.3% | 12,910 | +9.5% | 0.20% | +1.5% |
| WELL | Buy | WELLTOWER INC | $616,000 | +9.4% | 8,225 | +3.5% | 0.20% | +5.7% |
| CVX | CHEVRON CORP NEW | $616,000 | -2.8% | 5,908 | 0.0% | 0.20% | -6.5% | |
| MMM | Sell | 3M CO | $612,000 | +7.9% | 2,940 | -0.7% | 0.20% | +4.1% |
| CWI | Buy | SPDR INDEX SHS FDSmsci acwi exus | $600,000 | +9.9% | 16,824 | +5.2% | 0.20% | +5.9% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $602,000 | +1.5% | 3,555 | 0.0% | 0.20% | -2.5% | |
| KO | Sell | COCA COLA CO | $599,000 | +2.4% | 13,346 | -3.2% | 0.20% | -1.5% |
| DLR | Sell | DIGITAL RLTY TR INC | $598,000 | +5.8% | 5,290 | -0.5% | 0.20% | +2.1% |
| SIX | Buy | SIX FLAGS ENTMT CORP NEW | $585,000 | +14.7% | 9,815 | +14.6% | 0.19% | +10.9% |
| NTRS | Sell | NORTHERN TR CORP | $572,000 | -3.1% | 5,885 | -13.6% | 0.19% | -6.9% |
| NEE | Buy | NEXTERA ENERGY INC | $571,000 | +21.0% | 4,076 | +10.9% | 0.19% | +16.8% |
| HON | HONEYWELL INTL INC | $538,000 | +6.7% | 4,034 | 0.0% | 0.18% | +2.9% | |
| DUK | Buy | DUKE ENERGY CORP NEW | $538,000 | +3.5% | 6,438 | +1.6% | 0.18% | -0.6% |
| UA | Sell | UNDER ARMOUR INCcl c | $525,000 | +9.4% | 26,065 | -0.6% | 0.17% | +5.5% |
| FMBH | FIRST MID ILL BANCSHARES INC | $520,000 | +1.2% | 15,200 | 0.0% | 0.17% | -2.8% | |
| SCHO | Sell | SCHWAB STRATEGIC TRsht tm us tres | $507,000 | -11.5% | 10,050 | -11.5% | 0.17% | -14.8% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $496,000 | +25.3% | 3,477 | +22.4% | 0.16% | +20.7% |
| CAH | Sell | CARDINAL HEALTH INC | $478,000 | -18.8% | 6,140 | -15.0% | 0.16% | -21.9% |
| FB | Buy | FACEBOOK INCcl a | $475,000 | +17.3% | 3,148 | +10.5% | 0.16% | +13.0% |
| CL | Buy | COLGATE PALMOLIVE CO | $464,000 | +6.4% | 6,260 | +5.0% | 0.15% | +2.7% |
| ORCL | ORACLE CORP | $461,000 | +12.4% | 9,193 | 0.0% | 0.15% | +8.6% | |
| BA | Buy | BOEING CO | $451,000 | +16.8% | 2,280 | +4.6% | 0.15% | +12.9% |
| IEF | ISHARES TR7-10yr tr bd etf | $442,000 | +1.1% | 4,143 | 0.0% | 0.15% | -2.0% | |
| LMT | Buy | LOCKHEED MARTIN CORP | $412,000 | +3.8% | 1,485 | +0.1% | 0.14% | 0.0% |
| SCHW | Sell | SCHWAB CHARLES CORP NEW | $410,000 | 0.0% | 9,536 | -5.0% | 0.14% | -3.6% |
| CELG | Buy | CELGENE CORP | $409,000 | +10.8% | 3,150 | +6.3% | 0.14% | +7.1% |
| RDSA | Sell | ROYAL DUTCH SHELL PLCspons adr a | $408,000 | -3.3% | 7,678 | -4.1% | 0.13% | -6.9% |
| TIP | Buy | ISHARES TRtips bd etf | $405,000 | +1.8% | 3,571 | +2.9% | 0.13% | -2.2% |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $395,000 | – | 9,680 | +100.0% | 0.13% | – |
| VXUS | Sell | VANGUARD STAR FDvg tl intl stk f | $393,000 | -3.7% | 7,565 | -7.9% | 0.13% | -7.2% |
| INTC | Sell | INTEL CORP | $392,000 | -14.2% | 11,616 | -8.4% | 0.13% | -17.3% |
| SOCL | GLOBAL X FDSsocial med etf | $380,000 | +14.1% | 13,430 | 0.0% | 0.12% | +9.6% | |
| ILMN | Sell | ILLUMINA INC | $373,000 | 0.0% | 2,150 | -1.6% | 0.12% | -3.9% |
| PFE | Buy | PFIZER INC | $368,000 | +8.2% | 10,943 | +10.2% | 0.12% | +4.3% |
| NYCB | Sell | NEW YORK CMNTY BANCORP INC | $363,000 | -6.4% | 27,640 | -0.5% | 0.12% | -9.8% |
| BAC | Buy | BANK AMER CORP | $358,000 | +6.2% | 14,753 | +3.1% | 0.12% | +2.6% |
