Current Market Value 930,328,495
Current Holdings 239
Most Recent File Date 2025-07-15
Total Filings on Record 45
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Forte Capital Llc /adv . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-15 2025-06-30 13F-HR 239 930,328
2025-05-02 2025-03-31 13F-HR 236 842,982
2025-02-03 2024-12-31 13F-HR 229 889,506
2024-10-31 2024-09-30 13F-HR 236 883,976
2024-08-13 2024-06-30 13F-HR 231 828,210
2024-05-14 2024-03-31 13F-HR 232 808,178
2024-02-06 2023-12-31 13F-HR 226 730,725
2023-11-13 2023-09-30 13F-HR 207 649,198
2023-08-09 2023-06-30 13F-HR 210 693,759
2023-05-11 2023-03-31 13F-HR 210 653,375
2023-02-13 2022-12-31 13F-HR 200 581,858
2022-10-21 2022-09-30 13F-HR 187 551,808
2022-08-09 2022-06-30 13F-HR/A 1 R 198 574,168
2022-07-27 2022-06-30 13F-HR 222 780,246
2022-04-29 2022-03-31 13F-HR 223 790,993
2022-01-20 2021-12-31 13F-HR 222 792,537
2021-10-27 2021-09-30 13F-HR 217 738,275
2021-07-28 2021-06-30 13F-HR 216 733,743
2021-04-22 2021-03-31 13F-HR 206 647,714
2021-01-19 2020-12-31 13F-HR 195 648,412
2020-11-03 2020-09-30 13F-HR 186 542,281
2020-07-09 2020-06-30 13F-HR 180 476,178
2020-04-08 2020-03-31 13F-HR 83 290,543
2020-01-10 2019-12-31 13F-HR 89 352,959
2019-10-09 2019-09-30 13F-HR 92 323,561
2019-07-16 2019-06-30 13F-HR 93 313,556
2019-04-08 2019-03-31 13F-HR 88 277,684
2019-01-24 2018-12-31 13F-HR 87 239,258
2018-10-16 2018-09-30 13F-HR 87 277,955
2018-07-13 2018-06-30 13F-HR 87 255,861
2018-04-17 2018-03-31 13F-HR 85 238,983
2018-01-22 2017-12-31 13F-HR 164 335,732
2017-10-11 2017-09-30 13F-HR 160 312,228
2017-07-13 2017-06-30 13F-HR 151 303,552
2017-04-10 2017-03-31 13F-HR 153 292,525
2017-01-09 2016-12-31 13F-HR 150 267,335
2016-10-13 2016-09-30 13F-HR 144 262,934
2016-07-11 2016-06-30 13F-HR 153 258,698
2016-04-22 2016-03-31 13F-HR 149 227,441
2016-01-20 2015-12-31 13F-HR 149 244,129
2015-10-13 2015-09-30 13F-HR 151 218,804
2015-07-08 2015-06-30 13F-HR 158 235,029
2015-04-13 2015-03-31 13F-HR 154 232,800
2015-01-13 2014-12-31 13F-HR 156 229,967
2014-11-05 2014-09-30 13F-HR 160 216,802