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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 5 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NUVL NUVALENT INC Healthcare 8,178.0 $1.0M 0.07% NEW $123.50 +0.4%
82 AMBQ AMBIQ MICRO INC Technology 10,902.0 $963K 0.07% NEW $88.35 -33.2%
83 DUPONT DE NEMOURS INC 6,914.0 $938K 0.06% NEW $135.65
84 STRL STERLING INFRASTRUCTURE INC Industrials 1,113.0 $934K 0.06% NEW $839.56 -38.4%
85 POET POET TECHNOLOGIES INC Technology 88,592.0 $912K 0.06% NEW $10.29 -19.8%
86 FHN FIRST HORIZON CORPORATION Financial Services 35,140.0 $902K 0.06% NEW $25.66 -4.0%
87 BMY BRISTOL-MYERS SQUIBB CO Healthcare 14,625.0 $842K 0.06% NEW $57.60 +16.3%
88 NTR NUTRIEN LTD Basic Materials 13,356.0 $841K 0.06% NEW $62.95 +19.6%
89 ELAN ELANCO ANIMAL HEALTH INC Healthcare 33,807.0 $832K 0.06% NEW $24.62 -2.7%
90 BIRKENSTOCK HOLDING PLC 18,462.0 $795K 0.06% NEW $43.08
91 H HYATT HOTELS CORP Consumer Cyclical 4,069.0 $788K 0.05% NEW $193.74 -6.7%
92 NVDA NVIDIA CORPORATION Technology 3,922.0 $784K 0.05% NEW $199.84 +7.4%
93 GE GE AEROSPACE Industrials 2,033.0 $759K 0.05% NEW $373.39 -6.7%
94 G GENPACT LIMITED Technology 27,496.0 $757K 0.05% NEW $27.52 +35.0%
95 EPAM EPAM SYS INC Technology 9,352.0 $742K 0.05% NEW $79.33 +39.1%
96 CG CARLYLE GROUP INC Financial Services 16,129.0 $679K 0.05% NEW $42.11 +17.2%
97 STN STANTEC INC Industrials 9,434.0 $650K 0.04% NEW $68.89 +7.5%
98 IBM INTERNATIONAL BUSINESS MACHS Technology 2,298.0 $646K 0.04% NEW $281.23 -16.2%
99 BKNG BOOKING HOLDINGS INC Consumer Cyclical 3,593.0 $640K 0.04% NEW $178.22 +17.6%
100 UAL UNITED AIRLS HLDGS INC Industrials 4,633.0 $630K 0.04% NEW $136.00 -16.8%
Page 5 of 9  ·  171 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%