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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

FORT, L.P. INSTITUTION : FORT, L.P.
FORT, L.P. Portfolio (reported on 2020-05-14)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
CITRIX SYS INC    (COM) CTXS 3,683,000 26,017 0.82%
CABLE ONE INC    (COM) CABO 3,198,000 1,945 0.71%
LILLY ELI & CO    (COM) LLY 3,074,000 22,160 0.68%
GILEAD SCIENCES INC    (COM) GILD 3,064,000 40,987 0.68%
TYLER TECHNOLOGIES INC    (COM) TYL 2,995,000 10,098 0.67%
CLOROX CO DEL    (COM) CLX 2,980,000 17,198 0.66%
MICROSOFT CORP    (COM) MSFT 2,944,000 18,667 0.65%
HORMEL FOODS CORP    (COM) HRL 2,930,000 62,825 0.65%
APPLE INC    (COM) AAPL 2,896,000 11,388 0.64%
WD-40 CO    (COM) WDFC 2,846,000 14,170 0.63%
LEIDOS HOLDINGS INC    (COM) LDOS 2,846,000 31,050 0.63%
ANSYS INC    (COM) ANSS 2,775,000 11,938 0.62%
HENRY JACK & ASSOC INC    (COM) JKHY 2,756,000 17,753 0.61%
CHEMED CORP NEW    (COM) CHE 2,735,000 6,314 0.61%
EXPONENT INC    (COM) EXPO 2,717,000 37,781 0.60%
GRACO INC    (COM) GGG 2,709,000 55,600 0.60%
AMGEN INC    (COM) AMGN 2,685,000 13,244 0.60%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 2,657,000 47,668 0.59%
GENERAL MLS INC    (COM) GIS 2,634,000 49,907 0.59%
COSTAR GROUP INC    (COM) CSGP 2,634,000 4,486 0.59%
BOOZ ALLEN HAMILTON HLDG COR    (CL A) BAH 2,623,000 38,210 0.58%
JOHNSON & JOHNSON    (COM) JNJ 2,607,000 19,880 0.58%
DANAHER CORPORATION    (COM) DHR 2,604,000 18,813 0.58%
UNITEDHEALTH GROUP INC    (COM) UNH 2,594,000 10,403 0.58%
ABBVIE INC    (COM) ABBV 2,578,000 33,839 0.57%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 2,574,000 9,076 0.57%
POOL CORPORATION    (COM) POOL 2,554,000 12,980 0.57%
SYNOPSYS INC    (COM) SNPS 2,553,000 19,821 0.57%
TELEDYNE TECHNOLOGIES INC    (COM) TDY 2,551,000 8,581 0.57%
SMUCKER J M CO    (COM NEW) SJM 2,546,000 22,937 0.57%
AMERISOURCEBERGEN CORP    (COM) ABC 2,542,000 28,728 0.56%
STERIS PLC    (SHS USD) 2,529,000 18,071 0.56%
CACI INTL INC    (CL A) CAI 2,518,000 11,923 0.56%
NUANCE COMMUNICATIONS INC    (COM) NUAN 2,505,000 149,312 0.56%
MONDELEZ INTL INC    (CL A) MDLZ 2,501,000 49,931 0.56%
CADENCE DESIGN SYSTEM INC    (COM) CDNS 2,499,000 37,841 0.55%
ZOETIS INC    (CL A) ZTS 2,499,000 21,231 0.55%
VERIZON COMMUNICATIONS INC    (COM) VZ 2,491,000 46,364 0.55%
ABBOTT LABS    (COM) ABT 2,481,000 31,435 0.55%
VERISIGN INC    (COM) VRSN 2,468,000 13,706 0.55%
FIDELITY NATL INFORMATION SV    (COM) FIS 2,463,000 20,252 0.55%
KIMBERLY CLARK CORP    (COM) KMB 2,458,000 19,219 0.55%
COLGATE PALMOLIVE CO    (COM) CL 2,447,000 36,868 0.54%
EXPEDITORS INTL WASH INC    (COM) EXPD 2,443,000 36,611 0.54%
PROCTER & GAMBLE CO    (COM) PG 2,426,000 22,050 0.54%
ORACLE CORP    (COM) ORCL 2,425,000 50,168 0.54%
HERSHEY CO    (COM) HSY 2,424,000 18,294 0.54%
