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Portfolio (Quarterly) Guide ↗

FORA Capital, LLC

· CIK 0001742435
13F Portfolio $1.5B AUM 345 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 171 New 96 Added 78 Reduced 239 Exited
Page 3 of 5  ·  96 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PTC PTC INC Technology 54,846.0 $6.2M 0.43% +12K +28.4% $113.57 +36.2%
42 J JACOBS SOLUTIONS INC Industrials 47,114.0 $5.9M 0.41% +29K +154.4% $125.95 +19.2%
43 AVAV AEROVIRONMENT INC Industrials 32,721.0 $5.4M 0.37% +23K +247.5% $164.94 -2.9%
44 FIG FIGMA INC Technology 293,072.0 $5.3M 0.36% +170K +137.2% $18.08 +49.9%
45 PNR PENTAIR PLC Industrials 68,524.0 $5.3M 0.36% +707.0 +1.0% $76.66 -16.0%
46 LEU CENTRUS ENERGY CORP Energy 30,907.0 $5.2M 0.36% +26K +513.1% $167.94 +10.9%
47 LULU LULULEMON ATHLETICA INC Consumer Cyclical 44,825.0 $5.1M 0.35% +10K +30.4% $114.16 +6.1%
48 RMBS RAMBUS INC DEL Technology 38,223.0 $5.1M 0.35% +23K +152.3% $132.58 -31.2%
49 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 71,079.0 $5.0M 0.34% +34K +93.2% $69.75 -15.6%
50 LUNR INTUITIVE MACHINES INC Industrials 227,265.0 $4.9M 0.33% +21K +10.4% $21.38 -14.3%
51 OKLO OKLO INC Utilities 91,248.0 $4.8M 0.33% +35K +62.2% $52.36 -19.6%
52 RBC RBC BEARINGS INC Industrials 6,870.0 $4.4M 0.30% +5K +278.5% $643.34 -21.4%
53 BROOKFIELD ASSET MANAGMT LTD 87,902.0 $3.9M 0.27% +17K +23.7% $44.84
54 AWI ARMSTRONG WORLD INDS INC NEW Industrials 24,119.0 $3.9M 0.27% +7K +42.7% $160.53 +11.2%
55 MET METLIFE INC Financial Services 45,013.0 $3.8M 0.26% +40K +843.3% $84.61 +11.5%
56 OUSTER INC 58,027.0 $3.6M 0.25% +15K +35.5% $62.52
57 BR BROADRIDGE FINL SOLUTIONS IN Technology 25,967.0 $3.6M 0.24% +10K +60.7% $136.93 +33.0%
58 SSNC SS&C TECH HLDGS Technology 56,389.0 $3.5M 0.24% +25K +76.9% $62.06 +33.7%
59 TRMB TRIMBLE INC Technology 67,684.0 $3.5M 0.24% +55K +432.6% $51.17 +17.7%
60 SYM SYMBOTIC INC Industrials 72,003.0 $3.2M 0.22% +67K +1331.5% $44.95 -6.9%
Page 3 of 5  ·  96 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 36.5%
Industrials 12.0%
Healthcare 10.0%
Financial Services 9.9%
Consumer Cyclical 9.5%
Communication Services 7.3%
Energy 6.5%
Basic Materials 4.8%
Consumer Defensive 1.5%
Real Estate 1.4%