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Forum Finance Group

Latest statistics and disclosures from Forum Finance Group's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002133354

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Positions held by Forum Finance Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Forum Finance Group

Forum Finance Group holds 321 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Alphabet Inc Class A cs (GOOGL)	6.7	$12M	51k	243.63	View chart
Apple (AAPL)	3.9	$7.2M	36k	202.19	View chart
Invesco Qqq Etf (QQQ)	3.1	$5.8M	12k	469.43	View chart
Alibaba Group Sp Adr (BABA)	3.0	$5.6M	59k	95.49	View chart
Trane Technologies (TT)	2.8	$5.2M	15k	344.47	View chart
Amazon (AMZN)	2.7	$5.0M	29k	170.49	View chart
Microsoft Corporation (MSFT)	2.7	$5.0M	17k	296.94	View chart
Visa (V)	2.3	$4.2M	17k	241.30	View chart
NVIDIA Corporation (NVDA)	2.2	$4.1M	29k	142.04	View chart
Abbvie (ABBV)	2.0	$3.7M	23k	164.61	View chart
Spdr Gold Trust Etf (GLD)	1.9	$3.5M	10k	344.38	View chart
Chevron Corporation (CVX)	1.7	$3.2M	20k	160.74	View chart
Johnson & Johnson (JNJ)	1.7	$3.2M	17k	190.13	View chart
Vanguard Ftse Europe Etf Etf (VGK)	1.7	$3.1M	46k	66.61	View chart
Facebook Inc cl a (META)	1.7	$3.1M	6.7k	458.61	View chart
Waste Management (WM)	1.6	$3.0M	16k	186.06	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	1.5	$2.7M	7.8k	344.53	View chart
Merck & Co (MRK)	1.4	$2.6M	28k	95.14	View chart
Albemarle Corporation (ALB)	1.4	$2.5M	18k	138.39	View chart
McDonald's Corporation (MCD)	1.3	$2.4M	10k	243.10	View chart
Procter & Gamble Company (PG)	1.3	$2.4M	21k	112.69	View chart
Vanguard Total World Etf (VT)	1.3	$2.4M	21k	111.77	View chart
Walt Disney Company (DIS)	1.3	$2.3M	31k	76.39	View chart
Eli Lilly & Co. (LLY)	1.2	$2.3M	3.1k	742.49	View chart
H&R Block (HRB)	1.2	$2.2M	85k	25.89	View chart
Schlumberger (SLB)	1.2	$2.1M	53k	40.15	View chart
Vanguard Russel 2000 Etf (VTWO)	1.1	$2.1M	25k	81.50	View chart
Ishares Core Msci Emerg. Markets Etf (IEMG)	1.1	$1.9M	35k	56.08	View chart
Sprott Uranium Miners Etf (URNM)	1.0	$1.9M	38k	49.21	View chart
Litman Gregory Imgp Dbi Managed Futures Strategy Etf (DBMF)	1.0	$1.9M	78k	24.27	View chart
Cheniere Energy (LNG)	1.0	$1.8M	8.0k	226.75	View chart
Ishares Jp Morgan Em Corporate Bond Etf (CEMB)	1.0	$1.8M	49k	36.04	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.9	$1.7M	56k	31.19	View chart
Union Pacific Corporation (UNP)	0.9	$1.7M	8.7k	196.32	View chart
Mondelez Int (MDLZ)	0.9	$1.7M	37k	45.86	View chart
Pepsi (PEP)	0.9	$1.6M	13k	122.23	View chart
Broadcom (AVGO)	0.9	$1.6M	5.9k	266.31	View chart
Invesco S&p500 Equal Weight Etf (RSP)	0.9	$1.6M	10k	154.37	View chart