VISA INC    (COM CL A) V 2,421,000 15,028 0.54%
CHECK POINT SOFTWARE TECH LT    (ORD) CHKP 2,383,000 23,705 0.53%
TORO CO    (COM) TTC 2,378,000 36,538 0.53%
MERCK & CO. INC    (COM) MRK 2,375,000 30,864 0.53%
VERISK ANALYTICS INC    (COM) VRSK 2,371,000 17,008 0.53%
ROPER TECHNOLOGIES INC    (COM) ROP 2,370,000 7,600 0.53%
MCCORMICK & CO INC    (COM NON VTG) MKC 2,369,000 16,779 0.53%
NOMAD FOODS LTD    (USD ORD SHS) NOMD 2,368,000 127,597 0.53%
LOCKHEED MARTIN CORP    (COM) LMT 2,364,000 6,974 0.52%
FISERV INC    (COM) FISV 2,356,000 24,805 0.52%
PEPSICO INC    (COM) PEP 2,346,000 19,534 0.52%
IHS MARKIT LTD    (SHS) 2,340,000 38,993 0.52%
CHURCH & DWIGHT INC    (COM) CHD 2,337,000 36,416 0.52%
SHERWIN WILLIAMS CO    (COM) SHW 2,337,000 5,085 0.52%
ILLINOIS TOOL WKS INC    (COM) ITW 2,331,000 16,404 0.52%
LANDSTAR SYS INC    (COM) LSTR 2,328,000 24,281 0.52%
IDEX CORP    (COM) IEX 2,319,000 16,791 0.51%
METTLER TOLEDO INTERNATIONAL    (COM) MTD 2,311,000 3,347 0.51%
INTUIT    (COM) INTU 2,310,000 10,042 0.51%
ACCENTURE PLC IRELAND    (SHS CLASS A) ACN 2,305,000 14,119 0.51%
EATON CORP PLC    (SHS) ETN 2,303,000 29,649 0.51%
PHILIP MORRIS INTL INC    (COM) PM 2,303,000 31,570 0.51%
PFIZER INC    (COM) PFE 2,299,000 70,433 0.51%
GARMIN LTD    (SHS) GRMN 2,295,000 30,611 0.51%
ALLEGION PLC    (ORD SHS) ALLE 2,294,000 24,931 0.51%
MEDTRONIC PLC    (SHS) MDT 2,269,000 25,164 0.50%
MASTERCARD INC    (CL A) MA 2,260,000 9,355 0.50%
AMDOCS LTD    (SHS) DOX 2,259,000 41,090 0.50%
J2 GLOBAL INC    (COM) JCOM 2,252,000 30,086 0.50%
DOVER CORP    (COM) DOV 2,251,000 26,815 0.50%
GENTEX CORP    (COM) GNTX 2,239,000 101,034 0.50%
GLOBAL PMTS INC    (COM) GPN 2,229,000 15,456 0.49%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 2,224,000 20,046 0.49%
SERVICE CORP INTL    (COM) SCI 2,220,000 56,769 0.49%
CISCO SYS INC    (COM) CSCO 2,211,000 56,244 0.49%
HOME DEPOT INC    (COM) HD 2,206,000 11,814 0.49%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 2,200,000 16,097 0.49%
BRADY CORP    (CL A) BRC 2,200,000 48,752 0.49%
TRANSUNION    (COM) 2,192,000 33,117 0.49%
COCA COLA CO    (COM) KO 2,186,000 49,406 0.48%
OPEN TEXT CORP    (COM) OTEX 2,185,000 62,560 0.48%
CARLISLE COS INC    (COM) CSL 2,162,000 17,258 0.48%
JACOBS ENGR GROUP INC    (COM) JEC 2,162,000 27,275 0.48%
WESTERN UN CO    (COM) WU 2,151,000 118,662 0.48%
ALTRIA GROUP INC    (COM) MO 2,148,000 55,548 0.48%
MOTOROLA SOLUTIONS INC    (COM NEW) MSI 2,145,000 16,141 0.48%
JUNIPER NETWORKS INC    (COM) JNPR 2,142,000 111,916 0.47%
MAXIMUS INC    (COM) MMS 2,138,000 36,741 0.47%
TEXAS INSTRS INC    (COM) TXN 2,129,000 21,301 0.47%
RITCHIE BROS AUCTIONEERS    (COM) RBA 2,125,000 62,182 0.47%
EBAY INC    (COM) EBAY 2,116,000 70,379 0.47%
F5 NETWORKS INC    (COM) FFIV 2,108,000 19,768 0.47%
