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Portfolio (Quarterly) Guide ↗

FORTE ASSET MANAGEMENT LLC

· CIK 0001927129
13F Portfolio $245M AUM 77 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 8 New 22 Added 19 Reduced 4 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWV ISHARES TR 18,733.0 $8.0M 3.27% -5K -19.8% $426.41 +2.7%
2 IWD ISHARES TR 27,597.0 $6.7M 2.73% -258.0 -0.9% $242.43 +6.3%
3 IVV ISHARES TR 8,791.0 $6.6M 2.69% -2K -20.5% $748.93 +3.3%
4 IVE ISHARES TR 28,622.0 $6.5M 2.66% -438.0 -1.5% $227.06 +4.3%
5 EFG ISHARES TR 51,761.0 $6.4M 2.63% -8K -12.9% $124.42 +0.1%
6 LRGF ISHARES TR 84,473.0 $6.4M 2.61% -27K -24.3% $75.63 +4.2%
7 IDU ISHARES TR 52,430.0 $6.0M 2.46% -17K -24.8% $114.61 -4.4%
8 USHY ISHARES TR 136,741.0 $5.1M 2.07% -31K -18.6% $37.02 -1.1%
9 IUSB ISHARES TR 103,695.0 $4.8M 1.96% -4K -4.1% $46.15 -2.0%
10 IJR ISHARES TR 28,786.0 $4.3M 1.75% -916.0 -3.1% $148.31 -2.0%
11 IYW ISHARES TR 14,958.0 $3.8M 1.54% -6K -29.2% $252.22 +0.4%
12 SOXX ISHARES TR 5,459.0 $3.5M 1.43% -2K -28.5% $640.80 -18.9%
13 IEF ISHARES TR 35,209.0 $3.3M 1.36% -843.0 -2.3% $94.57 -2.5%
14 IYE ISHARES TR 45,786.0 $2.6M 1.06% -20K -30.6% $56.59 +19.7%
15 TLH ISHARES TR 23,621.0 $2.4M 0.97% -981.0 -4.0% $100.35 -3.7%
16 FALN ISHARES TR 78,000.0 $2.1M 0.87% -481.0 -0.6% $27.24 -1.6%
17 MUB ISHARES TR 15,541.0 $1.7M 0.68% -1K -6.6% $107.62 -3.3%
18 IGSB ISHARES TR 23,942.0 $1.3M 0.51% -1K -5.0% $52.41 -1.1%
19 IYF ISHARES TR 7,447.0 $950K 0.39% -21K -74.3% $127.51 +8.2%

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 49.3%
Financial Services 32.0%
Communication Services 6.8%
Healthcare 5.8%
Consumer Cyclical 4.5%
Industrials 1.0%
Utilities 0.5%