Long-term investor
Forte Asset Management LLC @forteassetmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001927129).
Record
- Tracked since 2025-12-31 (261 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +5.3%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IXUS · 5.3% · long · since 2025-12-31
- QUAL · 4.5% · long · since 2025-12-31
- DGRO · 4.5% · long · since 2025-12-31
- MSFT · 3.6% · long · since 2025-12-31
- IDV · 3.3% · long · since 2025-12-31
- DYNF · 3.3% · long · since 2025-12-31
- IWR · 3.3% · long · since 2025-12-31
- IWV · 3.3% · long · since 2025-12-31
- IWD · 2.7% · long · since 2025-12-31
- IVV · 2.7% · long · since 2025-12-31
- IVE · 2.7% · long · since 2025-12-31
- EFG · 2.6% · long · since 2025-12-31