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CIK: 0001742435
Total reported value
$1.5B
$1.5B
389 檔
7.0%
As reported in its official Q1 2024 Form 13F filing, FORA Capital, LLC's tracked investment portfolio stood at $1.5B with 389 total positions.
During Q1 2024, FORA Capital, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including UNH, CSCO, PEP) accounted for 7.0% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 389 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.69% | -0.25% | +154.67% | |
| 2 | CSCO | Cisco Systems Inc | Stock-Tech | 1.68% | +1.48% | NEW | |
| 3 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.68% | — | -2.75% | |
| 4 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.68% | — | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.68% | +0.02% | NEW | |
| 6 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.64% | +0.40% | NEW | |
| 7 | UBER | Uber Technologies Inc | Stock-Industrials | 1.63% | +0.13% | +7446.16% | |
| 8 | DE | Deere & Co | Stock-Industrials | 1.48% | -0.61% | EXIT | |
| 9 | ADI | Analog Devices Inc | Stock-Tech | 1.45% | -0.27% | EXIT | |
| 10 | SBUX | Starbucks CORP | Stock-Consumer Disc | 1.31% | — | -12.69% | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 1.24% | +1.10% | NEW | |
| 12 | ADP | Automatic Data Processing | Stock-Tech | 1.17% | -0.78% | EXIT | |
| 13 | CEG | Constellation Energy | Stock-Utilities | 1.15% | — | +147.95% | |
| 14 | SPGI | S&p Global Inc | Stock-Financials | 1.14% | +0.02% | NEW | |
| 15 | VLO | Valero Energy CORP | Stock-Energy | 1.12% | — | — | |
| 16 | HUM | Humana Inc | Stock-Healthcare | 1.11% | — | +99.04% | |
| 17 | TMUS | T-mobile US Inc | Stock-Comm Services | 1.08% | — | — | |
| 18 | FDX | Fedex CORP | Stock-Industrials | 1.04% | -0.80% | — | |
| 19 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.03% | — | +51.21% | |
| 20 | HON | Honeywell International Inc | Stock-Industrials | 1.01% | -0.09% | EXIT | |
| 21 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 0.99% | — | -70.56% | |
| 22 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.99% | — | -10.97% | |
| 23 | ELV | Elevance Health Inc | Stock-Healthcare | 0.97% | — | +37.85% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 0.94% | -0.23% | -23.40% | |
| 25 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.93% | — | — | |
| 26 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.90% | -0.36% | +27.32% | |
| 27 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.85% | +0.08% | +35.37% | |
| 28 | BX | Blackstone Inc | Stock-Financials | 0.78% | — | — | |
| 29 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.77% | — | +8.00% | |
| 30 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.76% | — | +58.17% | |
| 31 | ADBE | Adobe Inc | Stock-Tech | 0.76% | — | — | |
| 32 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.74% | — | +1110.35% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.72% | +0.05% | NEW | |
| 34 | ZS | Zscaler Inc | Stock-Tech | 0.70% | -0.21% | — | |
| 35 | TXN | Texas Instruments Inc | Stock-Tech | 0.69% | — | -58.76% | |
| 36 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.68% | +0.02% | NEW | |
| 37 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.67% | — | +12.96% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.67% | — | +6.53% | |
| 39 | ZTS | Zoetis Inc | Stock-Healthcare | 0.67% | — | — | |
| 40 | FANG | Diamondback Energy Inc | Stock-Energy | 0.67% | — | — | |
| 41 | PLD | Prologis Inc | Stock-Real Estate | 0.66% | — | +253.03% | |
| 42 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.64% | — | -44.66% | |
| 43 | CVNA | Carvana Co | Stock-Consumer Disc | 0.61% | — | +109.40% | |
| 44 | CELH | Celsius Holdings Inc | Stock-Consumer Staples | 0.61% | — | — | |
| 45 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.59% | -0.18% | EXIT | |
| 46 | ITW | Illinois Tool Works | Stock-Industrials | 0.59% | — | +109.75% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.59% | -0.13% | EXIT | |
| 48 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.58% | +0.09% | NEW | |
| 49 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.57% | — | -25.05% | |
| 50 | PPG | Ppg Industries Inc | Stock-Materials | 0.55% | — | +303.61% |
According to official SEC Form 13F filings, FORA Capital, LLC reported a total U.S. public equity portfolio value of $1.5B across 389 disclosed positions in Q1 2024.
During Q1 2024, FORA Capital, LLC's top holdings by market value included UNH (1.7%)、CSCO (1.7%)、PEP (1.7%). The largest single position, UNH, represented 1.7% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, FORA Capital, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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