Funds › Forum Finance Group S.A.
Forum Finance Group S.A.
13F for Q3 2026, filed Nov 12, 2026. 171 positions worth $271.9M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Reported in thousands of dollars; shown in dollars. The filing on the SEC site shows the figures as filed.
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | GOOGL Alphabet Inc. Class A | 55,385 | $15.9M | 5.9% | +0.4% | 13F ↗ |
| 2 | AAPL Apple Inc. | 40,683 | $11.3M | 4.2% | -4.4% | 13F ↗ |
| 3 | HRB H&R Block, Inc. | 300,127 | $10.2M | 3.8% | -8.2% | 13F ↗ |
| 4 | MSFT Microsoft Corporation | 18,457 | $7.9M | 2.9% | -29.7% | 13F ↗ |
| 5 | Invesco Qqq Tr | 12,107 | $7.5M | 2.8% | +0.2% | 13F ↗ |
| 6 | BABA Alibaba Group Holding Limited · ADR | 74,126 | $6.7M | 2.5% | -4.9% | 13F ↗ |
| 7 | AMZN Amazon.com, Inc. | 30,604 | $6.4M | 2.3% | -24.5% | 13F ↗ |
| 8 | ABBV AbbVie Inc. | 28,141 | $6.2M | 2.3% | +18.5% | 13F ↗ |
| 9 | NVDA NVIDIA Corporation | 31,781 | $6.1M | 2.2% | -21.2% | 13F ↗ |
| 10 | V Visa Inc. | 19,976 | $6.0M | 2.2% | +0.9% | 13F ↗ |
| 11 | DG Dollar General Corporation | 60,000 | $6.0M | 2.2% | Unchanged | 13F ↗ |
| 12 | TT Trane Technologies plc | 15,000 | $5.7M | 2.1% | Unchanged | 13F ↗ |
| 13 | Vanguard International Equity Index F Ftse Europe Etf | 62,908 | $4.6M | 1.7% | -11.5% | 13F ↗ |
| 14 | META Meta Platforms, Inc. | 7,494 | $4.5M | 1.7% | -18.3% | 13F ↗ |
| 15 | MU Micron Technology, Inc. | 4,563 | $4.1M | 1.5% | +91.6% | 13F ↗ |
| 16 | MCD McDonald's Corporation | 20,886 | $4.0M | 1.5% | +77.3% | 13F ↗ |
| 17 | CUBI Customers Bancorp, Inc | 62,100 | $3.8M | 1.4% | Unchanged | 13F ↗ |
| 18 | CVX Chevron Corporation | 21,210 | $3.6M | 1.3% | Unchanged | 13F ↗ |
| 19 | MRK Merck & Company, Inc. | 29,485 | $3.6M | 1.3% | Unchanged | 13F ↗ |
| 20 | RHI Robert Half Inc. | 115,170 | $3.5M | 1.3% | Unchanged | 13F ↗ |
| 21 | JNJ Johnson & Johnson | 15,480 | $3.4M | 1.3% | -6.7% | 13F ↗ |
| 22 | iShares Tr Rus 1000 Grw Etf | 31,164 | $3.3M | 1.2% | +0.6% | 13F ↗ |
| 23 | ELF e.l.f. Beauty, Inc. | 37,460 | $3.2M | 1.2% | New | 13F ↗ |
| 24 | LLY Eli Lilly and Company | 3,215 | $3.1M | 1.1% | -29.5% | 13F ↗ |
| 25 | PG Procter & Gamble Company | 25,015 | $3.0M | 1.1% | -10.4% | 13F ↗ |
| 26 | Vanguard International Equity Index F Tt Wrld St Etf | 22,745 | $3.0M | 1.1% | -22.2% | 13F ↗ |
| 27 | AVGO Broadcom Inc. | 9,638 | $2.8M | 1.0% | -16.2% | 13F ↗ |
| 28 | WM Waste Management, Inc. | 16,600 | $2.8M | 1.0% | Unchanged | 13F ↗ |
| 29 | DIS Walt Disney Company | 30,193 | $2.6M | 1.0% | -2.2% | 13F ↗ |
| 30 | AMD Advanced Micro Devices, Inc. | 4,997 | $2.6M | 0.9% | +100% | 13F ↗ |
| 31 | iShares Inc Core Msci Emkt | 36,210 | $2.5M | 0.9% | -32.6% | 13F ↗ |
| 32 | SLB SLB Limited | 56,800 | $2.3M | 0.9% | +7.0% | 13F ↗ |
| 33 | PII Polaris Inc. | 52,900 | $2.3M | 0.8% | Unchanged | 13F ↗ |
| 34 | JPM JPMorgan Chase & Co. | 7,994 | $2.2M | 0.8% | +51.2% | 13F ↗ |
| 35 | Vanguard International Equity Index F Ftse Pacific Etf | 22,584 | $2.2M | 0.8% | -31.7% | 13F ↗ |
| 36 | Im Global Partner Funds Imgp Dbi Man Etf | 79,277 | $2.2M | 0.8% | -26.7% | 13F ↗ |
| 37 | First Tr Exch Traded Fd III LNG/SHT Equity | 33,061 | $2.1M | 0.8% | -24.1% | 13F ↗ |
| 38 | LZB La-Z-Boy Incorporated | 85,000 | $2.1M | 0.8% | Unchanged | 13F ↗ |
| 39 | GLD SPDR Gold Shares · Gold Shs | 6,219 | $2.0M | 0.7% | -34.9% | 13F ↗ |
| 40 | UNP Union Pacific Corporation | 8,700 | $2.0M | 0.7% | Unchanged | 13F ↗ |
| 41 | LBTYA Liberty Global Ltd. Class A | 250,000 | $1.9M | 0.7% | Unchanged | 13F ↗ |
