FORA Capital, LLC

Position in SMR — NUSCALE POWER Corp

CIK 1742435 MIAMI, FL

Position in SMR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,477,108

+$1,348,394 QoQ

Shares Held

147,269

+1140.3% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#98

of 518 holders

Holding Since

Sep 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

FORA Capital, LLC holds $20,469,974 across 6 Specialty Industrial Machinery names. SMR ranks #4 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XYL	Xylem Inc.	82,522	$9,754,925
2	PNR	PENTAIR plc	68,524	$5,253,049
3	SYM	Symbotic Inc.	72,003	$3,236,534
4	SMR	NUSCALE POWER Corp This page	147,269	$1,477,108
5	CMI	Cummins Inc	648	$462,160
6	CR	Crane Co	1,283	$286,198

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,477,108	147,269	+1140.3%	Shares	Sole	2026-08-13
2026-03-31	$128,714	11,874	-82.6%	Shares	Sole	2026-05-15
2025-12-31	$968,193	68,327	-51.3%	Shares	Sole	2026-02-13
2025-06-30	$5,549,279	140,275	+42.3%	Shares	Sole	2025-08-13
2024-12-31	$1,768,041	98,608	+142.4%	Shares	Sole	2025-02-14
2024-09-30	$471,143	40,686	—	Shares	Sole	2024-11-13
No filing history on record for this holder in this stock.