Forum Private Client Group LLC
Top Portfolio Positions
23 positions ·
$13,724,656 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LLY |
ELI LILLY & Co
Healthcare
|
5,443 | $5,006,308 | 36.48% | |
| T |
At&T Inc.
Communication Services
|
29,121 | $844,217 | 6.15% | |
| AAPL |
Apple Inc.
Technology
|
3,321 | $842,836 | 6.14% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
2,515 | $739,812 | 5.39% | |
| SNA |
Snap-on Inc
Industrials
|
1,675 | $608,393 | 4.43% | |
| MSFT |
Microsoft Corp
Technology
|
1,557 | $576,354 | 4.20% | |
| NVDA |
Nvidia Corp
Technology
|
2,666 | $464,950 | 3.39% | |
| SPY |
Spdr S&P 500 ETF Trust
|
634 | $412,315 | 3.00% | |
| FITB |
Fifth Third Bancorp
Financial Services
|
8,582 | $398,719 | 2.91% | |
| XOM |
Exxon Mobil Corp
Energy
|
2,309 | $391,744 | 2.85% |
Portfolio Trend
17 quarters · across all stocks
Holdings in ELDN
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $30,800 | 10,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $15,100 | 10,000 | Shares | Sole | 2026-02-06 | |
| No 13F history on record for this holder in this stock. | ||||||