StockDriftsStockDriftsTop 50 Forte Capital Llc /Adv Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHG | Schwab US Large-Cap Growth ETF | 4.98% | 1.58M | $46.3M | — | — | — | 2025-06-30 |
| AAPL | APPLE INC | 4.98% | 225.6K | $46.3M | — | — | — | 2025-06-30 |
| NVDA | NVIDIA CORP | 3.95% | 232.3K | $36.7M | — | — | — | 2025-06-30 |
| QUAL | ISHS EDGE MSCI USA QUAL FACTOR | 3.89% | 198.0K | $36.2M | — | — | — | 2025-06-30 |
| VTV | VANG VALUE INDEX | 3.63% | 191.0K | $33.8M | — | — | — | 2025-06-30 |
| AMZN | AMAZON COM INC COM | 3.25% | 137.8K | $30.2M | — | — | — | 2025-06-30 |
| DGRW | WisdomTree US Quality Dividend Gr ETF | 2.56% | 284.9K | $23.9M | — | — | — | 2025-06-30 |
| NET | CLOUDFLARE INC | 2.49% | 118.3K | $23.2M | — | — | — | 2025-06-30 |
| MA | MASTERCARD INC | 2.47% | 40.9K | $23.0M | — | — | — | 2025-06-30 |
| GOOGL | ALPHABET INC CL A | 2.19% | 115.8K | $20.4M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.81% | +35.93% |
| Top 20 Holdings Unweighted | +25.35% | +86.14% |
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