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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 6 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DFTX DEFINIUM THERAPEUTICS INC Healthcare 13,378.0 $629K 0.04% NEW $47.01 -4.5%
102 VOYG VOYAGER TECHNOLOGIES INC Industrials 19,196.0 $619K 0.04% NEW $32.26 +19.0%
103 CXW CORECIVIC INC Real Estate 20,224.0 $614K 0.04% NEW $30.37 +12.0%
104 TDG TRANSDIGM GROUP INC Industrials 461.0 $614K 0.04% NEW $1331.98 -9.9%
105 COP CONOCOPHILLIPS Energy 5,815.0 $604K 0.04% NEW $103.94 +29.8%
106 AEHR AEHR TEST SYS Technology 5,984.0 $575K 0.04% NEW $96.13 +5.8%
107 WMT WALMART INC Consumer Defensive 5,068.0 $574K 0.04% NEW $113.22 -8.4%
108 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 6,407.0 $568K 0.04% NEW $88.62 -36.6%
109 HTFL HEARTFLOW INC Healthcare 18,846.0 $553K 0.04% NEW $29.33 +69.6%
110 BK BANK OF NY MELLON CORP Financial Services 3,781.0 $547K 0.04% NEW $144.56 -1.8%
111 VCTR VICTORY CAP HLDGS INC DEL Financial Services 6,054.0 $509K 0.04% NEW $84.07 +37.5%
112 CNM CORE & MAIN INC Industrials 10,504.0 $507K 0.04% NEW $48.26 -7.0%
113 STT STATE STR CORP Financial Services 2,982.0 $506K 0.04% NEW $169.54 +10.4%
114 ZG ZILLOW GROUP INC 15,772.0 $495K 0.03% NEW $31.36
115 SPIRE GLOBAL INC 26,367.0 $490K 0.03% NEW $18.57
116 NOK NOKIA CORP Technology 36,874.0 $489K 0.03% NEW $13.26 -23.0%
117 CME CME GROUP INC Financial Services 2,191.0 $484K 0.03% NEW $220.88 +24.5%
118 CACC CREDIT ACCEP CORP MICH Financial Services 741.0 $471K 0.03% NEW $636.03 -5.5%
119 DAVE INC 1,250.0 $465K 0.03% NEW $371.90
120 CRITICAL METALS CORP 45,338.0 $464K 0.03% NEW $10.23
Page 6 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%