Forum Finance Group S.A. has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists Xavier Ricbour as the authorized signatory for the report.
The portfolio consists of 171 distinct positions. The largest holding is Liberty Global, with 250,000 shares. Dollar General is the second-largest position, with 60,000 shares. Other notable positions include La-Z-Boy (85,000 shares), The Kraft Heinz (90,000 shares), Taiwan Semiconductor (1,765 shares), and USA Rare Earth (60,505 shares).
The filing includes a mix of individual equities and exchange-traded funds (ETFs). Major technology companies such as Apple, Microsoft, Alphabet, Amazon, and NVIDIA are represented. The portfolio also holds significant exposure to commodities and precious metals through ETFs, including the iShares Bitcoin Trust (47,021 shares), Aberdeen Standard Physical Gold ETF (17,260 shares), and Aberdeen Standard Silver ETF (12,275 shares). Additionally, the filing lists various bond ETFs, such as the iShares USD High Yield Corporate Bond ETF (40,255 shares) and the Vanguard Intermediate-Term Corp. Bond ETF (16,802 shares).
