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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 13 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 RBC RBC BEARINGS INC Industrials 1,815.0 $986K 0.07% NEW $543.51 +5.1%
242 DG DOLLAR GEN CORP Consumer Defensive 8,307.0 $986K 0.07% -40K -82.9% $118.71 -11.5%
243 LIBERTY MEDIA CORP DEL 11,590.0 $985K 0.07% NEW $84.99
244 BAP CREDICORP LTD Financial Services 2,803.0 $951K 0.07% NEW $339.25 +1.4%
245 WMB WILLIAMS COS INC Energy 12,772.0 $929K 0.07% +9K +250.2% $72.75 +7.1%
246 ARGX ARGENX SE Healthcare 1,240.0 $906K 0.07% -405.0 -24.6% $730.99 +11.7%
247 AMKR AMKOR TECHNOLOGY INC Technology 19,589.0 $882K 0.07% NEW $45.04 +46.3%
248 VC VISTEON CORP Consumer Cyclical 9,680.0 $882K 0.07% +4K +68.1% $91.14 +19.8%
249 CDW CDW CORP Technology 7,288.0 $882K 0.07% -18K -71.4% $121.02 -11.7%
250 LEU CENTRUS ENERGY CORP Energy 5,041.0 $875K 0.06% +3K +128.1% $173.66 +2.0%
251 CMC COMMERCIAL METALS CO Basic Materials 14,134.0 $868K 0.06% NEW $61.44 +15.1%
252 DB DEUTSCHE BK AG Financial Services 29,097.0 $867K 0.06% NEW $29.78 +10.5%
253 PNW PINNACLE WEST CAP CORP Utilities 8,597.0 $866K 0.06% +2K +23.7% $100.76 +1.2%
254 BANC BANC OF CALIFORNIA INC Financial Services 47,581.0 $837K 0.06% +31K +181.5% $17.59 +6.9%
255 CLX CLOROX CO DEL Consumer Defensive 8,062.0 $836K 0.06% NEW $103.64 -8.2%
256 TRMB TRIMBLE INC Technology 12,707.0 $829K 0.06% NEW $65.23 -14.2%
257 MSGE SPHERE ENTERTAINMENT CO Communication Services 7,034.0 $826K 0.06% NEW $117.36 -40.9%
258 CHE CHEMED CORP NEW Healthcare 2,172.0 $822K 0.06% +381.0 +21.3% $378.25 +16.7%
259 RNG RINGCENTRAL INC Technology 22,080.0 $821K 0.06% NEW $37.20 +17.0%
260 MIDD MIDDLEBY CORP Industrials 6,008.0 $797K 0.06% -5K -46.1% $132.60 +9.5%
Page 13 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%