Forum Finance Group S.A.
Sector Allocation
- Other30.4%$84.4M
- Technology22.7%$63.1M
- Consumer Discretionary11.2%$31.2M
- Financials9.3%$25.9M
- Healthcare7.2%$20.1M
- Industrials6.3%$17.5M
- Consumer Staples5.5%$15.3M
- Energy2.7%$7.4M
- Communication Services1.9%$5.2M
- Materials1.5%$4.2M
AUM History
13fpro.ai/research/fund/forum-finance-group-s-a-2133354
Largest positions — Q2 2026
GOOGL
$15.9MHRB
$10.1MAAPL
$10.0MMSFT
$7.9MAMZN
$7.8MQQQ
$7.2MNVDA
$6.5MBABA
$6.0MTT
$6.0MDG
$5.6MV
$5.5M- VANGUARD$5.1M
ABBV
$4.8MLLY
$4.4MMETA
$4.2MCUBB
$4.0MDOV
$3.7M- ISHARES$3.6M
AVGO
$3.5MJNJ
$3.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/forum-finance-group-s-a-2133354
Forum Finance Group S.A. 13F holdings — Q2 2026
$278.0M portfolio (+50.7% QoQ) · 344 holdings · Q2 2026 13F · top 10 are 30% of the stock portfolio
$15.9M
5.7% of stocks
+9%This quarter-8.5%Since filed2+ qtrsHeld$10.1M
3.6% of stocks
+283%This quarter-7.2%Since filed2+ qtrsHeld$10.0M
3.6% of stocks
+20%This quarter+12.4%Since filed2+ qtrsHeld$7.9M
2.9% of stocks
+57%This quarter+7.5%Since filed2+ qtrsHeld$7.8M
2.8% of stocks
+38%This quarter-5.2%Since filed2+ qtrsHeld$7.2M
2.6% of stocks
-2%This quarter-2.6%Since filed2+ qtrsHeld$6.5M
2.4% of stocks
+40%This quarter-4.1%Since filed2+ qtrsHeld$6.0M
2.2% of stocks
+33%This quarter-19.0%Since filed2+ qtrsHeld$6.0M
2.1% of stocks
No changeThis quarter-5.2%Since filed2+ qtrsHeld$5.6M
2.0% of stocks
NewThis quarter+4.2%Since filedNew this quarterHeld
All holdings — Forum Finance Group S.A. (Q2 2026)
344 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | VISA INC. | Financials | $5.5M | 2.0% | 20K | +15% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | VANGUARD FTSE EUROPE ETF - ETFetf/fund | — | $5.1M | 1.8% | 71K | +54% | — | — | 13F |
| 13 | AbbVie Inc. | Healthcare | $4.8M | 1.7% | 24K | +5% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | ELI LILLY & Co | Healthcare | $4.4M | 1.6% | 4,562 | +49% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Meta Platforms, Inc. | Technology | $4.2M | 1.5% | 9,168 | +37% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Customers Bancorp, Inc. | Financials | $4.0M | 1.4% | 62K | +2857% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | DOVER Corpetf/fund | Industrials | $3.7M | 1.3% | 29K | +36% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | ISHARES CORE MSCI EMERG. MARKETS - ETFetf/fund | — | $3.6M | 1.3% | 54K | +55% | — | — | 13F |
| 19 | Broadcom Inc. | Technology | $3.5M | 1.3% | 12K | +94% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | JOHNSON & JOHNSON | Healthcare | $3.4M | 1.2% | 17K | -0.0% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | PROCTER & GAMBLE Co | Consumer Staples | $3.3M | 1.2% | 28K | +31% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETFetf/fund | — | $3.1M | 1.1% | 31K | +299% | — | — | 13F |
| 23 | — | VANGUARD FTSE PACIFIC - ETFetf/fund | — | $3.1M | 1.1% | 33K | +86% | — | — | 13F |
| 24 | Merck & Co., Inc. | Healthcare | $3.1M | 1.1% | 29K | +6% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | WASTE MANAGEMENT INC | Utilities | $3.0M | 1.1% | 17K | +4% | 2+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | VANGUARD RUSSEL 2000 - ETF | — | $3.0M | 1.1% | 30K | +19% | |||
