FORT, L.P.

data from 30/09/2024

Capitalization

$ 39.614 M 1.37 %

Average holding period

12 ans

Performance

$ 215.558 M 102.00 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in FORT, L.P.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2024/09/30 AAPL APPLE INC 2.68% 1.061 M $ 4555 2016/09/30 78.568 K $ 7.72 %
2024/09/30 MSFT MICROSOFT CORP 2.38% 941.927 K $ 2189 2018/06/30 -61.608 K $ -5.91 %
2024/09/30 GOOGL ALPHABET INC 1.77% 700.219 K $ 4222 2020/03/31 -76.958 K $ -9.41 %
2024/09/30 META META PLATFORMS INC 1.57% 622.815 K $ 1088 2023/03/31 82.463 K $ 13.44 %
2024/09/30 WMT WALMART INC 1.12% 441.702 K $ 5470 2023/03/31 78.558 K $ 19.60 %
2024/09/30 HD HOME DEPOT INC 0.92% 363.059 K $ 896 2023/12/31 63.006 K $ 20.05 %
2024/09/30 GE GE AEROSPACE 0.90% 355.285 K $ 1884 2023/12/31 63.246 K $ 18.63 %
2024/09/30 ABBV ABBVIE INC 0.89% 350.724 K $ 1776 2016/12/31 51.617 K $ 15.81 %
2024/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.85% 337.810 K $ 1528 2018/06/30 77.154 K $ 26.59 %
2024/09/30 PG PROCTER AND GAMBLE CO 0.85% 336.528 K $ 1943 2018/06/30 21.400 K $ 6.35 %
2024/09/30 KO COCA COLA CO 0.84% 334.652 K $ 4657 2018/06/30 41.896 K $ 13.48 %
2024/09/30 T AT&T INC 0.83% 330.198 K $ 15009 2023/06/30 48.555 K $ 15.80 %
2024/09/30 RTX RTX CORPORATION 0.83% 327.617 K $ 2704 2022/06/30 60.183 K $ 21.53 %
2024/09/30 JNJ JOHNSON & JOHNSON 0.82% 323.958 K $ 1999 2018/06/30 32.161 K $ 10.69 %
2024/09/30 PM PHILIP MORRIS INTL INC 0.82% 323.531 K $ 2665 2018/09/30 56.802 K $ 19.89 %
2024/09/30 K KELLANOVA 0.81% 321.468 K $ 3983 2018/06/30 101.189 K $ 41.59 %
2024/09/30 GDDY GODADDY INC 0.80% 318.577 K $ 2032 2023/06/30 37.894 K $ 10.94 %
2024/09/30 ALSN ALLISON TRANSMISSION HLDGS I 0.79% 313.861 K $ 3267 2022/06/30 76.692 K $ 27.81 %
2024/09/30 ORCL ORACLE CORP 0.79% 313.706 K $ 1841 2014/12/31 54.319 K $ 19.34 %
2024/09/30 LMT LOCKHEED MARTIN CORP 0.79% 313.324 K $ 536 2018/06/30 68.273 K $ 25.29 %
2024/09/30 EBAY EBAY INC. 0.79% 312.202 K $ 4795 2024/03/31 64.213 K $ 23.14 %
2024/09/30 CVLT COMMVAULT SYS INC 0.79% 311.700 K $ 2026 2023/09/30 86.794 K $ 26.46 %
2024/09/30 MSI MOTOROLA SOLUTIONS INC 0.78% 309.345 K $ 688 2018/06/30 49.026 K $ 16.39 %
2024/09/30 COST COSTCO WHSL CORP NEW 0.78% 307.622 K $ 347 2024/06/30 12.990 K $ 4.81 %
2024/09/30 SHW SHERWIN WILLIAMS CO 0.77% 306.481 K $ 803 2024/09/30 0.000 $ 0.00 %
2024/09/30 CTAS CINTAS CORP 0.77% 306.144 K $ 1487 2022/03/31 55.771 K $ 18.48 %
2024/09/30 BKNG BOOKING HOLDINGS INC 0.77% 303.273 K $ 72 2023/06/30 25.524 K $ 8.26 %
2024/09/30 FICO FAIR ISAAC CORP 0.77% 303.189 K $ 156 2022/12/31 97.895 K $ 30.03 %
2024/09/30 LIN LINDE PLC 0.76% 302.329 K $ 634 2023/06/30 32.729 K $ 10.92 %
2024/09/30 TJX TJX COS INC NEW 0.75% 297.611 K $ 2532 2023/12/31 18.993 K $ 6.32 %
2024/09/30 ACN ACCENTURE PLC IRELAND 0.75% 295.156 K $ 835 2018/06/30 44.461 K $ 16.79 %
2024/09/30 QCOM QUALCOMM INC 0.74% 294.867 K $ 1734 2023/09/30 -58.401 K $ -15.05 %