| NOV | Sell | NATIONAL OILWELL VARCO INC | $352,000 | -27.0% | 10,699 | -11.0% | 0.12% | -29.7% |
| SKYY | FIRST TR EXCHANGE TRADED FD | $341,000 | +2.1% | 8,636 | 0.0% | 0.11% | -1.8% | |
| HEDJ | WISDOMTREE TReurope hedged eq | $340,000 | -0.6% | 5,450 | 0.0% | 0.11% | -4.3% | |
| NFLX | NETFLIX INC | $325,000 | +1.2% | 2,175 | 0.0% | 0.11% | -2.7% | |
| COST | COSTCO WHSL CORP NEW | $320,000 | -4.8% | 2,004 | 0.0% | 0.10% | -8.7% | |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $310,000 | -18.4% | 2,571 | -20.2% | 0.10% | -21.5% |
| ABT | ABBOTT LABS | $300,000 | +9.5% | 6,163 | 0.0% | 0.10% | +5.3% | |
| KMI | KINDER MORGAN INC DEL | $295,000 | -11.9% | 15,417 | 0.0% | 0.10% | -15.7% | |
| SLB | Sell | SCHLUMBERGER LTD | $290,000 | -17.6% | 4,412 | -2.2% | 0.10% | -20.0% |
| PF | PINNACLE FOODS INC DEL | $282,000 | +2.5% | 4,754 | 0.0% | 0.09% | -1.1% | |
| TD | TORONTO DOMINION BK ONT | $270,000 | +0.7% | 5,360 | 0.0% | 0.09% | -3.3% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $270,000 | -5.6% | 3,443 | 0.0% | 0.09% | -9.2% | |
| PG | Buy | PROCTER AND GAMBLE CO | $260,000 | +19.3% | 2,986 | +23.2% | 0.09% | +14.7% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $259,000 | +12.1% | 6,260 | +6.4% | 0.08% | +7.6% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $255,000 | -1.2% | 1,148 | +2.2% | 0.08% | -4.5% |
| UNP | UNION PAC CORP | $248,000 | +2.9% | 2,276 | 0.0% | 0.08% | 0.0% | |
| LANC | LANCASTER COLONY CORP | $245,000 | -5.0% | 2,000 | 0.0% | 0.08% | -8.0% | |
| DD | DU PONT E I DE NEMOURS & CO | $238,000 | +0.8% | 2,944 | 0.0% | 0.08% | -3.7% | |
| UTX | UNITED TECHNOLOGIES CORP | $235,000 | +8.8% | 1,924 | 0.0% | 0.08% | +4.1% | |
| SHY | ISHARES TR1-3 yr tr bd etf | $232,000 | 0.0% | 2,750 | 0.0% | 0.08% | -3.8% | |
| PNRA | New | PANERA BREAD COcl a | $225,000 | – | 715 | +100.0% | 0.07% | – |
| BP | New | BP PLCsponsored adr | $226,000 | – | 6,529 | +100.0% | 0.07% | – |
| LUK | LEUCADIA NATL CORP | $226,000 | +0.4% | 8,652 | 0.0% | 0.07% | -3.9% | |
| MTB | M & T BK CORP | $223,000 | +4.7% | 1,376 | 0.0% | 0.07% | 0.0% | |
| SPGI | New | S&P GLOBAL INC | $217,000 | – | 1,484 | +100.0% | 0.07% | – |
| NVS | Sell | NOVARTIS A Gsponsored adr | $217,000 | +2.4% | 2,600 | -8.8% | 0.07% | -1.4% |
| CSX | New | CSX CORP | $217,000 | – | 3,986 | +100.0% | 0.07% | – |
| SDY | Exit | SPDR SERIES TRUSTs&p divid etf | $0 | – | -2,422 | -100.0% | -0.07% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -988 | -100.0% | -0.07% | – |
| VNQ | Exit | VANGUARD INDEX FDSreit etf | $0 | – | -2,638 | -100.0% | -0.08% | – |
| IGIB | Exit | ISHARES TRinterm cr bd etf | $0 | – | -2,141 | -100.0% | -0.08% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -1,016 | -100.0% | -0.08% | – |
| EWMC | Exit | RYDEX ETF TRUSTguggenhm s&p 400 | $0 | – | -4,330 | -100.0% | -0.09% | – |
| WY | Exit | WEYERHAEUSER CO | $0 | – | -8,586 | -100.0% | -0.10% | – |
| CNI | Exit | CANADIAN NATL RY CO | $0 | – | -9,500 | -100.0% | -0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-07-13
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.