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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 13 of 18  ·  345 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 GALAXY DIGITAL INC. 24,829.0 $679K 0.05% +10K +66.5% $27.36
242 CG CARLYLE GROUP INC Financial Services 16,129.0 $679K 0.05% NEW $42.11 +17.2%
243 AROC ARCHROCK INC Energy 16,191.0 $659K 0.04% -32K -66.2% $40.73 -21.9%
244 STN STANTEC INC Industrials 9,434.0 $650K 0.04% NEW $68.89 +7.5%
245 IBM INTERNATIONAL BUSINESS MACHS Technology 2,298.0 $646K 0.04% NEW $281.23 -16.2%
246 BKNG BOOKING HOLDINGS INC Consumer Cyclical 3,593.0 $640K 0.04% NEW $178.22 +17.6%
247 UAL UNITED AIRLS HLDGS INC Industrials 4,633.0 $630K 0.04% NEW $136.00 -16.8%
248 DFTX DEFINIUM THERAPEUTICS INC Healthcare 13,378.0 $629K 0.04% NEW $47.01 -4.5%
249 VOYG VOYAGER TECHNOLOGIES INC Industrials 19,196.0 $619K 0.04% NEW $32.26 +19.0%
250 NOW SERVICENOW INC Technology 6,228.0 $618K 0.04% -31K -83.2% $99.28 +29.4%
251 CDNS CADENCE DESIGN SYSTEM INC Technology 1,647.0 $618K 0.04% -30K -94.8% $375.31 -15.0%
252 CXW CORECIVIC INC Real Estate 20,224.0 $614K 0.04% NEW $30.37 +12.0%
253 TDG TRANSDIGM GROUP INC Industrials 461.0 $614K 0.04% NEW $1331.98 -9.9%
254 COP CONOCOPHILLIPS Energy 5,815.0 $604K 0.04% NEW $103.94 +29.8%
255 PBI PITNEY BOWES INC Industrials 34,089.0 $597K 0.04% +19K +124.0% $17.52 -5.9%
256 AEHR AEHR TEST SYS Technology 5,984.0 $575K 0.04% NEW $96.13 +5.8%
257 WMT WALMART INC Consumer Defensive 5,068.0 $574K 0.04% NEW $113.22 -8.4%
258 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 6,407.0 $568K 0.04% NEW $88.62 -36.6%
259 HTFL HEARTFLOW INC Healthcare 18,846.0 $553K 0.04% NEW $29.33 +69.6%
260 BK BANK OF NY MELLON CORP Financial Services 3,781.0 $547K 0.04% NEW $144.56 -1.8%
Page 13 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%