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Portfolio (Quarterly) Guide ↗

FORA Capital, LLC

· CIK 0001742435
13F Portfolio $1.4B AUM 413 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 225 New 123 Added 64 Reduced 223 Exited
Page 2 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DUOL DUOLINGO INC Technology 68,856.0 $6.8M 0.50% NEW $98.56 +7.2%
22 AA ALCOA CORP Basic Materials 96,134.0 $6.4M 0.47% NEW $66.31 -0.1%
23 NOC NORTHROP GRUMMAN CORP Industrials 8,495.0 $5.8M 0.42% NEW $682.37 -19.2%
24 TER TERADYNE INC Technology 18,762.0 $5.6M 0.41% NEW $296.39 +16.2%
25 BNS BANK NOVA SCOTIA B C Financial Services 79,003.0 $5.5M 0.40% NEW $69.29 +14.6%
26 URI UNITED RENTALS INC Industrials 7,512.0 $5.5M 0.40% NEW $728.56 +28.5%
27 CHRW C H ROBINSON WORLDWIDE IN Industrials 31,909.0 $5.3M 0.39% NEW $166.00 +7.3%
28 LULU LULULEMON ATHLETICA INC Consumer Cyclical 34,369.0 $5.3M 0.39% NEW $153.04 -17.2%
29 EQH EQUITABLE HLDGS INC Financial Services 134,898.0 $5.0M 0.37% NEW $37.11 +14.6%
30 TEAM ATLASSIAN CORPORATION Technology 71,046.0 $4.8M 0.35% NEW $68.25 +26.3%
31 CPRT COPART INC Industrials 140,078.0 $4.6M 0.34% NEW $33.18 +3.7%
32 ELF E L F BEAUTY INC Consumer Defensive 74,973.0 $4.5M 0.33% NEW $60.58 -12.3%
33 WYNN WYNN RESORTS LTD Consumer Cyclical 44,258.0 $4.5M 0.33% NEW $101.58 -3.5%
34 ZS ZSCALER INC Technology 31,989.0 $4.5M 0.33% NEW $140.21 +24.4%
35 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 21,786.0 $4.3M 0.32% NEW $197.46 +19.8%
36 AXP AMERICAN EXPRESS CO Financial Services 14,114.0 $4.3M 0.31% NEW $302.60 +2.3%
37 CNC CENTENE CORP DEL Healthcare 123,980.0 $4.1M 0.30% NEW $32.73 +76.5%
38 FLUTTER ENTMT PLC 38,779.0 $4.0M 0.29% NEW $101.97
39 NOW SERVICENOW INC Technology 37,072.0 $3.9M 0.28% NEW $104.51 -4.6%
40 AMG AFFILIATED MANAGERS GROUP Financial Services 13,878.0 $3.8M 0.28% NEW $276.99 +9.3%
Page 2 of 12  ·  225 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 28.1%
Industrials 15.2%
Financial Services 13.9%
Basic Materials 8.8%
Energy 8.5%
Healthcare 7.8%
Communication Services 7.7%
Consumer Cyclical 6.4%
Consumer Defensive 1.8%
Real Estate 1.3%