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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 6 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 POST POST HLDGS INC Consumer Defensive 10,651.0 $1.1M 0.08% NEW $98.89 -1.4%
102 VRSK VERISK ANALYTICS INC Industrials 5,552.0 $1.1M 0.08% NEW $189.66 -10.0%
103 GLOB GLOBANT S A Technology 22,574.0 $1.0M 0.08% NEW $46.14 -11.9%
104 RRC RANGE RES CORP Energy 22,653.0 $1.0M 0.07% NEW $45.20 -6.9%
105 JPM JPMORGAN CHASE & CO Financial Services 3,460.0 $1.0M 0.07% NEW $294.20 +3.0%
106 KD KYNDRYL HLDGS INC Technology 77,242.0 $1.0M 0.07% NEW $13.12 -8.0%
107 ASX ASE TECHNOLOGY HLDG CO LTD Technology 46,637.0 $1.0M 0.07% NEW $21.68 +50.6%
108 RYAN RYAN SPECIALTY HOLDINGS INC Financial Services 29,387.0 $992K 0.07% NEW $33.74 -2.1%
109 W WAYFAIR INC Consumer Cyclical 13,131.0 $987K 0.07% NEW $75.18 -13.9%
110 RBC RBC BEARINGS INC Industrials 1,815.0 $986K 0.07% NEW $543.51 +5.1%
111 LIBERTY MEDIA CORP DEL 11,590.0 $985K 0.07% NEW $84.99
112 BAP CREDICORP LTD Financial Services 2,803.0 $951K 0.07% NEW $339.25 +1.4%
113 AMKR AMKOR TECHNOLOGY INC Technology 19,589.0 $882K 0.07% NEW $45.04 +46.3%
114 CMC COMMERCIAL METALS CO Basic Materials 14,134.0 $868K 0.06% NEW $61.44 +15.1%
115 DB DEUTSCHE BK AG Financial Services 29,097.0 $867K 0.06% NEW $29.78 +10.5%
116 CLX CLOROX CO DEL Consumer Defensive 8,062.0 $836K 0.06% NEW $103.64 -8.2%
117 TRMB TRIMBLE INC Technology 12,707.0 $829K 0.06% NEW $65.23 -14.2%
118 MSGE SPHERE ENTERTAINMENT CO Communication Services 7,034.0 $826K 0.06% NEW $117.36 -40.9%
119 RNG RINGCENTRAL INC Technology 22,080.0 $821K 0.06% NEW $37.20 +17.0%
120 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 5,055.0 $795K 0.06% NEW $157.32 -3.7%
Page 6 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%