Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORTE CAPITAL LLC /ADV | 11-10-2023 | 09-30-2023 | 208 | 649,198,435 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TWILIO INC | CL A | 51 | $2,981,226 | 50,935 | 0.00 | 0.00 | 3,944 | 8.39 | 09-30-2023 |
| WILLIAMS COS INC | COM | 52 | $2,902,817 | 86,163 | 0.00 | 0.00 | -484 | -0.56 | 09-30-2023 |
| ABBVIE INC | COM | 53 | $2,891,848 | 19,401 | 0.00 | 0.00 | -581 | -2.91 | 09-30-2023 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 54 | $2,803,677 | 41,425 | 0.00 | 0.00 | -273 | -0.65 | 09-30-2023 |
