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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 7 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BROOKFIELD ASSET MANAGMT LTD 71,073.0 $3.2M 0.23% +58K +425.5% $44.46
122 DKS DICKS SPORTING GOODS INC Consumer Cyclical 15,910.0 $3.2M 0.23% +14K +971.4% $198.28 +11.8%
123 POWL POWELL INDS INC Industrials 5,649.0 $3.1M 0.22% +5K +488.4% $541.99 -50.0%
124 KMX CARMAX INC Consumer Cyclical 71,054.0 $3.0M 0.22% +23K +48.4% $41.60 -6.4%
125 RGLD ROYAL GOLD INC Basic Materials 11,603.0 $3.0M 0.22% NEW $254.50 -12.3%
126 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 34,183.0 $2.9M 0.21% +11K +48.5% $85.65 +10.5%
127 CVLT COMMVAULT SYS INC Technology 37,516.0 $2.9M 0.21% NEW $77.91 +36.1%
128 SU SUNCOR ENERGY INC NEW Energy 43,619.0 $2.9M 0.21% NEW $66.10 +2.6%
129 VEEV VEEVA SYS INC Healthcare 16,124.0 $2.8M 0.21% NEW $175.66 -6.1%
130 TDY TELEDYNE TECHNOLOGIES INC Technology 4,673.0 $2.8M 0.21% NEW $605.30 +1.5%
131 RY ROYAL BK CDA Financial Services 17,420.0 $2.8M 0.21% NEW $161.78 +15.7%
132 AAOI APPLIED OPTOELECTRONICS INC Technology 33,162.0 $2.8M 0.21% NEW $84.62 +108.9%
133 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 7,146.0 $2.8M 0.20% -22K -75.5% $391.59 +91.8%
134 OKLO OKLO INC Utilities 56,262.0 $2.8M 0.20% -47K -45.6% $49.58 +31.3%
135 AWI ARMSTRONG WORLD INDS INC NEW Industrials 16,904.0 $2.8M 0.20% +16K +1956.5% $164.80 -4.6%
136 TYL TYLER TECHNOLOGIES INC Technology 8,073.0 $2.8M 0.20% +6K +333.8% $342.37 -7.3%
137 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 589,352.0 $2.8M 0.20% -506K -46.2% $4.67 -2.2%
138 CENX CENTURY ALUM CO Basic Materials 46,442.0 $2.7M 0.20% NEW $58.74 +2.9%
139 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 9,194.0 $2.7M 0.20% NEW $290.57 -12.6%
140 BR BROADRIDGE FINL SOLUTIONS IN Technology 16,163.0 $2.6M 0.19% NEW $162.49 -7.7%
Page 7 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%