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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 Tr - ULTRA SHORT DUR
 269,630 $13,648,671 5.99%
2.
Ishares Trust
 VLUE 132,437 $11,474,351 5.04%
3.
Ishares Tr
 142,213 $9,980,516 4.38%
4.
Ishares Trust
 VLUE 49,817 $9,555,324 4.19%
5.
Microsoft Corp
 MSFT 23,518 $8,705,772 3.82%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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