Forte Capital LLC Purchases and Sells in Q4 2024

Forte Capital LLC

$840 Million
Q4 2024

Top Buys

Incresed Positions

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LULU	2.78K + 9.52%	$260.53 - $404.79 $723K - $1.12M	31.9K $12.2M
VTI	10.6K + 44.76%	$280.04 - $302.45 $2.96M - $3.19M	34.1K $9.89M
SFM	621 + 0.6%	$110.69 - $154.48 $68.7K - $95.9K	104K $13.3M
ULTA	509 + 1.76%	$338.38 - $446.21 $172K - $227K	29.4K $12.8M
TWLO	940 + 3.11%	$63.73 - $114.96 $59.9K - $108K	31.2K $3.37M
QUAL	8.03K + 3.89%	$176.42 - $186.91 $1.42M - $1.5M	214K $38.2M

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VXUS	9.22K New	$58.88 - $64.8 $543K - $597K	9.22K $543K
MRVL	2.23K New	$70.31 - $124.78 $157K - $279K	2.23K $246K
MCK	408 New	$482.27 - $628.5 $197K - $256K	408 $232K
ETR	2.89K New	$73.19 - $156.4 $211K - $451K	2.89K $218K
BBWI	5.43K New	$28.38 - $39.27 $154K - $213K	5.43K $210K
SCHW	2.71K New	$63.31 - $82.85 $171K - $224K	2.71K $200K

Top Sells

Reduced Positions

132 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVO	-22.7K - 34.96%	$85.0 - $120.04 $1.93M - $2.73M	42.3K $3.64M
IQV	-12.6K - 31.68%	$190.97 - $236.63 $2.4M - $2.97M	27.1K $5.32M
ADBE	-2.62K - 8.24%	$437.39 - $552.96 $1.15M - $1.45M	29.2K $13M
PAYX	-23.1K - 68.35%	$135.86 - $148.73 $3.13M - $3.43M	10.7K $1.5M
MOH	-3.93K - 27.92%	$274.73 - $341.91 $1.08M - $1.34M	10.1K $2.95M
LOW	-867 - 1.5%	$244.52 - $284.07 $212K - $246K	56.8K $14M

Activity Summary All Purchases 73 New Holdings 6 Increased Positions 67 All Sells 132 Reductions 132 Sold out 0 Calls 0 Puts 0

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