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| Forester Capital Management Ltd
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| CRD # | 109474 |
| SEC # | 801-56631 |
| CIK # | 0001483969 |
| AUM | 3.5 M (2026-03-31) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 224-544-5123 |
| Address | 612 Paddock Libertyville, IL 60048 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001483969 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| UnitedHealth Group Inc | 3.6 | ||
| Aon Corp | 3.5 | ||
| US Bancorp de | 3.4 | ||
| Microsoft Corp | 3.4 | ||
| Newell Rubbermaid Inc | 3.4 | ||
| Travelers Companies Inc | 3.3 | ||
| Johnson & Johnson | 3.3 | ||
| Allstate Corp | 3.3 | ||
| Fedex Corp | 3.2 | ||
| Pfizer Inc | 3.2 | ||
| Honeywell International Inc | 3.1 | ||
| Oracle Corp | 2.8 | ||
| Tyson Foods Inc | 2.7 | ||
| Southern Co | 2.6 | ||
| Autozone Inc | 2.5 | ||
| CVS Caremark Corp | 2.4 | ||
| BP PLC | 2.2 | ||
| Conocophillips | 2.1 | ||
| PNC Financial Services Group Inc | 1.5 | ||
| AT&T Inc | 1.4 | ||
| Kroger Co | 1.3 | ||
| 3M Co | 1.2 | ||
| Conagra Foods Inc /DE/ | 1.2 | ||
| Chevron Corp | 0.8 | ||
| Amgen Inc | 0.6 | ||
| Lamb Weston Holdings Inc | 0.4 | ||
| SAP SE | 0.2 | ||
| Shoulder Innovations Inc | 0.2 | ||
| GlaxoSmithKline PLC | 0.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 3.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 3.5 |
| By Discretionary | ||
| Discretionary | 1 | 3.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 1 | 3.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001483969] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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