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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 14 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DDOG DATADOG (REG.) Technology 130.0 $27K 0.01% NEW $207.69 +14.1%
262 SHLD GLOBAL X DEFENSE TECH ETF USD 510.0 $25K 0.01% NEW $49.02 +35.0%
263 CRWV COREWEAVE -A- (REG) Technology 300.0 $24K 0.01% NEW $80.00 +5.3%
264 ASHR XTRACKERS HARVEST CSI 300 CHINA A-SHARES 800.0 $24K 0.01% NEW $30.00 +14.3%
265 BITO PROSHARES BITCOIN STRATEGY 3,795.0 $24K 0.01% NEW $6.32 +65.2%
266 UNH UNITEDHEALTH (REG.) Healthcare 70.0 $24K 0.01% NEW $342.86 +14.6%
267 CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF (USD) 824.0 $23K 0.01% NEW $27.91 +25.4%
268 PAYC PAYCOM SOFTWARE (REG.) Technology 225.0 $23K 0.01% NEW $102.22 +133.3%
269 BIDU BAIDU -A- SPADR (REPR. 8 SHS -A-) Communication Services 230.0 $21K 0.01% NEW $91.30 +6.4%
270 DXCM DEXCOM (REG.) Healthcare 370.0 $20K 0.01% NEW $54.05 +68.0%
271 SDGR SCHRODINGER (REG.) Healthcare 1,500.0 $20K 0.01% NEW $13.33 +47.8%
272 UEC URANIUM ENERGY (REG.) Energy 2,300.0 $20K 0.01% NEW $8.70 +42.6%
273 QVCGA QVC GROUP (REG) -A- SERIES -A- Consumer Cyclical 213,440.0 $19K 0.01% NEW $0.09 +281.9%
274 BINV BRANDES INTERNATIONAL ETF (USD) 540.0 $18K 0.01% NEW $33.33 +36.4%
275 EMD WESTERN ASSET EMMA DEBT USD Financial Services 1,969.0 $18K 0.01% NEW $9.14 +15.4%
276 BLOCK (REG.) -A- 300.0 $18K 0.01% NEW $60.00
277 EC ECOPETROL (SPADR REPR 20 SHS) Energy 1,500.0 $17K 0.01% NEW $11.33 +45.6%
278 PD PAGERDUTY (REG.) Technology 2,200.0 $17K 0.01% NEW $7.73 +79.0%
279 GBTC GRAYSCALE BITCOIN Financial Services 440.0 $16K 0.01% NEW $36.36 +65.0%
280 NNE NANO NUCLEAR ENERGY (REG) Industrials 935.0 $16K 0.01% NEW $17.11 +5.0%
Page 14 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%