Fund HoldingsFORA Capital, LLC

Total Portfolio Value
$1.14B
Total Bought
$843.77M
Total Sold
$410.26M
Net Transaction
+$433.51M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
BROADCOM ORD (NMS)(AVGO)023,607+23,607019,6081.72%+19,608
APPLE ORD (NMS)(AAPL)0114,320+114,320019,5731.72%+19,573
MICROSOFT ORD (NMS)(MSFT)061,857+61,857019,5311.71%+19,531
AIRBNB CL A ORD (NMS)0138,374+138,374018,9861.67%+18,986
SALESFORCE ORD (NYS)(CRM)17,44294,486+77,0443,68519,1601.68%+15,475
NIKE CL B ORD (NYS)(NKE)0160,199+160,199015,3181.34%+15,318
ADOBE ORD (NMS)(ADBE)027,049+27,049013,7921.21%+13,792
RTX ORD (NYS)(RTX)0207,625+207,625014,9431.31%+14,943
DOLLAR GENERAL ORD (NYS)(DG)0121,295+121,295012,8331.13%+12,833
PEPSICO ORD (NMS)(PEP)24,405101,872+77,4674,52017,2611.51%+12,741
TEXAS INSTRUMENTS ORD (NMS)(TXN)080,994+80,994012,8791.13%+12,879
ANALOG DEVICES ORD (NMS)(ADI)067,261+67,261011,7771.03%+11,777
PALO ALTO NETWORKS ORD (NMS)(PANW)049,651+49,651011,6401.02%+11,640
SPLUNK ORD (NMS)086,841+86,841012,7001.11%+12,700
MCDONALD'S ORD (NYS)(MCD)059,402+59,402015,6491.37%+15,649
AMERICAN EXPRESS ORD (NYS)(AXP)067,611+67,611010,0870.89%+10,087
INTUITIVE SURGICAL ORD (NMS)033,263+33,26309,7220.85%+9,722
ESTEE LAUDER CL A ORD (NYS)(EL)068,431+68,43109,8920.87%+9,892
ULTA BEAUTY ORD (NMS)(ULTA)023,521+23,52109,3950.82%+9,395
ELI LILLY ORD (NYS)(LLY)014,614+14,61407,8500.69%+7,850
ABBOTT LABORATORIES ORD (NYS)081,038+81,03807,8490.69%+7,849
MORGAN STANLEY ORD (NYS)(MS)094,451+94,45107,7140.68%+7,714
LOCKHEED MARTIN ORD (NYS)(LMT)023,370+23,37009,5570.84%+9,557
AUTOZONE ORD (NYS)(AZO)02,947+2,94707,4850.66%+7,485
DELTA AIR LINES ORD (NYS)(DAL)0198,438+198,43807,3420.64%+7,342
REALTY INCOME REIT ORD (NYS)(O)0152,797+152,79707,6310.67%+7,631
O REILLY AUTOMOTIVE ORD (NMS)(ORLY)07,825+7,82507,1120.62%+7,112
DEERE ORD (NYS)(DE)5,06423,996+18,9322,0529,0560.79%+7,004
UNITED PARCEL SERVICE CL B ORD (NYS)(UPS)083,817+83,817013,0651.15%+13,065
REGENERON PHARMACEUTICALS ORD (NMS)(REGN)08,244+8,24406,7840.60%+6,784
D R HORTON ORD (NYS)(DHI)062,229+62,22906,6880.59%+6,688
HCA HEALTHCARE ORD (NYS)(HCA)024,786+24,78606,0970.54%+6,097
COINBASE GLOBAL CL A ORD (NMS)(COIN)084,166+84,16606,3190.55%+6,319
LENNAR CL A ORD (NYS)(LEN)051,306+51,30605,7580.51%+5,758
DIAMONDBACK ENERGY ORD (NMS)(FANG)037,167+37,16705,7560.51%+5,756
FISERV ORD (NYS)(FISV)047,989+47,98905,4210.48%+5,421
MEDTRONIC ORD (NYS)(MDT)068,482+68,48205,3660.47%+5,366
VISA CL A ORD (NYS)(V)023,059+23,05905,3040.47%+5,304
VERTIV HOLDINGS CL A ORD (NYS)(VRT)0141,143+141,14305,2510.46%+5,251
EDWARDS LIFESCIENCES ORD (NYS)075,224+75,22405,2120.46%+5,212
GENERAL MILLS ORD (NYS)(GIS)31,123117,975+86,8522,3877,5490.66%+5,162
JOHNSON & JOHNSON ORD (NYS)(JNJ)032,922+32,92205,1280.45%+5,128
COCA-COLA ORD (NYS)(KO)091,579+91,57905,1270.45%+5,127
ILLUMINA ORD (NMS)(ILMN)037,342+37,34205,1260.45%+5,126
JABIL ORD (NYS)(JBL)039,702+39,70205,0380.44%+5,038
LAS VEGAS SANDS ORD (NYS)(LVS)0115,749+115,74905,3060.47%+5,306
ELEVANCE HEALTH ORD (NYS)(ELV)8,77820,061+11,2833,9008,7350.77%+4,835
SOLAREDGE TECHNOLOGIES ORD (NMS)(SEDG)037,122+37,12204,8080.42%+4,808
DARDEN RESTAURANTS ORD (NYS)(DRI)033,067+33,06704,7360.42%+4,736
