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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 9 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 UNM UNUM GROUP Financial Services 28,146.0 $2.1M 0.15% +22K +354.7% $73.04 +14.8%
162 GLNG GOLAR LNG LTD Energy 37,876.0 $2.1M 0.15% NEW $54.16 -3.4%
163 MLI MUELLER INDS INC Industrials 18,431.0 $2.0M 0.15% +12K +183.7% $110.83 +20.5%
164 DRI DARDEN RESTAURANTS INC Consumer Cyclical 10,339.0 $2.0M 0.15% +2K +25.9% $196.07 +0.5%
165 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 202,732.0 $2.0M 0.15% NEW $9.95 +0.9%
166 TRU TRANSUNION Industrials 29,106.0 $2.0M 0.15% NEW $69.21 -0.4%
167 PTEN PATTERSON-UTI ENERGY INC Energy 185,887.0 $2.0M 0.15% +155K +511.4% $10.82 +13.4%
168 RMD RESMED INC Healthcare 8,853.0 $2.0M 0.15% -1K -10.8% $224.55 -6.5%
169 TROW PRICE T ROWE GROUP INC Financial Services 21,138.0 $1.9M 0.14% +17K +394.9% $90.15 +13.0%
170 LVS LAS VEGAS SANDS CORP Consumer Cyclical 34,387.0 $1.9M 0.14% +12K +55.1% $53.86 -8.2%
171 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,811.0 $1.8M 0.13% -13K -87.5% $996.43 +5.4%
172 ENS ENERSYS Industrials 10,345.0 $1.8M 0.13% +8K +370.7% $173.67 +37.6%
173 USB US BANCORP Financial Services 33,490.0 $1.7M 0.13% -87K -72.3% $52.01 +4.8%
174 AVAV AEROVIRONMENT INC Industrials 9,415.0 $1.7M 0.13% +4K +59.3% $183.22 -11.0%
175 ORA ORMAT TECHNOLOGIES INC Utilities 15,183.0 $1.7M 0.12% NEW $112.02 +19.5%
176 AROC ARCHROCK INC Energy 47,911.0 $1.7M 0.12% NEW $34.81 +6.0%
177 ITRI ITRON INC Technology 18,387.0 $1.6M 0.12% NEW $89.68 -8.7%
178 IVZ INVESCO LTD Financial Services 66,449.0 $1.6M 0.12% NEW $24.29 +11.1%
179 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 5,305.0 $1.6M 0.12% NEW $304.07 +6.1%
180 CF CF INDUSTRIES HOLD Basic Materials 12,329.0 $1.6M 0.12% -18K -59.3% $129.87 -6.3%
Page 9 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%