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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 8 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 VPG VISHAY PRECISION GROUP INC Technology 2,085.0 $312K 0.02% NEW $149.67 -55.5%
142 CRSP CRISPR THERAPEUTICS AG Healthcare 5,668.0 $309K 0.02% NEW $54.52 +9.1%
143 YUM YUM BRANDS INC Consumer Cyclical 1,923.0 $307K 0.02% NEW $159.86 -4.3%
144 INHIBRX BIOSCIENCES INC 3,177.0 $301K 0.02% NEW $94.63
145 KRMN KARMAN HLDGS INC Industrials 5,931.0 $296K 0.02% NEW $49.91 +7.0%
146 NUE NUCOR CORP Basic Materials 1,324.0 $295K 0.02% NEW $222.71 +9.4%
147 PLTR PALANTIR TECHNOLOGIES INC Technology 2,525.0 $294K 0.02% NEW $116.61 +54.3%
148 BKSY BLACKSKY TECHNOLOGY INC Technology 10,511.0 $293K 0.02% NEW $27.90 -0.5%
149 CR CRANE COMPANY Industrials 1,283.0 $286K 0.02% NEW $223.08 -6.6%
150 AGL AGILON HEALTH INC Healthcare 2,629.0 $282K 0.02% NEW $107.17 -9.9%
151 SYNA SYNAPTICS INC Technology 2,261.0 $281K 0.02% NEW $124.21 -21.4%
152 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 5,264.0 $277K 0.02% NEW $52.66 +28.2%
153 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,172.0 $273K 0.02% NEW $233.08 +1.9%
154 ABNB AIRBNB INC Consumer Cyclical 1,906.0 $273K 0.02% NEW $143.06 +30.9%
155 F FORD MTR CO Consumer Cyclical 18,906.0 $263K 0.02% NEW $13.90 +3.7%
156 SPGI S&P GLOBAL INC Financial Services 645.0 $262K 0.02% NEW $406.89 +6.0%
157 AIP ARTERIS INC Technology 4,951.0 $240K 0.02% NEW $48.53 -50.8%
158 ABBV ABBVIE INC Healthcare 954.0 $240K 0.02% NEW $251.42 +5.4%
159 RKT ROCKET COS INC Financial Services 13,992.0 $221K 0.01% NEW $15.76 -11.6%
160 ADEA ADEIA INC Technology 6,484.0 $214K 0.01% NEW $32.95 -20.3%
Page 8 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%