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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 11 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FEDEX FREIGHT (REG) 675.0 $82K 0.03% NEW $121.48
202 COST COSTCO WHOLESALE (REG.) Consumer Defensive 107.0 $81K 0.03% NEW $757.01 +24.9%
203 DFIV DIMENSIONAL INTERNATIONAL VALUE 1,795.0 $78K 0.03% NEW $43.45 +33.4%
204 GRMN GARMIN (NAMEN) Technology 400.0 $77K 0.03% NEW $192.50 +48.2%
205 OKTA OKTA -A- (REG.) Technology 680.0 $75K 0.03% NEW $110.29 +50.7%
206 OPEN OPENDOOR TECHNOLOGIES (REG.) Real Estate 20,000.0 $75K 0.03% NEW $3.75 -12.3%
207 NOW SERVICENOW (REG.) Technology 940.0 $75K 0.03% NEW $79.79 +81.4%
208 BKLN INVESCO SENIOR LOAN 4,515.0 $74K 0.03% NEW $16.39 +25.2%
209 SPGI S&P GLOBAL (REG) Financial Services 225.0 $74K 0.03% NEW $328.89 +34.7%
210 SOUN SOUNDHOUND AI -A- (REG) Technology 14,000.0 $73K 0.03% NEW $5.21 +36.4%
211 DIHP DIMENSIONAL INTERNATIONAL HIGH PROFATIBILITY 2,620.0 $72K 0.03% NEW $27.48 +28.7%
212 DUHP DIMENSIONAL US HIGH PROFITABILITY 2,130.0 $72K 0.03% NEW $33.80 +25.3%
213 SMTC SEMTECH (REG.) Technology 550.0 $72K 0.03% NEW $130.91 +0.2%
214 WTAI WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION 1,864.0 $72K 0.03% NEW $38.63 +5.2%
215 AGG ISHARES CORE US AGGREGATE BOND 880.0 $70K 0.03% NEW $79.55 +22.6%
216 VZ VERIZON COMMUNICATIONS (REG.) Communication Services 2,000.0 $68K 0.02% NEW $34.00 +47.4%
217 CL COLGATE-PALMOLIVE (REG) Consumer Defensive 900.0 $67K 0.02% NEW $74.44 +21.9%
218 SMH VANECK VECTORS SEMICONDUCTOR 125.0 $66K 0.02% NEW $528.00 +4.8%
219 IYW ISHARES US TECHNOLOGY 321.0 $65K 0.02% NEW $202.49 +24.1%
220 XBI STATE STREET SPDR S&P BIOTECH ETF (USD) 500.0 $64K 0.02% NEW $128.00 +26.9%
Page 11 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%