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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 8 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 HBM HUDBAY MINERALS INC Basic Materials 125,611.0 $2.6M 0.19% +113K +879.5% $20.90 +18.4%
142 FIG FIGMA INC Technology 123,570.0 $2.6M 0.19% NEW $21.14 +2.1%
143 HII HUNTINGTON INGALLS INDS INC Industrials 6,808.0 $2.6M 0.19% NEW $379.71 -16.4%
144 STLD STEEL DYNAMICS INC Basic Materials 14,346.0 $2.6M 0.19% +9K +153.8% $180.06 +26.8%
145 MDB MONGODB INC Technology 10,487.0 $2.6M 0.19% NEW $244.64 +29.8%
146 ROK ROCKWELL AUTOMATION INC Industrials 6,951.0 $2.5M 0.18% NEW $358.70 +21.6%
147 TRGP TARGA RES CORP Energy 9,938.0 $2.5M 0.18% +593.0 +6.3% $250.79 +7.9%
148 MANH MANHATTAN ASSOCIATES INC Technology 18,614.0 $2.5M 0.18% +10K +118.1% $133.10 +1.1%
149 DDS DILLARDS INC Consumer Cyclical 4,299.0 $2.5M 0.18% +2K +121.1% $572.10 -3.5%
150 PSN PARSONS CORP DEL Industrials 43,618.0 $2.4M 0.17% NEW $54.18 -4.7%
151 J JACOBS SOLUTIONS INC Industrials 18,521.0 $2.4M 0.17% +15K +401.5% $127.27 -10.4%
152 MS MORGAN STANLEY Financial Services 14,069.0 $2.3M 0.17% NEW $164.50 +21.9%
153 MKSI MKS INC. Technology 10,039.0 $2.3M 0.17% NEW $229.97 +36.2%
154 AGNC AGNC INVT CORP Real Estate 225,041.0 $2.3M 0.17% NEW $10.04 +2.2%
155 VLTO VERALTO CORP Industrials 24,783.0 $2.2M 0.16% +13K +114.9% $88.44 -2.5%
156 SSNC SS&C TECH HLDGS Technology 31,870.0 $2.2M 0.16% NEW $67.56 -0.5%
157 KGS KODIAK GAS SVCS INC Energy 36,497.0 $2.1M 0.16% +23K +166.2% $58.33 +24.1%
158 MOOG INC 7,195.0 $2.1M 0.15% NEW $292.99
159 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 44,778.0 $2.1M 0.15% +39K +733.1% $46.36 +2.9%
160 WWD WOODWARD INC Industrials 5,769.0 $2.1M 0.15% NEW $357.73 -0.4%
Page 8 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%