Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Forte Asset Management Llc > 13F Holdings

Instuitional Investor - Forte Asset Management Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 VLUE 137,718 $11,372,792 5.47%
2.
Ishares Tr
 143,858 $9,793,843 4.71%
3.
Ishares Trust
 VLUE 50,011 $9,727,191 4.68%
4.
Ishares Trust
 IEF 23,360 $8,852,146 4.26%
5.
Ishares Tr
 113,012 $7,806,866 3.76%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.