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Forum Finance Group S.A.

Forum Finance Group S.A. is an Investment Adviser institutional filer with the SEC under CIK 2133354, reporting 344 portfolio positions, with 8 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: V8
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-14

Top 10 portfolio positions

The largest reported holdings in Forum Finance Group S.A.'s most recent 13F filing, ranked by reported market value.

  1. ALPHABET -A- (REG.) (GOOGL)
  2. H&R.BLOCK (REG.) (HRB)
  3. APPLE (REG) (AAPL)
  4. MICROSOFT (REG) (MSFT)
  5. AMAZON.COM (REG) (AMZN)
  6. INVESCO QQQ (QQQ)
  7. NVIDIA (REG) (NVDA)
  8. ALIBABA GROUP SPADR (REPR. 8 SHS) (BABA)
  9. TRANE TECHNOLOGIES (REG.) (TT)
  10. DOLLAR GENERAL (REG.) (DG)
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