2024/09/30 HRB BLOCK H & R INC 0.74% 294.109 K $ 4628 2024/06/30 40.669 K $ 16.26 %
2024/09/30 EME EMCOR GROUP INC 0.74% 293.621 K $ 682 2021/06/30 67.043 K $ 19.41 %
2024/09/30 GRMN GARMIN LTD 0.74% 293.266 K $ 1666 2023/09/30 28.590 K $ 9.16 %
2024/09/30 CRM SALESFORCE INC 0.74% 293.143 K $ 1071 2024/03/31 19.145 K $ 6.81 %
2024/09/30 CSCO CISCO SYS INC 0.74% 292.391 K $ 5494 2014/12/31 31.321 K $ 12.00 %
2024/09/30 MAS MASCO CORP 0.74% 291.692 K $ 3475 2023/06/30 72.516 K $ 28.84 %
2024/09/30 RACE FERRARI N V 0.74% 291.468 K $ 620 2023/06/30 41.609 K $ 14.66 %
2024/09/30 NTAP NETAPP INC 0.73% 290.990 K $ 2356 2018/09/30 -18.123 K $ -5.23 %
2024/09/30 CL COLGATE PALMOLIVE CO 0.73% 289.734 K $ 2791 2018/06/30 25.322 K $ 8.52 %
2024/09/30 ABT ABBOTT LABS 0.73% 288.559 K $ 2531 2018/06/30 28.278 K $ 10.40 %
2024/09/30 MO ALTRIA GROUP INC 0.72% 287.049 K $ 5624 2017/12/31 29.508 K $ 11.00 %
2024/09/30 HLT HILTON WORLDWIDE HLDGS INC 0.72% 286.281 K $ 1242 2023/12/31 22.550 K $ 7.46 %
2024/09/30 APH AMPHENOL CORP NEW 0.72% 286.183 K $ 4392 2018/06/30 -11.752 K $ -3.50 %
2024/09/30 FFIV F5 INC 0.72% 284.498 K $ 1292 2024/03/31 66.078 K $ 28.46 %
2024/09/30 MRK MERCK & CO INC 0.72% 283.559 K $ 2497 2022/06/30 -37.240 K $ -11.58 %
2024/09/30 GILD GILEAD SCIENCES INC 0.71% 282.876 K $ 3374 2015/09/30 51.984 K $ 22.15 %
2024/09/30 MANH MANHATTAN ASSOCIATES INC 0.71% 282.506 K $ 1004 2023/12/31 39.168 K $ 14.63 %
2024/09/30 CHKP CHECK POINT SOFTWARE TECH LT 0.71% 281.695 K $ 1461 2018/06/30 44.662 K $ 16.85 %
2024/09/30 DECK DECKERS OUTDOOR CORP 0.71% 281.589 K $ 1766 2023/12/31 3.705 K $ 1.07 %
2024/09/30 CAT CATERPILLAR INC 0.71% 281.215 K $ 719 2024/03/31 47.274 K $ 18.63 %
2024/09/30 XOM EXXON MOBIL CORP 0.71% 280.976 K $ 2397 2023/06/30 6.689 K $ 1.96 %
2024/09/30 AYI ACUITY BRANDS INC 0.71% 280.622 K $ 1019 2023/12/31 39.326 K $ 14.08 %
2024/09/30 MDT MEDTRONIC PLC 0.71% 279.543 K $ 3105 2018/06/30 41.040 K $ 16.40 %
2024/09/30 PEP PEPSICO INC 0.70% 278.202 K $ 1636 2018/06/30 11.899 K $ 4.34 %
2024/09/30 HPQ HP INC 0.70% 276.414 K $ 7706 2020/12/31 7.118 K $ 2.57 %
2024/09/30 DD DUPONT DE NEMOURS INC 0.69% 274.637 K $ 3082 2023/12/31 31.478 K $ 12.23 %
2024/09/30 OMC OMNICOM GROUP INC 0.69% 271.812 K $ 2629 2017/03/31 43.693 K $ 17.50 %
2024/09/30 GD GENERAL DYNAMICS CORP 0.68% 270.469 K $ 895 2018/06/30 14.043 K $ 4.94 %
2024/09/30 REGN REGENERON PHARMACEUTICALS 0.68% 270.169 K $ 257 2020/09/30 -1.664 K $ -0.55 %
2024/09/30 JNPR JUNIPER NETWORKS INC 0.68% 269.547 K $ 6915 2023/12/31 16.745 K $ 6.12 %
2024/09/30 CMCSA COMCAST CORP NEW 0.68% 269.208 K $ 6445 2024/06/30 19.983 K $ 9.19 %
2024/09/30 OTIS OTIS WORLDWIDE CORP 0.68% 269.101 K $ 2589 2021/06/30 24.362 K $ 9.34 %
2024/09/30 CLX CLOROX CO DEL 0.68% 268.802 K $ 1650 2024/06/30 47.620 K $ 21.01 %
2024/09/30 FTNT FORTINET INC 0.68% 268.478 K $ 3462 2024/09/30 0.000 $ 0.00 %
