StockDriftsStockDriftsTop 50 Forte Asset Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ICSH | ISHARES TR | 5.99% | 269.6K | $13.6M | +262.14%(+195.18K) | $50.53(-0.03%) | 2026-03-31 | |
| IXUS | ISHARES TR | 5.04% | 132.4K | $11.5M | -0.10%(-130) | $56.03(+70.62%) | 2026-03-31 | |
| DGRO | ISHARES TR | 4.38% | 142.2K | $10.0M | -0.43%(-613) | $52.57(+39.19%) | 2026-03-31 | |
| QUAL | ISHARES TR | 4.19% | 49.8K | $9.6M | -0.24%(-120) | $131.41(+60.55%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.82% | 23.5K | $8.7M | +0.00%(+0) | $389.90(+3.93%) | 2026-03-31 | |
| IDV | ISHARES TR | 3.61% | 193.1K | $8.2M | +0.21%(+396) | $26.86(+67.22%) | 2026-03-31 | |
| IDU | ISHARES TR | 3.52% | 69.2K | $8.0M | -0.73%(-509) | $102.53(+9.97%) | 2026-03-31 | |
| IWR | ISHARES TR | 3.08% | 72.2K | $7.0M | +0.54%(+386) | $72.71(+44.06%) | 2026-03-31 | |
| IWV | ISHARES TR | 3.03% | 18.6K | $6.9M | -20.34%(-4.75K) | $247.91(+69.44%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 3.01% | 117.8K | $6.9M | +1.32%(+1.54K) | $43.47(+52.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.68% | +35.58% |
| Top 20 Holdings Unweighted | +11.21% | +37.53% |
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