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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 11 of 18  ·  345 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 RMD RESMED INC Healthcare 6,357.0 $1.2M 0.09% -2K -28.2% $194.87 +18.8%
202 IRTC IRHYTHM HOLDINGS INC Healthcare 10,297.0 $1.2M 0.08% NEW $119.06 +7.9%
203 SHEL SHELL PLC Energy 15,133.0 $1.2M 0.08% +9K +135.2% $77.54 +20.4%
204 SF STIFEL FINL CORP Financial Services 16,438.0 $1.1M 0.08% NEW $69.78 +16.0%
205 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,282.0 $1.1M 0.08% NEW $496.51 +10.4%
206 WYFI WHITEFIBER INC Technology 28,822.0 $1.1M 0.08% NEW $38.85 -46.7%
207 IONS IONIS PHARMACEUTICALS INC Healthcare 13,833.0 $1.1M 0.07% -6K -29.8% $79.31 -24.7%
208 BBY BEST BUY INC Consumer Cyclical 13,877.0 $1.1M 0.07% +8K +142.7% $75.87 +13.2%
209 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 13,582.0 $1.0M 0.07% NEW $76.89 -1.1%
210 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 30,649.0 $1.0M 0.07% -6K -16.3% $34.00 +8.5%
211 AMZN AMAZON COM INC Consumer Cyclical 4,367.0 $1.0M 0.07% NEW $238.24 +8.6%
212 AGNC AGNC INVT CORP Real Estate 95,046.0 $1.0M 0.07% -130K -57.8% $10.89 -0.0%
213 ANNALY CAPITAL MANAGEMENT IN 46,255.0 $1.0M 0.07% +35K +305.0% $22.36
214 BTDR BITDEER TECHNOLOGIES GROUP Technology 65,081.0 $1.0M 0.07% NEW $15.88 -28.4%
215 AZO AUTOZONE INC Consumer Cyclical 322.0 $1.0M 0.07% NEW $3194.52 -7.4%
216 NUVL NUVALENT INC Healthcare 8,178.0 $1.0M 0.07% NEW $123.50 +0.4%
217 AMBQ AMBIQ MICRO INC Technology 10,902.0 $963K 0.07% NEW $88.35 -33.2%
218 INCY INCYTE CORP Healthcare 8,458.0 $959K 0.07% -4K -32.5% $113.38 +12.7%
219 DUPONT DE NEMOURS INC 6,914.0 $938K 0.06% NEW $135.65
220 AN AUTONATION INC Consumer Cyclical 5,042.0 $937K 0.06% -2K -24.1% $185.90 +7.3%
Page 11 of 18  ·  345 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%