Forum Finance Group S.A.

CIK

2133354

Location

GENEVA, V8

Portfolio Value

Micro $286,901

Diversification

Diversified

Filing Date

Global Rank

#8,780 / 8,794 — · as of Jun 2026

Top Industry

Internet Content & Information 11.3%

Period ended 3 months ago

Filed Aug 14, 2026 · 52d

2 quarters · since Mar 2026

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

249 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.8%

−6.6 pts

Top 5

24.9%

−4.8 pts

Top 10

37.8%

−4.1 pts

HHI

234

Diversified−126

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	34.0%	$97,536	56
Technology	12.4%	$35,632	44
Consumer Cyclical	12.4%	$35,625	17
Communication Services	9.1%	$26,206	10
Healthcare	8.5%	$24,272	42
Industrials	6.4%	$18,306	20
Financial Services	6.0%	$17,259	20
Consumer Defensive	5.3%	$15,269	13
Energy	4.1%	$11,782	11
Basic Materials	1.5%	$4,203	9
Utilities	0.2%	$683	3
Real Estate	0.0%	$128	4

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
HRB	H&R Block Inc	+241,613	326,888	$10,059
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+110,760	325,478	$22,484
RHI	Robert Half Inc.	+109,330	115,170	$2,857
BAI	iShares A.I. Innovation and Tech Active ETF	+103,257	139,174	$4,805
CUBI	Customers Bancorp, Inc.	+60,000	62,100	$3,969
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	+51,144	91,293	$2,159
VEU	Vanguard FTSE All-World Ex-US ETF	+48,074	136,447	$12,032
AAAA	Amplius Aggressive Asset Allocation ETF	+43,954	80,834	$2,294
FCAL	First Trust California Municipal High income ETF	+33,170	75,588	$3,927
QVCAQ	QVC Group, Inc.	+33,040	213,440	$19
BDVG	IMGP Berkshire Dividend Growth ETF	+30,566	108,120	$2,674
AFK	VanEck Africa Index ETF	+23,755	46,447	$1,402
CGGO	Capital Group Global Growth Equity ETF	+20,880	74,468	$2,547
BABA	Alibaba Group Holding Ltd	+19,290	77,976	$6,048
BKF	iShares MSCI BIC ETF	+15,417	172,719	$7,703
USAR	USA Rare Earth, Inc.	+14,025	15,125	$264
BNDW	Vanguard Total World Bond ETF	+13,677	56,605	$5,082
NVDA	Nvidia Corp	+11,462	40,335	$6,522
BUYZ	Franklin Disruptive Commerce ETF	+11,265	19,840	$825
AMZN	Amazon Com Inc	+11,192	40,536	$7,807
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+10,031	24,822	$1,031
—		+9,680	46,880	$927
MSFT	Microsoft Corp	+9,559	26,266	$7,918
AAPL	Apple Inc.	+6,990	42,555	$9,951
CAPE	DoubleLine Shiller CAPE U.S. Equities ETF	+6,850	9,610	$354
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IVZ	Invesco Ltd.	−31,800	4,515	$74
—		−11,079	15,970	$893
BILZ	PIMCO Ultra Short Government Active ETF	−10,000	4,241	$176
ETHA	iShares Ethereum Trust ETF	−7,350	4,569	$0
BAB	Invesco Taxable Municipal Bond ETF	−3,850	5,600	$105
—		−3,458	15,830	$236
IBIT	iShares Bitcoin Trust ETF	−3,307	52,416	$1,410
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−3,165	1,690	$154
AAPD	Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF	−2,630	11,651	$0
AMD	Advanced Micro Devices Inc	−2,445	2,496	$1,172
HON	Honeywell International Inc	−2,333	2,383	$431
IAU	Ishares Gold Trust	−1,438	14,324	$874
CWI	State Street SPDR MSCI ACWI ex-US ETF	−1,344	9,462	$525
PBR	Petrobras - Petroleo Brasileiro SA	−1,200	12,100	$158
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−1,150	1,050	$112
MP	MP Materials Corp. / DE	−1,000	100	$5
PATH	UiPath, Inc.	−1,000	3,900	$34
MU	Micron Technology Inc	−932	2,381	$2,221
GLD	Spdr Gold Trust	−734	9,551	$2,843
CRM	Salesforce, Inc.	−651	1,867	$236
MRNA	Moderna, Inc.	−400	10,000	$566
HIMS	Hims & Hers Health, Inc.	−400	5,000	$140
QQQ	Invesco Qqq Trust, Series 1	−289	12,077	$7,187
ANEW	ProShares MSCI Transformational Changes ETF	−170	3,865	$32
NEE	Nextera Energy Inc	−139	3,606	$256
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
DG	Dollar General Corp	60,000	$5,581
KRP	Kimbell Royalty Partners, LP	300	$4,359
PII	Polaris Inc.	52,900	$2,926
LZB	La-Z-Boy Inc	85,000	$2,756
LBTYA	Liberty Global Ltd.	250,000	$2,297
KHC	Kraft Heinz Co	90,000	$1,718
THO	Thor Industries Inc	25,000	$1,518
DVA	Davita Inc.	7,000	$1,259
BGCG	Baillie Gifford International Concentrated Growth ETF	29,147	$831
PANW	Palo Alto Networks Inc	2,540	$700
SNDK	Sandisk Corp	275	$505
HONA	Honeywell Aerospace Inc.	2,383	$424
TAP	Molson Coors Beverage Co	13,300	$419
TMO	Thermo Fisher Scientific Inc.	770	$312
INTC	Intel Corp	2,200	$248
AMGN	Amgen Inc	588	$172
AAAP	Pacer Barings CLO Market Flex ETF	3,318	$121
ABT	Abbott Laboratories	1,460	$107
FDXF	FedEx Freight Holding Company, Inc.	675	$82
COST	Costco Wholesale Corp /New	107	$81
SPGI	S&P Global Inc.	225	$74
CL	Colgate Palmolive Co	900	$67
PSX	Phillips 66	370	$51
RACE	Ferrari N.V.	140	$42
VXUS	Vanguard Total International Stock ETF	538	$37
No positions match the current search.