Blackrock U.s. Equity Factor Rotation Etf Etf (DYNF)	0.8	$1.5M	32k	47.19	View chart
Raytheon Technologies Corp (RTX)	0.8	$1.5M	9.5k	157.89	View chart
Capital Group Global Growth Equity Etf (CGGO)	0.8	$1.5M	54k	27.34	View chart
Ishares Msci Europe Small-cap Etf (IEUS)	0.8	$1.5M	27k	54.05	View chart
Vanguard Ftse Pacific Etf (VPL)	0.8	$1.4M	18k	79.43	View chart
Linde (LIN)	0.7	$1.3M	3.4k	394.40	View chart
First Trust Managed Municipal Etf Etf (FMB)	0.7	$1.3M	32k	40.63	View chart
Ishares Msci Emerging Markets Etf (EEM)	0.7	$1.2M	27k	45.72	View chart
Ishares Jpmorgan Em Local Ccy Bond Etf (LEMB)	0.6	$1.1M	35k	32.84	View chart
Ishares Gold Trust Etf (IAU)	0.6	$1.1M	16k	70.55	View chart
Ishares Russell 2000 Growth Etf (IWO)	0.6	$1.1M	4.2k	255.44	View chart
Ishares Usd High Yield Corporate Bond Etf (USHY)	0.6	$1.0M	35k	29.44	View chart
Micron Technology (MU)	0.5	$998k	3.3k	301.24	View chart
Sequia Global Value Etf (SFGV)	0.5	$968k	37k	26.25	View chart
Ishares Msci Global Metals & Mining Producers Etf (PICK)	0.5	$968k	21k	45.94	View chart
Spdr Bridgewater All Weather Etf (ALLW)	0.5	$932k	40k	23.21	View chart
Spdr S&p 500 Etf Trust Units Etf (SPY)	0.5	$916k	1.7k	525.83	View chart
Berkshire Hathaway (BRK.B)	0.5	$893k	2.3k	381.46	View chart
Advanced Micro Devices (AMD)	0.5	$873k	4.9k	176.68	View chart
Sprott Junior Uranium Miners Etf Etf (URNJ)	0.5	$846k	37k	22.60	View chart
Honeywell International (HON)	0.5	$842k	4.7k	178.54	View chart
Krane Shares Csi China Internet Etf (KWEB)	0.5	$833k	37k	22.39	View chart
Vanguard Russell 1000 Growth Etf (VONG)	0.4	$783k	8.8k	88.72	View chart
Dimensional Us Large Cap Value Etf (DFLV)	0.4	$770k	27k	28.78	View chart
Ametek (AME)	0.4	$757k	4.4k	173.62	View chart
Ishares Msci Emerging Markets Asia Etf Etf (EEMA)	0.4	$739k	9.6k	77.07	View chart
Ishares Msci Japan Etf (EWJ)	0.4	$706k	10k	68.23	View chart
Tesla Motors (TSLA)	0.4	$684k	2.5k	276.59	View chart
Exxon Mobil Corporation (XOM)	0.4	$658k	5.0k	130.71	View chart
Ishares Msci All Country World Index Etf (ACWI)	0.4	$652k	5.8k	111.89	View chart
Ishares Core Msci Pacific Etf (IPAC)	0.3	$645k	10k	61.92	View chart
Ishares Core Msci Europe Etf (IEUR)	0.3	$621k	11k	56.80	View chart
Invesco Senior Loan Etf (BKLN)	0.3	$594k	36k	16.36	View chart
First Trust Long/short Equity Etf Etf (FTLS)	0.3	$584k	10k	56.32	View chart
Pimco Preferred & Capital Securities Active Etf (PRFD)	0.3	$576k	14k	40.45	View chart
Alphabet Inc Class C cs (GOOG)	0.3	$559k	2.3k	242.52	View chart
Ishares Msci China A Etf (CNYA)	0.3	$555k	21k	26.86	View chart
Bank of America Corporation (BAC)	0.3	$528k	13k	40.09	View chart
Global X Uranium Etf Etf (URA)	0.3	$517k	14k	38.22	View chart
