Forum Finance Group S.A.
Long book
$184.4M
Q1 2026
Positions
321
Top-10 weight
31%
concentration
Last quarter
+10.7%
SPY +14.8%
Turnover
—
of book per quarter
Strategy in plain words
auto-generated from filingsForum Finance Group S.A. is an institutional manager, running a $184.4M US long book across 321 positions.
The portfolio is moderately concentrated (top 10 ≈ 31% of the book). Current anchor positions: ALPHABET INC-CL A, APPLE INC, INVESCO QQQ TRUST SERIES 1, ALIBABA GROUP HOLDING-SP ADR, TRANE TECHNOLOGIES PLC.
Signal value of individual moves is limited — treat changes as weak evidence.
Sector allocation
Technology 41%
Healthcare 13%
Services media 9%
Consumer discretionary 8%
Energy 6%
Industrials 6%
Utilities 5%
Materials 4%
Long book by quarter
What does Forum Finance own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| GOOGL ALPHABET INC-CL A | Technology | 50.5K | $12.3M | 6.7% | Held |
| AAPL APPLE INC | Technology | 35.6K | $7.2M | 3.9% | Held |
| TT TRANE TECHNOLOGIES PLC | Technology | 15.0K | $5.2M | 2.8% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 29.3K | $5.0M | 2.7% | Held |
| MSFT MICROSOFT CORP | Technology | 16.7K | $5.0M | 2.7% | Held |
| V VISA INC-CLASS A SHARES | Services media | 17.2K | $4.2M | 2.3% | Held |
| NVDA NVIDIA CORP | Technology | 28.9K | $4.1M | 2.2% | Held |
| ABBV ABBVIE INC | Healthcare | 22.5K | $3.7M | 2.0% | Held |
| CVX CHEVRON CORP | Energy | 20.0K | $3.2M | 1.7% | Held |
| JNJ JOHNSON & JOHNSON | Healthcare | 16.6K | $3.2M | 1.7% | Held |
| META META PLATFORMS INC-CLASS A | Technology | 6.7K | $3.1M | 1.7% | Held |
| WM WASTE MANAGEMENT INC | Utilities | 16.0K | $3.0M | 1.6% | Held |
| MRK MERCK & CO. INC. | Healthcare | 27.8K | $2.6M | 1.4% | Held |
| ALB ALBEMARLE CORP | Materials | 18.0K | $2.5M | 1.4% | Held |
| MCD MCDONALD'S CORP | Consumer discretionary | 10.0K | $2.4M | 1.3% | Held |
| PG PROCTER & GAMBLE CO/THE | Other | 21.3K | $2.4M | 1.3% | Held |
| DIS WALT DISNEY CO/THE | Services media | 30.7K | $2.3M | 1.3% | Held |
| LLY ELI LILLY & CO | Healthcare | 3.1K | $2.3M | 1.2% | Held |
| HRB H&R BLOCK INC | Services media | 85.3K | $2.2M | 1.2% | Held |
| SLB SLB LTD | Energy | 53.1K | $2.1M | 1.2% | Held |
| LNG CHENIERE ENERGY INC | Utilities | 8.0K | $1.8M | 1.0% | Held |
| UNP UNION PACIFIC CORP | Industrials | 8.7K | $1.7M | 0.9% | Held |
| MDLZ MONDELEZ INTERNATIONAL INC-A | Consumer staples | 37.0K | $1.7M | 0.9% | Held |
| PEP PEPSICO INC | Consumer staples | 13.0K | $1.6M | 0.9% | Held |
| AVGO BROADCOM INC | Technology | 5.9K | $1.6M | 0.9% | Held |
| RTX RTX CORP | Industrials | 9.5K | $1.5M | 0.8% | Held |
| LIN LINDE PLC | Materials | 3.4K | $1.3M | 0.7% | Held |
| MU MICRON TECHNOLOGY INC | Technology | 3.3K | $998K | 0.5% | Held |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 2.3K | $893K | 0.5% | Held |
| AMD ADVANCED MICRO DEVICES | Technology | 4.9K | $873K | 0.5% | Held |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 4.7K | $842K | 0.5% | Held |
| AME AMETEK INC | Technology | 4.4K | $757K | 0.4% | Held |
| TSLA TESLA INC | Industrials | 2.5K | $684K | 0.4% | Held |
| XOM EXXON MOBIL CORP | Energy | 5.0K | $658K | 0.4% | Held |
| GOOG ALPHABET INC-CL C | Technology | 2.3K | $559K | 0.3% | Held |
| BAC BANK OF AMERICA CORP | Financials | 13.2K | $528K | 0.3% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 2.1K | $493K | 0.3% | Held |
| C CITIGROUP INC | Financials | 4.8K | $448K | 0.2% | Held |
| MRNA MODERNA INC | Healthcare | 10.4K | $416K | 0.2% | Held |
| PFE PFIZER INC | Healthcare | 18.2K | $393K | 0.2% | Held |
| PM PHILIP MORRIS INTERNATIONAL | Consumer staples | 3.1K | $389K | 0.2% | Held |
| FDX FEDEX CORP | Industrials | 1.4K | $384K | 0.2% | Held |
| MET METLIFE INC | Financials | 6.6K | $375K | 0.2% | Held |
| CRM SALESFORCE INC | Technology | 2.5K | $367K | 0.2% | Held |
| MA MASTERCARD INC - A | Services media | 916 | $364K | 0.2% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 7, 2026 | 321 | $184.4M | $K fixed canonical | SEC ↗ |
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