| 27 | $PII | Polaris Inc. | Industrials | $2.9M | 1.1% | 53K | New | |||
| 28 | $RHI | ROBERT HALF INC. | Industrials | $2.9M | 1.0% | 115K | +1872% | |||
| 29 | $GLD | SPDR GOLD TRUST | Financials | $2.8M | 1.0% | 9,551 | -7% | |||
| 30 | $CVX | CHEVRON CORP | Energy | $2.8M | 1.0% | 21K | +6% | |||
| 31 | — | BLACKROCK U.S. EQUITY FACTOR ROTATION ETF - ETF | — | $2.8M | 1.0% | 51K | +58% | |||
| 32 | $LZB | LA-Z-BOY INC | Consumer Discretionary | $2.8M | 1.0% | 85K | New | |||
| 33 | — | LITMAN GREGORY IMGP DBI MANAGED FUTURES STRATEGY - ETF | — | $2.7M | 1.0% | 108K | +39% | |||
| 34 | — | FIRST TRUST LONG/SHORT EQUITY ETF - ETF | — | $2.6M | 0.9% | 44K | +320% | |||
| 35 | $MCD | MCDONALDS CORP | Consumer Discretionary | $2.6M | 0.9% | 12K | +18% | |||
| 36 | — | CAPITAL GROUP GLOBAL GROWTH EQUITY - ETF | — | $2.5M | 0.9% | 74K | +39% | |||
| 37 | $DIS | Walt Disney Co | Communication Services | $2.4M | 0.9% | 31K | +0.7% | |||
| 38 | $LBTYA | Liberty Global Ltd. | Communication Services | $2.3M | 0.8% | 250K | New | |||
| 39 | — | SEQUIA GLOBAL VALUE - ETF | — | $2.3M | 0.8% | 81K | +119% | |||
| 40 | $MU | MICRON TECHNOLOGY INC | Technology | $2.2M | 0.8% | 2,381 | -28% | |||
| 41 | — | SPDR BRIDGEWATER ALL WEATHER - ETF | — | $2.2M | 0.8% | 91K | +127% | |||
| 42 | — | ISHARES JP MORGAN EM CORPORATE BOND - ETF | — | $2.1M | 0.8% | 58K | +17% | |||
| 43 | — | ISHARES MSCI EMERGING MARKETS ASIA ETF - ETF | — | $2.1M | 0.8% | 22K | +133% | |||
| 44 | — | ISHARES RUSSELL 2000 GROWTH - ETF | — | $2.0M | 0.7% | 6,385 | +53% | |||
| 45 | — | ISHARES SYSTEMATIC ALTERNATIVES ACTIVE - COM | — | $2.0M | 0.7% | 88K | +2304% | |||
| 46 | $SLB | SLB LIMITED/NV | Energy | $2.0M | 0.7% | 53K | — | |||
| 47 | $ALB | ALBEMARLE CORP | Materials | $2.0M | 0.7% | 18K | — | |||
| 48 | $UNP | UNION PACIFIC CORP | Industrials | $1.9M | 0.7% | 8,700 | — | |||
| 49 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $1.8M | 0.7% | 39K | +4% | |||
| 50 | $SII | SPROTT INC. | Financials | $1.8M | 0.7% | 42K | +10% | |||
| 51 | $IVZ | Invesco Ltd. | Financials | $1.7M | 0.6% | 10K | -0.2% | |||
| 52 | $RTX | RTX Corp | Industrials | $1.7M | 0.6% | 11K | +20% | |||
| 53 | $KHC | Kraft Heinz Co | Consumer Staples | $1.7M | 0.6% | 90K | New | |||
| 54 | — | ISHARES MSCI INDIA ETF - ETF | — | $1.6M | 0.6% | 41K | +280% | |||
| 55 | — | ISHARES USD HIGH YIELD CORPORATE BOND - ETF | — | $1.6M | 0.6% | 53K | +51% | |||
| 56 | $LNG | Cheniere Energy, Inc. | Energy | $1.5M | 0.6% | 8,000 | — | |||
| 57 | — | ISHARES MSCI GLOBAL METALS & MINING PRODUCERS - ETF | — | $1.5M | 0.6% | 33K | +55% | |||
| 58 | $THO | THOR INDUSTRIES INC | Industrials | $1.5M | 0.6% | 25K | New | |||
| 59 | $LIN | LINDE PLC | Materials | $1.4M | 0.5% | 3,435 | +1% | |||
| 60 | $PEP | PEPSICO INC | Consumer Staples | $1.4M | 0.5% | 13K | — | |||
| 61 | $IBIT | iShares Bitcoin Trust ETF | Financials | $1.4M | 0.5% | 52K | -6% | |||
| 62 | $JPM | JPMORGAN CHASE & CO | Financials | $1.4M | 0.5% | 5,286 | +154% | |||
| 63 | — | FIRST TRUST MANAGED MUNICIPAL ETF - ETF | — | $1.3M | 0.5% | 32K | — | |||
| 64 | — | ISHARES JPMORGAN EM LOCAL CCY BOND - ETF | — | $1.3M | 0.5% | 38K | +9% | |||
| 65 | $DVA | DAVITA INC. | Healthcare | $1.3M | 0.5% | 7,000 | New | |||