2024/09/30 ADBE ADOBE INC 0.68% 268.210 K $ 518 2023/06/30 -22.761 K $ -7.60 %
2024/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.68% 267.858 K $ 5177 2018/09/30 52.200 K $ 25.14 %
2024/09/30 CCEP COCA-COLA EUROPACIFIC PARTNE 0.67% 267.041 K $ 3391 2023/06/30 20.677 K $ 7.85 %
2024/09/30 ROL ROLLINS INC 0.67% 266.455 K $ 5268 2018/06/30 12.710 K $ 4.63 %
2024/09/30 HON HONEYWELL INTL INC 0.67% 266.242 K $ 1288 2018/06/30 -5.681 K $ -1.99 %
2024/09/30 MAR MARRIOTT INTL INC NEW 0.67% 265.256 K $ 1067 2024/03/31 10.380 K $ 3.76 %
2024/09/30 ADI ANALOG DEVICES INC 0.67% 264.926 K $ 1151 2023/03/31 6.671 K $ 2.19 %
2024/09/30 ROST ROSS STORES INC 0.67% 263.543 K $ 1751 2024/03/31 9.981 K $ 3.63 %
2024/09/30 MDLZ MONDELEZ INTL INC 0.66% 262.192 K $ 3559 2018/06/30 30.474 K $ 12.88 %
2024/09/30 KMB KIMBERLY-CLARK CORP 0.66% 260.799 K $ 1833 2018/06/30 8.509 K $ 3.23 %
2024/09/30 GIS GENERAL MLS INC 0.66% 260.469 K $ 3527 2018/06/30 37.927 K $ 16.68 %
2024/09/30 ITW ILLINOIS TOOL WKS INC 0.66% 259.711 K $ 991 2018/06/30 29.003 K $ 12.09 %
2024/09/30 AOS SMITH A O CORP 0.65% 258.710 K $ 2880 2024/03/31 28.978 K $ 11.80 %
2024/09/30 KEYS KEYSIGHT TECHNOLOGIES INC 0.65% 258.420 K $ 1626 2021/03/31 39.744 K $ 17.55 %
2024/09/30 CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.64% 255.234 K $ 3307 2018/06/30 32.379 K $ 13.88 %
2024/09/30 TEL TE CONNECTIVITY PLC 0.64% 255.173 K $ 1690 2024/09/30 0.000 $ 0.00 %
2024/09/30 TMUS T-MOBILE US INC 0.64% 254.442 K $ 1233 2024/09/30 0.000 $ 0.00 %
2024/09/30 GTES GATES INDL CORP PLC 0.64% 253.124 K $ 14423 2024/06/30 27.458 K $ 13.16 %
2024/09/30 PAYX PAYCHEX INC 0.64% 252.814 K $ 1884 2018/06/30 33.537 K $ 14.50 %
2024/09/30 VRSK VERISK ANALYTICS INC 0.64% 252.150 K $ 941 2018/06/30 -149.000 $ -0.06 %
2024/09/30 A AGILENT TECHNOLOGIES INC 0.64% 252.119 K $ 1698 2024/06/30 36.362 K $ 16.26 %
2024/09/30 EXPD EXPEDITORS INTL WASH INC 0.64% 251.894 K $ 1917 2018/06/30 20.712 K $ 8.44 %
2024/09/30 SNX TD SYNNEX CORPORATION 0.64% 251.688 K $ 2096 2024/06/30 10.742 K $ 5.28 %
2024/09/30 HOLX HOLOGIC INC 0.63% 251.060 K $ 3082 2019/06/30 23.441 K $ 9.91 %
2024/09/30 KLAC KLA CORP 0.63% 250.134 K $ 323 2023/09/30 -23.967 K $ -6.47 %
2024/09/30 BKR BAKER HUGHES COMPANY 0.63% 248.531 K $ 6875 2024/06/30 8.206 K $ 3.44 %
2024/09/30 YUM YUM BRANDS INC 0.63% 248.404 K $ 1778 2018/03/31 18.348 K $ 7.56 %
2024/09/30 EA ELECTRONIC ARTS INC 0.63% 248.008 K $ 1729 2023/12/31 11.175 K $ 4.39 %
2024/09/30 QGEN QIAGEN NV 0.62% 247.308 K $ 5427 2024/03/31 29.799 K $ 12.99 %
2024/09/30 GGG GRACO INC 0.62% 245.641 K $ 2807 2018/06/30 27.994 K $ 12.22 %
2024/09/30 G GENPACT LIMITED 0.62% 244.357 K $ 6232 2021/06/30 44.927 K $ 22.27 %
2024/09/30 CHD CHURCH & DWIGHT CO INC 0.61% 242.532 K $ 2316 2018/06/30 -360.000 $ -0.14 %
2024/09/30 AMAT APPLIED MATLS INC 0.61% 242.460 K $ 1200 2023/09/30 -56.399 K $ -14.98 %
2024/09/30 SNA SNAP ON INC 0.61% 242.198 K $ 836 2018/06/30 28.610 K $ 12.55 %