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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 2 of 4  ·  64 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ICICI BANK LIMITED 51,616.0 $1.3M 0.10% -72K -58.4% $25.90
22 RMBS RAMBUS INC DEL Technology 15,151.0 $1.3M 0.10% -695.0 -4.4% $86.01 +55.3%
23 LLY ELI LILLY & CO Healthcare 1,197.0 $1.1M 0.08% -91.0 -7.1% $920.08 +13.2%
24 AVB AVALONBAY CMNTYS INC Real Estate 6,357.0 $1.0M 0.08% -2K -25.5% $163.40 +12.7%
25 MEDP MEDPACE HLDGS INC Healthcare 2,080.0 $999K 0.07% -211.0 -9.2% $480.37 -10.5%
26 JOBY JOBY AVIATION INC Industrials 120,322.0 $994K 0.07% -60K -33.2% $8.26 +25.9%
27 ONDS ONDAS INC Technology 109,448.0 $988K 0.07% -192K -63.7% $9.02 +1.7%
28 DG DOLLAR GEN CORP Consumer Defensive 8,307.0 $986K 0.07% -40K -82.9% $118.71 -11.5%
29 ARGX ARGENX SE Healthcare 1,240.0 $906K 0.07% -405.0 -24.6% $730.99 +11.7%
30 CDW CDW CORP Technology 7,288.0 $882K 0.07% -18K -71.4% $121.02 -11.7%
31 MIDD MIDDLEBY CORP Industrials 6,008.0 $797K 0.06% -5K -46.1% $132.60 +9.5%
32 VRSN VERISIGN INC Technology 3,077.0 $764K 0.06% -9K -74.5% $248.43 +22.0%
33 PKG PACKAGING CORP AMER Consumer Cyclical 3,321.0 $705K 0.05% -1K -24.1% $212.24 +0.5%
34 FLAGSTAR BANK NATIONAL ASSOC 50,369.0 $664K 0.05% -10K -17.0% $13.17
35 APOGEE THERAPEUTICS INC 7,099.0 $598K 0.04% -11K -61.0% $84.27
36 C CITIGROUP INC Financial Services 5,078.0 $576K 0.04% -69K -93.2% $113.40 +10.4%
37 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 5,843.0 $534K 0.04% -4K -38.1% $91.39 -16.3%
38 CFG CITIZENS FINL GROUP INC Financial Services 8,604.0 $516K 0.04% -42K -83.2% $59.96 +4.7%
39 INSP INSPIRE MED SYS INC Healthcare 9,107.0 $470K 0.03% -5K -36.2% $51.61 -13.3%
40 ENPH ENPHASE ENERGY INC Energy 12,270.0 $464K 0.03% -15K -55.7% $37.83 +64.8%
Page 2 of 4  ·  64 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%