Forum Finance Group S.A.

Est. AUM

$184.4M

13F long equity, this entity only

Positions

321

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ALPHABET -A- (REG.)	COM	$12.3M	50515	6.67%	SOLE
2	APPLE (REG)	COM	$7.2M	35565	3.90%	SOLE
3	INVESCO QQQ	ETF	$5.8M	12366	3.15%	SOLE
4	ALIBABA GROUP SPADR (REPR. 8 SHS)	ADR	$5.6M	58686	3.04%	SOLE
5	TRANE TECHNOLOGIES (REG.)	COM	$5.2M	15000	2.80%	SOLE
6	AMAZON.COM (REG)	COM	$5.0M	29344	2.71%	SOLE
7	MICROSOFT (REG)	COM	$5.0M	16707	2.69%	SOLE
8	VISA -A- (REG)	COM	$4.2M	17240	2.26%	SOLE
9	NVIDIA (REG)	COM	$4.1M	28873	2.22%	SOLE
10	ABBVIE (REGISTERED)	COM	$3.7M	22520	2.01%	SOLE
11	SPDR GOLD TRUST	ETF	$3.5M	10285	1.92%	SOLE
12	CHEVRON (REGISTERED)	COM	$3.2M	20020	1.74%	SOLE
13	JOHNSON & JOHNSON (REGISTERED)	COM	$3.2M	16599	1.71%	SOLE
14	VANGUARD FTSE EUROPE ETF	ETF	$3.1M	46131	1.67%	SOLE
15	META PLATFORMS -A- (REG.)	COM	$3.1M	6668	1.66%	SOLE
16	WASTE MANAGEMENT (REG.)	COM	$3.0M	16000	1.61%	SOLE
17	ISHARES RUSSELL 1000 GROWTH ETF	ETF	$2.7M	7767	1.45%	SOLE
18	MERCK & CO (REG.)	COM	$2.6M	27780	1.43%	SOLE
19	ALBEMARLE (REG.)	COM	$2.5M	18000	1.35%	SOLE
20	MCDONALD'S (REG.)	COM	$2.4M	10000	1.32%	SOLE
21	PROCTER & GAMBLE (REGISTERED)	COM	$2.4M	21315	1.30%	SOLE
22	VANGUARD TOTAL WORLD STOCK	ETF	$2.4M	21427	1.30%	SOLE
23	THE WALT DISNEY (REG)	COM	$2.3M	30673	1.27%	SOLE
24	ELI LILLY (REG)	COM	$2.3M	3064	1.23%	SOLE
25	H&R.BLOCK (REG.)	COM	$2.2M	85275	1.20%	SOLE
26	SLB LIMITED (REG.)	COM	$2.1M	53100	1.16%	SOLE
27	VANGUARD RUSSEL 2000	ETF	$2.1M	25388	1.12%	SOLE
28	ISHARES CORE MSCI EMERG. MARKETS	ETF	$1.9M	34682	1.05%	SOLE
29	SPROTT URANIUM MINERS	ETF	$1.9M	38367	1.02%	SOLE
30	LITMAN GREGORY IMGP DBI MANAGED FUTURES STRATEGY	ETF	$1.9M	77554	1.02%	SOLE
31	CHENIERE ENERGY (REG.)	COM	$1.8M	8000	0.98%	SOLE
32	ISHARES JP MORGAN EM CORPORATE BOND	ETF	$1.8M	49254	0.96%	SOLE
33	ISHARES BITCOIN TRUST ETF	ETF	$1.7M	55723	0.94%	SOLE
34	UNION PACIFIC (REGISTERED)	COM	$1.7M	8700	0.93%	SOLE
35	MONDELEZ INTL -A- (REG.)	COM	$1.7M	37000	0.92%	SOLE
36	PEPSICO (REG)	COM	$1.6M	13000	0.86%	SOLE
37	BROADCOM (REG.)	COM	$1.6M	5918	0.85%	SOLE
38	INVESCO S&P500 EQUAL WEIGHT	ETF	$1.6M	10190	0.85%	SOLE
39	BLACKROCK U.S. EQUITY FACTOR ROTATION ETF	ETF	$1.5M	32253	0.83%	SOLE
40	RTX CORPORATION (REG.)	COM	$1.5M	9500	0.81%	SOLE
41	CAPITAL GROUP GLOBAL GROWTH EQUITY	ETF	$1.5M	53588	0.79%	SOLE
42	ISHARES MSCI EUROPE SMALL-CAP	ETF	$1.5M	27049	0.79%	SOLE
43	VANGUARD FTSE PACIFIC	ETF	$1.4M	17764	0.76%	SOLE
44	LINDE (REG)	COM	$1.3M	3395	0.73%	SOLE
45	FIRST TRUST MANAGED MUNICIPAL ETF	ETF	$1.3M	32049	0.71%	SOLE
46	ISHARES MSCI EMERGING MARKETS	ETF	$1.2M	27276	0.68%	SOLE
47	ISHARES JPMORGAN EM LOCAL CCY BOND	ETF	$1.1M	34930	0.62%	SOLE
48	ISHARES GOLD TRUST	ETF	$1.1M	15762	0.60%	SOLE
49	ISHARES RUSSELL 2000 GROWTH	ETF	$1.1M	4185	0.58%	SOLE
50	ISHARES USD HIGH YIELD CORPORATE BOND	ETF	$1.0M	35295	0.56%	SOLE

1–50 of 321

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.