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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 10 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IPGP IPG PHOTONICS CORP Technology 2,864.0 $328K 0.02% NEW $114.63 +5.1%
182 WMG WARNER MUSIC GROUP CORP Communication Services 12,798.0 $327K 0.02% NEW $25.56 +32.7%
183 HE HAWAIIAN ELEC INDS INC MTN B Utilities 21,544.0 $320K 0.02% NEW $14.84 -7.8%
184 FMC FMC CORP Basic Materials 18,261.0 $314K 0.02% NEW $17.21 -24.4%
185 TE T1 ENERGY INC Industrials 70,889.0 $310K 0.02% NEW $4.38 +98.6%
186 GNTX GENTEX CORP Consumer Cyclical 14,131.0 $309K 0.02% NEW $21.86 +7.0%
187 APLS APELLIS PHARMACEUTICALS INC Healthcare 7,572.0 $305K 0.02% NEW $40.23 +2.0%
188 APTIV PLC 4,333.0 $301K 0.02% NEW $69.43
189 RALLIANT CORP 7,105.0 $296K 0.02% NEW $41.60
190 NSIT INSIGHT ENTERPRISES INC Technology 4,321.0 $290K 0.02% NEW $67.04 +39.6%
191 MMYT MAKEMYTRIP LIMITED MAURITIUS Consumer Cyclical 7,683.0 $287K 0.02% NEW $37.31 +15.3%
192 COGT COGENT BIOSCIENCES INC Healthcare 7,354.0 $283K 0.02% NEW $38.49 -15.4%
193 GALAXY DIGITAL INC. 14,912.0 $275K 0.02% NEW $18.45
194 DBX DROPBOX INC Technology 11,862.0 $270K 0.02% NEW $22.72 +19.9%
195 SYM SYMBOTIC INC Industrials 5,030.0 $268K 0.02% NEW $53.20 -6.1%
196 SLM SLM CORP Financial Services 12,053.0 $258K 0.02% NEW $21.43 +2.8%
197 ATI ATI INC Industrials 1,768.0 $257K 0.02% NEW $145.47 +10.3%
198 COCO VITA COCO CO INC Consumer Defensive 5,200.0 $249K 0.02% NEW $47.92 +64.5%
199 ANNALY CAPITAL MANAGEMENT IN 11,421.0 $242K 0.02% NEW $21.16
200 TGTX TG THERAPEUTICS INC Healthcare 7,270.0 $241K 0.02% NEW $33.21 +19.7%
Page 10 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%