| 66 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.2M | 0.5% | 2,052 | +18% | |||
| 67 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.2M | 0.4% | 2,496 | -49% | |||
| 68 | $MA | Mastercard Inc | Financials | $1.2M | 0.4% | 2,789 | +204% | |||
| 69 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.2M | 0.4% | 2,862 | +22% | |||
| 70 | — | ISHARES CORE MSCI PACIFIC - ETF | — | $1.1M | 0.4% | 17K | +59% | |||
| 71 | — | DIMENSIONAL US LARGE CAP VALUE - ETF | — | $1.1M | 0.4% | 33K | +23% | |||
| 72 | — | VANGUARD RUSSELL 1000 GROWTH - ETF | — | $1.0M | 0.4% | 10K | +14% | |||
| 73 | — | ISHARES MSCI EMERGING MARKETS - ETF | — | $949K | 0.3% | 17K | -37% | |||
| 74 | — | KRANE SHARES CSI CHINA INTERNET - ETF | — | $927K | 0.3% | 47K | +26% | |||
| 75 | $GOOG | Alphabet Inc. | Technology | $900K | 0.3% | 3,152 | +37% | |||
| 76 | — | ISHARES MSCI ALL COUNTRY WORLD INDEX - ETF | — | $897K | 0.3% | 7,069 | +21% | |||
| 77 | — | ISHARES MSCI EUROPE SMALL-CAP - ETF | — | $893K | 0.3% | 16K | -41% | |||
| 78 | $IAU | ISHARES GOLD TRUST | Financials | $874K | 0.3% | 14K | -9% | |||
| 79 | $AME | AMETEK INC/ | Industrials | $852K | 0.3% | 4,360 | — | |||
| 80 | $TSLA | Tesla, Inc. | Consumer Discretionary | $841K | 0.3% | 2,473 | — | |||
| 81 | — | JPMORGAN ACTIVE CHINA - ETF | — | $831K | 0.3% | 20K | +105% | |||
| 82 | — | LONG TERM GLOBAL GROWTH ETF USD - ETF | — | $831K | 0.3% | 29K | New | |||
| 83 | — | FRANKLIN FTSE CANADA - ETF | — | $825K | 0.3% | 20K | +131% | |||
| 84 | — | VANGUARD INTERMEDIATE-TERM CORP. BOND ETF - ETF | — | $798K | 0.3% | 12K | +148% | |||
| 85 | — | ISHARES CORE MSCI EUROPE - ETF | — | $737K | 0.3% | 12K | +11% | |||
| 86 | — | AMPLIFY ETF CYBERSECURITY - ETF | — | $711K | 0.3% | 8,380 | +15% | |||
| 87 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $706K | 0.3% | 6,388 | +27% | |||
| 88 | — | SPROTT JUNIOR URANIUM MINERS ETF - ETF | — | $703K | 0.3% | 37K | — | |||
| 89 | $PANW | Palo Alto Networks Inc | Technology | $700K | 0.3% | 2,540 | New | |||
| 90 | $C | CITIGROUP INC | Financials | $681K | 0.2% | 6,025 | +26% | |||
| 91 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $681K | 0.2% | 1,765 | — | |||
| 92 | — | ISHARES MSCI JAPAN - ETF | — | $669K | 0.2% | 8,872 | -14% | |||
| 93 | — | DIREXION DAILY SMALL CAP BULL 3X - ETF | — | $668K | 0.2% | 11K | -19% | |||
| 94 | — | VANECK INTERNATIONALK HIGH YIELD BOND - ETF | — | $618K | 0.2% | 35K | +202% | |||
| 95 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $606K | 0.2% | 13K | — | |||
| 96 | $MRNA | Moderna, Inc. | Healthcare | $566K | 0.2% | 10K | -4% | |||
| 97 | — | ISHARES CORE S&P 500 - ETF | — | $560K | 0.2% | 926 | +48% | |||
| 98 | $MET | METLIFE INC | Financials | $543K | 0.2% | 7,935 | +20% | |||
| 99 | — | VANGUARD S&P500 - ETF | — | $541K | 0.2% | 975 | — | |||
| 100 | $STT | STATE STREET CORP | Financials | $525K | 0.2% | 9,462 | -8% | |||
| 101 | — | ISHARES JPMORGAN USD EMERGING MARKETS BOND - ETF | — | $505K | 0.2% | 6,475 | +134% | |||
| 102 | $SNDK | Sandisk Corp | Technology | $505K | 0.2% | 275 | New | |||
| 103 | $YMM | Full Truck Alliance Co. Ltd. | Technology | $478K | 0.2% | 14K | — | |||
| 104 | $LRCX | LAM RESEARCH CORP | Technology | $473K | 0.2% | 1,350 | — | |||
