FORTE ASSET MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MSFT | 24K | $8.71M |
 | NRGV | 10K | $33.00K |
 | AAPL | 10K | $2.48M |
 | AMZN | 5K | $976.37K |
 | JNJ | 4K | $1.07M |
 | GOOG | 4K | $1.18M |
 | GOOGL | 4K | $1.08M |
 | MRK | 2K | $299.82K |
 | NVDA | 1K | $214.87K |
 | XOM | 1K | $200.86K |
 | CRM | 1K | $210.00K |
 | UNP | 900 | $218.36K |
 | JPM | 700 | $205.91K |
 | META | 600 | $343.28K |
 | BRK-A | 2 | $1.44M |
Microsoft Corporation
MSFT
Shares Held
24K
Value
$8.71M
Energy Vault Holdings, Inc.
NRGV
Shares Held
10K
Value
$33.00K
Apple Inc.
AAPL
Shares Held
10K
Value
$2.48M
Amazon.com, Inc.
AMZN
Shares Held
5K
Value
$976.37K
Johnson & Johnson
JNJ
Shares Held
4K
Value
$1.07M
Alphabet Inc.
GOOG
Shares Held
4K
Value
$1.18M
Alphabet Inc.
GOOGL
Shares Held
4K
Value
$1.08M
Merck & Co., Inc.
MRK
Shares Held
2K
Value
$299.82K
NVIDIA Corporation
NVDA
Shares Held
1K
Value
$214.87K
Exxon Mobil Corporation
XOM
Shares Held
1K
Value
$200.86K
Salesforce, Inc.
CRM
Shares Held
1K
Value
$210.00K
Union Pacific Corporation
UNP
Shares Held
900
Value
$218.36K
JPMorgan Chase & Co.
JPM
Shares Held
700
Value
$205.91K
Meta Platforms, Inc.
META
Shares Held
600
Value
$343.28K
Berkshire Hathaway Inc.
BRK-A
Shares Held
2
Value
$1.44M