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Home > Institutional Investor > Forte Capital Llc V > Profile

Instuitional Investor - Forte Capital Llc V

Fund Profile
Filing Period:
Fund Name: Forte Capital Llc V
Portfolio Value $842,982,421
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 228,532 $50,763,858 6.02%
2.
Schwab Strategic Trust
 FNDF 1,753,774 $43,914,499 5.21%
3.
Ishs Edge Msci Usa Qual Factor - ETF
 212,176 $36,258,679 4.3%
4.
Vang Value Index - ETF
 197,986 $34,200,184 4.06%
5.
Amazon Com Inc
 AMZN 139,878 $26,613,188 3.16%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)