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Portfolio (Quarterly) Guide ↗

FORA Capital, LLC

· CIK 0001742435
13F Portfolio $827M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 411 New
Page 13 of 21  ·  411 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 9,130.0 $788K 0.10% NEW $86.35 +14.9%
242 SOLENO THERAPEUTICS INC 16,979.0 $786K 0.10% NEW $46.30
243 AVAV AEROVIRONMENT INC Industrials 5,909.0 $778K 0.09% NEW $131.69 +32.3%
244 GH GUARDANT HEALTH INC Healthcare 7,589.0 $775K 0.09% NEW $102.14 +16.5%
245 KHC KRAFT HEINZ CO Consumer Defensive 26,242.0 $773K 0.09% NEW $29.47 -19.3%
246 ALL ALLSTATE CORP Financial Services 3,642.0 $758K 0.09% NEW $208.15 +4.1%
247 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 6,848.0 $753K 0.09% NEW $109.89 +98.7%
248 MLI MUELLER INDS INC Industrials 6,497.0 $746K 0.09% NEW $114.80 +16.2%
249 AXSM AXSOME THERAPEUTICS INC Healthcare 5,714.0 $740K 0.09% NEW $129.55 +82.1%
250 CNX CNX RES CORP Energy 20,103.0 $739K 0.09% NEW $36.77 -4.0%
251 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 11,000.0 $730K 0.09% NEW $66.39 +12.9%
252 TARS TARSUS PHARMACEUTICALS INC Healthcare 8,877.0 $727K 0.09% NEW $81.88 -24.0%
253 CHRD CHORD ENERGY CORPORATION Energy 7,754.0 $713K 0.09% NEW $91.99 +56.5%
254 BROOKFIELD ASSET MANAGMT LTD 13,525.0 $709K 0.09% NEW $52.39
255 AXON AXON ENTERPRISE INC Industrials 1,664.0 $707K 0.09% NEW $424.58 -9.1%
256 LRN STRIDE INC Consumer Defensive 10,854.0 $705K 0.09% NEW $64.93 +36.5%
257 SYY SYSCO CORP Consumer Defensive 8,014.0 $699K 0.08% NEW $87.17 -12.5%
258 INCY INCYTE CORP Healthcare 4,752.0 $694K 0.08% NEW $145.97 -33.4%
259 LII LENNOX INTL INC Industrials 1,405.0 $682K 0.08% NEW $485.58 -0.2%
260 MTDR MATADOR RES CO Energy 16,028.0 $680K 0.08% NEW $42.44 +33.5%
Page 13 of 21  ·  411 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 26.9%
Financial Services 17.2%
Industrials 12.6%
Communication Services 8.7%
Consumer Defensive 8.2%
Healthcare 7.5%
Consumer Cyclical 6.6%
Energy 5.6%
Utilities 3.0%
Basic Materials 2.2%