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Portfolio (Quarterly) Guide ↗

Forum Finance Group S.A.

· CIK 0002133354
13F Portfolio $278M AUM 344 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 344 New
Page 12 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 IYK ISHARES US CONSUMER STAPLES 1,020.0 $60K 0.02% NEW $58.82 +27.8%
222 IWB ISHARES RUSSELL 1000 175.0 $58K 0.02% NEW $331.43 +27.1%
223 JBLU JETBLUE AIRWAYS (REG.) Industrials 12,500.0 $58K 0.02% NEW $4.64 +3.4%
224 VDE VANGUARD ENERGY 460.0 $56K 0.02% NEW $121.74 +45.0%
225 JXN JACKSON FINANCIAL (REG.) -A- Financial Services 650.0 $54K 0.02% NEW $83.08 +61.5%
226 BA BOEING (REG.) Industrials 300.0 $52K 0.02% NEW $173.33 +21.1%
227 CAT CATERPILLAR (REG.) Industrials 60.0 $52K 0.02% NEW $866.67 -7.7%
228 ISHARES MSCI EUROZONE USD HEDGED 1,285.0 $52K 0.02% NEW $40.47
229 PSX PHILLIPS 66 (REG) Energy 370.0 $51K 0.02% NEW $137.84 +77.0%
230 HOOD ROBINHOOD MARKETS (REG.) -A- Financial Services 635.0 $51K 0.02% NEW $80.31 +29.8%
231 PPH VANECK PHARMACEUTICAL ETF 565.0 $50K 0.02% NEW $88.50 +28.4%
232 VHT VANGUARD HEALTH CARE ETF 206.0 $50K 0.02% NEW $242.72 +32.2%
233 CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 550.0 $48K 0.02% NEW $87.27 +17.4%
234 EMLC VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY 2,340.0 $48K 0.02% NEW $20.51 +24.7%
235 IAGG ISHARES CORE INTL AGGREGATE BOND 1,150.0 $47K 0.02% NEW $40.87 +21.7%
236 ETHA ISHARES ETHEREUM TRUST Financial Services 4,569.0 $44K 0.02% NEW $9.63 +90.8%
237 REMX VANECK VECTORS RARE EARTH/STRATEGIC METALS 600.0 $43K 0.01% NEW $71.67 +8.0%
238 SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND 1,214.0 $42K 0.01% NEW $34.60 +22.2%
239 RACE FERRARI (REGISTERED) Consumer Cyclical 140.0 $42K 0.01% NEW $300.00 +40.2%
240 NKE NIKE -B- Consumer Cyclical 1,200.0 $40K 0.01% NEW $33.33 +18.8%
Page 12 of 18  ·  344 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 19.0%
Consumer Cyclical 19.0%
Financial Services 14.9%
Communication Services 12.3%
Healthcare 10.7%
Industrials 9.3%
Consumer Defensive 8.2%
Energy 4.0%
Basic Materials 2.2%
Utilities 0.4%