Forum Finance Group S.A.

Q3 2026 13F-HR Holdings

Location
Geneva, V8
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
171
Total value ($000)
$271,897
Net value change ($000)
-6,096 (-2.2%)
New positions
18
Sold out positions
191
Turnover %
9.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
ELF 3,161 NEW
LITE 1,849 NEW
MU 1,841 82.9%
MCD 1,457 56.6%
AMD 1,383 118.0%
AAPL 1,371 13.8%
ABBV 1,323 27.4%
XOM 1,209 NEW
MRNA 1,043 184.3%
EWJ 995 148.7%
Top Reduces (Value $000, Stocks/ETFs)
VTWO -2,486 -83.7%
AMZN -1,435 -18.4%
LLY -1,313 -29.7%
CGGO -1,292 -50.7%
DYNF -1,282 -45.6%
MA -1,158 -100.0%
IEMG -1,139 -31.7%
ALLW -1,041 -48.2%
EEMA -994 -47.1%
VPL -905 -29.3%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type