Spdr Euro Stoxx 50 Etf (FEZ)	0.3	$515k	10k	50.12	View chart
Direxion Daily Small Cap Bull 3x Etf (TNA)	0.3	$508k	14k	37.27	View chart
JPMorgan Chase & Co. (JPM)	0.3	$493k	2.1k	237.25	View chart
Taiwan Semiconductor Sp Adr (TSM)	0.3	$486k	1.8k	275.35	View chart
Vanguard S&p500 Etf (VOO)	0.3	$471k	975.00	483.08	View chart
Citigroup (C)	0.2	$448k	4.8k	93.33	View chart
Amplify Etf Cybersecurity Etf (HACK)	0.2	$440k	7.3k	60.27	View chart
Moderna (MRNA)	0.2	$416k	10k	40.00	View chart
Ishares Msci India Etf Etf (INDA)	0.2	$405k	11k	37.80	View chart
Vaneck Gold Miners Etf (GDX)	0.2	$404k	5.3k	75.80	View chart
Jpmorgan Active China Etf (JCHI)	0.2	$393k	9.5k	41.23	View chart
Pfizer (PFE)	0.2	$393k	18k	21.59	View chart
Philip Morris International (PM)	0.2	$389k	3.1k	125.48	View chart
FedEx Corporation (FDX)	0.2	$384k	1.4k	284.44	View chart
Ishares Iboxx Usd High Yield Corp. Bond Etf (HYG)	0.2	$376k	5.9k	63.51	View chart
MetLife (MET)	0.2	$375k	6.6k	56.82	View chart
salesforce (CRM)	0.2	$367k	2.5k	145.75	View chart
MasterCard Incorporated (MA)	0.2	$364k	916.00	397.38	View chart
Proshares S&p 500 Dividend Aristocrats Etf (NOBL)	0.2	$359k	4.3k	84.17	View chart
Ishares S&p 500 Growth Etf (IVW)	0.2	$345k	3.7k	92.42	View chart
Franklin Ftse Canada Etf (FLCA)	0.2	$341k	8.6k	39.77	View chart
Ishares Russell 2000 Etf (IWM)	0.2	$334k	1.7k	201.45	View chart
Ishares Core S&p 500 Etf (IVV)	0.2	$331k	626.00	528.75	View chart
Home Depot (HD)	0.2	$319k	1.3k	254.18	View chart
American Electric Power Company (AEP)	0.2	$318k	3.0k	106.00	View chart
Vanguard Intermediate-term Corp. Bond Etf Etf (VCIT)	0.2	$318k	4.8k	66.10	View chart
Liberty Media Holding Cp Inter A (QVCGA)	0.2	$312k	180k	1.73	View chart
General Electric (GE)	0.2	$302k	1.3k	230.53	View chart
Ishares Msci Switzerland Etf (EWL)	0.2	$294k	6.3k	47.02	View chart
Ishares Expanded Tech Sector Etf (IGM)	0.2	$281k	2.9k	97.77	View chart
Nextera Energy (NEE)	0.2	$280k	3.7k	74.77	View chart
Exchange Traded Concepts Robo Global Robotics And Automation Index Etf (ROBO)	0.1	$267k	4.8k	55.34	View chart
Rio Tinto Sp Adr (RIO)	0.1	$264k	3.5k	75.43	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	0.1	$246k	3.9k	63.03	View chart
Roundhill Ball Metaverse Etf (METV)	0.1	$246k	19k	12.75	View chart
Ishares Tips Bond Etf (TIP)	0.1	$245k	2.8k	88.45	View chart
Lam Research (LRCX)	0.1	$242k	1.4k	179.26	View chart
Sanofi Adr (SNY)	0.1	$235k	6.3k	37.31	View chart
First Trust Cloud Computing Etf (SKYY)	0.1	$226k	2.5k	88.98	View chart
Petrobras Sp Adr (PBR)	0.1	$220k	13k	16.54	View chart
Ishares Msci Emerging Markets Ex China Etf (EMXC)	0.1	$220k	3.5k	63.77	View chart
Ishares Expanded Tech-software Sector Etf (IGV)	0.1	$219k	3.4k	64.09	View chart
