FC

FORTE CAPITAL LLC /ADV

13F
FORTE CAPITAL LLC /ADV
Last update 2025-07-15 239 Stocks (8 new)
Value $930.00 Mil Turnover 2 %
Countries:
Top Holdings: SCHG(4.98%)AAPL(4.98%)NVDA(3.95%)QUAL(3.89%)VTV(3.63%)
Summary Stock Picks Current Portfolio
FORTE CAPITAL LLC /ADV Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHG
Schwab U.S. Large-Cap Growth ETF
1,584,832
46,292.9
-9.63%
4.980
-0.50%
0.100
+20.79%
+8.07%
45,910.6
 
AAPL
Apple Inc
225,618
46,290.1
-1.28%
4.980
-0.08%
0.000
+2.72%
-14.43%
3,192,682.2
Hardware
NVDA
NVIDIA Corp
232,316
36,703.6
-1.04%
3.950
-0.03%
0.000
+63.25%
+29.40%
4,237,094.2
Semiconductors
QUAL
iShares MSCI USA Quality Factor ETF
198,042
36,206.1
-6.66%
3.890
-0.29%
0.070
+11.83%
+5.00%
53,479.5
 
VTV
Vanguard Value ETF
190,992
33,755.9
-3.53%
3.630
-0.14%
0.030
+9.57%
+7.46%
135,011.0
 
AMZN
Amazon.com Inc
137,773
30,226.0
-1.50%
3.250
-0.05%
0.000
+24.49%
+5.85%
2,465,435.5
Retail - Cyclical
DGRW
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
284,906
23,858.0
+0.03%
2.560
0%
0.150
+11.75%
+6.84%
16,161.8
 
NET
Cloudflare Inc
118,334
23,173.3
-7.50%
2.490
-0.13%
0.030
+61.17%
+77.92%
66,403.6
Software
MA
Mastercard Inc
40,914
22,991.3
-3.09%
2.470
-0.08%
0.000
+5.38%
+7.49%
511,704.3
Credit Services
GOOGL
Alphabet Inc
115,828
20,412.3
-1.23%
2.190
-0.03%
0.000
+20.80%
+1.76%
2,333,192.1
Interactive Media

FORTE CAPITAL LLC /ADV's Historical Top Holdings Breakdowns

FORTE CAPITAL LLC /ADV's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHG
Schwab U.S. Large-Cap Growth ETF
2025-06-30
Reduce
Reduce
-0.50%
●
22.27 ($26.42) 29.21
$30.06
13.78%
Reduce -9.63%
1,584,832
-168,942
QUAL
iShares MSCI USA Quality Factor ETF
2025-06-30
Reduce
Reduce
-0.29%
●
152.42 ($172.55) 182.82
$186.15
7.88%
Reduce -6.66%
198,042
-14,134
ANET
Arista Networks Inc
2025-06-30
Add
Add
+0.28%
●
64.37 ($86.38) 102.31
$114.04
32.02%
Add 46.67%
80,635
25,656
AMT
American Tower Corp
2025-06-30
Add
Add
+0.21%
●
203.96 ($215.92) 228.19
$231.24
7.10%
Add 268.9%
12,218
8,906
XLU
Utilities Select Sector SPDR ETF
2025-06-30
Add
Add
+0.20%
●
73.09 ($79.67) 82.77
$84.30
5.81%
Add 19.19%
143,092
23,036
VTV
Vanguard Value ETF
2025-06-30
Reduce
Reduce
-0.14%
●
153.67 ($168.97) 176.74
$179.89
6.46%
Reduce -3.53%
190,992
-6,994
NET
Cloudflare Inc
2025-06-30
Reduce
Reduce
-0.13%
●
97.08 ($144.67) 195.83
$191.58
32.43%
Reduce -7.5%
118,334
-9,591
UNH
UnitedHealth Group Inc
2025-06-30
Sold Out
Sold Out
-0.13%
●
274.35 ($384.44) 599.47
$278.58
-27.54%
Sold Out
0
-2,139
XLE
The Energy Select Sector SPDR Fund
2025-06-30
New Buy
New Buy
+0.12%
●
76.44 ($83.45) 94.13
$87.43
4.77%
New holding
13,342
13,342
RH
RH
2025-06-30
Sold Out
Sold Out
-0.10%
●
145.66 ($186.49) 249.35
$212.74
14.08%
Sold Out
0
-3,539

FORTE CAPITAL LLC /ADV Total Holding History ($B)

To

FORTE CAPITAL LLC /ADV's Asset Allocation

To

FORTE CAPITAL LLC /ADV Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

FORTE CAPITAL LLC /ADV's Hypothetical Growth since 2025-06-30

FORTE CAPITAL LLC /ADV's Yearly Returns

Year Portfolio % % Excess Gain %

FORTE CAPITAL LLC /ADV's Holdings Heat Map

Size field:

FORTE CAPITAL LLC /ADV's Holdings Bubble Chart

FORTE CAPITAL LLC /ADV News

  • 1

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