CME CME GROUP INC

Ownership history in FORTE CAPITAL LLC /ADV  ·  31 quarters on record

AI Ownership Summary

FORTE CAPITAL LLC /ADV reported CME GROUP INC (CME) in 31 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 1.28% in 2025 Q1. The latest visible filing shows CME at 1.19% 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 CME 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 CME GROUP INC, 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

CME was reported at 1.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.28% in 2025 Q1

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 CME — position size vs. price
% of Fund (quarterly)    CME price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 40,094 -576 -1.4% 1.19% $11.1M 2025-08-14 (Est.) $265.78
2025 Q1 REDUCED 40,670 -257 -0.6% 1.28% $10.8M 2025-05-02 $270.11
2024 Q4 REDUCED 40,927 -267 -0.6% 1.07% $9.5M 2025-02-03 $230.64
2024 Q3 ADDED 41,194 +751 +1.9% 1.03% $9.1M 2024-10-31 $209.73
2024 Q2 ADDED 40,443 +373 +0.9% 0.96% $8.0M 2024-08-13 $192.17
2024 Q1 ADDED 40,070 +2,801 +7.5% 1.07% $8.6M 2024-05-14 $194.05
2023 Q4 ADDED 37,269 +888 +2.4% 1.07% $7.8M 2024-02-06 $185.69
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FORTE CAPITAL LLC /ADV and CME

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 CME?

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

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

The largest reported portfolio weight for CME was 1.28% in 2025 Q1.

What is the latest reported CME position on this page?

The most recent filing on this page is 2025 Q2, when FORTE CAPITAL LLC /ADV reported 40,094 shares, equal to 1.19% of portfolio, with an estimated market value of $11.1M.

What does the chart on this CME ownership page compare?

The chart compares FORTE CAPITAL LLC /ADV's quarterly CME 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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