HILL ROM HLDGS INC    (COM) HRC 2,095,000 20,829 0.46%
HONEYWELL INTL INC    (COM) HON 2,091,000 15,628 0.46%
QUEST DIAGNOSTICS INC    (COM) DGX 2,077,000 25,870 0.46%
INTERPUBLIC GROUP COS INC    (COM) IPG 2,070,000 127,884 0.46%
CUMMINS INC    (COM) CMI 2,068,000 15,279 0.46%
ECOLAB INC    (COM) ECL 2,067,000 13,264 0.46%
PAYCHEX INC    (COM) PAYX 2,066,000 32,831 0.46%
ARMSTRONG WORLD INDS INC    (COM) AWI 2,050,000 25,811 0.45%
COMCAST CORP NEW    (CL A) CMCSA 2,046,000 59,524 0.45%
BROADRIDGE FINL SOLUTIONS IN    (COM) BR 2,044,000 21,555 0.45%
ROCKWELL AUTOMATION INC    (COM) ROK 2,038,000 13,505 0.45%
AMETEK INC    (COM) AME 2,008,000 27,878 0.44%
AMPHENOL CORP NEW    (CL A) APH 2,006,000 27,530 0.44%
AUTOZONE INC    (COM) AZO 2,001,000 2,365 0.44%
ALLISON TRANSMISSION HLDGS I    (COM) ALSN 1,976,000 60,596 0.44%
KELLOGG CO    (COM) K 1,964,000 32,741 0.44%
IQVIA HLDGS INC    (COM) 1,961,000 18,180 0.43%
OMNICOM GROUP INC    (COM) OMC 1,959,000 35,689 0.43%
EQUIFAX INC    (COM) EFX 1,957,000 16,383 0.43%
KBR INC    (COM) KBR 1,947,000 94,138 0.43%
COSTCO WHSL CORP NEW    (COM) COST 1,929,000 6,765 0.43%
HD SUPPLY HLDGS INC    (COM) 1,918,000 67,463 0.42%
BOOKING HLDGS INC    (COM) 1,914,000 1,423 0.42%
PREMIER INC    (CL A) PINC 1,912,000 58,438 0.42%
GENPACT LIMITED    (SHS) G 1,911,000 65,451 0.42%
UNITED TECHNOLOGIES CORP    (COM) UTX 1,883,000 19,964 0.42%
STRYKER CORP    (COM) SYK 1,857,000 11,156 0.41%
RAYTHEON CO    (COM NEW) RTN 1,842,000 14,044 0.41%
LIBERTY MEDIA CORP DEL    (COM C SIRIUSXM) LSXMK 1,835,000 58,030 0.41%
STARBUCKS CORP    (COM) SBUX 1,823,000 27,733 0.40%
CDK GLOBAL INC    (COM) CDK 1,822,000 55,464 0.40%
EMCOR GROUP INC    (COM) EME 1,814,000 29,589 0.40%
BROWN FORMAN CORP    (CL B) BF/B 1,800,000 32,420 0.40%
DUNKIN BRANDS GROUP INC    (COM) DNKN 1,795,000 33,808 0.40%
YUM BRANDS INC    (COM) YUM 1,777,000 25,928 0.39%
FLEETCOR TECHNOLOGIES INC    (COM) FLT 1,770,000 9,490 0.39%
CHOICE HOTELS INTL INC    (COM) CHH 1,744,000 28,467 0.39%
EMERSON ELEC CO    (COM) EMR 1,738,000 36,484 0.38%
TRANSDIGM GROUP INC    (COM) TDG 1,735,000 5,418 0.38%
AT&T INC    (COM) T 1,719,000 58,986 0.38%
HENRY SCHEIN INC    (COM) HSIC 1,711,000 33,877 0.38%
NEWMARKET CORP    (COM) NEU 1,664,000 4,347 0.37%
ROLLINS INC    (COM) ROL 1,642,000 45,438 0.36%
LANCASTER COLONY CORP    (COM) LANC 1,642,000 11,351 0.36%
ANTHEM INC    (COM) ANTM 1,639,000 7,217 0.36%
MONSTER BEVERAGE CORP NEW    (COM) MNST 1,633,000 29,025 0.36%
TRANE TECHNOLOGIES PLC    (SHS) 1,611,000 19,502 0.36%
O REILLY AUTOMOTIVE INC NEW    (COM) ORLY 1,600,000 5,316 0.35%
NORTHROP GRUMMAN CORP    (COM) NOC 1,593,000 5,266 0.35%
SONOCO PRODS CO    (COM) SON 1,570,000 33,870 0.35%
CARDINAL HEALTH INC    (COM) CAH 1,559,000 32,520 0.34%
AGILENT TECHNOLOGIES INC    (COM) A 1,548,000 21,614 0.34%
