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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 17 of 18  ·  345 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 F FORD MTR CO Consumer Cyclical 18,906.0 $263K 0.02% NEW $13.90 +3.7%
322 SPGI S&P GLOBAL INC Financial Services 645.0 $262K 0.02% NEW $406.89 +6.0%
323 PAGAYA TECHNOLOGIES LTD 13,715.0 $250K 0.02% -26K -65.4% $18.23
324 SAIC SCIENCE APPLICATIONS INTL CO Technology 2,230.0 $246K 0.02% -5K -69.3% $110.50 +15.9%
325 AIP ARTERIS INC Technology 4,951.0 $240K 0.02% NEW $48.53 -50.8%
326 ABBV ABBVIE INC Healthcare 954.0 $240K 0.02% NEW $251.42 +5.4%
327 RKT ROCKET COS INC Financial Services 13,992.0 $221K 0.01% NEW $15.76 -11.6%
328 WMG WARNER MUSIC GROUP CORP Communication Services 8,034.0 $217K 0.01% -5K -37.2% $27.05 +0.3%
329 ADEA ADEIA INC Technology 6,484.0 $214K 0.01% NEW $32.95 -20.3%
330 ADT ADT INC DEL Industrials 32,426.0 $211K 0.01% -48K -59.4% $6.50 +13.6%
331 RDW REDWIRE CORPORATION Industrials 16,924.0 $207K 0.01% +3K +24.5% $12.23 -1.7%
332 NCLH NORWEGIAN CRUISE LINE HLDGS Consumer Cyclical 9,720.0 $205K 0.01% NEW $21.11 -18.3%
333 LUV SOUTHWEST AIRLS CO Industrials 3,960.0 $204K 0.01% NEW $51.42 -21.5%
334 VCYT VERACYTE INC Healthcare 3,453.0 $203K 0.01% NEW $58.69 -27.9%
335 UPST UPSTART HLDGS INC Financial Services 5,716.0 $203K 0.01% NEW $35.43 -14.5%
336 PATH UIPATH INC Technology 18,527.0 $201K 0.01% NEW $10.87 +50.8%
337 EVC ENTRAVISION COMMUNICATIONS C Communication Services 15,318.0 $200K 0.01% NEW $13.05 -38.2%
338 DIGI PWR X INC 33,727.0 $184K 0.01% NEW $5.45
339 TE T1 ENERGY INC Industrials 18,384.0 $175K 0.01% -53K -74.1% $9.49 -53.4%
340 NTSK NETSKOPE INC Technology 14,296.0 $156K 0.01% NEW $10.92 +32.8%
Page 17 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%