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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 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IP INTERNATIONAL PAPER CO Consumer Cyclical 5,982.0 $214K 0.02% -11K -65.8% $35.70 -11.8%
62 CB CHUBB LTD SWITZ Financial Services 640.0 $209K 0.01% -6K -89.8% $325.89 +1.3%
63 SPSC SPS COMM INC Technology 3,602.0 $201K 0.01% -2K -34.8% $55.68 -3.5%
64 SMR NUSCALE PWR CORP Utilities 11,874.0 $129K 0.01% -56K -82.6% $10.83 -4.1%
Page 4 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%