COGNIZANT TECHNOLOGY SOLUTIO    (CL A) CTSH 1,535,000 33,038 0.34%
SYSCO CORP    (COM) SYY 1,528,000 33,481 0.34%
CINTAS CORP    (COM) CTAS 1,500,000 8,659 0.33%
ICON PLC    (SHS) ICLR 1,491,000 10,963 0.33%
MARRIOTT INTL INC NEW    (CL A) MAR 1,472,000 19,676 0.32%
EURONET WORLDWIDE INC    (COM) EEFT 1,470,000 17,144 0.32%
FAIR ISAAC CORP    (COM) FIC 1,467,000 4,769 0.32%
BLOCK H & R INC    (COM) HRB 1,451,000 103,031 0.32%
ANALOG DEVICES INC    (COM) ADI 1,448,000 16,153 0.32%
C H ROBINSON WORLDWIDE INC    (COM NEW) CHRW 1,405,000 21,222 0.31%
NVR INC    (COM) NVR 1,395,000 543 0.31%
SIRIUS XM HLDGS INC    (COM) SIRI 1,378,000 279,033 0.30%
TE CONNECTIVITY LTD    (REG SHS) TEL 1,353,000 21,482 0.30%
MCKESSON CORP    (COM) MCK 1,326,000 9,800 0.29%
NORDSON CORP    (COM) NDSN 1,286,000 9,524 0.28%
HERBALIFE NUTRITION LTD    (COM SHS) HLF 1,283,000 44,005 0.28%
LAUDER ESTEE COS INC    (CL A) EL 1,271,000 7,979 0.28%
WABCO HLDGS INC    (COM) WBC 1,235,000 9,143 0.27%
MELLANOX TECHNOLOGIES LTD    (SHS) MLNX 1,215,000 10,018 0.27%
PERSPECTA INC    (COM) 1,210,000 66,363 0.27%
HEICO CORP NEW    (COM) HEI 1,209,000 16,202 0.27%
AECOM    (COM) ACM 1,208,000 40,461 0.27%
ROSS STORES INC    (COM) ROST 1,199,000 13,782 0.26%
FORTIVE CORP    (COM) FTV 1,197,000 21,695 0.26%
MANHATTAN ASSOCS INC    (COM) MANH 1,185,000 23,784 0.26%
L3HARRIS TECHNOLOGIES INC    (COM) 1,184,000 6,574 0.26%
MCDONALDS CORP    (COM) MCD 1,167,000 7,055 0.26%
WASTE MGMT INC DEL    (COM) WMI 1,159,000 12,522 0.25%
TEGNA INC    (COM) TGNA 1,158,000 106,668 0.25%
SCIENCE APPLICATNS INTL CP N    (COM) SAIC 1,155,000 15,481 0.25%
JOHNSON CTLS INTL PLC    (SHS) 1,151,000 42,675 0.25%
DISNEY WALT CO    (COM DISNEY) DIS 1,117,000 11,558 0.25%
HUBBELL INC    (COM) 1,112,000 9,695 0.24%
HUMANA INC    (COM) HUM 1,109,000 3,531 0.24%
COCA COLA EUROPEAN PARTNERS    (SHS) 1,073,000 28,600 0.24%
FTI CONSULTING INC    (COM) FCN 1,053,000 8,792 0.23%
WATERS CORP    (COM) WAT 1,049,000 5,764 0.23%
FERRARI N V    (COM) RACE 1,037,000 6,800 0.23%
GENERAL DYNAMICS CORP    (COM) GD 1,027,000 7,759 0.23%
COOPER COS INC    (COM NEW) COO 1,026,000 3,723 0.22%
VERTEX PHARMACEUTICALS INC    (COM) VRTX 989,000 4,155 0.22%
PARKER HANNIFIN CORP    (COM) PH 986,000 7,602 0.22%
REPUBLIC SVCS INC    (COM) RSG 973,000 12,959 0.21%
LENNOX INTL INC    (COM) LII 971,000 5,339 0.21%
ADOBE INC    (COM) ADBE 946,000 2,972 0.21%
WINGSTOP INC    (COM) 944,000 11,841 0.21%
ROGERS COMMUNICATIONS INC    (CL B) RCI 928,000 22,352 0.20%
PPG INDS INC    (COM) PPG 889,000 10,634 0.19%
BCE INC    (COM NEW) BCE 873,000 21,360 0.19%
1 2 Next >Full Portfolio View
Total Value As 2020-03-31: 446,320,000 SEC FILING
* Portfolios do not reflect changes after reporting
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