Forte Capital LLC
Annual return '25
+26.3%
SPY '25
+17.7%
Alpha
+8.6ptsvs SPY
Invested
$41.4B
Holdings
1,362
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$RY
ROYAL BK CDA
Held since at least Q1 2024
4.5%
02
$NVDA
NVIDIA CORPORATION
Q2 2025: Sold 1.0% (234.8k → 232.3k shares)
3.9%
03
$AAPL
APPLE INC
Q2 2025: Sold 1.3% (228.5k → 225.6k shares)
3.4%
04
$TD
TORONTO DOMINION BK ONT
Held since at least Q1 2024
3.2%
05
$MSFT
MICROSOFT CORP
Q2 2025: Sold 0.7% (22.0k → 21.8k shares)
3.2%
06
$CM
CANADIAN IMPERIAL BANK OF CO
Held since at least Q1 2024
2.1%
07
$B
BARRICK MNG CORP
Held since at least Q1 2024
2.1%
08
$AMZN
AMAZON COM INC
Q2 2025: Sold 1.5% (139.9k → 137.8k shares)
2.0%
09
$AEM
AGNICO EAGLE MINES LTD
Held since at least Q1 2024
2.0%
10
$BMO
BANK MONTREAL QUE
Held since at least Q1 2024
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:05 UTC.