AME β€” AMETEK INC NEW

Ownership history in FORTE CAPITAL LLC /ADV  Β·  44 quarters on record

AI Ownership Summary

FORTE CAPITAL LLC /ADV reported AMETEK INC NEW (AME) in 44 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 2.09% in 2023 Q4. The latest visible filing shows AME at 1.71% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AME ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FORTE CAPITAL LLC /ADV's position in AMETEK INC NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

AME was reported at 1.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.09% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FORTE CAPITAL LLC /ADV held AME β€” position size vs. price
% of Fund (quarterly)    AME price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 88,082 -54 -0.1% 1.71% $15.9M 2025-08-14 (Est.) $183.90
2025 Q1 ADDED 88,136 +361 +0.4% 1.80% $15.2M 2025-05-02 $168.97
2024 Q4 ADDED 87,775 +144 +0.2% 1.78% $15.8M 2025-02-03 $182.61
2024 Q3 REDUCED 87,631 -2,560 -2.8% 1.70% $15.0M 2024-10-31 $181.56
2024 Q2 ADDED 90,191 +345 +0.4% 1.82% $15.0M 2024-08-13 $159.48
2024 Q1 REDUCED 89,846 -2,724 -2.9% 2.03% $16.4M 2024-05-14 $166.35
2023 Q4 REDUCED 92,570 -879 -0.9% 2.09% $15.3M 2024-02-06 $163.68
37 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding AME

As of 2026 Q1 β€” sorted by position size

NEVILLE RODIE & SHAW INC 3Y 7Y 0.26% Aspect Partners, LLC 0.0% Noble Wealth Management PBC 0.0%

FAQ About FORTE CAPITAL LLC /ADV and AME

These are the practical questions this page is built to answer before you even open the full history table.

How long has FORTE CAPITAL LLC /ADV reported owning AME?

FORTE CAPITAL LLC /ADV reported AME across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported AME position in FORTE CAPITAL LLC /ADV's portfolio?

The largest reported portfolio weight for AME was 2.09% in 2023 Q4.

What is the latest reported AME position on this page?

The most recent filing on this page is 2025 Q2, when FORTE CAPITAL LLC /ADV reported 88,082 shares, equal to 1.71% of portfolio, with an estimated market value of $15.9M.

What does the chart on this AME ownership page compare?

The chart compares FORTE CAPITAL LLC /ADV's quarterly AME portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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