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CIK: 0001742435
Total reported value
$1.5B
$1.5B
484 檔
5.8%
At the close of Q1 2025, FORA Capital, LLC disclosed equity holdings valued at approximately $1.5B, spread across 484 reported holdings.
In Q1 2025, FORA Capital, LLC displayed an active expansion posture, initiating 107 new positions and adding to 34 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including ORCL, CSCO, MSFT) accounted for 5.8% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 484 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ORCL | Oracle CORP | Stock-Tech | 1.76% | -1.70% | EXIT | |
| 2 | CSCO | Cisco Systems Inc | Stock-Tech | 1.75% | +1.48% | NEW | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 1.75% | -1.35% | — | |
| 4 | GEV | GE Vernova Inc | Stock-Industrials | 1.68% | — | — | |
| 5 | MRVL | Marvell Technology Inc | Stock-Tech | 1.55% | +0.70% | NEW | |
| 6 | CVX | Chevron CORP | Stock-Energy | 1.49% | -0.23% | +169.44% | |
| 7 | WMT | Walmart Inc | Stock-Consumer Staples | 1.45% | +0.04% | NEW | |
| 8 | TGT | Target CORP | Stock-Consumer Disc | 1.39% | — | — | |
| 9 | NOW | Servicenow Inc | Stock-Tech | 1.21% | -0.24% | +139.75% | |
| 10 | SOFI | Sofi Technologies Inc | Stock-Financials | 1.11% | -0.99% | +40.56% | |
| 11 | UAL | United Airlines Holdings Inc | Stock-Industrials | 1.08% | +0.04% | NEW | |
| 12 | ADBE | Adobe Inc | Stock-Tech | 1.01% | — | +1148.74% | |
| 13 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.95% | — | -35.40% | |
| 14 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.93% | +0.02% | NEW | |
| 15 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 0.86% | — | +242.74% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.84% | -0.05% | +755.17% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 0.82% | -1.30% | EXIT | |
| 18 | TXN | Texas Instruments Inc | Stock-Tech | 0.82% | — | +26.15% | |
| 19 | BX | Blackstone Inc | Stock-Financials | 0.80% | — | -19.87% | |
| 20 | MCHP | Microchip Technology Inc | Stock-Tech | 0.79% | — | -34.08% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.79% | -0.36% | +6.24% | |
| 22 | TEAM | Atlassian Corp-cl A | Stock-Tech | 0.77% | -0.36% | EXIT | |
| 23 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.77% | -1.00% | EXIT | |
| 24 | F | Ford Motor Co | Stock-Consumer Disc | 0.75% | +0.02% | NEW | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.72% | — | — | |
| 26 | DAL | Delta Air Lines Inc | Stock-Industrials | 0.72% | +0.14% | NEW | |
| 27 | CSX | Csx CORP | Stock-Industrials | 0.72% | — | — | |
| 28 | FISV | Fiserv Inc | Stock-Other | 0.70% | +0.39% | — | |
| 29 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.69% | -0.25% | EXIT | |
| 30 | TPR | Tapestry Inc | Stock-Consumer Disc | 0.69% | — | — | |
| 31 | SRE | Sempra | Stock-Utilities | 0.64% | — | — | |
| 32 | LULU | Lululemon Athletica Inc | Stock-Consumer Disc | 0.63% | -0.04% | — | |
| 33 | EQIX | Equinix Inc | Stock-Real Estate | 0.61% | — | — | |
| 34 | CRM | Salesforce Inc | Stock-Tech | 0.61% | — | — | |
| 35 | RJF | Raymond James Financial Inc | Stock-Financials | 0.60% | -0.10% | EXIT | |
| 36 | OKTA | Okta Inc | Stock-Tech | 0.60% | — | — | |
| 37 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.60% | +0.04% | NEW | |
| 38 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.59% | — | — | |
| 39 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.57% | — | -42.32% | |
| 40 | MS | Morgan Stanley | Stock-Financials | 0.57% | +0.66% | — | |
| 41 | QCOM | Qualcomm Inc | Stock-Tech | 0.57% | +0.82% | NEW | |
| 42 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 0.56% | — | — | |
| 43 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.56% | -0.73% | — | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.56% | — | — | |
| 45 | AMAT | Applied Materials Inc | Stock-Tech | 0.55% | -0.95% | EXIT | |
