Q2 2026 13F · SEC CIK 2133354

Forum Finance Group S.A.

Investment managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $278.0M
Reported positions: 344
Holdings vs S&P 500, 3 yrs: —
Average holding period: 2 qtrs

Forum Finance Group S.A. is an investment manager that reported 344 positions worth $278.0M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Alphabet Inc (GOOGL, 5.7%), Block H & R Inc Com (HRB, 3.6%), Apple Inc (AAPL, 3.6%).

Forum Finance Group S.A. holdings largest 50 of 344 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Forum Finance Group S.A. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
GOOGLAlphabet Inc	5.7%	6.7%	55,141	+9.2%	$15.9M
HRBBlock H & R Inc Com	3.6%	1.2%	326,888	+283.3%	$10.1M
AAPLApple Inc	3.6%	3.9%	42,555	+19.7%	$10.0M
MSFTMicrosoft Corp	2.8%	2.7%	26,266	+57.2%	$7.9M
AMZNAmazon Com Inc	2.8%	2.7%	40,536	+38.1%	$7.8M
QQQInvesco Qqq Tr	2.6%	3.1%	12,077	-2.3%	$7.2M
NVDANvidia Corporation	2.3%	2.2%	40,335	+39.7%	$6.5M
BABAAlibaba Group Hldg Ltd	2.2%	3.0%	77,976	+32.9%	$6.0M
TTTrane Technologies PLC	2.1%	2.8%	15,000	+0.0%	$6.0M
DGDollar Gen Corp	2.0%	—	60,000	—	$5.6M
VVisa Inc	2.0%	2.3%	19,789	+14.8%	$5.5M
VGKVanguard Ftse Europe ETF	1.8%	1.7%	71,102	+54.1%	$5.1M
ABBVAbbvie Inc	1.7%	2.0%	23,745	+5.4%	$4.8M
LLYEli Lilly & Co	1.6%	1.2%	4,562	+48.9%	$4.4M
METAMeta Platforms Inc	1.5%	1.7%	9,168	+37.5%	$4.2M
CUBICustomers Bancorp, Inc.	1.4%	—	62,100	—	$4.0M
VTVanguard Intl Equity Index F	1.3%	1.3%	29,231	+36.4%	$3.7M
IEMGIshares Inc	1.3%	1.1%	53,701	+54.8%	$3.6M
AVGOBroadcom Inc	1.3%	0.9%	11,500	+94.3%	$3.5M
JNJJohnson & Johnson	1.2%	1.7%	16,598	-0.0%	$3.4M
PGProcter & Gamble Co	1.2%	1.3%	27,930	+31.0%	$3.3M
IWFIshares Tr	1.1%	1.5%	30,964	+298.7%	$3.1M
VPLVanguard Intl Equity Index F	1.1%	0.8%	33,063	+86.1%	$3.1M
MRKMerck & Co Inc	1.1%	1.4%	29,485	+6.1%	$3.1M
WMWaste Mgmt Inc Del	1.1%	1.6%	16,600	+3.8%	$3.0M
VTWOVanguard Scottsdale Fds	1.1%	1.1%	30,270	+19.2%	$3.0M
PIIPolaris Inc	1.1%	—	52,900	—	$2.9M
RHIRobert Half Inc.	1.0%	—	115,170	—	$2.9M
GLDSpdr Gold Tr	1.0%	1.9%	9,551	-7.1%	$2.8M
CVXChevron Corporation	1.0%	1.7%	21,210	+5.9%	$2.8M
DYNFBlackrock ETF Trust	1.0%	0.8%	51,103	+58.4%	$2.8M
LZBLa Z Boy Inc	1.0%	—	85,000	—	$2.8M
DBMFIm Global Partner Funds	1.0%	1.0%	108,120	+39.4%	$2.7M
FTLSFirst Tr Exch Traded Fd III	0.9%	—	43,539	—	$2.6M
MCDMcdonalds Corp	0.9%	1.3%	11,783	+17.8%	$2.6M
CGGOCapital Group Gbl Growth Eqt	0.9%	0.8%	74,468	+39.0%	$2.5M
DISDisney Walt Co	0.9%	1.3%	30,873	+0.7%	$2.4M
LBTYALiberty Global-A	0.8%	—	250,000	—	$2.3M
CCMGEa Series Trust	0.8%	—	80,834	—	$2.3M
MUMicron Technology Inc	0.8%	—	2,381	—	$2.2M
ALLWSsga Active Tr	0.8%	—	91,293	—	$2.2M
CEMBIshares Inc	0.8%	1.0%	57,699	+17.1%	$2.1M
EEMAIshares Msci Em Markets Asia	0.8%	—	22,337	—	$2.1M
IWOIshares Tr	0.7%	0.6%	6,385	+52.6%	$2.0M
IALTBlackrock ETF Trust	0.7%	—	88,071	—	$2.0M
SLBSlb Limited	0.7%	1.2%	53,100	+0.0%	$2.0M
ALBAlbemarle Corp	0.7%	1.4%	18,000	+0.0%	$2.0M
UNPUnion Pac Corp	0.7%	0.9%	8,700	+0.0%	$1.9M
MDLZMondelez International	0.6%	0.9%	38,620	+4.4%	$1.8M
URNMSprott Fds Tr	0.6%	1.0%	42,339	+10.4%	$1.8M

What Forum Finance Group S.A. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$278.0M	344
Q1 2026	$184.4M	321

Questions about Forum Finance Group S.A.'s portfolio

What stocks does Forum Finance Group S.A. own?

Forum Finance Group S.A.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 344 positions worth $278.0M. The largest are Alphabet Inc (GOOGL) at 5.7%, Block H & R Inc Com (HRB) at 3.6%, Apple Inc (AAPL) at 3.6%, Microsoft Corp (MSFT) at 2.8% and Amazon Com Inc (AMZN) at 2.8%.

What did Forum Finance Group S.A. buy last quarter?

In Q2 2026, Forum Finance Group S.A. added Ishares Tr (IWF) (+298.7% shares), Block H & R Inc Com (HRB) (+283.3% shares) and Broadcom Inc (AVGO) (+94.3% shares), compared with its Q1 2026 filing.

What did Forum Finance Group S.A. sell last quarter?

In Q2 2026, Forum Finance Group S.A. cut from its top 50 Cheniere Energy Inc (LNG), cut from its top 50 Ishares Bitcoin Trust ETF (IBIT), cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Invesco Exchange Traded Fd T (RSP), cut from its top 50 Rtx Corporation (RTX) and Spdr Gold Tr (GLD) (-7.1% shares), compared with its Q1 2026 filing.

When is Forum Finance Group S.A.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Forum Finance Group S.A.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.