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FORA Capital, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1742435
Institutional-grade research for retail investors

Sector Allocation

  • Technology40.2%$585.5M
  • Financials13.4%$195.0M
  • Healthcare9.5%$137.9M
  • Consumer Discretionary9.0%$131.2M
  • Industrials8.0%$117.0M
  • Energy7.1%$103.0M
  • Materials5.3%$77.3M
  • Communication Services4.0%$58.7M
  • Consumer Staples1.3%$19.0M
  • Other0.9%$13.5M

AUM History

13fpro.ai/research/fund/fora-capital-llc-1742435

Conviction and streaks

Stable · top 10 = 16.7%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

FISV$FISVConviction hold1.9% weight · held 6 quartersXOM.R34088$XOM.R34088Conviction hold1.8% weight · held 6 quartersGOOG$GOOGConviction hold1.6% weight · held 4 quartersDIS$DISConviction hold1.6% weight · held 4 quartersMELI$MELIConviction hold1.3% weight · held 5 quartersFISV$FISVAccumulating+1849% shares · 4 quarters runningDIS$DISAccumulating+2449% shares · 4 quarters runningBR$BRAccumulating+468% shares · 4 quarters runningSF$SFAccumulating+183% shares · 4 quarters runningBSX$BSXAccumulating+24039% shares · 3 quarters runningBNY$BNYTrimming-92% shares · 3 quarters runningEXPE$EXPETrimming-98% shares · 3 quarters runningWSM$WSMTrimming-94% shares · 3 quarters runningF$FTrimming-97% shares · 3 quarters runningSPGI$SPGITrimming-98% shares · 3 quarters running

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/fora-capital-llc-1742435

FORA Capital, LLC 13F holdings — Q2 2026

$1.5B portfolio (+6.7% QoQ) · 345 holdings · Q2 2026 13F · top 10 are 17% of the stock portfolio

All holdings — FORA Capital, LLC (Q2 2026)

345 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
ROST$ROSTROSS STORES, INC.$18.7MNew
SNPS$SNPSSYNOPSYS INC$18.4M+16%
FTI$FTITechnipFMC plc$17.9M+419%
HPE$HPEHewlett Packard Enterprise Co$17.6MNew
LMT$LMTLOCKHEED MARTIN CORP$17.5M-2%
LHX$LHXL3HARRIS TECHNOLOGIES, INC. /DE/$17.1MNew
GM$GMGeneral Motors Co$16.6M-7%
LDOS$LDOSLeidos Holdings, Inc.$16.3M+212%
B$BBARRICK MINING CORP$16.2M-22%
AMD$AMDADVANCED MICRO DEVICES INC$16.0MNew
DELL$DELLDell Technologies Inc.$15.8M+2895%
CVS$CVSCVS HEALTH Corp$15.6M+2475%
KEYS$KEYSKeysight Technologies, Inc.$14.8MNew
SU$SUSUNCOR ENERGY INC$14.7M+529%
WBD$WBDWarner Bros. Discovery, Inc.$14.7M+3%

What changed in Q2 2026

Against the previous quarter's 13F: 170 new, 97 added to, 78 trimmed, 238 sold out. Share-count changes; largest moves by dollar size first.

New positions (170)

  • INTU$INTUINTUIT INC.$29.8M

    first bought this quarter

  • CSCO$CSCOCISCO SYSTEMS, INC.$21.5M

    first bought this quarter

  • META$METAMeta Platforms, Inc.$18.9M

    first bought this quarter

  • ROST$ROSTROSS STORES, INC.$18.7M

    first bought this quarter

  • HPE$HPEHewlett Packard Enterprise Co$17.6M

    first bought this quarter

  • LHX$LHXL3HARRIS TECHNOLOGIES, INC. /DE/$17.1M

    first bought this quarter

+164 more in the Excel export

Added to (97)

  • BSX$BSXBOSTON SCIENTIFIC CORP+104%

    now $32.3M · held 3 qtrs, 3 adds in a row

  • DELL$DELLDell Technologies Inc.+2895%

    now $15.8M · held 2 qtrs, 2 adds in a row

  • CVS$CVSCVS HEALTH Corp+2475%

    now $15.6M · held 2 qtrs, 2 adds in a row

  • FTI$FTITechnipFMC plc+419%

    now $17.9M · held 2 qtrs, 2 adds in a row

  • MELI$MELIMERCADOLIBRE INC+225%

    now $19.5M · held 5 qtrs, 3 adds in a row

  • SU$SUSUNCOR ENERGY INC+529%

    now $14.7M · held 2 qtrs, 2 adds in a row

+91 more in the Excel export

Trimmed (78)

  • MU$MUMICRON TECHNOLOGY INC-82%

    now $6.6M · held 5 qtrs

  • CMI$CMICUMMINS INC-98%

    now $462K

  • WDC$WDCWESTERN DIGITAL CORP-87%

    now $2.8M · held 4 qtrs, 2 trims in a row

  • MSFT$MSFTMICROSOFT CORP-79%

    now $4.9M · held 6 qtrs

  • SOFI$SOFISoFi Technologies, Inc.-61%

    now $10.3M · held 7+ qtrs

  • SNDK$SNDKSandisk Corp-68%

    now $7.4M · held 3 qtrs, 2 trims in a row

+72 more in the Excel export

Sold out (238)

  • ORCL$ORCLORACLE CORPwas $23.2M

    held 2 qtrs

  • VZ$VZVERIZON COMMUNICATIONS INCwas $22.0M

    held 3 qtrs

  • CAT$CATCATERPILLAR INCwas $19.6M

    held 3 qtrs

  • V$VVISA INC.was $17.7M

    held 3 qtrs

  • ASML$ASMLASML HOLDING NVwas $14.6M

    held 1 qtr

  • HOOD$HOODRobinhood Markets, Inc.was $13.6M

+232 more in the Excel export

Firm AUM (Form ADV): $1.7B as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F FORA Capital, LLC has filed, 26 earlier quarters. Pick one to see what it held then.

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Is it too late to follow FORA Capital?

Q2 2026 13F filed with the SEC on Aug 13, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of FORA Capital's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)

Top 10 since filing

-5.0%

Value-weighted move of the 10 largest stock positions

Turnover

60%

Last quarter; 203% over the last 4

Top 10 weight

17%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

22%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

FORA Capital, LLC disclosed 345 positions worth $1.5B in its Form 13F-HR for Q2 2026, led by $BSX (BOSTON SCIENTIFIC CORP) at 2.2% of the equity portfolio, followed by $INTU and $FISV. During the quarter the fund opened 170 new positions and exited 238 — including a new stake in $INTU and a full exit from $ORCL. The portfolio is most concentrated in Technology (40.2% of disclosed assets). All figures are sourced directly from FORA Capital, LLC’s Form 13F-HR filing with the SEC under CIK 1742435.

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AI-Powered Hedge Fund Analysis: FORA Capital, LLC

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Every holding in FORA Capital, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.