| 46 | ADP | Automatic Data Processing | Stock-Tech | 0.55% | -0.78% | EXIT | |
| 47 | DOW | Dow Inc | Stock-Materials | 0.55% | — | -17.12% | |
| 48 | LEN | Lennar Corp-a | Stock-Consumer Disc | 0.53% | — | -8.77% | |
| 49 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.53% | -0.02% | EXIT | |
| 50 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.52% | +0.51% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TGT | Target CORP | +1% | — | Add |
| 2 | BX | Blackstone Inc | +0.8% | -19.87% | Add |
| 3 | MCHP | Microchip Technology Inc | +0.7% | -34.08% | Add |
| 4 | TPR | Tapestry Inc | +0.7% | — | Add |
| 5 | LMT | Lockheed Martin CORP | +0.6% | +6.24% | Add |
| 6 | HES | Hess CORP | +0.4% | — | Add |
| 7 | TMUS | T-mobile US Inc | +0.4% | — | Add |
| 8 | FISV | Fiserv Inc | +0.4% | — | Add |
| 9 | MSFT | Microsoft CORP | +0.4% | — | Add |
| 10 | ALK | Alaska Air Group Inc | +0.4% | — | Add |
| 11 | ITCIEUR | Intra-cellular Therapies Inc | +0.3% | — | Add |
| 12 | TER | Teradyne Inc | +0.3% | — | Add |
| 13 | ADP | Automatic Data Processing | +0.3% | -8.09% | Add |
| 14 | UTHR | United Therapeutics CORP | +0.3% | +80.39% | Add |
| 15 | BKNG | Booking Holdings Inc | +0.3% | -58.63% | Add |
| 16 | FFIV | F5 Inc | +0.3% | — | Add |
| 17 | CTVA | Corteva Inc | +0.3% | — | Add |
| 18 | WING | Wingstop Inc | +0.3% | +20.69% | Add |
| 19 | EQT | Eqt CORP | +0.2% | +218.48% | Add |
| 20 | GPC | Genuine Parts Co | +0.2% | -21.09% | Add |
| 21 | FSLR | First Solar Inc | +0.2% | +963.97% | Add |
| 22 | CE | Celanese CORP | +0.2% | -16.91% | Add |
| 23 | CSL | Carlisle Cos Inc | +0.2% | -21.33% | Add |
| 24 | CBRE | Cbre Group Inc - A | +0.2% | — | Add |
| 25 | IEX | Idex CORP | +0.2% | — | Add |
| 26 | NTAP | Netapp Inc | +0.2% | — | Add |
| 27 | ALNY | Alnylam Pharmaceuticals Inc | +0.2% | -32.08% | Add |
| 28 | WELL | Welltower Inc | +0.1% | — | Add |
| 29 | LOW | Lowe's Cos Inc | +0.1% | -42.32% | Add |
| 30 | CNI | Canadian Natl Railway Co | +0.1% | -19.35% | Add |
| 31 | BDX | Becton Dickinson And Co | +0.1% | — | Add |
| 32 | ROP | Roper Technologies Inc | +0.1% | -61.09% | Add |
| 33 | SBUX | Starbucks CORP | +0.1% | — | Add |
| 34 | V | Visa Inc-class A Shares | -0.2% | — | Trim |
| 35 | AMGN | Amgen Inc | -0.4% | -93.82% | Trim |
| 36 | SWKS | Skyworks Solutions Inc | -0.4% | -43.43% | Trim |
| 37 | IBM | Intl Business Machines CORP | -0.6% | — | Trim |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | -62.37% | Trim |
| 39 | UPS | United Parcel Service-cl B | -0.6% | -24.76% | Trim |
| 40 | TSLA | Tesla Inc | -0.8% | -17.23% | Add |
| 41 | ZM | Zoom Communications Inc | -1.2% | -73.40% | Trim |
| 42 | AMD | Advanced Micro Devices | -1.3% | -30.72% | Trim |
| 43 | ORCL | Oracle CORP | — | NEW | New buy |
| 44 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 45 | GEV | GE Vernova Inc | — | NEW | New buy |
| 46 | MRVL | Marvell Technology Inc | — | NEW | New buy |
| 47 | CVX | Chevron CORP | — | NEW | New buy |
| 48 | WMT | Walmart Inc | — | NEW | New buy |
| 49 | NOW | Servicenow Inc | — | NEW | New buy |
| 50 | SOFI | Sofi Technologies Inc | — | NEW | New buy |
According to official SEC Form 13F filings, FORA Capital, LLC reported a total U.S. public equity portfolio value of $1.5B across 484 disclosed positions in Q1 2025.
During Q1 2025, FORA Capital, LLC's top holdings by market value included ORCL (1.8%)、CSCO (1.8%)、MSFT (1.8%). The largest single position, ORCL, represented 1.8% 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.
Top New Position Initiated
ORCL
市值: $17.4M
Top Position Liquidated / Trimmed
AAPL
前期市值: $7.5M
In Q1 2025, FORA Capital, LLC made 200 total portfolio adjustments, initiating 107 new buys, adding to 34 positions, trimming 8 holdings, and fully liquidating 51 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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