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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 15 of 18  ·  345 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TU TELUS CORPORATION Communication Services 43,506.0 $460K 0.03% NEW $10.57 -6.4%
282 TGTX TG THERAPEUTICS INC Healthcare 8,320.0 $457K 0.03% +1K +14.4% $54.92 -1.2%
283 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 7,420.0 $450K 0.03% -12K -62.5% $60.65 +27.0%
284 ENVA ENOVA INTL INC Financial Services 1,853.0 $446K 0.03% NEW $240.47 +1.0%
285 KMT KENNAMETAL INC Industrials 12,641.0 $443K 0.03% NEW $35.06 -14.6%
286 FCEL FUELCELL ENERGY INC Industrials 12,220.0 $440K 0.03% NEW $36.01 -45.7%
287 COF CAPITAL ONE FINL CORP Financial Services 2,099.0 $421K 0.03% NEW $200.54 +8.7%
288 SBET SHARPLINK INC Financial Services 86,184.0 $415K 0.03% -26K -23.3% $4.82 +64.3%
289 CAI CARIS LIFE SCIENCES INC Healthcare 22,645.0 $403K 0.03% NEW $17.81 +47.5%
290 BA BOEING CO Industrials 1,779.0 $385K 0.03% NEW $216.51 -1.1%
291 FORTINET INC 2,428.0 $373K 0.03% NEW $153.60
292 GRAL GRAIL INC Healthcare 5,406.0 $369K 0.03% NEW $68.23 +16.6%
293 EXPE EXPEDIA GROUP INC Consumer Cyclical 1,385.0 $355K 0.02% NEW $255.97 +25.7%
294 DOCS DOXIMITY INC Healthcare 17,024.0 $353K 0.02% NEW $20.72 +22.2%
295 KD KYNDRYL HLDGS INC Technology 31,099.0 $352K 0.02% -46K -59.7% $11.32 +10.9%
296 AAPL APPLE INC Technology 1,181.0 $341K 0.02% NEW $289.14 +7.0%
297 ASB ASSOCIATED BANC-CORP Financial Services 10,847.0 $334K 0.02% NEW $30.77 +0.2%
298 FIRST HAWAIIAN INC 11,316.0 $332K 0.02% NEW $29.30
299 APPS DIGITAL TURBINE INC Technology 25,594.0 $330K 0.02% NEW $12.89 -15.7%
300 ADSK AUTODESK INC Technology 1,642.0 $319K 0.02% NEW $194.34 +30.6%
Page 15 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%