Forte Capital LLC Incresed Positions in Q4 2024

Forte Capital LLC

  • $840 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LULU
Lululemon Athletica Inc.

Consumer Cyclical
2.78K
+ 9.52%
$260.53 - $404.79 $723K - $1.12M
31.9K $12.2M
VTI
Vanguard Total Stock Market Et

ETFs
10.6K
+ 44.76%
$280.04 - $302.45 $2.96M - $3.19M
34.1K $9.89M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
621
+ 0.6%
$110.69 - $154.48 $68.7K - $95.9K
104K $13.3M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
509
+ 1.76%
$338.38 - $446.21 $172K - $227K
29.4K $12.8M
TWLO
Twilio Inc

Communication Services
940
+ 3.11%
$63.73 - $114.96 $59.9K - $108K
31.2K $3.37M
QUAL
Ishares Msci Usa Quality Facto

ETFs
8.03K
+ 3.89%
$176.42 - $186.91 $1.42M - $1.5M
214K $38.2M
RH
Rh

Consumer Cyclical
1.91K
+ 165.37%
$311.9 - $446.04 $596K - $852K
3.07K $1.21M
AME
Ametek Inc

Industrials
144
+ 0.16%
$165.89 - $197.38 $23.9K - $28.4K
87.8K $15.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.39K
+ 77.76%
$172.07 - $207.36 $582K - $702K
7.74K $1.53M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.3M
+ 278.29%
$25.93 - $105.3 $33.8M - $137M
1.77M $49.4M
WRB
Berkley W R Corp

Financial Services
3.33K
+ 2.8%
$56.48 - $64.94 $188K - $216K
122K $7.16M
LLY
Eli Lilly & CO

Healthcare
595
+ 36.68%
$727.2 - $932.06 $433K - $555K
2.22K $1.71M
TOL
Toll Brothers, Inc.

Consumer Cyclical
3.09K
+ 61.68%
$123.8 - $167.8 $383K - $519K
8.1K $1.02M
FNDA
Schwab Fundamental U S Small C

ETFs
128K
+ 105.97%
$29.26 - $59.11 $3.75M - $7.59M
249K $7.41M
SPY
Spdr S&P 500 ETF Trust

ETFs
269
+ 9.82%
$567.81 - $607.81 $153K - $164K
3.01K $1.76M
MET
Metlife Inc

Financial Services
1.84K
+ 4.78%
$78.15 - $88.25 $143K - $162K
40.3K $3.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
899
+ 36.74%
$124.26 - $134.12 $112K - $121K
3.35K $430K
META
Meta Platforms, Inc.

Communication Services
138
+ 6.19%
$554.08 - $632.68 $76.5K - $87.3K
2.37K $1.4M
MS
Morgan Stanley

Financial Services
130
+ 2.85%
$104.42 - $134.99 $13.6K - $17.5K
4.69K $588K
APO
Apollo Global Management, Inc.

Financial Services
45
+ 2.08%
$131.36 - $178.61 $5.91K - $8.04K
2.21K $364K
IWY
Ishares Tr Russell 200 Growth

ETFs
120
+ 3.25%
$216.72 - $244.71 $26K - $29.4K
3.81K $897K
BSX
Boston Scientific Corp

Healthcare
158
+ 2.59%
$83.62 - $91.5 $13.2K - $14.5K
6.27K $559K
EME
Emcor Group, Inc.

Industrials
44
+ 4.02%
$427.96 - $526.95 $18.8K - $23.2K
1.14K $516K
LMT
Lockheed Martin Corp

Industrials
368
+ 26.27%
$479.66 - $614.62 $177K - $226K
1.77K $859K
ABT
Abbott Laboratories

Healthcare
310
+ 6.63%
$111.93 - $119.39 $34.7K - $37K
4.98K $563K
BRO
Brown & Brown, Inc.

Financial Services
1.37K
+ 1.99%
$100.93 - $113.42 $138K - $155K
69.9K $7.13M
AMG
Affiliated Managers Group, Inc.

Financial Services
32
+ 1.13%
$175.77 - $196.52 $5.62K - $6.29K
2.86K $528K
MTB
M&T Bank Corp

Financial Services
3
+ 0.12%
$172.48 - $221.95 $517 - $666
2.44K $458K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
21
+ 2.29%
$521.84 - $558.82 $11K - $11.7K
940 $506K
WELL
Welltower Inc.

Real Estate
461
+ 2.48%
$123.11 - $139.3 $56.8K - $64.2K
19.1K $2.4M
T
At&T Inc.

Communication Services
238
+ 1.26%
$21.22 - $23.88 $5.05K - $5.68K
19.2K $436K
RDVY
First Trust Rising Dividend Ac

ETFs
330
+ 4.02%
$58.65 - $64.37 $19.4K - $21.2K
8.54K $504K
AJG
Arthur J. Gallagher & Co.

Financial Services
32
+ 0.88%
$278.49 - $315.16 $8.91K - $10.1K
3.66K $1.04M
XLK
Technology Sector Spdr

ETFs
2
+ 0.08%
$220.26 - $241.44 $441 - $483
2.5K $582K
PANW
Palo Alto Networks Inc

Technology
2.44K
+ 91.58%
$181.96 - $405.9 $443K - $988K
5.09K $926K
ZBRA
Zebra Technologies Corp

Technology
2
+ 0.2%
$360.09 - $411.94 $720 - $824
981 $378K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
104
+ 1.99%
$61.68 - $67.87 $6.41K - $7.06K
5.33K $332K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
63
+ 1.98%
$113.92 - $127.38 $7.18K - $8.02K
3.24K $373K
SCHA
Schwab Strategic Tr Us Small C

ETFs
11.3K
+ 100.02%
$25.33 - $51.16 $287K - $581K
22.7K $586K
Laboratory Corp Amer Hldgs New
89
+ 0.16%
N/A
54.2K $0
Jacobs Engineering Group Inc
1.9K
+ 2.78%
N/A
70.3K $0
Celestica Inc
6.46K
+ 5.44%
N/A
125K $0
Lam Research Corp
6.72K
+ 780.81%
N/A
7.58K $0
ESI
Element Solutions Inc

Basic Materials
830
+ 6.93%
$24.64 - $29.33 $20.5K - $24.3K
12.8K $325K
Ge Vernova LLC Com
2.16K
+ 237.86%
N/A
3.06K $0
CHKP
Check Point Software Technologies LTD

Technology
21
+ 1.24%
$170.18 - $209.01 $3.57K - $4.39K
1.72K $321K
ROP
Roper Technologies Inc

Industrials
27
+ 4.64%
$519.85 - $575.95 $14K - $15.6K
609 $316K
ORCL
Oracle Corp

Technology
120
+ 1.64%
$165.41 - $192.43 $19.8K - $23.1K
7.42K $1.24M
IBM
International Business Machines Corp

Technology
4
+ 0.05%
$204.9 - $238.04 $820 - $952
8.55K $1.88M
Activity Summary
Buys All Purchases 73 New Holdings 6 Increased Positions 67 Sells All Sells 132 Reductions 132 Sold out 0 Options Calls 0 Puts 0
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