Forum Finance Group S.A.
Filing Date
Mar 31, 2026
Global Rank
#4,407
/ 8,232
Top Industry
Internet Content & Information
13.3%
3Y Alpha vs SPY
-62.4%
Period ended 2 months ago
Filed May 7, 2026 · 37d
Clone Performance
May 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-2.2%
SPY
+0.2%
Annualised alpha
—
Max drawdown
−4.4%
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
186 positions · as of Mar 31, 2026Top Position
9.3%
of portfolio value
Top 5
28.3%
of portfolio value
Top 10
45.8%
of portfolio value
HHI
322
Diversified
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 17.2% | $27,034,485 |
| Communication Services | 14.0% | $21,961,422 |
| Consumer Cyclical | 13.8% | $21,707,490 |
| Healthcare | 11.2% | $17,503,890 |
| Industrials | 11.0% | $17,287,174 |
| Unclassified | 10.7% | $16,705,577 |
| Energy | 6.7% | $10,441,274 |
| Financial Services | 6.0% | $9,402,952 |
| Consumer Defensive | 5.2% | $8,093,222 |
| Basic Materials | 3.6% | $5,641,675 |
| Utilities | 0.5% | $855,495 |
| Real Estate | 0.1% | $114,251 |
186 positions ·
$156,748,907 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 186 positions by value
· page 1 of 4
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 50,515 | $14,526,093 | 9.27% | |
| AAPL |
Apple Inc.
Technology
|
First | 35,565 | $9,026,041 | 5.76% | |
| BABA |
Alibaba Group Holding Ltd
Consumer Cyclical
|
First | 58,686 | $7,362,745 | 4.70% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
First | 12,366 | $7,137,407 | 4.55% | |
| TT |
Trane Technologies plc
Industrials
|
First | 15,000 | $6,251,100 | 3.99% | |
| MSFT |
Microsoft Corp
Technology
|
First | 16,707 | $6,184,430 | 3.95% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 29,344 | $6,111,474 | 3.90% | |
| V |
Visa Inc.
Financial Services
|
First | 17,240 | $5,210,617 | 3.32% | |
| NVDA |
Nvidia Corp
Technology
|
First | 28,873 | $5,035,451 | 3.21% | |
| ABBV |
AbbVie Inc.
Healthcare
|
First | 22,520 | $4,897,874 | 3.12% | |
| GLD |
Spdr Gold Trust
|
First | 10,285 | $4,425,532 | 2.82% | |
| CVX |
Chevron Corp
Energy
|
First | 20,020 | $4,142,138 | 2.64% | |
| JNJ |
Johnson & Johnson
Healthcare
|
First | 16,599 | $4,057,459 | 2.59% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 6,668 | $3,814,962 | 2.43% | |
| WM |
Waste Management Inc
Industrials
|
First | 16,000 | $3,676,640 | 2.35% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
First | 27,780 | $3,341,656 | 2.13% | |
| ALB |
Albemarle Corp
Basic Materials
|
First | 18,000 | $3,231,540 | 2.06% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
First | 10,000 | $3,107,900 | 1.98% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
First | 21,315 | $3,078,738 | 1.96% | |
| DIS |
Walt Disney Co
Communication Services
|
First | 30,673 | $2,956,263 | 1.89% | |
| LLY |
ELI LILLY & Co
Healthcare
|
First | 3,064 | $2,818,175 | 1.80% | |
| SLB |
Slb Limited/Nv
Energy
|
First | 53,100 | $2,728,809 | 1.74% | |
| HRB |
H&R Block Inc
Consumer Cyclical
|
First | 85,275 | $2,706,628 | 1.73% | |
| LNG |
Cheniere Energy, Inc.
Energy
|
First | 8,000 | $2,270,080 | 1.45% | |
| IBIT |
iShares Bitcoin Trust ETF
|
First | 55,723 | $2,140,877 | 1.37% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
First | 37,000 | $2,132,680 | 1.36% | |
| UNP |
Union Pacific Corp
Industrials
|
First | 8,700 | $2,110,794 | 1.35% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
First | 13,000 | $2,018,770 | 1.29% | |
| RTX |
RTX Corp
Industrials
|
First | 9,500 | $1,832,550 | 1.17% | |
| AVGO |
Broadcom Inc.
Technology
|
First | 5,918 | $1,831,680 | 1.17% | |
| LIN |
Linde PLC
Basic Materials
|
First | 3,395 | $1,683,105 | 1.07% | |
| IAU |
Ishares Gold Trust
|
First | 15,762 | $1,389,577 | 0.89% | |
| SPY |
Spdr S&P 500 ETF Trust
|
First | 1,742 | $1,132,892 | 0.72% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 2,341 | $1,121,807 | 0.72% | |
| MU |
Micron Technology Inc
Technology
|
First | 3,313 | $1,119,263 | 0.71% | |
| HON |
Honeywell International Inc
Industrials
|
First | 4,716 | $1,065,957 | 0.68% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
First | 4,941 | $1,005,147 | 0.64% | |
| AME |
Ametek Inc/
Industrials
|
First | 4,360 | $934,609 | 0.60% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
First | 2,473 | $919,337 | 0.59% | |
| XOM |
Exxon Mobil Corp
Energy
|
First | 5,034 | $854,068 | 0.54% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
First | 13,170 | $642,037 | 0.41% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 2,078 | $611,264 | 0.39% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
First | 1,765 | $596,481 | 0.38% | |
| C |
Citigroup Inc
Financial Services
|
First | 4,800 | $544,368 | 0.35% | |
| MRNA |
Moderna, Inc.
Healthcare
|
First | 10,400 | $528,320 | 0.34% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
First | 3,100 | $512,554 | 0.33% | |
| PFE |
Pfizer Inc
Healthcare
|
First | 18,200 | $511,056 | 0.33% | |
| FDX |
Fedex Corp
Industrials
|
First | 1,350 | $480,843 | 0.31% | |
| CRM |
Salesforce, Inc.
Technology
|
First | 2,518 | $470,035 | 0.30% | |
| MET |
Metlife Inc
Financial Services
|
First | 6,600 | $466,752 | 0.30% |