Forum Finance Group S.A.

Q1 2026 13F-HR Holdings

Location
Geneva, V8
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
321
Total value ($000)
$184,447
Net value change ($000)
—
New positions
321
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: — SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 12,307 —
AAPL 7,191 —
QQQ 5,805 —
BABA 5,604 —
TT 5,167 —
AMZN 5,003 —
MSFT 4,961 —
V 4,160 —
NVDA 4,101 —
ABBV 3,707 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type