Forum Private Client Group LLC
CIK
1910636
Location
FISHERS, IN
Portfolio Value
Micro
$13,724,656
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,967
/ 8,605
▲ 58
· as of Mar 2026
Top Industry
Drug Manufacturers - General
39.8%
3Y Alpha vs SPY
+2.0%
Period ended 3 months ago
Filed May 13, 2026 · 57d
17 quarters · since Mar 2022
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+91.1%
SPY
+76.5%
Annualised alpha
+3.2%
Max drawdown
−16.6%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
23 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
36.5%
−5.9 pts
Top 5
58.6%
−5.2 pts
Top 10
74.9%
−4.1 pts
HHI
1,563
Moderately concentrated−439
Portfolio Trend
17 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Healthcare | 41.0% | $5,628,052 |
| Technology | 13.7% | $1,884,140 |
| Communication Services | 11.4% | $1,567,943 |
| Financial Services | 10.5% | $1,437,127 |
| Industrials | 8.6% | $1,183,509 |
| Consumer Cyclical | 4.6% | $630,189 |
| Consumer Defensive | 4.3% | $589,637 |
| Unclassified | 3.0% | $412,315 |
| Energy | 2.9% | $391,744 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
12 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +1,105 | 2,666 | $464,950 | |
| MSFT | Microsoft Corp | +270 | 1,557 | $576,354 | |
| AMZN | Amazon Com Inc | +213 | 1,862 | $387,798 | |
| GOOGL | Alphabet Inc. | +200 | 963 | $276,920 | |
| JPM | Jpmorgan Chase & Co | +158 | 2,515 | $739,812 | |
| XOM | Exxon Mobil Corp | +67 | 2,309 | $391,744 | |
| AAPL | Apple Inc. | +15 | 3,321 | $842,836 | |
| SNA | Snap-on Inc | +11 | 1,675 | $608,393 | |
| FITB | Fifth Third Bancorp | +9 | 8,582 | $398,719 | |
| JNJ | Johnson & Johnson | +8 | 1,180 | $288,439 | |
| TT | Trane Technologies plc | +3 | 537 | $223,789 | |
| CMI | Cummins Inc | +1 | 653 | $351,327 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| T | At&T Inc. | −574 | 29,121 | $844,217 | |
| KR | Kroger Co | −246 | 4,887 | $353,623 | |
| LLY | ELI LILLY & Co | −122 | 5,443 | $5,006,308 | |
| CVS | CVS HEALTH Corp | −43 | 4,212 | $302,505 | |
| BRO | Brown & Brown, Inc. | −29 | 4,579 | $298,596 | |
| PG | PROCTER & GAMBLE Co | −6 | 1,634 | $236,014 | |
| HD | Home Depot, Inc. | −2 | 737 | $242,391 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BLFS | Biolife Solutions Inc | 8,585 | $207,585 | |
| No positions match the current search. | ||||
23 positions ·
$13,724,656 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 5,443 | $5,006,308 | 36.48% | |
| T |
At&T Inc.
Communication Services
|
Reduced | 29,121 | $844,217 | 6.15% | |
| AAPL |
Apple Inc.
Technology
|
Added | 3,321 | $842,836 | 6.14% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,515 | $739,812 | 5.39% | |
| SNA |
Snap-on Inc
Industrials
|
Added | 1,675 | $608,393 | 4.43% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,557 | $576,354 | 4.20% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 2,666 | $464,950 | 3.39% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 634 | $412,315 | 3.00% | |
| FITB |
Fifth Third Bancorp
Financial Services
|
Added | 8,582 | $398,719 | 2.91% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 2,309 | $391,744 | 2.85% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,862 | $387,798 | 2.83% | |
| KR |
Kroger Co
Consumer Defensive
|
Reduced | 4,887 | $353,623 | 2.58% | |
| CMI |
Cummins Inc
Industrials
|
Added | 653 | $351,327 | 2.56% | |
| CVS |
CVS HEALTH Corp
Healthcare
|
Reduced | 4,212 | $302,505 | 2.20% | |
| BRO |
Brown & Brown, Inc.
Financial Services
|
Reduced | 4,579 | $298,596 | 2.18% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,180 | $288,439 | 2.10% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 963 | $276,920 | 2.02% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 737 | $242,391 | 1.77% | |
| META |
Meta Platforms, Inc.
Communication Services
|
NEW | 422 | $241,438 | 1.76% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 1,634 | $236,014 | 1.72% | |
| TT |
Trane Technologies plc
Industrials
|
Added | 537 | $223,789 | 1.63% | |
| VZ |
Verizon Communications Inc
Communication Services
|
NEW | 4,091 | $205,368 | 1.50% | |
| ELDN |
Eledon Pharmaceuticals, Inc.
Healthcare
|
Held | 10,000 | $30,800 | 0.22% |