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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 9 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 TENB TENABLE HLDGS INC Technology 24,485.0 $414K 0.03% NEW $16.91 +50.5%
162 TSLA TESLA INC Consumer Cyclical 1,104.0 $410K 0.03% NEW $371.62 +14.6%
163 GSAT GLOBALSTAR INC Communication Services 6,012.0 $399K 0.03% NEW $66.39 +25.0%
164 BMI BADGER METER INC Technology 2,622.0 $399K 0.03% NEW $152.17 -17.3%
165 SANM SANMINA CORP Technology 3,035.0 $393K 0.03% NEW $129.55 +90.2%
166 IMO IMPERIAL OIL LTD Energy 2,978.0 $390K 0.03% NEW $131.11 +1.6%
167 AUGO AURA MINERALS INC Basic Materials 4,757.0 $388K 0.03% NEW $81.62 -11.1%
168 QRVO QORVO INC Technology 4,934.0 $382K 0.03% NEW $77.39 +37.5%
169 BBY BEST BUY INC Consumer Cyclical 5,719.0 $367K 0.03% NEW $64.21 -4.0%
170 AMBA AMBARELLA INC Technology 7,114.0 $366K 0.03% NEW $51.47 +70.1%
171 CNP CENTERPOINT ENERGY INC Utilities 8,481.0 $366K 0.03% NEW $43.17 -0.8%
172 ALV AUTOLIV INC Consumer Cyclical 3,410.0 $359K 0.03% NEW $105.18 +16.7%
173 CLH CLEAN HARBORS INC Industrials 1,249.0 $358K 0.03% NEW $286.97 -0.0%
174 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 6,760.0 $351K 0.03% NEW $51.98 +27.1%
175 VVX V2X INC Industrials 5,093.0 $348K 0.03% NEW $68.37 +8.2%
176 NTAP NETAPP INC Technology 3,345.0 $342K 0.03% NEW $102.38 +36.1%
177 CALX CALIX INC Technology 6,753.0 $331K 0.02% NEW $48.99 -19.9%
178 DOX AMDOCS LTD Technology 5,066.0 $331K 0.02% NEW $65.24 -4.0%
179 DAR DARLING INGREDIENTS INC Consumer Defensive 5,339.0 $330K 0.02% NEW $61.86 -5.3%
180 AR ANTERO RESOURCES CORP Energy 7,744.0 $329K 0.02% NEW $42.44 -13.4%
Page 9 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%