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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 5 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 OWL BLUE OWL CAPITAL INC Financial Services 560,772.0 $5.1M 0.38% +467K +496.1% $9.13 +11.7%
82 GLW CORNING INC Technology 36,982.0 $5.0M 0.37% -39K -51.1% $135.95 +41.1%
83 EQH EQUITABLE HLDGS INC Financial Services 134,898.0 $5.0M 0.37% NEW $37.11 +14.6%
84 PCAR PACCAR INC Industrials 42,472.0 $4.9M 0.36% +3K +7.0% $115.47 -5.3%
85 HUBS HUBSPOT INC Technology 20,085.0 $4.9M 0.36% +17K +549.8% $244.05 -18.7%
86 TEAM ATLASSIAN CORPORATION Technology 71,046.0 $4.8M 0.35% NEW $68.25 +26.3%
87 CPRT COPART INC Industrials 140,078.0 $4.6M 0.34% NEW $33.18 +3.7%
88 CHKP CHECK POINT SOFTWARE TECH LT Technology 32,065.0 $4.6M 0.34% +23K +246.8% $142.80 -7.8%
89 CI THE CIGNA GROUP Healthcare 17,151.0 $4.6M 0.34% -4K -18.9% $266.70 +5.7%
90 ELF E L F BEAUTY INC Consumer Defensive 74,973.0 $4.5M 0.33% NEW $60.58 -12.3%
91 PAAS PAN AMERN SILVER CORP Basic Materials 83,086.0 $4.5M 0.33% +45K +116.1% $54.64 +0.3%
92 EXPD EXPEDITORS INTL WASH INC Industrials 31,692.0 $4.5M 0.33% +14K +76.7% $143.21 +9.8%
93 WYNN WYNN RESORTS LTD Consumer Cyclical 44,258.0 $4.5M 0.33% NEW $101.58 -3.5%
94 ZS ZSCALER INC Technology 31,989.0 $4.5M 0.33% NEW $140.21 +24.4%
95 BE BLOOM ENERGY CORP Industrials 32,325.0 $4.4M 0.32% -65K -66.7% $135.56 +127.1%
96 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 21,786.0 $4.3M 0.32% NEW $197.46 +19.8%
97 AXP AMERICAN EXPRESS CO Financial Services 14,114.0 $4.3M 0.31% NEW $302.60 +2.3%
98 CNC CENTENE CORP DEL Healthcare 123,980.0 $4.1M 0.30% NEW $32.73 +76.5%
99 NEU NEWMARKET CORP Basic Materials 6,219.0 $4.0M 0.29% +3K +107.9% $641.32 +12.3%
100 FLUTTER ENTMT PLC 38,779.0 $4.0M 0.29% NEW $101.97
Page 5 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%