§ 13F · FUND PROFILE
Forum Finance Group S.A..
AUM · $278K (13F)Positions · 344Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$23K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET -A- (REG.) | 55K | $16K | — | +9% |
| 2 | HRB | H&R.BLOCK (REG.) | 327K | $10K | — | +283% |
| 3 | AAPL | APPLE (REG) | 43K | $10K | — | +20% |
| 4 | MSFT | MICROSOFT (REG) | 26K | $8K | — | +57% |
| 5 | AMZN | AMAZON.COM (REG) | 41K | $8K | — | +38% |
| 6 | QQQ | INVESCO QQQ | 12K | $7K | — | −2% |
| 7 | NVDA | NVIDIA (REG) | 40K | $7K | — | +40% |
| 8 | BABA | ALIBABA GROUP SPADR (REPR. 8 SHS) | 78K | $6K | — | +33% |
| 9 | TT | TRANE TECHNOLOGIES (REG.) | 15K | $6K | — | ±0% |
| 10 | DG | DOLLAR GENERAL (REG.) | 60K | $6K | — | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FORUM SIGNAL
AC read
Forum Finance Group S.A. is a institutional fund managing $278 thousand in assets. The fund runs a broad portfolio of 344 positions.
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