Vaneck Vectors Biotech Etf Etf (BBH)	0.1	$215k	1.4k	148.79	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf (SHYG)	0.1	$211k	6.3k	33.68	View chart
MercadoLibre (MELI)	0.1	$210k	151.00	1390.73	View chart
Ishares Intl Select Dividend Etf (IDV)	0.1	$209k	6.1k	34.38	View chart
Ishares Jpmorgan Usd Emerging Markets Bond Etf (EMB)	0.1	$207k	2.8k	74.86	View chart
Edwards Lifesciences (EW)	0.1	$206k	3.2k	64.58	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$201k	725.00	277.24	View chart
Vaneck Internationalk High Yield Bond Etf (IHY)	0.1	$200k	12k	17.11	View chart
Jpmorgan Core Plus Bond Etf Usd Etf (JCPB)	0.1	$197k	5.3k	37.45	View chart
Nio Sp Adr (NIO)	0.1	$196k	40k	4.90	View chart
Wisdomtree Emma Corporate Bond Fund Etf Usd Etf (EMCB)	0.1	$196k	3.7k	52.41	View chart
Spotify Technology Sa (SPOT)	0.1	$193k	500.00	386.00	View chart
Ishares Msci World Etf Etf (URTH)	0.1	$191k	1.3k	145.91	View chart
Wisdomtree Europe Quality Dividend Growth Etf (EUDG)	0.1	$181k	6.2k	29.41	View chart
Ishares Us Utilities Etf Etf (IDU)	0.1	$179k	1.9k	93.47	View chart
Dimensional Us Small Cap Etf (DFAS)	0.1	$179k	3.1k	57.72	View chart
Compass Pathways Sp Adr (CMPS)	0.1	$176k	40k	4.43	View chart
Invesco Intl. Corporate Bond Etf (PICB)	0.1	$175k	9.5k	18.52	View chart
Select Sector Spdr Energy Etf Etf (XLE)	0.1	$173k	3.6k	48.06	View chart
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)	0.1	$171k	1.8k	94.53	View chart
Ishares 7-10 Treasury Bond Etf (IEF)	0.1	$169k	2.2k	75.96	View chart
Ishares 1-5 Year Inv. Grade Corporate Bond Etf (IGSB)	0.1	$164k	3.9k	41.92	View chart
Ishares Silver Trust Etf (SLV)	0.1	$162k	3.1k	52.65	View chart
Schwab Us Large Cap Growth Etf (SCHG)	0.1	$158k	6.7k	23.58	View chart
Dimensional Us Targeted Value Etf (DFAT)	0.1	$155k	3.1k	50.49	View chart
Ishares Global Infrastructure Etf (IGF)	0.1	$154k	2.9k	53.85	View chart
Coca-Cola Company (KO)	0.1	$153k	2.5k	60.71	View chart
Ishares Ethereum Trust Etf (ETHA)	0.1	$152k	12k	12.75	View chart
Global X Robotics & Artificial Intelligence Etf (BOTZ)	0.1	$151k	5.7k	26.62	View chart
Ishares Russell 1000 Value Etf (IWD)	0.1	$144k	835.00	172.46	View chart
Vale Sp Adr (VALE)	0.1	$142k	11k	12.91	View chart
Zscaler Incorporated (ZS)	0.1	$136k	1.2k	113.33	View chart
Bwx Technologies (BWXT)	0.1	$135k	790.00	170.89	View chart
Wisdom Tree Europe Small Cap Dividend Etf (DFE)	0.1	$135k	2.3k	57.94	View chart
Ishares Msci Pacific Ex Japan Etf (EPP)	0.1	$133k	3.1k	43.01	View chart
Vanguard Ftse Emerging Markets Usd Etf (VWO)	0.1	$132k	3.1k	43.26	View chart
Ubiquiti (UI)	0.1	$130k	195.00	666.67	View chart
Uber Technologies (UBER)	0.1	$126k	2.2k	57.40	View chart
