StockDriftsStockDriftsTop 50 Forum Finance Group S A Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET -A- (REG.) | 5.73% | 55.1K | $15.9M | +9.16%(+4.63K) | $301.70(+14.26%) | 2026-06-30 | |
| HRB | H&R.BLOCK (REG.) | 3.62% | 326.9K | $10.1M | +283.33%(+241.61K) | $35.59(+43.55%) | 2026-06-30 | |
| AAPL | APPLE (REG) | 3.58% | 42.6K | $10.0M | +19.65%(+6.99K) | $263.67(+15.82%) | 2026-06-30 | |
| MSFT | MICROSOFT (REG) | 2.85% | 26.3K | $7.9M | +57.22%(+9.56K) | $404.73(+20.10%) | 2026-06-30 | |
| AMZN | AMAZON.COM (REG) | 2.81% | 40.5K | $7.8M | +38.14%(+11.19K) | $219.57(+19.57%) | 2026-06-30 | |
| QQQ | INVESCO QQQ | 2.59% | 12.1K | $7.2M | -2.34%(-289) | $595.74(+22.96%) | 2026-06-30 | |
| NVDA | NVIDIA (REG) | 2.35% | 40.3K | $6.5M | +39.70%(+11.46K) | $181.07(+24.85%) | 2026-06-30 | |
| BABA | ALIBABA GROUP SPADR (REPR. 8 SHS) | 2.18% | 78.0K | $6.0M | +32.87%(+19.29K) | $129.33(-1.62%) | 2026-06-30 | |
| TT | TRANE TECHNOLOGIES (REG.) | 2.14% | 15.0K | $6.0M | +0.00%(+0) | $402.97(+18.58%) | 2026-06-30 | |
| DG | DOLLAR GENERAL (REG.) | 2.01% | 60.0K | $5.6M | new | $116.47(+3.10%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.41% |
| Top 20 Holdings Unweighted | — | — | — | — | +3.87% |
Forum Finance Group S A reports $277.99M in US-listed equity holdings across 344 positions in its most recent 13F filing. Its largest disclosed positions are GOOGL (5.7%), HRB (3.6%) and AAPL (3.6%). The top 20 holdings account for 45.03% of reported assets. Its disclosed equity book has returned +7.41% cumulatively over 1 quarter. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Forum Finance Group S A’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2133354). View Forum Finance Group S A’s 13F filings on SEC