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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 1 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 CVX CHEVRON CORPORATION Energy 53,411.0 $11.0M 0.81% -18K -24.9% $206.87 -7.7%
2 WDC WESTERN DIGITAL CORP Technology 33,374.0 $9.0M 0.66% -28K -45.6% $270.45 +69.9%
3 IREN IREN LIMITED Financial Services 207,141.0 $7.1M 0.52% -15K -6.7% $34.27 +69.4%
4 SANDISK CORP 10,237.0 $6.5M 0.48% -36K -77.8% $635.60
5 GLW CORNING INC Technology 36,982.0 $5.0M 0.37% -39K -51.1% $135.95 +41.1%
6 CI THE CIGNA GROUP Healthcare 17,151.0 $4.6M 0.34% -4K -18.9% $266.70 +5.7%
7 BE BLOOM ENERGY CORP Industrials 32,325.0 $4.4M 0.32% -65K -66.7% $135.56 +127.1%
8 ADI ANALOG DEVICES INC Technology 11,717.0 $3.7M 0.27% -11K -48.5% $318.17 +20.8%
9 KMI KINDER MORGAN INC DEL Energy 100,943.0 $3.4M 0.25% -65K -39.2% $33.50 -0.0%
10 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 7,146.0 $2.8M 0.20% -22K -75.5% $391.59 +91.8%
11 OKLO OKLO INC Utilities 56,262.0 $2.8M 0.20% -47K -45.6% $49.58 +31.3%
12 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 589,352.0 $2.8M 0.20% -506K -46.2% $4.67 -2.2%
13 RMD RESMED INC Healthcare 8,853.0 $2.0M 0.15% -1K -10.8% $224.55 -6.5%
14 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,811.0 $1.8M 0.13% -13K -87.5% $996.43 +5.4%
15 USB US BANCORP Financial Services 33,490.0 $1.7M 0.13% -87K -72.3% $52.01 +4.8%
16 CF CF INDUSTRIES HOLD Basic Materials 12,329.0 $1.6M 0.12% -18K -59.3% $129.87 -6.3%
17 ROIV ROIVANT SCIENCES LTD Healthcare 53,409.0 $1.5M 0.11% -10K -16.4% $27.72 +16.9%
18 RVMD REVOLUTION MEDICINES INC Healthcare 15,218.0 $1.5M 0.11% -2K -12.3% $97.18 +54.7%
19 TERN TERNS PHARMACEUTICALS INC Healthcare 27,120.0 $1.4M 0.10% -7K -19.6% $52.73 +0.4%
20 UUUU ENERGY FUELS INC Energy 73,470.0 $1.3M 0.10% -27K -26.8% $18.34 -8.5%
Page 1 of 4  ·  64 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%