Ishares Msci Europe Financials Etf Etf (EUFN)	0.1	$124k	4.4k	28.51	View chart
Electronic Arts (EA)	0.1	$122k	751.00	162.45	View chart
Customers Ban (CUBI)	0.1	$120k	2.1k	57.14	View chart
British American Tobacco Adr (BTI)	0.1	$119k	2.5k	47.04	View chart
Global X Lithium & Battery Etf Etf (LIT)	0.1	$119k	2.0k	58.91	View chart
Organon & Co (OGN)	0.1	$117k	24k	4.88	View chart
Robert Half International (RHI)	0.1	$112k	5.8k	19.18	View chart
Air Products & Chemicals (APD)	0.1	$110k	470.00	234.04	View chart
Netflix (NFLX)	0.1	$106k	1.4k	78.52	View chart
Jabil Circuit (JBL)	0.1	$103k	475.00	216.84	View chart
Doubleline Opportunities Core Bond Etf (DBND)	0.1	$101k	2.8k	36.59	View chart
Ishares Msci All Country Asia Ex Japan Etf (AAXJ)	0.1	$100k	1.3k	77.52	View chart
Applied Materials (AMAT)	0.1	$97k	345.00	281.16	View chart
Xpeng -a- Adr (XPEV)	0.1	$96k	7.0k	13.71	View chart
Invesco Dynamic Leisure And Entertainment Etf - Distribution Etf (PEJ)	0.1	$95k	2.0k	46.80	View chart
Dimensional International Small Cap Value Etf (DISV)	0.0	$91k	2.9k	31.73	View chart
Kinder Morgan (KMI)	0.0	$89k	3.4k	26.57	View chart
Hims&hers Health Adr (HIMS)	0.0	$84k	5.4k	15.56	View chart
Altc Acquisition Corp (OKLO)	0.0	$83k	2.2k	36.97	View chart
Ishares Systematic Alternatives Active Etf (IALT)	0.0	$80k	3.7k	21.83	View chart
Dimensional Us Equity Market Etf (DFUS)	0.0	$80k	1.4k	56.98	View chart
Verizon Communications (VZ)	0.0	$78k	2.0k	39.00	View chart
Garmin (GRMN)	0.0	$77k	400.00	192.50	View chart
Dimensional International Value Etf (DFIV)	0.0	$77k	1.8k	42.90	View chart
Select Sector Spdr Health Care Shs Of Benef. Interest Usd 0.01 Etf (XLV)	0.0	$76k	650.00	116.92	View chart
Ishares Esg Aware Msci Usa Etf (ESGU)	0.0	$76k	660.00	115.15	View chart
SoundHound AI (SOUN)	0.0	$75k	14k	5.36	View chart
Dimensional Emerging Markets Core Equity Etf (DFEM)	0.0	$74k	2.7k	27.73	View chart
Amplify Etf Trust Transformal Data Sharing Etf (BLOK)	0.0	$71k	1.8k	40.57	View chart
Global X Data Center Reits & Digital Infrastructure Etf (DTCR)	0.0	$71k	3.6k	19.80	View chart
Ishares Core Us Aggregate Bond Etf (AGG)	0.0	$70k	880.00	79.55	View chart
Dimensional International High Profatibility Etf (DIHP)	0.0	$68k	2.6k	25.95	View chart
Dimensional Us High Profitability Etf (DUHP)	0.0	$63k	2.1k	29.58	View chart
First Trust Nasdaq Cybersecurity Etf (CIBR)	0.0	$63k	1.2k	52.28	View chart
Vanguard Energy Etf (VDE)	0.0	$63k	460.00	136.96	View chart
Ishares Us Consumer Staples Etf (IYK)	0.0	$57k	1.0k	55.88	View chart
Opendoor Technologies (OPEN)	0.0	$54k	15k	3.60	View chart
Jackson Financial Inc Com Cl A (JXN)	0.0	$54k	650.00	83.08	View chart
State Street Spdr S&p Biotech Etf Etf (XBI)	0.0	$51k	500.00	102.00	View chart