Sold Out

Positions the filer fully exited

14 positions

Ticker	Company	Shares	Value
BETR	Better Home & Finance Holding Co	900	$32,058
D	Dominion Energy, Inc	50	$3,091
ZS	Zscaler, Inc.	1,200	$136
—		751	$122
MDY	Spdr S&P Midcap 400 ETF Trust	66	$33
CHKP	Check Point Software Technologies Ltd	200	$24
ASTS	AST SpaceMobile, Inc.	200	$15
RCAT	Red Cat Holdings, Inc.	1,500	$14
FIVE	Five Below, Inc	50	$9
ULTA	Ulta Beauty, Inc.	20	$8
RHP	Ryman Hospitality Properties, Inc.	60	$4
SERV	Serve Robotics Inc. /DE/	80	$1
ADPT	Adaptive Biotechnologies Corp	3,600	$0
RBOT	Vicarious Surgical Inc.	3,333	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

249 tracked positions · $286,901 total · filing declares 344 positions · $277,993 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 249 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	325,478	+110,760	$22,484	+22384.0%	7.84%
GOOGL	Alphabet Inc. Communication Services	Added	58,293	+5,473	$16,824	+30.8%	5.86%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	136,447	+48,074	$12,032	+71.6%	4.19%
HRB	H&R Block Inc Consumer Cyclical	Added	326,888	+241,613	$10,059	+355.6%	3.51%
AAPL	Apple Inc. Technology	Added	42,555	+6,990	$9,951	+38.4%	3.47%
MSFT	Microsoft Corp Technology	Added	26,266	+9,559	$7,918	+59.6%	2.76%
AMZN	Amazon Com Inc Consumer Cyclical	Added	40,536	+11,192	$7,807	+56.0%	2.72%
BKF	iShares MSCI BIC ETF	Added	172,719	+15,417	$7,703	+14.5%	2.68%
QQQ	Invesco Qqq Trust, Series 1	Reduced	12,077	-289	$7,187	+23.8%	2.51%
NVDA	Nvidia Corp Technology	Added	40,335	+11,462	$6,522	+59.0%	2.27%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	77,976	+19,290	$6,048	+7.9%	2.11%
TT	Trane Technologies plc Industrials	Held	15,000	0	$5,954	+15.2%	2.08%
DG	Dollar General Corp Consumer Defensive	NEW	60,000	NEW	$5,581	NEW	1.95%
V	Visa Inc. Financial Services	Added	19,789	+2,549	$5,487	+31.9%	1.91%
BNDW	Vanguard Total World Bond ETF	Added	56,605	+13,677	$5,082	+48.8%	1.77%
ABBV	AbbVie Inc. Healthcare	Added	23,745	+1,225	$4,829	+30.3%	1.68%
BAI	iShares A.I. Innovation and Tech Active ETF	Added	139,174	+103,257	$4,805	+199.9%	1.67%
LLY	ELI LILLY & Co Healthcare	Added	4,562	+1,498	$4,422	+94.4%	1.54%
KRP	Kimbell Royalty Partners, LP Energy	NEW	300	NEW	$4,359	NEW	1.52%
META	Meta Platforms, Inc. Communication Services	Added	9,168	+2,500	$4,173	+36.5%	1.45%
