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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 17 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 HXL HEXCEL CORP NEW Industrials 5,430.0 $439K 0.03% NEW $80.93 +4.7%
322 ERAS ERASCA INC Healthcare 26,806.0 $433K 0.03% NEW $16.17 -28.2%
323 DCI DONALDSON INC Industrials 5,024.0 $427K 0.03% NEW $84.90 -2.7%
324 CVS CVS HEALTH CORP Healthcare 5,856.0 $421K 0.03% NEW $71.81 +30.0%
325 KMPR KEMPER CORP Financial Services 13,743.0 $420K 0.03% NEW $30.56 -2.9%
326 PJT PJT PARTNERS INC Financial Services 2,980.0 $416K 0.03% NEW $139.70 +11.2%
327 TENB TENABLE HLDGS INC Technology 24,485.0 $414K 0.03% NEW $16.91 +50.8%
328 TSLA TESLA INC Consumer Cyclical 1,104.0 $410K 0.03% NEW $371.62 +12.3%
329 CHD CHURCH & DWIGHT CO INC Consumer Defensive 4,385.0 $409K 0.03% -11K -72.0% $93.32 +2.5%
330 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 4,117.0 $405K 0.03% -18K -81.6% $98.42 -4.1%
331 GSAT GLOBALSTAR INC Communication Services 6,012.0 $399K 0.03% NEW $66.39 +24.6%
332 BMI BADGER METER INC Technology 2,622.0 $399K 0.03% NEW $152.17 -21.0%
333 SANM SANMINA CORP Technology 3,035.0 $393K 0.03% NEW $129.55 +78.4%
334 COKE COCA COLA CONS INC Consumer Defensive 2,038.0 $391K 0.03% -10K -83.4% $191.74 -8.0%
335 IMO IMPERIAL OIL LTD Energy 2,978.0 $390K 0.03% NEW $131.11 +2.1%
336 AUGO AURA MINERALS INC Basic Materials 4,757.0 $388K 0.03% NEW $81.62 -7.7%
337 AEIS ADVANCED ENERGY INDS Industrials 1,197.0 $387K 0.03% -982.0 -45.1% $323.01 +0.2%
338 QRVO QORVO INC Technology 4,934.0 $382K 0.03% NEW $77.39 +27.6%
339 TXNM ENERGY INC 6,303.0 $368K 0.03% -316.0 -4.8% $58.46
340 BBY BEST BUY INC Consumer Cyclical 5,719.0 $367K 0.03% NEW $64.21 -4.8%
Page 17 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%