Boeing Company (BA)	0.0	$50k	300.00	166.67	View chart
Ishares Russell 1000 Etf (IWB)	0.0	$50k	175.00	285.71	View chart
Arm Holdings Adr (ARM)	0.0	$49k	430.00	113.95	View chart
Ishares Us Technology Etf (IYW)	0.0	$48k	321.00	149.53	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$48k	365.00	131.51	View chart
Vaneck Vectors J.p. Morgan Em Local Currency Etf (EMLC)	0.0	$47k	2.3k	20.09	View chart
Ishares Core Intl Aggregate Bond Etf (IAGG)	0.0	$46k	1.2k	40.00	View chart
Ishares Msci Eurozone Usd Hedged Etf (HEZU)	0.0	$45k	1.3k	35.02	View chart
JetBlue Airways Corporation (JBLU)	0.0	$45k	13k	3.60	View chart
Wisdomtree Artificial Intelligence And Innovation Etf (WTAI)	0.0	$44k	1.9k	23.61	View chart
Vaneck Vectors Rare Earth/strategic Metals Etf (REMX)	0.0	$43k	600.00	71.67	View chart
Okta Inc cl a (OKTA)	0.0	$43k	680.00	63.24	View chart
Mp Materials Corp (MP)	0.0	$43k	1.1k	39.09	View chart
Uipath Inc Cl A (PATH)	0.0	$43k	4.9k	8.78	View chart
Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.0	$41k	550.00	74.55	View chart
Vaneck Vectors Semiconductor Etf (SMH)	0.0	$40k	125.00	320.00	View chart
Global X Copper Miners Etf (COPX)	0.0	$39k	630.00	61.90	View chart
Spdr S&p China Etf (GXC)	0.0	$39k	530.00	73.58	View chart
Adaptive Biotechnologies Cor (ADPT)	0.0	$39k	3.6k	10.83	View chart
Spdr Ftse Intl. Government Inflation-protected Bond Etf (WIP)	0.0	$37k	1.2k	32.17	View chart
Ishares S&p 500 Value Etf (IVE)	0.0	$36k	210.00	171.43	View chart
Ishares -3 Year International Treasury Bond Etf (ISHG)	0.0	$36k	600.00	60.00	View chart
Doximity (DOCS)	0.0	$36k	2.0k	18.00	View chart
Semtech Corporation (SMTC)	0.0	$36k	550.00	65.45	View chart
Caterpillar (CAT)	0.0	$35k	60.00	583.33	View chart
Robinhood Mkts (HOOD)	0.0	$35k	635.00	55.12	View chart
Vaneck Pharmaceutical Etf Etf (PPH)	0.0	$35k	430.00	81.40	View chart
Ishares Russell Mid Cap Value Etf (IWS)	0.0	$34k	285.00	119.30	View chart
Spdr S&p Midcap 400 Series -1- Etf (MDY)	0.0	$33k	66.00	500.00	View chart
Better Home & Finance Holdin (BETR)	0.0	$32k	900.00	35.56	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$31k	3.8k	8.07	View chart
Direxion Daily Semiconductor Bull 3x Etf (SOXL)	0.0	$29k	651.00	44.55	View chart
Silicon Motion Adr (SIMO)	0.0	$29k	310.00	93.55	View chart
Proshares Bitcoin Strategy Etf (BITO)	0.0	$29k	3.8k	7.64	View chart
Ishares Cybersecurity & Tech Etf (IHAK)	0.0	$28k	780.00	35.90	View chart
Global X Us Infrastructure Development Etf (PAVE)	0.0	$27k	650.00	41.54	View chart
Select Sector Spdr Technology Etf Etf (XLK)	0.0	$26k	240.00	108.33	View chart
Uranium Energy (UEC)	0.0	$24k	2.3k	10.43	View chart
CHECK POINT SOFTWARE Technolog Com Stk (CHKP)	0.0	$24k	200.00	120.00	View chart
