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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 16 of 18  ·  345 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 EXLS EXLSERVICE HLDGS INC Technology 12,337.0 $319K 0.02% NEW $25.86 +45.1%
302 GFI GOLD FIELDS LTD Basic Materials 9,492.0 $319K 0.02% NEW $33.59 +42.3%
303 INTC INTEL CORP Technology 2,249.0 $314K 0.02% -28K -92.7% $139.53 -35.4%
304 RHLD RESOLUTE HLDGS MGMT INC Industrials 2,180.0 $313K 0.02% NEW $143.59 -11.1%
305 VPG VISHAY PRECISION GROUP INC Technology 2,085.0 $312K 0.02% NEW $149.67 -55.5%
306 CRSP CRISPR THERAPEUTICS AG Healthcare 5,668.0 $309K 0.02% NEW $54.52 +9.1%
307 YUM YUM BRANDS INC Consumer Cyclical 1,923.0 $307K 0.02% NEW $159.86 -4.3%
308 BRBR BELLRING BRANDS INC Consumer Defensive 23,763.0 $307K 0.02% -58K -70.8% $12.94 -21.2%
309 INHIBRX BIOSCIENCES INC 3,177.0 $301K 0.02% NEW $94.63
310 DASH DOORDASH INC Communication Services 1,611.0 $297K 0.02% -66K -97.6% $184.53 +21.1%
311 KRMN KARMAN HLDGS INC Industrials 5,931.0 $296K 0.02% NEW $49.91 +7.0%
312 NUE NUCOR CORP Basic Materials 1,324.0 $295K 0.02% NEW $222.71 +9.4%
313 PLTR PALANTIR TECHNOLOGIES INC Technology 2,525.0 $294K 0.02% NEW $116.61 +54.3%
314 BKSY BLACKSKY TECHNOLOGY INC Technology 10,511.0 $293K 0.02% NEW $27.90 -0.5%
315 CR CRANE COMPANY Industrials 1,283.0 $286K 0.02% NEW $223.08 -6.6%
316 AGL AGILON HEALTH INC Healthcare 2,629.0 $282K 0.02% NEW $107.17 -9.9%
317 SYNA SYNAPTICS INC Technology 2,261.0 $281K 0.02% NEW $124.21 -21.4%
318 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 5,264.0 $277K 0.02% NEW $52.66 +28.2%
319 WSM WILLIAMS SONOMA INC Consumer Cyclical 1,172.0 $273K 0.02% NEW $233.08 +1.9%
320 ABNB AIRBNB INC Consumer Cyclical 1,906.0 $273K 0.02% NEW $143.06 +30.9%
Page 16 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%