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Portfolio (Quarterly) Guide ↗

FORA Capital, LLC

· CIK 0001742435
13F Portfolio $827M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 411 New
Page 15 of 21  ·  411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 6,266.0 $572K 0.07% NEW $91.21 +0.6%
282 SWK STANLEY BLACK & DECKER INC Industrials 6,122.0 $567K 0.07% NEW $92.56 -17.4%
283 WBS WEBSTER FINL CORP Financial Services 8,751.0 $551K 0.07% NEW $62.94 +14.1%
284 DISC MEDICINE INC 6,735.0 $544K 0.07% NEW $80.75
285 ARMK ARAMARK Industrials 12,011.0 $544K 0.07% NEW $45.27 +13.2%
286 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 3,762.0 $543K 0.07% NEW $144.25 -62.5%
287 LEU CENTRUS ENERGY CORP Energy 2,210.0 $536K 0.07% NEW $242.76 -26.1%
288 WSO WATSCO INC Industrials 1,584.0 $534K 0.07% NEW $336.95 +11.3%
289 TXNM ENERGY INC 6,619.0 $529K 0.06% NEW $79.88
290 FROG JFROG LTD Technology 8,397.0 $524K 0.06% NEW $62.46 +18.5%
291 TSEM TOWER SEMICONDUCTOR LTD Technology 4,447.0 $522K 0.06% NEW $117.42 +141.4%
292 KRYS KRYSTAL BIOTECH INC Healthcare 2,112.0 $521K 0.06% NEW $246.54 +21.5%
293 HD HOME DEPOT INC Consumer Cyclical 3,432.0 $514K 0.06% NEW $149.89 +108.9%
294 EOSE EOS ENERGY ENTERPRISES INC Industrials 29,060.0 $511K 0.06% NEW $17.59 -54.2%
295 COMERICA INC 5,775.0 $502K 0.06% NEW $86.93
296 FCX FREEPORT-MCMORAN INC Basic Materials 20,533.0 $502K 0.06% NEW $24.44 +153.6%
297 VC VISTEON CORP Consumer Cyclical 5,758.0 $502K 0.06% NEW $87.12 +30.2%
298 PEN PENUMBRA INC Healthcare 1,604.0 $499K 0.06% NEW $310.91 +5.7%
299 CFR CULLEN FROST BANKERS INC Financial Services 3,922.0 $497K 0.06% NEW $126.63 +10.1%
300 CHDN CHURCHILL DOWNS INC Consumer Cyclical 4,363.0 $496K 0.06% NEW $113.78 -25.2%
Page 15 of 21  ·  411 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.9%
Financial Services 17.2%
Industrials 12.6%
Communication Services 8.7%
Consumer Defensive 8.2%
Healthcare 7.5%
Consumer Cyclical 6.6%
Energy 5.6%
Utilities 3.0%
Basic Materials 2.2%