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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 18 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 AMBA AMBARELLA INC Technology 7,114.0 $366K 0.03% NEW $51.47 +62.5%
342 CNP CENTERPOINT ENERGY INC Utilities 8,481.0 $366K 0.03% NEW $43.17 -1.6%
343 KHC KRAFT HEINZ CO Consumer Defensive 16,062.0 $361K 0.03% -10K -38.8% $22.49 +4.7%
344 ALV AUTOLIV INC Consumer Cyclical 3,410.0 $359K 0.03% NEW $105.18 +14.3%
345 CLH CLEAN HARBORS INC Industrials 1,249.0 $358K 0.03% NEW $286.97 -1.5%
346 MT ARCELORMITTAL SA LUXEMBOURG Basic Materials 6,760.0 $351K 0.03% NEW $51.98 +23.3%
347 AXON AXON ENTERPRISE INC Industrials 825.0 $350K 0.03% -839.0 -50.4% $424.59 -8.2%
348 VVX V2X INC Industrials 5,093.0 $348K 0.03% NEW $68.37 +4.9%
349 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 6,161.0 $348K 0.03% +72.0 +1.2% $56.46 -9.6%
350 NTAP NETAPP INC Technology 3,345.0 $342K 0.03% NEW $102.38 +21.1%
351 BKH BLACK HILLS CORP Utilities 4,876.0 $338K 0.03% +3K +149.7% $69.42 +6.8%
352 MET METLIFE INC Financial Services 4,772.0 $338K 0.03% -3K -35.2% $70.73 +19.2%
353 CALX CALIX INC Technology 6,753.0 $331K 0.02% NEW $48.99 -21.6%
354 DOX AMDOCS LTD Technology 5,066.0 $331K 0.02% NEW $65.24 -4.4%
355 DAR DARLING INGREDIENTS INC Consumer Defensive 5,339.0 $330K 0.02% NEW $61.86 -6.5%
356 AR ANTERO RESOURCES CORP Energy 7,744.0 $329K 0.02% NEW $42.44 -12.7%
357 IPGP IPG PHOTONICS CORP Technology 2,864.0 $328K 0.02% NEW $114.63 +5.1%
358 WMG WARNER MUSIC GROUP CORP Communication Services 12,798.0 $327K 0.02% NEW $25.56 +32.7%
359 HE HAWAIIAN ELEC INDS INC MTN B Utilities 21,544.0 $320K 0.02% NEW $14.84 -7.8%
360 FMC FMC CORP Basic Materials 18,261.0 $314K 0.02% NEW $17.21 -24.4%
Page 18 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%