TRACTOR SUPPLY ORD (NMS)(TSCO)026,990+26,99005,4800.48%+5,480
INSULET ORD (NMS)(PODD)028,488+28,48804,5440.40%+4,544
ROCKWELL AUTOMAT ORD (NYS)(ROK)015,567+15,56704,4500.39%+4,450
MARTIN MARIETTA MATERIALS ORD (NYS)(MLM)010,585+10,58504,3450.38%+4,345
ILLINOIS TOOL ORD (NYS)(ITW)018,397+18,39704,2370.37%+4,237
YUM BRANDS ORD (NYS)(YUM)033,734+33,73404,2150.37%+4,215
PULTEGROUP ORD (NYS)(PHM)056,721+56,72104,2000.37%+4,200
AMAZON COM ORD (NMS)(AMZN)032,987+32,98704,1930.37%+4,193
OKTA CL A ORD (NMS)(OKTA)050,992+50,99204,1560.36%+4,156
BLACKROCK ORD (NYS)(BLK)06,183+6,18303,9970.35%+3,997
VULCAN MATERIALS ORD (NYS)(VMC)019,630+19,63003,9660.35%+3,966
BUILDERS FIRSTSOURCE ORD (NYS)(BLDR)034,325+34,32504,2730.38%+4,273
VERTEX PHARMACEUTICALS ORD (NMS)(VRTX)3,93215,189+11,2571,3845,2820.46%+3,898
TE CONNECTIVITY ORD (NYS)(TEL)030,962+30,96203,8250.34%+3,825
SOUTHWEST AIRLINES ORD (NYS)(LUV)0140,348+140,34803,7990.33%+3,799
JM SMUCKER ORD (NYS)(SJM)036,789+36,78904,5220.40%+4,522
WW GRAINGER ORD (NYS)(GWW)05,291+5,29103,6610.32%+3,661
US STEEL ORD (NYS)0112,542+112,54203,6550.32%+3,655
CAPITAL ONE FINANCIAL ORD (NYS)(COF)036,689+36,68903,5610.31%+3,561
PPG INDUSTRIES ORD (NYS)(PPG)027,220+27,22003,5330.31%+3,533
STARBUCKS ORD (NMS)(SBUX)0113,000+113,000010,3140.91%+10,314
IQVIA HOLDINGS ORD (NYS)(IQV)017,318+17,31803,4070.30%+3,407
WASTE MANAGEMENT ORD (NYS)(WM)028,367+28,36704,3240.38%+4,324
TRANSDIGM GROUP ORD (NYS)(TDG)04,017+4,01703,3870.30%+3,387
APPLOVIN CL A ORD (NMS)(APP)084,609+84,60903,3810.30%+3,381
XP CL A ORD (NMS)(XP)0145,509+145,50903,3540.29%+3,354
MONOLITHIC POWER SYSTEMS ORD (NMS)(MPWR)07,243+7,24303,3460.29%+3,346
WAYFAIR CL A ORD (NYS)(W)053,760+53,76003,2560.29%+3,256
XYLEM ORD (NYS)(XYL)034,353+34,35303,1270.27%+3,127
LIVE NATION ENTERTAINMENT ORD (NYS)(LYV)040,442+40,44203,3580.29%+3,358
MARVELL TECHNOLOGY ORD (NMS)(MRVL)054,957+54,95702,9750.26%+2,975
ECOLAB ORD (NYS)(ECL)017,044+17,04402,8870.25%+2,887
KELLANOVA ORD (NYS)048,160+48,16002,8660.25%+2,866
RH ORD (NYS)(RH)5,18017,286+12,1061,7074,5700.40%+2,862
RESMED ORD (NYS)(RMD)025,057+25,05703,7050.33%+3,705
L3HARRIS TECHNOLOGIES ORD (NYS)(LHX)016,191+16,19102,8190.25%+2,819
OTIS WORLDWIDE ORD (NYS)(OTIS)035,037+35,03702,8140.25%+2,814
AMERIPRISE FINANCE ORD (NYS)(AMP)08,362+8,36202,7570.24%+2,757
IDEXX LABORATORIES ORD (NMS)(IDXX)2,8359,404+6,5691,4244,1120.36%+2,688
ENPHASE ENERGY ORD (NMS)(ENPH)022,109+22,10902,6560.23%+2,656
GENUINE PARTS ORD (NYS)(GPC)018,320+18,32002,6450.23%+2,645
PROLOGIS REIT (NYS)(PLD)023,375+23,37502,6230.23%+2,623
NORFOLK SOUTHERN ORD (NYS)(NSC)013,306+13,30602,6200.23%+2,620
OMNICOM GROUP ORD (NYS)(OMC)033,355+33,35502,4840.22%+2,484
REPUBLIC SERVICES ORD (NYS)(RSG)019,174+19,17402,7320.24%+2,732
AVALONBAY COMMUNITIES REIT ORD (NYS)013,948+13,94802,3950.21%+2,395
LABORATORY CORPRTN OF AMER HLDGS ORD (NYS)011,909+11,90902,3940.21%+2,394
PURE STORAGE CL A ORD (NYS)(P)066,838+66,83802,3810.21%+2,381
TOLL BROTHERS ORD (NYS)(TOL)032,027+32,02702,3690.21%+2,369
MICROCHIP TECHNOLOGY ORD (NMS)(MCHP)030,202+30,20202,3570.21%+2,357
MERCK & CO ORD (NYS)(MRK)022,639+22,63902,3310.20%+2,331
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