Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

FORTE CAPITAL LLC /ADV 13F Holdings -- Portfolio & Top Positions (2025-06-30)

FORTE CAPITAL LLC /ADV (CIK 1022314) reported $930.3M across 239 reported positions in its SEC 13F filing for 2025-06-30. Largest positions: SCHG ($46.3M, 4.98%), AAPL ($46.3M, 4.98%), NVDA ($36.7M, 3.95%), QUAL ($36.2M, 3.89%), VTV ($33.8M, 3.63%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SCHGSchwab US Large-Cap Growth ETF$46.3M4.98%1.6MTrimmed
2AAPLAPPLE INC$46.3M4.98%225,618Trimmed
3NVDANVIDIA CORP$36.7M3.95%232,316Trimmed
4QUALISHS EDGE MSCI USA QUAL FACTOR$36.2M3.89%198,042Trimmed
5VTVVANG VALUE INDEX$33.8M3.63%190,992Trimmed
6AMZNAMAZON COM INC COM$30.2M3.25%137,773Trimmed
7DGRWWisdomTree US Quality Dividend Gr ETF$23.9M2.56%284,906Added
8NETCLOUDFLARE INC$23.2M2.49%118,334Trimmed
9MAMASTERCARD INC$23.0M2.47%40,914Trimmed
10GOOGLALPHABET INC CL A$20.4M2.19%115,828Trimmed
11TJXTJX COMPANIES INC$20.4M2.19%165,099Trimmed
12INTUINTUIT INC$20.1M2.16%25,536Trimmed
13CLSCELESTICA INC$19.7M2.11%125,906Added
14ISRGINTUITIVE SURGICAL INC$18.8M2.02%34,582Trimmed
15SFMSPROUTS FARMERS MARKET INC$17.0M1.83%103,532Trimmed
16AMEAMETEK INC NEW$15.9M1.71%88,082Trimmed
17BKNGBOOKING HOLDINGS INC$15.9M1.71%2,742Trimmed
18TTDTRADE DESK INC COM CL A$15.0M1.61%208,463Trimmed
19LHLABORATORY CORP AMER HLDGS NEW$14.1M1.51%53,541Trimmed
20ULTAULTA SALON, COSMETICS & FRAG, INC$13.8M1.49%29,588Trimmed
21ADSKAUTODESK INC$13.1M1.40%42,163Trimmed
22LOWLOWES COMPANIES INC$12.1M1.30%54,604Added
23XLUUTILITIES SEL SECT SPDR ETF$11.7M1.26%143,092Added
24BLKBLACKROCK INC$11.3M1.22%10,815Trimmed
25CMECHICAGO MERCANTILE EXCHANGE$11.1M1.19%40,094Trimmed

Source: SEC Form 13F filings · as of 2025-06-30