CUBI	Customers Bancorp, Inc. Financial Services	Added	62,100	+60,000	$3,969	+3207.5%	1.38%
FCAL	First Trust California Municipal High income ETF	Added	75,588	+33,170	$3,927	+108.2%	1.37%
AVGO	Broadcom Inc. Technology	Added	11,500	+5,582	$3,510	+122.7%	1.22%
JNJ	Johnson & Johnson Healthcare	Reduced	16,598	-1	$3,406	+7.9%	1.19%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	27,930	+6,615	$3,310	+37.8%	1.15%
TDOC	Teladoc Health, Inc. Healthcare	Held	376	0	$3,188	+55.6%	1.11%
MRK	Merck & Co., Inc. Healthcare	Added	29,485	+1,705	$3,062	+15.9%	1.07%
WM	Waste Management Inc Industrials	Added	16,600	+600	$2,990	+0.4%	1.04%
PII	Polaris Inc. Consumer Cyclical	NEW	52,900	NEW	$2,926	NEW	1.02%
RHI	Robert Half Inc. Industrials	Added	115,170	+109,330	$2,857	+2450.9%	1.00%
GLD	Spdr Gold Trust	Reduced	9,551	-734	$2,843	−19.7%	0.99%
CVX	Chevron Corp Energy	Added	21,210	+1,190	$2,841	−11.7%	0.99%
LZB	La-Z-Boy Inc Consumer Cyclical	NEW	85,000	NEW	$2,756	NEW	0.96%
BDVG	IMGP Berkshire Dividend Growth ETF	Added	108,120	+30,566	$2,674	+42.1%	0.93%
MCD	Mcdonalds Corp Consumer Cyclical	Added	11,783	+1,783	$2,574	+5.9%	0.90%
CGGO	Capital Group Global Growth Equity ETF	Added	74,468	+20,880	$2,547	+73.9%	0.89%
DIS	Walt Disney Co Communication Services	Added	30,873	+200	$2,401	+2.5%	0.84%
LBTYA	Liberty Global Ltd. Communication Services	NEW	250,000	NEW	$2,297	NEW	0.80%
AAAA	Amplius Aggressive Asset Allocation ETF	Added	80,834	+43,954	$2,294	+137.0%	0.80%
MU	Micron Technology Inc Technology	Reduced	2,381	-932	$2,221	+122.5%	0.77%
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	Added	91,293	+51,144	$2,159	+131.7%	0.75%
BDBT	Bluemonte Core Bond ETF	Added	47,164	+3,972	$2,135	−0.9%	0.74%
SLB	Slb Limited/Nv Energy	Held	53,100	0	$1,995	−6.4%	0.70%
ALB	Albemarle Corp Basic Materials	Held	18,000	0	$1,964	−21.2%	0.68%
PYPL	PayPal Holdings, Inc. Financial Services	Held	45	0	$1,943	−4.5%	0.68%
UNP	Union Pacific Corp Industrials	Held	8,700	0	$1,912	+11.9%	0.67%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	12,200	-20	$1,858	+11.4%	0.65%
MDLZ	Mondelez International, Inc. Consumer Defensive	Added	38,620	+1,620	$1,805	+6.4%	0.63%
RTX	RTX Corp Industrials	Added	11,400	+1,900	$1,748	+16.5%	0.61%
DCOR	Dimensional US Core Equity 1 ETF	Added	48,292	+1,884	$1,741	+11.8%	0.61%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.