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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 20 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 AXSM AXSOME THERAPEUTICS INC. Healthcare 1,450.0 $245K 0.02% -4K -74.6% $168.86 +38.4%
382 ANNALY CAPITAL MANAGEMENT IN 11,421.0 $242K 0.02% NEW $21.16
383 TGTX TG THERAPEUTICS INC Healthcare 7,270.0 $241K 0.02% NEW $33.21 +19.7%
384 ACLX ARCELLX INC Healthcare 2,077.0 $239K 0.02% NEW $114.83 +0.2%
385 KLAC KLA CORP Technology 159.0 $234K 0.02% NEW $1471.28 +25.2%
386 WIX WIX COM LTD Technology 2,551.0 $230K 0.02% NEW $90.05 -39.2%
387 MASI MASIMO CORP Healthcare 1,280.0 $228K 0.02% -4K -75.3% $177.86 +0.4%
388 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 6,957.0 $227K 0.02% NEW $32.64 +6.3%
389 CTVA CORTEVA INC Basic Materials 2,688.0 $225K 0.02% NEW $83.71 -5.6%
390 NTNX NUTANIX INC Technology 5,836.0 $222K 0.02% NEW $38.00 +17.6%
391 PII POLARIS INC Consumer Cyclical 4,030.0 $220K 0.02% NEW $54.50 +15.7%
392 PAR PAR TECHNOLOGY CORP Technology 16,165.0 $215K 0.02% NEW $13.33 +6.5%
393 PAGP PLAINS GP HLDGS L P Energy 8,851.0 $215K 0.02% NEW $24.28 +5.0%
394 IP INTERNATIONAL PAPER CO Consumer Cyclical 5,982.0 $214K 0.02% -11K -65.8% $35.70 -11.8%
395 DD DUPONT DE NEMOURS INC Basic Materials 4,593.0 $210K 0.01% NEW $45.80 +2.9%
396 CB CHUBB LTD SWITZ Financial Services 640.0 $209K 0.01% -6K -89.8% $325.89 +1.3%
397 CIGI COLLIERS INTL GROUP INC Real Estate 1,926.0 $206K 0.01% NEW $106.90 -10.0%
398 SPSC SPS COMM INC Technology 3,602.0 $201K 0.01% -2K -34.8% $55.68 -3.5%
399 DELL DELL TECHNOLOGIES INC Technology 1,221.0 $200K 0.01% NEW $164.17 +54.0%
400 KSS KOHLS CORP Consumer Cyclical 15,459.0 $200K 0.01% NEW $12.91 -1.7%
Page 20 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%