Paycom Software (PAYC)	0.0	$22k	225.00	97.78	View chart
Ishares Global Clean Energy Etf (ICLN)	0.0	$21k	1.5k	14.00	View chart
Xtrackers Harvest Csi 300 China A-shares Etf (ASHR)	0.0	$21k	800.00	26.25	View chart
Coreweave Inc Com Cl A (CRWV)	0.0	$20k	300.00	66.67	View chart
Servicenow (NOW)	0.0	$20k	250.00	80.00	View chart
Baidu -a- Sp Adr (BIDU)	0.0	$20k	230.00	86.96	View chart
Nike (NKE)	0.0	$20k	600.00	33.33	View chart
Cartesian Therapeutics (RNAC)	0.0	$20k	3.9k	5.13	View chart
Dex (DXCM)	0.0	$19k	370.00	51.35	View chart
Proshares Ultrapro S&p 500 Etf (UPRO)	0.0	$19k	240.00	79.17	View chart
Sap Adr (SAP)	0.0	$19k	140.00	135.71	View chart
Bitdeer Technologies Group (BTDR)	0.0	$19k	2.5k	7.60	View chart
Grayscale Bitcoin Ord (GBTC)	0.0	$19k	440.00	43.18	View chart
Ecopetrol Adr (EC)	0.0	$18k	1.5k	12.00	View chart
Western Asset Emma Debt Usd Etf (EMD)	0.0	$17k	1.9k	8.85	View chart
UnitedHealth (UNH)	0.0	$17k	70.00	242.86	View chart
Akebia Therapeutics (AKBA)	0.0	$16k	15k	1.07	View chart
Amplify Alternative Harvest Etf (MJ)	0.0	$16k	834.00	19.18	View chart
AeroVironment (AVAV)	0.0	$16k	110.00	145.45	View chart
Vaneck Africa Index Etf Usd Etf (AFK)	0.0	$15k	735.00	20.41	View chart
Nano Nuclear Energy (NNE)	0.0	$15k	935.00	16.04	View chart
Gilead Sciences (GILD)	0.0	$15k	140.00	107.14	View chart
Ast Spacemobile Inc Com Cl A (ASTS)	0.0	$15k	200.00	75.00	View chart
Kratos Defense & Security Solutions (KTOS)	0.0	$15k	260.00	57.69	View chart
Square Inc cl a (XYZ)	0.0	$14k	300.00	46.67	View chart
Kkr & Co (KKR)	0.0	$14k	200.00	70.00	View chart
Wm Technology (MAPS)	0.0	$14k	25k	0.56	View chart
Solstice Advanced Matls (SOLS)	0.0	$14k	228.00	61.40	View chart
Schrodinger (SDGR)	0.0	$14k	1.5k	9.33	View chart
Red Cat Hldgs (RCAT)	0.0	$14k	1.5k	9.33	View chart
USA Rare Earth Inc A (USAR)	0.0	$13k	1.1k	11.82	View chart
Lyft (LYFT)	0.0	$12k	1.1k	10.71	View chart
Datadog Inc Cl A (DDOG)	0.0	$12k	130.00	92.31	View chart
Northrop Grumman Corporation (NOC)	0.0	$12k	22.00	545.45	View chart
Grab Holdings Limited Class A Ord (GRAB)	0.0	$11k	4.0k	2.77	View chart
Pagerduty (PD)	0.0	$11k	2.2k	5.00	View chart
Vishay Intertechnology (VSH)	0.0	$11k	725.00	15.17	View chart
Cisco Systems (CSCO)	0.0	$10k	160.00	62.50	View chart
Crispr Therapeutics (CRSP)	0.0	$10k	250.00	40.00	View chart
Ishares Global Consumer Discretionary Etf (RXI)	0.0	$10k	70.00	142.86	View chart
Bristol Myers Squibb (BMY)	0.0	$10k	210.00	47.62	View chart
Take-Two Interactive Software (TTWO)	0.0	$9.0k	60.00	150.00	View chart
Five Below (FIVE)	0.0	$9.0k	50.00	180.00	View chart
Glaukos (GKOS)	0.0	$9.0k	100.00	90.00	View chart