| 42 | iShares Tr Rus 2000 Grw Etf | 6,385 | $1.9M | 0.7% | Unchanged | 13F ↗ |
| 43 | iShares Inc Jp Mrg Em Crp Bd | 51,518 | $1.9M | 0.7% | -10.7% | 13F ↗ |
| 44 | MDLZ Mondelez International, Inc. | 38,620 | $1.9M | 0.7% | Unchanged | 13F ↗ |
| 45 | IBIT iShares Bitcoin Trust ETF · Shs Ben Int | 47,021 | $1.9M | 0.7% | -10.3% | 13F ↗ |
| 46 | LITE Lumentum Holdings Inc. | 2,278 | $1.8M | 0.7% | New | 13F ↗ |
| 47 | BRK-B Berkshire Hathaway Inc. Class B | 4,412 | $1.8M | 0.7% | +54.2% | 13F ↗ |
| 48 | Invesco Exchange Traded Fd T S&P500 Eql Wgt | 10,539 | $1.8M | 0.7% | +3.6% | 13F ↗ |
| 49 | LNG Cheniere Energy, Inc. | 8,000 | $1.8M | 0.7% | Unchanged | 13F ↗ |
| 50 | BlackRock ETF Trust Isha Syst Al Etf | 70,546 | $1.8M | 0.6% | -19.9% | 13F ↗ |
Changes since Q2 2026
18 new, 38 added to, 61 trimmed, 191 exited, 54 unchanged. By estimated dollars.
New positions (18)
| ELF e.l.f. Beauty, Inc. | 37,460 | New | $3.2M |
| LITE Lumentum Holdings Inc. | 2,278 | New | $1.8M |
| XOM ExxonMobil Holdings Corporation | 8,888 | New | $1.2M |
| COHR Coherent Corp. | 4,000 | New | $962.0K |
| MOG-A Moog Inc. Class A | 1,881 | New | $600.0K |
| SIVR abrdn Physical Silver Shares ETF · Physcl Silvr Shs | 12,275 | New | $588.0K |
| SGOL abrdn Physical Gold Shares ETF · Etf | 17,260 | New | $571.0K |
| AZZ AZZ Inc. | 4,000 | New | $449.0K |
| APP AppLovin Corporation | 1,440 | New | $350.0K |
| BKNG Booking Holdings Inc. | 2,500 | New | $340.0K |
Added to (38)
| MU Micron Technology, Inc. | 4,563 | +91.6% | $1.9M |
| MCD McDonald's Corporation | 20,886 | +77.3% | $1.8M |
| AMD Advanced Micro Devices, Inc. | 4,997 | +100% | $1.3M |
| ABBV AbbVie Inc. | 28,141 | +18.5% | $961.0K |
| iShares Inc Msci Japan Etf | 20,436 | +130% | $941.6K |
| JPM JPMorgan Chase & Co. | 7,994 | +51.2% | $748.6K |
| Vaneck ETF Trust Gold Miners Etf | 14,914 | +180% | $703.0K |
| iShares Tr Core S&P500 Etf | 1,992 | +115% | $682.3K |
| BRK-B Berkshire Hathaway Inc. Class B | 4,412 | +54.2% | $645.0K |
| HON Honeywell International Inc. | 6,037 | +153% | $644.6K |
Trimmed (61)
| MSFT Microsoft Corporation | 18,457 | -29.7% | -$3.3M |
| Vanguard Scottsdale Fds Etf | 5,163 | -82.9% | -$2.4M |
| AMZN Amazon.com, Inc. | 30,604 | -24.5% | -$2.1M |
| NVDA NVIDIA Corporation | 31,781 | -21.2% | -$1.6M |
| BlackRock ETF Trust Ishares Us Equit | 26,380 | -48.4% | -$1.4M |
| LLY Eli Lilly and Company | 3,215 | -29.5% | -$1.3M |
| Capital Group Gbl Growth Eqt Units | 37,753 | -49.3% | -$1.2M |
| iShares Inc Core Msci Emkt | 36,210 | -32.6% | -$1.2M |
| Ssga Active Tr Sst Bridgewater | 46,841 | -48.7% | -$1.1M |
| GLD SPDR Gold Shares · Gold Shs | 6,219 | -34.9% | -$1.1M |
Exited (191)
| MA Mastercard Incorporated | 2,789 | Exited | -$1.2M |
| J P Morgan Exchange Traded F Active China Etf | 19,562 | Exited | -$831.0K |
| Exxon Mobil Corp | 6,388 | Exited | -$706.0K |
| Direxion Shares ETF Trust Daily Small Cap | 11,000 | Exited | -$668.0K |
| TMO Thermo Fisher Scientific Inc | 770 | Exited | -$312.0K |
| iShares Tr Etf | 1,075 | Exited | -$261.0K |
| Global X Fds Rbtcs Artfl Inte | 7,572 | Exited | -$232.0K |
| AMAT Applied Materials, Inc. | 345 | Exited | -$202.0K |
| J P Morgan Exchange Traded F Core Plus Bd Etf | 5,260 | Exited | -$200.0K |
| Wisdomtree Tr Wsdm Emktbd Fd | 3,740 | Exited | -$200.0K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. A * marks a report whose values we put in dollars; the adjusted figures are shown. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer