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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 21 of 21  ·  413 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 CCOI COGENT COMM HOLDINGS INC Communication Services 10,044.0 $189K 0.01% NEW $18.86 -2.6%
402 LXU LSB INDS INC Basic Materials 12,518.0 $186K 0.01% NEW $14.89 -12.9%
403 RUN SUNRUN INC Energy 13,205.0 $179K 0.01% NEW $13.56 +1.0%
404 BKD BROOKDALE SR LIVING INC Healthcare 12,979.0 $178K 0.01% NEW $13.69 -2.3%
405 PBI PITNEY BOWES INC Industrials 15,215.0 $168K 0.01% NEW $11.05 +40.3%
406 QUBT QUANTUM COMPUTING INC Technology 22,103.0 $151K 0.01% NEW $6.84 +39.8%
407 SERV SERVE ROBOTICS INC Industrials 17,788.0 $150K 0.01% NEW $8.45 -0.8%
408 SMR NUSCALE PWR CORP Utilities 11,874.0 $129K 0.01% -56K -82.6% $10.83 -4.1%
409 RDW REDWIRE CORPORATION Industrials 13,591.0 $115K 0.01% NEW $8.48 +74.1%
410 UAA UNDER ARMOUR INC Consumer Cyclical 18,170.0 $107K 0.01% NEW $5.91 -12.9%
411 VYX NCR VOYIX CORPORATION Technology 10,474.0 $66K 0.01% NEW $6.33 +2.2%
412 AUR AURORA INNOVATION INC Technology 16,045.0 $66K 0.01% NEW $4.11 +74.5%
413 DNN DENISON MINES CORP Energy 10,308.0 $37K 0.00% NEW $3.54 -9.7%
Page 21 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%