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Portfolio (Quarterly) Guide ↗

FORA Capital, LLC

· CIK 0001742435
13F Portfolio $827M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 411 New
Page 12 of 21  ·  411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PKG PACKAGING CORP AMER Consumer Cyclical 4,374.0 $882K 0.11% NEW $201.70 +7.0%
222 DXCM DEXCOM INC Healthcare 13,244.0 $879K 0.11% NEW $66.37 +8.6%
223 INGERSOLL RAND INC 6,898.0 $874K 0.11% NEW $126.66
224 KRMN KARMAN HLDGS INC Industrials 12,429.0 $869K 0.10% NEW $69.89 -8.3%
225 CB CHUBB LIMITED Financial Services 6,261.0 $860K 0.10% NEW $137.39 +138.7%
226 SAIA SAIA INC Industrials 2,621.0 $856K 0.10% NEW $326.52 +39.7%
227 NICE NICE LTD Technology 7,552.0 $854K 0.10% NEW $113.04 -16.4%
228 LAD LITHIA MTRS INC Consumer Cyclical 2,554.0 $849K 0.10% NEW $332.33 -16.8%
229 TYL TYLER TECHNOLOGIES INC Technology 1,861.0 $845K 0.10% NEW $453.95 -31.0%
230 WBD WARNER BROS DISCOVERY INC Communication Services 28,958.0 $835K 0.10% NEW $28.82 -6.2%
231 TGT TARGET CORP Consumer Defensive 348.0 $830K 0.10% NEW $2386.17 -94.7%
232 EHC ENCOMPASS HEALTH CORP Healthcare 7,678.0 $815K 0.10% NEW $106.14 -1.1%
233 ESS ESSEX PPTY TR INC Real Estate 2,527.0 $812K 0.10% NEW $321.22 -13.9%
234 NFG NATIONAL FUEL GAS CO Energy 10,574.0 $805K 0.10% NEW $76.12 +6.3%
235 MSTR STRATEGY INC Technology 5,295.0 $805K 0.10% NEW $151.95 +5.2%
236 HBAN HUNTINGTON BANCSHARES INC Financial Services 46,177.0 $801K 0.10% NEW $17.35 -8.2%
237 ABVX ABIVAX SA Healthcare 7,859.0 $801K 0.10% NEW $101.89 +19.7%
238 CHE CHEMED CORP NEW Healthcare 1,791.0 $795K 0.10% NEW $444.10 -1.1%
239 HL HECLA MNG CO Basic Materials 41,430.0 $795K 0.10% NEW $19.19 -11.5%
240 FLAGSTAR BANK NATIONAL ASSOC 60,712.0 $791K 0.10% NEW $13.03
Page 12 of 21  ·  411 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 26.9%
Financial Services 17.2%
Industrials 12.6%
Communication Services 8.7%
Consumer Defensive 8.2%
Healthcare 7.5%
Consumer Cyclical 6.6%
Energy 5.6%
Utilities 3.0%
Basic Materials 2.2%