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Forum Finance Group S.A. 13F holdings

Filed 2026-08-14 · Forum Finance Group S.A. · 344 positions · $278.0M

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TickerCompanySharesValue% of portfolio
GOOGLALPHABET -A- (REG.)55.1K$15.9M5.7%
HRBH&R.BLOCK (REG.)326.9K$10.1M3.6%
AAPLAPPLE (REG)42.6K$10.0M3.6%
MSFTMICROSOFT (REG)26.3K$7.9M2.8%
AMZNAMAZON.COM (REG)40.5K$7.8M2.8%
QQQINVESCO QQQ12.1K$7.2M2.6%
NVDANVIDIA (REG)40.3K$6.5M2.3%
BABAALIBABA GROUP SPADR (REPR. 8 SHS)78.0K$6.0M2.2%
—TRANE TECHNOLOGIES (REG.)15.0K$6.0M2.1%
DGDOLLAR GENERAL (REG.)60.0K$5.6M2.0%
VVISA -A- (REG)19.8K$5.5M2.0%
VGKVANGUARD FTSE EUROPE ETF71.1K$5.1M1.8%
ABBVABBVIE (REGISTERED)23.7K$4.8M1.7%
LLYELI LILLY (REG)4.6K$4.4M1.6%
METAMETA PLATFORMS -A- (REG.)9.2K$4.2M1.5%
CUBICUSTOMERS BANCORP (REG.)62.1K$4.0M1.4%
VTVANGUARD TOTAL WORLD STOCK29.2K$3.7M1.3%
ACWIISHARES CORE MSCI EMERG. MARKETS53.7K$3.6M1.3%
AVGOBROADCOM (REG.)11.5K$3.5M1.3%
JNJJOHNSON & JOHNSON (REGISTERED)16.6K$3.4M1.2%
PGPROCTER & GAMBLE (REGISTERED)27.9K$3.3M1.2%
IWFISHARES RUSSELL 1000 GROWTH ETF31.0K$3.1M1.1%
VPLVANGUARD FTSE PACIFIC33.1K$3.1M1.1%
MRKMERCK & CO (REG.)29.5K$3.1M1.1%
WMWASTE MANAGEMENT (REG.)16.6K$3.0M1.1%
VTWOVANGUARD RUSSEL 200030.3K$3.0M1.1%
PIIPOLARIS52.9K$2.9M1.1%
RHIROBERT HALF INTERNATIONAL (REG.)115.2K$2.9M1.0%
GLDSPDR GOLD TRUST9.6K$2.8M1.0%
CVXCHEVRON (REGISTERED)21.2K$2.8M1.0%
DYNFBLACKROCK U.S. EQUITY FACTOR ROTATION ETF51.1K$2.8M1.0%
LZBLA-Z-BOY (REG.)85.0K$2.8M1.0%
DBMFLITMAN GREGORY IMGP DBI MANAGED FUTURES STRATEGY108.1K$2.7M1.0%
FTLSFIRST TRUST LONG/SHORT EQUITY ETF43.5K$2.6M0.9%
MCDMCDONALD'S (REG.)11.8K$2.6M0.9%
CGGOCAPITAL GROUP GLOBAL GROWTH EQUITY74.5K$2.5M0.9%
DISTHE WALT DISNEY (REG)30.9K$2.4M0.9%
LBTYALIBERTY GLOBAL (REG) -A-250.0K$2.3M0.8%
—SEQUIA GLOBAL VALUE80.8K$2.3M0.8%
MUMICRON TECHNOLOGY (REG.)2.4K$2.2M0.8%
ALLWSPDR BRIDGEWATER ALL WEATHER91.3K$2.2M0.8%
CEMBISHARES JP MORGAN EM CORPORATE BOND57.7K$2.1M0.8%
EEMAISHARES MSCI EMERGING MARKETS ASIA ETF22.3K$2.1M0.8%
IWOISHARES RUSSELL 2000 GROWTH6.4K$2.0M0.7%
IALTISHARES SYSTEMATIC ALTERNATIVES ACTIVE88.1K$2.0M0.7%
SLBSLB LIMITED (REG.)53.1K$2.0M0.7%
ALBALBEMARLE (REG.)18.0K$2.0M0.7%
UNPUNION PACIFIC (REGISTERED)8.7K$1.9M0.7%
MDLZMONDELEZ INTL -A- (REG.)38.6K$1.8M0.6%
URNMSPROTT URANIUM MINERS42.3K$1.8M0.6%
RSPINVESCO S&P500 EQUAL WEIGHT10.2K$1.7M0.6%
RTXRTX CORPORATION (REG.)11.4K$1.7M0.6%
KHCTHE KRAFT HEINZ (REG.)90.0K$1.7M0.6%
INDAISHARES MSCI INDIA ETF40.7K$1.6M0.6%
USHYISHARES USD HIGH YIELD CORPORATE BOND53.3K$1.6M0.6%
LNGCHENIERE ENERGY (REG.)8.0K$1.5M0.6%
PICKISHARES MSCI GLOBAL METALS & MINING PRODUCERS32.6K$1.5M0.6%
THOTHOR INDUSTRIES (REGISTERED)25.0K$1.5M0.5%
LINLINDE (REG)3.4K$1.4M0.5%
PEPPEPSICO (REG)13.0K$1.4M0.5%
Top Fund Holdings
13F
Top Fund Holdings

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