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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 15 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SOLS SOLSTICE ADVANCED (REG) Basic Materials 228.0 $16K 0.01% NEW $70.18 -9.5%
282 AVAV AEROVIRONMENT (REG) Industrials 110.0 $15K 0.01% NEW $136.36 +8.5%
283 CEVA CEVA (REG.) Technology 400.0 $15K 0.01% NEW $37.50 -27.7%
284 CSCO CISCO SYSTEM (REGISTERED) Technology 160.0 $15K 0.01% NEW $93.75 +17.3%
285 AFK VANECK AFRICA INDEX ETF USD 735.0 $15K 0.01% NEW $20.41 +43.0%
286 AKBA AKEBIA THERAPEUTICS (REG.) Healthcare 14,973.0 $14K 0.01% NEW $0.94 -6.0%
287 GILD GILEAD SCIENCES (REG.) Healthcare 140.0 $14K 0.01% NEW $100.00 +45.7%
288 EL ESTEE LAUDER -A- (REG) Consumer Defensive 200.0 $13K 0.01% NEW $65.00 +59.1%
289 LYFT LYFT -A- (REG.) Technology 1,120.0 $13K 0.01% NEW $11.61 +52.5%
290 TTWO TAKE-TWO INTERACTIVE SOFTWARE(REG.) Communication Services 60.0 $12K 0.00% NEW $200.00 +17.7%
291 GRAB GRAB HOLDINGS (REG) -A- Technology 3,975.0 $12K 0.00% NEW $3.02 +19.6%
292 GKOS GLAUKOS (REG.) Healthcare 100.0 $11K 0.00% NEW $110.00 +63.5%
293 RXI ISHARES GLOBAL CONSUMER DISCRETIONARY 70.0 $11K 0.00% NEW $157.14 +27.2%
294 BMY BRISTOL-MYERS SQUIBB CO (REGISTERED) Healthcare 210.0 $10K 0.00% NEW $47.62 +39.8%
295 KTOS KRATOS DEFENSE & SECURITY (REG.) Industrials 260.0 $10K 0.00% NEW $38.46 +35.2%
296 MILLROSE PROPERTIES -A- (REG) 400.0 $10K 0.00% NEW $25.00
297 MJ AMPLIFY ALTERNATIVE HARVEST 417.0 $9K 0.00% NEW $21.58 +22.9%
298 ARGX ARGENX SPADR (REPR. 1 SHS) Healthcare 12.0 $9K 0.00% NEW $750.00 +36.4%
299 IONQ IONQ (REG) Technology 200.0 $9K 0.00% NEW $45.00 -12.9%
300 NOC NOTHROP GRUMMAN (REG.) Industrials 22.0 $9K 0.00% NEW $409.09 +33.4%
Page 15 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%