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 |
|---|---|---|---|---|---|---|
| SERV |
Serve Robotics Inc. /DE/
Industrials
|
First | 80 | $675 | 0.00% | |
| YELP |
Yelp Inc
Communication Services
|
First | 35 | $865 | 0.00% | |
| ISRG |
Intuitive Surgical Inc
Healthcare
|
First | 2 | $921 | 0.00% | |
| UPST |
Upstart Holdings, Inc.
Financial Services
|
First | 50 | $1,282 | 0.00% | |
| PTN |
Palatin Technologies Inc
Healthcare
|
First | 92 | $1,602 | 0.00% | |
| CDE |
Coeur Mining, Inc.
Basic Materials
|
First | 100 | $1,877 | 0.00% | |
| PYPL |
PayPal Holdings, Inc.
Financial Services
|
First | 45 | $2,035 | 0.00% | |
| TDOC |
Teladoc Health, Inc.
Healthcare
|
First | 376 | $2,049 | 0.00% | |
| KMDA |
Kamada Ltd
Healthcare
|
First | 250 | $2,085 | 0.00% | |
| BEAM |
Beam Therapeutics Inc.
Healthcare
|
First | 100 | $2,383 | 0.00% | |
| RBOT |
Vicarious Surgical Inc.
Healthcare
|
First | 3,333 | $2,399 | 0.00% | |
| JKS |
JinkoSolar Holding Co., Ltd.
Technology
|
First | 100 | $2,541 | 0.00% | |
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
First | 88 | $2,639 | 0.00% | |
| SYM |
Symbotic Inc.
Industrials
|
First | 50 | $2,660 | 0.00% | |
| IONQ |
IonQ, Inc.
Technology
|
First | 100 | $2,883 | 0.00% | |
| D |
Dominion Energy, Inc
Utilities
|
First | 50 | $3,091 | 0.00% | |
| ETH |
Grayscale Ethereum Staking Mini ETF
|
First | 185 | $3,674 | 0.00% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
First | 30 | $3,728 | 0.00% | |
| NVO |
Novo Nordisk A S
Healthcare
|
First | 103 | $3,785 | 0.00% | |
| ETHE |
Grayscale Ethereum Staking ETF
|
First | 235 | $4,011 | 0.00% | |
| AGEN |
Agenus Inc
Healthcare
|
First | 1,300 | $4,342 | 0.00% | |
| YPF |
Ypf Sociedad Anonima
Energy
|
First | 94 | $4,344 | 0.00% | |
| ARCC |
Ares Capital Corp
Financial Services
|
First | 250 | $4,505 | 0.00% | |
| TOST |
Toast, Inc.
Technology
|
First | 200 | $5,302 | 0.00% | |
| ACIU |
AC Immune SA
Healthcare
|
First | 2,000 | $5,500 | 0.00% | |
| RHP |
Ryman Hospitality Properties, Inc.
Real Estate
|
First | 60 | $5,536 | 0.00% | |
| BRO |
Brown & Brown, Inc.
Financial Services
|
First | 90 | $5,868 | 0.00% | |
| TLRY |
Tilray Brands, Inc.
Healthcare
|
First | 921 | $5,958 | 0.00% | |
| EDIT |
Editas Medicine, Inc.
Healthcare
|
First | 2,500 | $6,175 | 0.00% | |
| VKTX |
Viking Therapeutics, Inc.
Healthcare
|
First | 200 | $6,508 | 0.00% | |
| GDLC |
Grayscale CoinDesk Crypto 5 ETF
|
First | 215 | $6,705 | 0.00% | |
| HRTX |
Heron Therapeutics, Inc. /De/
Healthcare
|
First | 8,500 | $6,800 | 0.00% | |
| TEAM |
Atlassian Corp
Technology
|
First | 100 | $6,825 | 0.00% | |
| KNSL |
Kinsale Capital Group, Inc.
Financial Services
|
First | 20 | $6,833 | 0.00% | |
| EL |
Estee Lauder Companies Inc
Consumer Defensive
|
First | 100 | $7,177 | 0.00% | |
| PHM |
Pultegroup Inc/Mi/
Consumer Cyclical
|
First | 70 | $8,232 | 0.01% | |
| ARGX |
Argenx SE
Healthcare
|
First | 12 | $8,763 | 0.01% | |
| ULTA |
Ulta Beauty, Inc.
Consumer Cyclical
|
First | 20 | $10,454 | 0.01% | |
| MSTR |
Strategy Inc
Technology
|
First | 85 | $10,608 | 0.01% | |
| GKOS |
GLAUKOS Corp
Healthcare
|
First | 100 | $10,766 | 0.01% | |
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
First | 600 | $11,328 | 0.01% | |
| FIVE |
Five Below, Inc
Consumer Cyclical
|
First | 50 | $11,424 | 0.01% | |
| TTWO |
Take Two Interactive Software Inc
Communication Services
|
First | 60 | $11,850 | 0.01% | |
| CRSP |
CRISPR Therapeutics AG
Healthcare
|
First | 250 | $11,892 | 0.01% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
First | 160 | $12,414 | 0.01% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
First | 210 | $12,736 | 0.01% | |
| VSH |
Vishay Intertechnology Inc
Technology
|
First | 725 | $13,050 | 0.01% | |
| PD |
PagerDuty, Inc.
Technology
|
First | 2,200 | $13,662 | 0.01% | |
| GRAB |
Grab Holdings Ltd
Technology
|
First | 3,975 | $14,548 | 0.01% | |
| LYFT |
Lyft, Inc.
Technology
|
First | 1,120 | $14,896 | 0.01% |