Forum Finance Group
$278M 13F equity value
364 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Forum Finance Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGL | ALPHABET -A- (REG.) | 55,141 | $16M | 5.7% |
| HRB | H&R.BLOCK (REG.) | 326,888 | $10M | 3.6% |
| AAPL | APPLE (REG) | 42,555 | $10M | 3.6% |
| MSFT | MICROSOFT (REG) | 26,266 | $8M | 2.8% |
| AMZN | AMAZON.COM (REG) | 40,536 | $8M | 2.8% |
| QQQ | INVESCO QQQ | 12,077 | $7M | 2.6% |
| NVDA | NVIDIA (REG) | 40,335 | $7M | 2.3% |
| BABA | ALIBABA GROUP SPADR (REPR. 8 SHS) | 77,976 | $6M | 2.2% |
| TT | TRANE TECHNOLOGIES (REG.) | 15,000 | $6M | 2.1% |
| DG | DOLLAR GENERAL (REG.) | 60,000 | $6M | 2.0% |
Track Forum Finance Group's 13F portfolio: $278M in reported holdings, 364 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}