Forum Finance Group S.A.
Filing Date
Mar 31, 2026
Global Rank
#4,753
/ 8,622
· as of Mar 2026
Top Industry
Internet Content & Information
13.3%
Period ended 4 months ago
Filed May 7, 2026 · 3mo
Clone Performance
May 2026–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
-0.8%
SPY
+0.1%
Annualised alpha
—
Max drawdown
−5.4%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 1 quarter. 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 | 17.3% | $27,034,485 |
| Communication Services | 14.0% | $21,961,422 |
| Consumer Cyclical | 13.9% | $21,707,490 |
| Healthcare | 11.1% | $17,466,414 |
| 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 ·
$156,711,431 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 | 3.13% | |
| 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 |
ExxonMobil Holdings 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% |