Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FORTE CAPITAL LLC /ADV 04-08-2020 03-31-2020 83 290,546,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $21,772,000 85,620 7.49 7.13 -39 -0.05 03-31-2020
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 2 $18,180,000 181,545 6.26 6.70 -5,105 -2.74 03-31-2020
MARKETAXESS HLDGS INC COM 3 $13,778,000 41,429 4.74 4.51 -603 -1.43 03-31-2020
VANGUARD INDEX FDS MCAP VL IDXVIP 4 $13,611,000 167,437 4.68 5.92 -7,903 -4.51 03-31-2020
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