FORA Capital, LLC — 13F Holdings & Portfolio

CIK 1742435 · latest 13F-HR filed 2026-05-15

FORA Capital, LLC manages $1.36B in 13F-reported U.S. long-equity assets across 413 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are BSX (1.71%), ORCL (1.70%), SOFI (1.70%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 225 new positions, exited 223, added to 116, and trimmed 66.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$1.36B

Long-equity book

Holdings

413

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+225 / −223 / ↑116 / ↓66

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • BOSTON SCIENTIFIC CORP$22.4M +2431.6%
  • ORACLE CORP$20.4M +725.5%
  • LOCKHEED MARTIN CORP$19.0M +821.7%
  • EXXON MOBIL CORP$18.9M +442.7%
  • VERIZON COMMUNICATIONS INC$17.0M +335.6%
Show all 116

Top Trims

  • COSTCO WHOLESALE CORPORATION-$9.7M -84.3%
  • CITIGROUP INC-$8.7M -93.8%
  • DOLLAR GEN CORP-$5.5M -84.7%
  • SEAGATE TECHNOLOGY HLDNGS PL-$5.2M -65.1%
  • US BANCORP-$4.7M -73.0%
Show all 66

New Positions

  • BARRICK MNG CORP$23.0M
  • NEWMONT CORP$17.3M
  • PETROLEO BRASILEIRO S A$14.8M
  • ASML HLDG NV$14.6M
  • UNITEDHEALTH GROUP INC$13.1M
Show all 225

Exited Positions

  • NETFLIX INC$13.9M
  • TAIWAN SEMICONDUCTOR MFG LTD$12.3M
  • GE VERNOVA INC$11.6M
  • AT&T INC$10.6M
  • COREWEAVE INC$9.9M
Show all 223
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 BOSTON SCIENTIFIC CORP BSX 101137107 $23.3M 1.71% 370,934 SH
2 ORACLE CORP ORCL 68389X105 $23.2M 1.70% 157,785 SH
3 SOFI TECHNOLOGIES INC SOFI 83406F102 $23.2M 1.70% 1,459,754 SH
4 EXXON MOBIL CORP XOM 30231G102 $23.2M 1.70% 136,604 SH
5 ALPHABET INC GOOGL 02079K305 $23.2M 1.70% 80,590 SH
6 MICROSOFT CORP MSFT 594918104 $23.0M 1.69% 62,251 SH
7 BARRICK MNG CORP B 06849F108 $23.0M 1.69% 564,059 SH
8 VERIZON COMMUNICATIONS INC VZ 92343V104 $22.0M 1.61% 438,693 SH
9 LOCKHEED MARTIN CORP LMT 539830109 $21.3M 1.56% 35,264 SH
10 FISERV INC FISV 337738108 $21.1M 1.54% 377,913 SH
11 CATERPILLAR INC CAT 149123101 $19.6M 1.44% 27,673 SH
12 VISA INC V 92826C839 $17.7M 1.30% 58,496 SH
13 NEWMONT CORP NEM 651639106 $17.3M 1.27% 160,004 SH
14 GENERAL MTRS CO GM 37045V100 $17.2M 1.26% 231,336 SH
15 CUMMINS INC CMI 231021106 $16.4M 1.20% 30,563 SH
16 ROBLOX CORP RBLX 771049103 $16.0M 1.17% 282,680 SH
17 TE CONNECTIVITY PLC TEL G87052109 $15.7M 1.15% 75,064 SH
18 PETROLEO BRASILEIRO S A PBR 71654V408 $14.8M 1.09% 713,836 SH
19 WARNER BROS DISCOVERY INC WBD 934423104 $14.8M 1.08% 538,855 SH
20 ASML HLDG NV ASML N07059210 $14.6M 1.07% 11,069 SH
21 SYNOPSYS INC SNPS 871607107 $14.1M 1.03% 35,524 SH
22 DISNEY WALT CO DIS 254687106 $13.9M 1.02% 144,509 SH
23 ROBINHOOD MKTS INC HOOD 770700102 $13.6M 1.00% 197,016 SH
24 THE TRADE DESK INC TTD 88339J105 $13.5M 0.99% 593,456 SH
25 LAM RESEARCH CORP LRCX 512807306 $13.3M 0.97% 62,052 SH
26 UNITEDHEALTH GROUP INC UNH 91324P102 $13.1M 0.96% 48,314 SH
27 APPLIED MATLS INC AMAT 038222105 $13.0M 0.95% 38,105 SH
28 FEDEX CORP FDX 31428X106 $12.6M 0.92% 35,329 SH
29 SOUTHERN COPPER CORP SCCO 84265V105 $11.8M 0.87% 68,785 SH
30 SAP SE SAP 803054204 $11.4M 0.84% 66,690 SH
31 PINTEREST INC PINS 72352L106 $11.1M 0.81% 604,400 SH
32 CHEVRON CORPORATION CVX 166764100 $11.0M 0.81% 53,411 SH
33 AUTOMATIC DATA PROCESSING IN ADP 053015103 $10.7M 0.78% 52,665 SH
34 MICRON TECHNOLOGY INC MU 595112103 $10.6M 0.77% 31,321 SH
35 BITMINE IMMERSION TECNOLOGIE BMNR 09175A206 $10.2M 0.75% 517,463 SH
36 DOORDASH INC DASH 25809K105 $10.2M 0.75% 67,993 SH
37 VALE S A VALE 91912E105 $10.2M 0.75% 640,450 SH
38 COSTAR GROUP INC CSGP 22160N109 $10.2M 0.74% 252,068 SH
39 UBER TECHNOLOGIES INC UBER 90353T100 $10.1M 0.74% 140,570 SH
40 BLACKROCK INC BLK 09290D101 $9.8M 0.72% 10,200 SH
41 BROWN & BROWN INC BRO 115236101 $9.4M 0.69% 143,923 SH
42 AMPHENOL CORP APH 032095101 $9.2M 0.68% 73,001 SH
43 CANADIAN NAT RES LTD MED TER CNQ 136385101 $9.1M 0.66% 186,005 SH
44 FIRST SOLAR INC FSLR 336433107 $9.0M 0.66% 45,784 SH
45 WESTERN DIGITAL CORP WDC 958102105 $9.0M 0.66% 33,374 SH
46 IDEXX LABS INC IDXX 45168D104 $8.9M 0.66% 15,925 SH
47 CADENCE DESIGN SYSTEM INC CDNS 127387108 $8.9M 0.65% 31,993 SH
48 GALLAGHER ARTHUR J & CO AJG 363576109 $8.7M 0.64% 40,089 SH
49 MOLINA HEALTHCARE INC MOH 60855R100 $8.6M 0.63% 64,721 SH
50 DEERE & CO DE 244199105 $8.3M 0.61% 14,808 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $1.36B 413 0002073679-26-000053
2025-12-31 2026-02-13 $827.1M 411 0002073679-26-000022
2025-09-30 2025-11-13 $566.0M 456 0001742435-25-000008