| 105 | — | ISHARES MSCI SWITZERLAND - ETF | — | $472K | 0.2% | 9,300 | +49% | |||
| 106 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $472K | 0.2% | 1,656 | +32% | |||
| 107 | $CMPS | COMPASS Pathways plc | Healthcare | $454K | 0.2% | 40K | — | |||
| 108 | $PM | Philip Morris International Inc. | Consumer Staples | $453K | 0.2% | 3,100 | — | |||
| 109 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $431K | 0.2% | 2,383 | -49% | |||
| 110 | $HONA | Honeywell Aerospace Inc. | Industrials | $424K | 0.1% | 2,383 | New | |||
| 111 | $TAP | MOLSON COORS BEVERAGE CO | Consumer Staples | $419K | 0.1% | 13K | New | |||
| 112 | — | ISHARES INTL SELECT DIVIDEND - ETF | — | $407K | 0.1% | 12K | +100% | |||
| 113 | $WT | WisdomTree, Inc. | Financials | $380K | 0.1% | 6,530 | +180% | |||
| 114 | — | ISHARES EXPANDED TECH SECTOR - ETF | — | $380K | 0.1% | 2,874 | — | |||
| 115 | $GE | GENERAL ELECTRIC CO | Industrials | $376K | 0.1% | 1,245 | -5% | |||
| 116 | — | ISHARES SEMICONDUCTOR ETF - ETF | — | $375K | 0.1% | 725 | — | |||
| 117 | — | PROSHARES S&P 500 DIVIDEND ARISTOCRATS - ETF | — | $374K | 0.1% | 8,250 | +93% | |||
| 118 | $PFE | PFIZER INC | Healthcare | $355K | 0.1% | 18K | +0.2% | |||
| 119 | — | DOUBLELINE OPPORTUNITIES CORE BOND - ETF | — | $354K | 0.1% | 9,610 | +248% | |||
| 120 | $FDX | FEDEX CORP | Industrials | $342K | 0.1% | 1,350 | — | |||
| 121 | — | EXCHANGE TRADED CONCEPTS ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX - ETF | — | $334K | 0.1% | 4,825 | — | |||
| 122 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $332K | 0.1% | 3,000 | — | |||
| 123 | — | VANECK GOLD MINERS - ETF | — | $325K | 0.1% | 5,330 | — | |||
| 124 | — | ISHARES S&P 500 GROWTH - ETF | — | $316K | 0.1% | 2,846 | -24% | |||
| 125 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $312K | 0.1% | 770 | New | |||
| 126 | $SPOT | Spotify Technology S.A. | Communication Services | $310K | 0.1% | 835 | +67% | |||
| 127 | — | ISHARES MSCI EMERGING MARKETS EX CHINA - ETF | — | $285K | 0.1% | 3,450 | — | |||
| 128 | — | FIRST TRUST CLOUD COMPUTING - ETF | — | $281K | 0.1% | 2,585 | +2% | |||
| 129 | — | ISHARES MSCI EUROPE FINANCIALS ETF - ETF | — | $274K | 0.1% | 8,700 | +100% | |||
| 130 | $RIO | RIO TINTO PLC | Materials | $268K | 0.1% | 3,500 | — | |||
| 131 | $USAR | USA Rare Earth, Inc. | Materials | $264K | 0.1% | 15K | +1275% | |||
| 132 | $WT | WisdomTree, Inc. | Financials | $263K | 0.1% | 8,375 | +36% | |||
| 133 | $OGN | Organon & Co. | Healthcare | $263K | 0.1% | 24K | — | |||
| 134 | — | ISHARES GLOBAL INFRASTRUCTURE - ETF | — | $263K | 0.1% | 4,883 | +71% | |||
| 135 | — | ISHARES RUSSELL 2000 - ETF | — | $261K | 0.1% | 1,075 | -35% | |||
| 136 | $NEE | NEXTERA ENERGY INC | Utilities | $256K | 0.1% | 3,606 | -4% | |||
| 137 | — | VANGUARD SHORT-TERM CORPORATE BOND ETF - ETF | — | $249K | 0.1% | 3,903 | — | |||
| 138 | $INTC | INTEL CORP | Technology | $248K | 0.1% | 2,200 | New | |||
| 139 | — | ISHARES TIPS BOND - ETF | — | $245K | 0.1% | 2,770 | — | |||
| 140 | — | VANECK VECTORS BIOTECH ETF - ETF | — | $237K | 0.1% | 1,445 | — | |||
| 141 | $CRM | Salesforce, Inc. | Technology | $236K | 0.1% | 1,867 | -26% | |||
| 142 | — | ROUNDHILL BALL METAVERSE - ETF | — | $236K | 0.1% | 16K | -18% | |||
