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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 15 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BBWI BATH & BODY WORKS INC Consumer Cyclical 36,202.0 $676K 0.05% NEW $18.66 -4.8%
282 MAT MATTEL INC Consumer Cyclical 46,263.0 $672K 0.05% NEW $14.52 +3.9%
283 GD GENERAL DYNAMICS CORP Industrials 1,945.0 $668K 0.05% +359.0 +22.6% $343.20 -0.1%
284 FLAGSTAR BANK NATIONAL ASSOC 50,369.0 $664K 0.05% -10K -17.0% $13.17
285 ERIE ERIE INDTY CO Financial Services 2,592.0 $652K 0.05% +1K +85.3% $251.46 -10.8%
286 MMSI MERIT MED SYS INC Healthcare 9,266.0 $638K 0.05% +6K +203.8% $68.90 -6.9%
287 VFC V F CORP Consumer Cyclical 35,541.0 $604K 0.04% NEW $16.99 -1.7%
288 SOLENO THERAPEUTICS INC 17,964.0 $601K 0.04% +985.0 +5.8% $33.48
289 APOGEE THERAPEUTICS INC 7,099.0 $598K 0.04% -11K -61.0% $84.27
290 SHEL SHELL PLC Energy 6,433.0 $598K 0.04% NEW $92.99 -7.8%
291 HYCROFT MINING HOLDING CORP 16,705.0 $589K 0.04% +5K +42.9% $35.23
292 SHOO MADDEN STEVEN LTD Consumer Cyclical 17,297.0 $587K 0.04% NEW $33.93 +23.6%
293 SEIC SEI INVTS CO Financial Services 7,416.0 $582K 0.04% NEW $78.43 +15.4%
294 ELVN ENLIVEN THERAPEUTICS INC Healthcare 14,723.0 $577K 0.04% NEW $39.22 +5.9%
295 C CITIGROUP INC Financial Services 5,078.0 $576K 0.04% -69K -93.2% $113.40 +10.3%
296 PINNACLE FINL PARTNERS INC 6,581.0 $567K 0.04% NEW $86.16
297 RIG TRANSOCEAN LTD Energy 84,714.0 $562K 0.04% NEW $6.63 +2.7%
298 SCI SERVICE CORP INTL Consumer Cyclical 6,642.0 $548K 0.04% NEW $82.53 -6.2%
299 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 4,157.0 $548K 0.04% NEW $131.77 +18.9%
300 PAYX PAYCHEX INC Industrials 5,884.0 $542K 0.04% NEW $92.07 +5.4%
Page 15 of 21  ·  413 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%