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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 3 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PTC PTC INC Technology 42,710.0 $6.1M 0.45% +34K +376.4% $142.51 +3.8%
42 CIFR CIPHER DIGITAL INC Financial Services 459,513.0 $5.9M 0.43% +36K +8.6% $12.87 +67.2%
43 PNR PENTAIR PLC Industrials 67,817.0 $5.9M 0.43% +63K +1456.9% $87.15 -14.9%
44 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 63,175.0 $5.8M 0.43% +57K +908.2% $92.30 +0.0%
45 FCX FREEPORT MCMORAN INC Basic Materials 95,306.0 $5.6M 0.41% +75K +364.2% $58.79 +6.0%
46 OVV OVINTIV INC Energy 93,791.0 $5.6M 0.41% +81K +661.6% $59.37 -0.9%
47 COHR COHERENT CORP Technology 22,381.0 $5.3M 0.39% +13K +128.7% $238.11 +58.8%
48 GDDY GODADDY INC Technology 63,585.0 $5.3M 0.39% +38K +149.9% $82.70 +10.7%
49 OWL BLUE OWL CAPITAL INC Financial Services 560,772.0 $5.1M 0.38% +467K +496.1% $9.13 +11.7%
50 PCAR PACCAR INC Industrials 42,472.0 $4.9M 0.36% +3K +7.0% $115.47 -5.3%
51 HUBS HUBSPOT INC Technology 20,085.0 $4.9M 0.36% +17K +549.8% $244.05 -18.7%
52 CHKP CHECK POINT SOFTWARE TECH LT Technology 32,065.0 $4.6M 0.34% +23K +246.8% $142.80 -7.8%
53 PAAS PAN AMERN SILVER CORP Basic Materials 83,086.0 $4.5M 0.33% +45K +116.1% $54.64 +0.3%
54 EXPD EXPEDITORS INTL WASH INC Industrials 31,692.0 $4.5M 0.33% +14K +76.7% $143.21 +9.8%
55 NEU NEWMARKET CORP Basic Materials 6,219.0 $4.0M 0.29% +3K +107.9% $641.32 +12.3%
56 PR PERMIAN RESOURCES CORP Energy 180,785.0 $3.9M 0.28% +107K +146.3% $21.33 -2.1%
57 LUNR INTUITIVE MACHINES INC Industrials 205,935.0 $3.8M 0.28% +37K +22.1% $18.53 +84.7%
58 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 17,445.0 $3.6M 0.27% +7K +68.7% $209.08 +16.4%
59 HLI HOULIHAN LOKEY INC Financial Services 24,921.0 $3.6M 0.26% +19K +298.7% $143.56 +5.6%
60 ALLE ALLEGION PLC Industrials 23,574.0 $3.4M 0.25% +10K +73.5% $145.25 -10.0%
Page 3 of 7  ·  123 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%