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Forte Capital Llc Buys iShares Intermediate Credit Bond ETF, Vanguard Value, iShares Russell Midcap Growth, Sells Paychex Inc, Vanguard Small-Cap, Carnival Corp

Investment company Forte Capital Llc (Current Portfolio) buys iShares Intermediate Credit Bond ETF, Vanguard Value, iShares Russell Midcap Growth, iShares Russell Mid-cap Value, United Parcel Service Inc, sells Paychex Inc, Vanguard Small-Cap, Carnival Corp, Service Properties Trust, Wells Fargo during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Forte Capital Llc . As of 2020Q1, Forte Capital Llc owns 82 stocks with a total value of $290 million. These are the details of the buys and sells.

For the details of FORTE CAPITAL LLC 's stock buys and sells, go to https://www.gurufocus.com/guru/forte+capital+llc+/current-portfolio/portfolio

These are the top 5 holdings of FORTE CAPITAL LLC
  1. Apple Inc (AAPL) - 85,620 shares, 7.50% of the total portfolio. Shares reduced by 0.05%
  2. Invesco S&P 500 Pure Growth (RPG) - 181,545 shares, 6.26% of the total portfolio. Shares reduced by 2.74%
  3. MarketAxess Holdings Inc (MKTX) - 41,429 shares, 4.75% of the total portfolio. Shares reduced by 1.43%
  4. Vanguard Mid-Cap Value (VOE) - 167,437 shares, 4.69% of the total portfolio. Shares reduced by 4.51%
  5. Vanguard Value (VTV) - 128,733 shares, 3.95% of the total portfolio. Shares added by 31.74%
New Purchase: iShares Intermediate Credit Bond ETF (IGIB)

Forte Capital Llc initiated holding in iShares Intermediate Credit Bond ETF. The purchase prices were between $50.28 and $60.03, with an estimated average price of $57.43. The stock is now traded at around $55.90. The impact to a portfolio due to this purchase was 1.44%. The holding were 75,950 shares as of .

New Purchase: United Parcel Service Inc (UPS)

Forte Capital Llc initiated holding in United Parcel Service Inc. The purchase prices were between $86.17 and $118.61, with an estimated average price of $104.08. The stock is now traded at around $98.59. The impact to a portfolio due to this purchase was 0.43%. The holding were 13,286 shares as of .

New Purchase: Philip Morris International Inc (PM)

Forte Capital Llc initiated holding in Philip Morris International Inc. The purchase prices were between $59.98 and $89.64, with an estimated average price of $82.53. The stock is now traded at around $75.48. The impact to a portfolio due to this purchase was 0.26%. The holding were 10,168 shares as of .

New Purchase: Comcast Corp (CMCSA)

Forte Capital Llc initiated holding in Comcast Corp. The purchase prices were between $33.37 and $47.5, with an estimated average price of $42.37. The stock is now traded at around $37.36. The impact to a portfolio due to this purchase was 0.13%. The holding were 10,624 shares as of .

New Purchase: Pfizer Inc (PFE)

Forte Capital Llc initiated holding in Pfizer Inc. The purchase prices were between $28.49 and $40.71, with an estimated average price of $36.04. The stock is now traded at around $34.38. The impact to a portfolio due to this purchase was 0.13%. The holding were 11,179 shares as of .

Added: Vanguard Value (VTV)

Forte Capital Llc added to a holding in Vanguard Value by 31.74%. The purchase prices were between $76.76 and $121.42, with an estimated average price of $110.7. The stock is now traded at around $95.12. The impact to a portfolio due to this purchase was 0.95%. The holding were 128,733 shares as of .

Added: iShares Russell Midcap Growth (IWP)

Forte Capital Llc added to a holding in iShares Russell Midcap Growth by 28.91%. The purchase prices were between $104.45 and $162.86, with an estimated average price of $145.49. The stock is now traded at around $129.57. The impact to a portfolio due to this purchase was 0.58%. The holding were 61,371 shares as of .

Added: iShares Russell Mid-cap Value (IWS)

Forte Capital Llc added to a holding in iShares Russell Mid-cap Value by 37.57%. The purchase prices were between $53.85 and $95.87, with an estimated average price of $84.73. The stock is now traded at around $68.79. The impact to a portfolio due to this purchase was 0.56%. The holding were 92,534 shares as of .

Added: Vanguard Growth (VUG)

Forte Capital Llc added to a holding in Vanguard Growth by 20.02%. The purchase prices were between $137.53 and $201.6, with an estimated average price of $180.87. The stock is now traded at around $166.18. The impact to a portfolio due to this purchase was 0.3%. The holding were 32,836 shares as of .

Added: Twilio Inc (TWLO)

Forte Capital Llc added to a holding in Twilio Inc by 23.92%. The purchase prices were between $71.7 and $131.9, with an estimated average price of $110.04. The stock is now traded at around $91.94. The impact to a portfolio due to this purchase was 0.29%. The holding were 49,111 shares as of .

Added: Altria Group Inc (MO)

Forte Capital Llc added to a holding in Altria Group Inc by 90.41%. The purchase prices were between $31.38 and $51.25, with an estimated average price of $44.58. The stock is now traded at around $40.07. The impact to a portfolio due to this purchase was 0.18%. The holding were 28,686 shares as of .

Sold Out: Paychex Inc (PAYX)

Forte Capital Llc sold out a holding in Paychex Inc. The sale prices were between $50.39 and $90.23, with an estimated average price of $80.23.

Sold Out: Vanguard Small-Cap (VB)

Forte Capital Llc sold out a holding in Vanguard Small-Cap. The sale prices were between $98.45 and $170.48, with an estimated average price of $151.89.

Sold Out: Carnival Corp (CCL)

Forte Capital Llc sold out a holding in Carnival Corp. The sale prices were between $9.3 and $51.9, with an estimated average price of $36.18.

Sold Out: Service Properties Trust (SVC)

Forte Capital Llc sold out a holding in Service Properties Trust. The sale prices were between $4.17 and $24.33, with an estimated average price of $18.2.

Sold Out: Wells Fargo & Co (WFC)

Forte Capital Llc sold out a holding in Wells Fargo & Co. The sale prices were between $25.25 and $53.8, with an estimated average price of $42.87.

Sold Out: Royal Dutch Shell PLC (RDS.A)

Forte Capital Llc sold out a holding in Royal Dutch Shell PLC. The sale prices were between $21.62 and $60.96, with an estimated average price of $47.13.



Here is the complete portfolio of FORTE CAPITAL LLC . Also check out:

1. FORTE CAPITAL LLC 's Undervalued Stocks
2. FORTE CAPITAL LLC 's Top Growth Companies, and
3. FORTE CAPITAL LLC 's High Yield stocks
4. Stocks that FORTE CAPITAL LLC keeps buying

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