Forum Finance Group S.A.

Name: Forum Finance Group S.A. — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002133354 · GENEVA, null · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗

Forum Finance Group S.A. reported 344 positions worth $278.0K as of June 30, 2026 (13F filed August 14, 2026). Largest holding: GOOGL (5.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$278.0K

2026 Q2

Positions

344

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

29.8%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 344 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	GOOGL	ALPHABET -A- (REG.)	SH	$15.9K	5.73%	55,141	—	—
▸ 2	HRB	H&R.BLOCK (REG.)	SH	$10.1K	3.62%	326,888	—	—
▸ 3	AAPL	APPLE (REG)	SH	$10.0K	3.58%	42,555	—	—
▸ 4	MSFT	MICROSOFT (REG)	SH	$7.9K	2.85%	26,266	—	—
▸ 5	AMZN	AMAZON.COM (REG)	SH	$7.8K	2.81%	40,536	—	—
▸ 6	QQQ	INVESCO QQQ	SH	$7.2K	2.58%	12,077	—	—
▸ 7	NVDA	NVIDIA (REG)	SH	$6.5K	2.35%	40,335	—	—
▸ 8	BABA	ALIBABA GROUP SPADR (REPR. 8 SHS)	SH	$6.0K	2.18%	77,976	—	—
▸ 9	TT	TRANE TECHNOLOGIES (REG.)	SH	$6.0K	2.14%	15,000	—	—
▸ 10	DG	DOLLAR GENERAL (REG.)	SH	$5.6K	2.01%	60,000	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Forum Finance Group S.A. hold as of Q2 2026?

Forum Finance Group S.A. reported 344 positions worth $278.0K in its Q2 2026 13F filing. Largest positions: GOOGL (5.7%), HRB (3.6%), AAPL (3.6%), MSFT (2.8%) and AMZN (2.8%).

What did Forum Finance Group S.A. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Forum Finance Group S.A. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.