| 143 | — | ISHARES IBOXX USD HIGH YIELD CORP. BOND - ETF | — | $234K | 0.1% | 3,620 | -39% | |||
| 144 | $EW | Edwards Lifesciences Corp | Healthcare | $233K | 0.1% | 3,190 | — | |||
| 145 | — | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE - ETF | — | $232K | 0.1% | 7,572 | +33% | |||
| 146 | $SNY | Sanofi | Healthcare | $217K | 0.1% | 6,299 | — | |||
| 147 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $207K | 0.1% | 151 | — | |||
| 148 | — | ISHARES EXPANDED TECH-SOFTWARE SECTOR - ETF | — | $206K | 0.1% | 2,817 | -18% | |||
| 149 | — | ISHARES MSCI PACIFIC EX JAPAN - ETF | — | $205K | 0.1% | 4,758 | +54% | |||
| 150 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $202K | 0.1% | 345 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 43 new, 101 added to, 41 trimmed, 20 sold out. Share-count changes; largest moves by dollar size first.
New positions (43)
first bought this quarter
$PIIPolaris Inc.$2.9M
first bought this quarter
$LZBLA-Z-BOY INC$2.8M
first bought this quarter
$LBTYALiberty Global Ltd.$2.3M
first bought this quarter
$KHCKraft Heinz Co$1.7M
first bought this quarter
$THOTHOR INDUSTRIES INC$1.5M
first bought this quarter
+37 more in the Excel export
Added to (101)
now $10.1M · held 2+ qtrs
now $4.0M · held 2+ qtrs
now $7.9M · held 2+ qtrs
$RHIROBERT HALF INC.+1872%
now $2.9M · held 2+ qtrs
- ISHARES RUSSELL 1000 GROWTH ETF - ETF+299%
now $3.1M
now $7.8M · held 2+ qtrs
+95 more in the Excel export
Trimmed (41)
$AMDADVANCED MICRO DEVICES INC-49%
now $1.2M · held 2+ qtrs
$MUMICRON TECHNOLOGY INC-28%
now $2.2M · held 2+ qtrs
- ISHARES MSCI EUROPE SMALL-CAP - ETF-41%
now $893K
- ISHARES MSCI EMERGING MARKETS - ETF-37%
now $949K
- ISHARES MSCI CHINA A - ETF-76%
now $153K
$HONHONEYWELL INTERNATIONAL INC-49%
now $431K · held 2+ qtrs
+35 more in the Excel export
Holdings by quarter
Every 13F Forum Finance Group S.A. has filed, 1 earlier quarter. Pick one to see what it held then.
Is it too late to follow Forum Finance Group S.A.?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Forum Finance Group S.A.'s top 20 holdings: 74/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-2.8%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter
Top 10 weight
30%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
0%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2026 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Forum Finance Group S.A. disclosed 344 positions worth $278.0M in its Form 13F-HR for Q2 2026, led by $GOOGL (Alphabet Inc.) at 5.7% of the equity portfolio, followed by $HRB and $AAPL. During the quarter the fund opened 43 new positions and exited 20 — including a new stake in $DG and a full exit from $ZS. The portfolio is most concentrated in Other (30.4% of disclosed assets). All figures are sourced directly from Forum Finance Group S.A.’s Form 13F-HR filing with the SEC under CIK 2133354.
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AI-Powered Hedge Fund Analysis: Forum Finance Group S.A.
13F Pro is an AI hedge fund tracker and stock research platform. For Forum Finance Group S.A. (SEC CIK: 2133354), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Forum Finance Group S.A.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.