13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
13FINSIGHT
13F Insight
FilersStocks13FActivistsInsider
Login
Filers›Asset Manager›FORTE ASSET MANAGEMENT LLC
DOSSIER · 13F-HR · Q1 2026

FORTE ASSET MANAGEMENT LLC

FORTE ASSET's asset manager based in New York, NY — $228M in tracked AUM across 76 positions as of Q1 2026.

FA
FORTE ASSET·New York, NY·Asset Manager
CIK 0001927129 · last filed Mar 31, 2026
Total AUM
$228M
▼ 16.8%
vs prior
Holdings
76
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Financials
37% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

FORTE ASSET MANAGEMENT LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ICSH
ISHARES TR
$14M270K6.0%
02
IXUS
ISHARES TR
$11M132K5.0%
03
DGRO
ISHARES TR
$10M142K4.4%
04
QUAL
ISHARES TR
$10M50K4.2%
05
MSFT
MICROSOFT CORP
$9M24K3.8%
06
IDV
ISHARES TR
$8M193K3.6%
07
IDU
ISHARES TR
$8M69K3.5%
08
IWR
ISHARES TR
$7M72K3.1%
09
IWV
ISHARES TR
$7M19K3.0%
10
DYNF
BLACKROCK ETF TRUST
$7M118K3.0%

Filing history

Filing history loading…
AI Agent · grounded in FORTE
haiku-4-5 · 76 positions indexed
Sector mix
  • Financials37%
  • Health Care8%
  • Cons. Disc.4%
  • Communications20%
  • Energy8%
  • Other23%
FilersStocks13FActivistsInsiderResearchLearnNewsPricingTermsPrivacyContact

© 2026 13F Insight — Track smart money. Ask the AI Agent.

Listed on Turbo0Featured on Findly ToolsFeatured on toolfame.comFeatured on saasfame.comFeatured on Gets.ToolsZ-ImageFeatured On Micro SaaS ExamplesListed on MarketingDBFeatured on SaasDBFeatured on FazierBusiness Services - OnToplist.comFeatured on SubmitMySaasFeatured on ToolDirsFeatured on ToolfioFeatured on Twelve ToolsListed on uno directoryFeatured on Dang.aiFeatured on ToolPilotFeatured on Startup FameFeatured on PostmakeFeatured on Code.Market