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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 1 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 B BARRICK MNG CORP Basic Materials 564,059.0 $23.0M 1.69% NEW $40.82 +1.0%
2 NEM NEWMONT CORP Basic Materials 160,004.0 $17.3M 1.27% NEW $108.23 +0.1%
3 PBR PETROLEO BRASILEIRO S A Energy 713,836.0 $14.8M 1.08% NEW $20.75 -3.5%
4 ASML ASML HLDG NV Technology 11,069.0 $14.6M 1.07% NEW $1320.18 +20.6%
5 UNH UNITEDHEALTH GROUP INC Healthcare 48,314.0 $13.1M 0.96% NEW $270.49 +41.7%
6 FDX FEDEX CORP Industrials 35,329.0 $12.6M 0.92% NEW $356.18 +9.2%
7 ADP AUTOMATIC DATA PROCESSING IN Industrials 52,665.0 $10.7M 0.78% NEW $203.15 +8.3%
8 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 517,463.0 $10.2M 0.75% NEW $19.76 -0.8%
9 DASH DOORDASH INC Communication Services 67,993.0 $10.2M 0.75% NEW $150.13 +6.1%
10 VALE VALE S A Basic Materials 640,450.0 $10.2M 0.75% NEW $15.91 +2.7%
11 CSGP COSTAR GROUP INC Real Estate 252,068.0 $10.2M 0.74% NEW $40.32 -15.8%
12 BLK BLACKROCK INC Financial Services 10,200.0 $9.8M 0.72% NEW $962.09 +10.6%
13 CNQ CANADIAN NAT RES LTD MED TER Energy 186,005.0 $9.1M 0.66% NEW $48.72 -0.1%
14 FSLR FIRST SOLAR INC Energy 45,784.0 $9.0M 0.66% NEW $197.25 +26.2%
15 IDXX IDEXX LABS INC Healthcare 15,925.0 $8.9M 0.66% NEW $561.72 -1.5%
16 AJG GALLAGHER ARTHUR J & CO Financial Services 40,089.0 $8.7M 0.64% NEW $216.55 -4.2%
17 CRCL CIRCLE INTERNET GROUP INC Financial Services 80,063.0 $7.6M 0.56% NEW $95.46 +20.3%
18 IT GARTNER INC Technology 48,076.0 $7.6M 0.56% NEW $158.28 -0.7%
19 XYL XYLEM INC Industrials 63,589.0 $7.6M 0.56% NEW $119.49 -9.4%
20 RIO RIO TINTO PLC Basic Materials 74,614.0 $7.0M 0.51% NEW $93.27 +10.8%
Page 1 of 12  ·  225 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%