Coupang (CPNG)	0.0	$9.0k	600.00	15.00	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$8.0k	20.00	400.00	View chart
MicroStrategy Incorporated (MSTR)	0.0	$8.0k	85.00	94.12	View chart
Argenx Sp Adr (ARGX)	0.0	$7.0k	12.00	583.33	View chart
Pulte (PHM)	0.0	$6.0k	70.00	85.71	View chart
Estee Lauder Companies (EL)	0.0	$6.0k	100.00	60.00	View chart
Ishares Gsci Commodity Dynamic Roll Strategy Etf Usd Etf (COMT)	0.0	$6.0k	200.00	30.00	View chart
Kinsale Cap Group (KNSL)	0.0	$6.0k	20.00	300.00	View chart
Tilray Brands (TLRY)	0.0	$5.0k	921.00	5.43	View chart
Brown & Brown (BRO)	0.0	$5.0k	90.00	55.56	View chart
Viking Therapeutics (VKTX)	0.0	$5.0k	200.00	25.00	View chart
Editas Medicine (EDIT)	0.0	$5.0k	2.5k	2.00	View chart
Ac Immune Sa (ACIU)	0.0	$5.0k	2.0k	2.50	View chart
Atlassian Corporation Cl A (TEAM)	0.0	$5.0k	100.00	50.00	View chart
Grayscale Digital Large Cap Etf (GDLC)	0.0	$5.0k	215.00	23.26	View chart
Ipath Series B S&p 500 Vix Short-term Futures Etn (VXX)	0.0	$5.0k	188.00	26.60	View chart
Heron Therapeutics (HRTX)	0.0	$5.0k	8.5k	0.59	View chart
Ryman Hospitality Pptys (RHP)	0.0	$4.0k	60.00	66.67	View chart
Ares Capital Corporation (ARCC)	0.0	$4.0k	250.00	16.00	View chart
Toast (TOST)	0.0	$4.0k	200.00	20.00	View chart
Agenus (AGEN)	0.0	$4.0k	1.3k	3.08	View chart
Grayscale Ethereum Com Unt (ETHE)	0.0	$3.0k	235.00	12.77	View chart
Ypf -d- Sp Adr (YPF)	0.0	$3.0k	94.00	31.91	View chart
Wal-Mart Stores (WMT)	0.0	$3.0k	30.00	100.00	View chart
Dominion Resources (D)	0.0	$3.0k	50.00	60.00	View chart
Novo Nordisk Adr (NVO)	0.0	$3.0k	103.00	29.13	View chart
Grayscale Ethereum Mini Trust Etf (ETH)	0.0	$3.0k	185.00	16.22	View chart
Vicarious Surgical (RBOT)	0.0	$2.0k	3.3k	0.60	View chart
Grayscale Bitcoin Mini Trust Etf (BTC)	0.0	$2.0k	88.00	22.73	View chart
Coeur d'Alene Mines Corporation (CDE)	0.0	$2.0k	100.00	20.00	View chart
Jinkosolar Sp Adr (JKS)	0.0	$2.0k	100.00	20.00	View chart
Kamada Ord Ils1.00 (KMDA)	0.0	$2.0k	250.00	8.00	View chart
Beam Therapeutics (BEAM)	0.0	$2.0k	100.00	20.00	View chart
Ionq Inc Pipe (IONQ)	0.0	$2.0k	100.00	20.00	View chart
Symbotic (SYM)	0.0	$2.0k	50.00	40.00	View chart
Paypal Holdings (PYPL)	0.0	$2.0k	45.00	44.44	View chart
Teladoc (TDOC)	0.0	$2.0k	376.00	5.32	View chart
Palatin Technologies (PTN)	0.0	$1.0k	92.00	10.87	View chart
Intuitive Surgical (ISRG)	0.0	$1.0k	2.00	500.00	View chart
Upstart Hldgs (UPST)	0.0	$1.0k	50.00	20.00	View chart
Serve Robotics (SERV)	0.0	$1.0k	80.00	12.50	View chart
Yelp Inc cl a (YELP)	0.0	$999.999000	35.00	28.57	View chart

Past Filings by Forum Finance Group

SEC 13F filings are viewable for Forum Finance Group going back to 2026

Forum Finance Group 2026 Q1 filed May 7, 2026

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