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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 4 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PSN PARSONS CORP DEL Industrials 43,618.0 $2.4M 0.17% NEW $54.18 -0.9%
62 MS MORGAN STANLEY Financial Services 14,069.0 $2.3M 0.17% NEW $164.50 +22.2%
63 MKSI MKS INC. Technology 10,039.0 $2.3M 0.17% NEW $229.97 +39.4%
64 AGNC AGNC INVT CORP Real Estate 225,041.0 $2.3M 0.17% NEW $10.04 +1.7%
65 SSNC SS&C TECH HLDGS Technology 31,870.0 $2.2M 0.16% NEW $67.56 -0.8%
66 MOOG INC 7,195.0 $2.1M 0.15% NEW $292.99
67 WWD WOODWARD INC Industrials 5,769.0 $2.1M 0.15% NEW $357.73 -1.8%
68 GLNG GOLAR LNG LTD Energy 37,876.0 $2.1M 0.15% NEW $54.16 -3.3%
69 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 202,732.0 $2.0M 0.15% NEW $9.95 +2.2%
70 TRU TRANSUNION Industrials 29,106.0 $2.0M 0.15% NEW $69.21 +2.1%
71 ORA ORMAT TECHNOLOGIES INC Utilities 15,183.0 $1.7M 0.12% NEW $112.02 +19.1%
72 AROC ARCHROCK INC Energy 47,911.0 $1.7M 0.12% NEW $34.81 +7.0%
73 ITRI ITRON INC Technology 18,387.0 $1.6M 0.12% NEW $89.68 -7.4%
74 IVZ INVESCO LTD Financial Services 66,449.0 $1.6M 0.12% NEW $24.29 +11.3%
75 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 5,305.0 $1.6M 0.12% NEW $304.07 +5.6%
76 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 36,797.0 $1.6M 0.12% NEW $42.64 +37.2%
77 GEN GEN DIGITAL INC Technology 82,045.0 $1.5M 0.11% NEW $18.81 +31.9%
78 ESTC ELASTIC N V Technology 30,186.0 $1.5M 0.11% NEW $50.00 +9.6%
79 IONS IONIS PHARMACEUTICALS INC Healthcare 19,693.0 $1.5M 0.11% NEW $75.10 +0.6%
80 XPO XPO INC Industrials 7,303.0 $1.4M 0.10% NEW $194.71 +4.2%
Page 4 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%