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Portfolio (Quarterly) Guide ↗

FORTE ASSET MANAGEMENT LLC

· CIK 0001927129
13F Portfolio $220M AUM 73 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 24 Added 17 Reduced 2 Exited
Page 1 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MSFT MICROSOFT CORP Technology 23,518.0 $11.4M 5.17% +11K +91.9% $483.63 -13.3%
2 IDV ISHARES TR 192,670.0 $7.6M 3.45% +6K +3.5% $39.45 +15.0%
3 IDU ISHARES TR 69,680.0 $7.6M 3.43% +721.0 +1.1% $108.36 +4.8%
4 DYNF BLACKROCK ETF TRUST 116,227.0 $7.1M 3.21% +1K +1.0% $60.81 +9.4%
5 IWR ISHARES TR 71,796.0 $6.9M 3.14% +3K +3.7% $96.27 +9.1%
6 USHY ISHARES TR 168,089.0 $6.3M 2.85% +2K +1.5% $37.40 -1.1%
7 IWD ISHARES TR 27,855.0 $5.9M 2.66% +1K +4.0% $210.34 +11.6%
8 IUSB ISHARES TR 108,157.0 $5.0M 2.29% +2K +2.1% $46.54 -1.5%
9 IBIT ISHARES BITCOIN TRUST ETF Financial Services 97,923.0 $4.9M 2.21% +40K +70.2% $49.65 -11.4%
10 ITOT ISHARES TR 28,011.0 $4.2M 1.89% +509.0 +1.9% $148.69 +9.1%
11 IYF ISHARES TR 28,943.0 $3.7M 1.70% +11K +64.5% $128.93 -4.3%
12 IGIB ISHARES TR 67,585.0 $3.6M 1.65% +3K +3.9% $53.88 -1.9%
13 IJR ISHARES TR 29,702.0 $3.6M 1.62% +9K +45.1% $120.18 +13.4%
14 IYR ISHARES TR 34,141.0 $3.2M 1.46% +2K +7.1% $93.89 +9.2%
15 IYE ISHARES TR 65,924.0 $3.1M 1.42% +3K +5.5% $47.53 +31.9%
16 AMLP ALPS ETF TR 58,114.0 $2.7M 1.24% +761.0 +1.3% $47.02 +15.2%
17 AAPL APPLE INC Technology 9,778.0 $2.7M 1.21% +145.0 +1.5% $271.86 +12.2%
18 IWM ISHARES TR 10,251.0 $2.5M 1.15% +871.0 +9.3% $246.17 +14.8%
19 IJH ISHARES TR 29,094.0 $1.9M 0.87% +3K +9.8% $66.00 +10.5%
20 IGEB ISHARES TR 21,597.0 $986K 0.45% +613.0 +2.9% $45.66 -1.9%
Page 1 of 2  ·  24 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 54.2%
Financial Services 26.2%
Communication Services 10.5%
Healthcare 4.3%
Consumer Cyclical 4.0%
Industrials 0.8%