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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 9 of 9  ·  171 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 9,720.0 $205K 0.01% NEW $21.11 -18.3%
162 LUV SOUTHWEST AIRLS CO Industrials 3,960.0 $204K 0.01% NEW $51.42 -21.5%
163 VCYT VERACYTE INC Healthcare 3,453.0 $203K 0.01% NEW $58.69 -27.9%
164 UPST UPSTART HLDGS INC Financial Services 5,716.0 $203K 0.01% NEW $35.43 -14.5%
165 PATH UIPATH INC Technology 18,527.0 $201K 0.01% NEW $10.87 +50.8%
166 EVC ENTRAVISION COMMUNICATIONS C Communication Services 15,318.0 $200K 0.01% NEW $13.05 -38.2%
167 DIGI PWR X INC 33,727.0 $184K 0.01% NEW $5.45
168 NTSK NETSKOPE INC Technology 14,296.0 $156K 0.01% NEW $10.92 +32.8%
169 BFLY BUTTERFLY NETWORK INC Healthcare 11,189.0 $94K 0.01% NEW $8.41 +13.5%
170 COUR COURSERA INC Consumer Defensive 10,775.0 $61K 0.00% NEW $5.64 +6.3%
171 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 10,061.0 $53K 0.00% NEW $5.23 -20.7%
Page 9 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%