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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 6 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NOW SERVICENOW INC Technology 37,072.0 $3.9M 0.28% NEW $104.51 -4.6%
102 PR PERMIAN RESOURCES CORP Energy 180,785.0 $3.9M 0.28% +107K +146.3% $21.33 -2.1%
103 AMG AFFILIATED MANAGERS GROUP Financial Services 13,878.0 $3.8M 0.28% NEW $276.99 +9.3%
104 LUNR INTUITIVE MACHINES INC Industrials 205,935.0 $3.8M 0.28% +37K +22.1% $18.53 +84.7%
105 ADI ANALOG DEVICES INC Technology 11,717.0 $3.7M 0.27% -11K -48.5% $318.17 +20.8%
106 HDB HDFC BANK LTD Financial Services 148,656.0 $3.7M 0.27% NEW $24.86 -1.0%
107 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 17,445.0 $3.6M 0.27% +7K +68.7% $209.08 +16.4%
108 TECHNIPFMC PLC 52,087.0 $3.6M 0.26% NEW $69.15
109 HLI HOULIHAN LOKEY INC Financial Services 24,921.0 $3.6M 0.26% +19K +298.7% $143.56 +5.6%
110 EFX EQUIFAX INC Industrials 19,740.0 $3.6M 0.26% NEW $180.09 -9.4%
111 AYI ACUITY INC Industrials 12,319.0 $3.4M 0.25% NEW $280.05 +0.4%
112 ALLE ALLEGION PLC Industrials 23,574.0 $3.4M 0.25% +10K +73.5% $145.25 -10.0%
113 KMI KINDER MORGAN INC DEL Energy 100,943.0 $3.4M 0.25% -65K -39.2% $33.50 -0.0%
114 MNDY MONDAY COM LTD Technology 48,578.0 $3.4M 0.25% +37K +316.4% $69.10 +10.4%
115 VICR VICOR CORP Technology 20,707.0 $3.3M 0.24% NEW $160.88 +64.2%
116 M MACYS INC Consumer Cyclical 182,233.0 $3.3M 0.24% NEW $18.10 +13.9%
117 HUT 8 CORP 69,635.0 $3.3M 0.24% +1K +1.9% $46.91
118 TSCO TRACTOR SUPPLY CO Consumer Cyclical 71,342.0 $3.2M 0.24% +29K +66.8% $45.31 -30.1%
119 ACM AECOM Industrials 37,763.0 $3.2M 0.23% +30K +387.7% $84.79 -17.2%
120 DVA DAVITA INC Healthcare 20,585.0 $3.2M 0.23% +7K +50.9% $153.79 +29.2%
Page 6 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%