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Portfolio (Quarterly) Guide ↗

FORA Capital, LLC

· CIK 0001742435
13F Portfolio $827M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 411 New
Page 7 of 21  ·  411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PL PLANET LABS PBC Industrials 80,784.0 $1.8M 0.22% NEW $22.22 +92.0%
122 KMX CARMAX INC Consumer Cyclical 47,868.0 $1.7M 0.21% NEW $36.08 +7.9%
123 TRGP TARGA RES CORP Energy 9,345.0 $1.7M 0.21% NEW $184.50 +46.7%
124 BRBR BELLRING BRANDS INC Consumer Defensive 62,982.0 $1.7M 0.20% NEW $26.73 -66.1%
125 NXPI NXP SEMICONDUCTORS N V Technology 7,694.0 $1.7M 0.20% NEW $217.06 +37.9%
126 TKO TKO GROUP HOLDINGS INC Communication Services 7,933.0 $1.7M 0.20% NEW $209.00 -7.0%
127 MIDD MIDDLEBY CORP Industrials 11,150.0 $1.7M 0.20% NEW $148.67 -2.3%
128 CHKP CHECK POINT SOFTWARE TECH LT Technology 9,245.0 $1.7M 0.20% NEW $178.92 -26.4%
129 SOLV SOLVENTUM CORP Healthcare 20,273.0 $1.6M 0.20% NEW $81.22 -6.3%
130 AVB AVALONBAY CMNTYS INC Real Estate 8,529.0 $1.6M 0.20% NEW $189.60 -2.9%
131 ZION ZIONS BANCORPORATION N A Financial Services 27,209.0 $1.6M 0.19% NEW $58.54 +5.4%
132 DVA DAVITA INC Healthcare 13,639.0 $1.5M 0.19% NEW $113.61 +74.9%
133 MO ALTRIA GROUP INC Consumer Defensive 21,091.0 $1.5M 0.18% NEW $72.43 +1.8%
134 TSCO TRACTOR SUPPLY CO Consumer Cyclical 42,781.0 $1.5M 0.18% NEW $35.64 -11.1%
135 ALLY ALLY FINL INC Financial Services 33,304.0 $1.5M 0.18% NEW $45.29 -5.6%
136 MANH MANHATTAN ASSOCIATES INC Technology 8,535.0 $1.5M 0.18% NEW $173.31 -22.4%
137 UBER UBER TECHNOLOGIES INC Technology 18,035.0 $1.5M 0.18% NEW $81.71 -8.7%
138 PTC PTC INC Technology 8,966.0 $1.5M 0.18% NEW $164.01 -9.8%
139 UUUU ENERGY FUELS INC Energy 100,348.0 $1.5M 0.18% NEW $14.54 +15.4%
140 RMBS RAMBUS INC DEL Technology 15,846.0 $1.5M 0.18% NEW $91.89 +45.3%
Page 7 of 21  ·  411 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 26.9%
Financial Services 17.2%
Industrials 12.6%
Communication Services 8.7%
Consumer Defensive 8.2%
Healthcare 7.5%
Consumer Cyclical 6.6%
Energy 5.6%
Utilities 3.0%
Basic Materials 2.2%