⏳
Showing Q3 2024 data
FORT, L.P.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
FORT, L.P.
•CIK: 1633517•Filing: Q3 2024
**FORT, L.P.** manages $40M across a diversified portfolio of 140 positions. The fund exhibits significant concentration in mega-cap technology names, with top holdings including AAPL ($1.1M), MSFT ($0.9M), and GOOGL ($0.7M). Further allocations are notable in consumer staples and industrials, featuring META ($0.6M), WMT ($0.4M), and HD ($0.4M). This structure suggests a core focus on established, market-leading growth and defensive technology plays.
Total AUM
$39.6M
QoQ Performance
+1.4%
Positions
140
Top 10 Concentration
13.9%
Latest Filing
Q3 2024
Top Holdings Allocation
AAPL2.7%
MSFT2.4%
GOOGL1.8%
META1.6%
WMT1.1%
HD0.9%
GE0.9%
ABBV0.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other60.9%
Technology14.3%
Consumer6.2%
Healthcare5.8%
Industrial4.4%
Consumer Staples3.5%
Communication2.2%
Materials2.1%
🚪 Exited Positionssold since Q2 2024
+12 more exited positions
Changes from Q2 2024
NEW20 new positions
↑14 increased
↓106 decreased
Historical Filings
Q3 2024Q2 2024Q1 2024Q4 2023