Forum Finance Group S.A.
Forum Finance Group S.A. reported 344 stocks worth $278K in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are GOOGL (5.7%), HRB (3.6%) and AAPL (3.6%). Compared with Q1 2026, the fund opened new positions in DG, PII and LZB, added to GOOGL, HRB and AAPL, trimmed QQQ, GLD and MU and sold out of ZS, DISV and XLI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 2 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  GOOGL Alphabet Inc | $16K | 5.7% | 55K | +4,626 (+9%) | 2 of 2 | |
| 2 |  HRB Block H & R Inc | $10K | 3.6% | 327K | +242K (+283%) | 2 of 2 | |
| 3 |  AAPL Apple Inc | $10K | 3.6% | 43K | +6,990 (+20%) | 2 of 2 | |
| 4 |  MSFT Microsoft Corp | $8K | 2.9% | 26K | +9,559 (+57%) | 2 of 2 | |
| 5 |  AMZN Amazon Com Inc | $8K | 2.8% | 41K | +11K (+38%) | 2 of 2 | |
| 6 |  QQQ Invesco Qqq TR | $7K | 2.6% | 12K | −289 (−2%) | 2 of 2 | |
| 7 |  NVDA Nvidia Corporation | $7K | 2.4% | 40K | +11K (+40%) | 2 of 2 | |
| 8 |  BABA Alibaba Group Hldg Ltd F | $6K | 2.2% | 78K | +19K (+33%) | 2 of 2 | |
| 9 |  TT Trane Technologies PLC | $6K | 2.1% | 15K | No change | 2 of 2 | |
| 10 |  DG Dollar Gen Corp New | $6K | 2.0% | 60K | New position | 1 of 2 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $842 | 4,716 |
 ZS Zscaler Inc | $136 | 1,200 |
ELECTRONIC ARTS INC | $122 | 751 |
 DISV Dimensional ETF Trust | $91 | 2,868 |
 XLI Select Sector Spdr TR | $48 | 365 |
🔒 Free account: see all 21.
Reported value
last 2 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Forum Finance Group S.A. 13F FAQ
What does Forum Finance Group S.A. own?
Forum Finance Group S.A. reported 344 stocks worth $278K in its 13F filing for Q2 2026, filed Aug 14, 2026. The table above lists every position in the filing (the top 10 without an account).
What did Forum Finance Group S.A. buy and sell in Q2 2026?
Compared with Q1 2026: 44 new positions, 101 added to, 39 trimmed and 21 sold out. New positions include DG, PII and LZB. It sold all of ZS, DISV and XLI.
When will Forum Finance Group S.A. file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Forum Finance Group S.A.'s portfolio worth?
The Q2 2026 filing reports $278K in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.