S&P 500: 682.06 +0.3%
NASDAQ: 629.07 +0.5%
DOW: 475.67 +0.1%

FORTE ASSET MANAGEMENT LLC

CIK: 0001927129

BEDFORD 476 long ridge rd
Zip Code: 10506
LATEST PORTFOLIO VALUE
$207.78 M
+5.86%
09/30/2025
TOTAL ASSETS HELD
$73
7
09/30/2025
LATEST REPORT DATE
2025 Q3
09/30/2025
TOP 10 CONCENTRATION
41.25%

FORTE ASSET MANAGEMENT LLC's All 13F Filings

Report For
Filed At
AUM
Holdings
Form Type Source
2025 Q3 10/30/2025 $207.78 M 73 13F-HR 13F Filing
2025 Q2 07/31/2025 $196.27 M 66 13F-HR 13F Filing
2025 Q1 04/29/2025 $198.54 M 66 13F-HR 13F Filing
2024 Q4 01/22/2025 $188.33 M 60 13F-HR 13F Filing
2024 Q3 10/28/2024 $187.48 M 63 13F-HR 13F Filing
2024 Q2 07/25/2024 $169.53 M 61 13F-HR 13F Filing
2024 Q1 05/03/2024 $164.98 M 58 13F-HR 13F Filing
2023 Q4 01/31/2024 $146.33 M 55 13F-HR 13F Filing
2023 Q3 10/17/2023 $148.9 M 53 13F-HR 13F Filing
2023 Q2 07/17/2023 $154.24 M 57 13F-HR 13F Filing
2023 Q1 04/24/2023 $151.32 M 60 13F-HR 13F Filing
2022 Q4 01/17/2023 $153.43 M 60 13F-HR 13F Filing
2022 Q3 10/25/2022 $150.79 M 60 13F-HR 13F Filing
2022 Q2 07/22/2022 $144.52 M 60 13F-HR 13F Filing
Showing 1-20 of 14 records
per page