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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 12 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SNOW SNOWFLAKE INC Technology 7,690.0 $1.2M 0.09% NEW $150.72 +10.8%
222 TREX TREX INC Industrials 31,650.0 $1.2M 0.08% +24K +317.0% $36.43 +5.0%
223 VRNS VARONIS SYS INC Technology 53,068.0 $1.1M 0.08% NEW $21.47 +44.8%
224 THOMSON REUTERS CORP 12,652.0 $1.1M 0.08% NEW $89.93
225 LLY ELI LILLY & CO Healthcare 1,197.0 $1.1M 0.08% -91.0 -7.1% $920.08 +13.2%
226 PRAXIS PRECISION MEDICINES I 3,412.0 $1.1M 0.08% NEW $321.75
227 RRX REGAL REXNORD CORPORATION Industrials 5,817.0 $1.1M 0.08% NEW $187.21 +4.3%
228 POST POST HLDGS INC Consumer Defensive 10,651.0 $1.1M 0.08% NEW $98.89 -1.4%
229 VRSK VERISK ANALYTICS INC Industrials 5,552.0 $1.1M 0.08% NEW $189.66 -10.0%
230 GLOB GLOBANT S A Technology 22,574.0 $1.0M 0.08% NEW $46.14 -11.9%
231 AVB AVALONBAY CMNTYS INC Real Estate 6,357.0 $1.0M 0.08% -2K -25.5% $163.40 +12.7%
232 RRC RANGE RES CORP Energy 22,653.0 $1.0M 0.07% NEW $45.20 -6.9%
233 JPM JPMORGAN CHASE & CO Financial Services 3,460.0 $1.0M 0.07% NEW $294.20 +3.0%
234 KD KYNDRYL HLDGS INC Technology 77,242.0 $1.0M 0.07% NEW $13.12 -8.0%
235 ASX ASE TECHNOLOGY HLDG CO LTD Technology 46,637.0 $1.0M 0.07% NEW $21.68 +50.6%
236 MEDP MEDPACE HLDGS INC Healthcare 2,080.0 $999K 0.07% -211.0 -9.2% $480.37 -10.5%
237 JOBY JOBY AVIATION INC Industrials 120,322.0 $994K 0.07% -60K -33.2% $8.26 +25.9%
238 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 29,387.0 $992K 0.07% NEW $33.74 -2.1%
239 ONDS ONDAS INC Technology 109,448.0 $988K 0.07% -192K -63.7% $9.02 +1.7%
240 W WAYFAIR INC Consumer Cyclical 13,131.0 $987K 0.07% NEW $75.18 -13.9%
Page 12 of 21  ·  413 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%