Forum Finance Group S.A.
Filing Date
Mar 31, 2026
Global Rank
#4,747
/ 8,586
Top Industry
Internet Content & Information
13.3%
Period ended 3 months ago
Filed May 7, 2026 · 40d
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
-1.6%
SPY
+2.1%
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 |
9 positions ·
$5,641,675 total
· Basic Materials only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ALB |
Albemarle Corp
Basic Materials
|
First | 18,000 | $3,231,540 | 57.28% | |
| LIN |
Linde PLC
Basic Materials
|
First | 3,395 | $1,683,105 | 29.83% | |
| RIO |
Rio Tinto PLC
Basic Materials
|
First | 3,500 | $326,515 | 5.79% | |
| VALE |
Vale S.A.
Basic Materials
|
First | 11,000 | $175,010 | 3.10% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
First | 470 | $136,530 | 2.42% | |
| MP |
MP Materials Corp. / DE
Basic Materials
|
First | 1,100 | $53,086 | 0.94% | |
| SOLS |
Solstice Advanced Materials Inc.
Basic Materials
|
First | 228 | $17,364 | 0.31% | |
| USAR |
USA Rare Earth, Inc.
Basic Materials
|
First | 1,100 | $16,648 | 0.30% | |
| CDE |
Coeur Mining, Inc.
Basic Materials
|
First | 100 | $1,877 | 0.03% |