Forum Finance Group S.A.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Forum Finance Group S.A. reported 321 stock positions worth $184.4 million. Its top holding was Alphabet Class A (GOOGL) at 6.7% of the portfolio, followed by Apple (AAPL, 3.9%) and Invesco QQQ Trust Series 1 (QQQ, 3.1%).
- Most Recent 13F
- Q2 2026
- Location
- GENEVA, V8
- CIK
- 0002133354
- Portfolio Value
- $184.4M (Q1 2026)
- SEC Filing
- 0002133354-26-000001 ↗ filed May 7, 2026
Holdings Value
Holdings 321 stocks · $184.4M
| GOOGL Alphabet Inc. Class A | 6.67% | 50,515 | $12.3M | — |
| AAPL Apple Inc. | 3.90% | 35,565 | $7.2M | — |
| QQQ Invesco QQQ Trust Series 1 | 3.15% | 12,366 | $5.8M | — |
| BABA Alibaba Group Holding-SP ADR | 3.04% | 58,686 | $5.6M | — |
| TT Trane Technologies PLC | 2.80% | 15,000 | $5.2M | — |
| AMZN Amazon.com Inc. | 2.71% | 29,344 | $5.0M | — |
| MSFT Microsoft Corp. | 2.69% | 16,707 | $5.0M | — |
| V Visa Inc. Class A | 2.26% | 17,240 | $4.2M | — |
| NVDA Nvidia Corp. | 2.22% | 28,873 | $4.1M | — |
| ABBV Abbvie Inc. | 2.01% | 22,520 | $3.7M | — |
| GLD SPDR Gold Shares | 1.92% | 10,285 | $3.5M | — |
| CVX Chevron Corp. | 1.74% | 20,020 | $3.2M | — |
| JNJ Johnson & Johnson | 1.71% | 16,599 | $3.2M | — |
| VGK Vanguard Ftse Europe ETF | 1.67% | 46,131 | $3.1M | — |
| META Meta Platforms Inc. Class A | 1.66% | 6,668 | $3.1M | — |
| WM Waste Management Inc. | 1.61% | 16,000 | $3.0M | — |
| IWF iShares Russell 1000 Growth | 1.45% | 7,767 | $2.7M | — |
| MRK Merck & Co. Inc. | 1.43% | 27,780 | $2.6M | — |
| ALB Albemarle Corp. | 1.35% | 18,000 | $2.5M | — |
| MCD McDonald's Corp. | 1.32% | 10,000 | $2.4M | — |
| PG The Procter & Gamble Co. | 1.30% | 21,315 | $2.4M | — |
| VT Vanguard Tot World STK ETF | 1.30% | 21,427 | $2.4M | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.27% | 30,673 | $2.3M | — |
| LLY Eli Lilly & Co. | 1.23% | 3,064 | $2.3M | — |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 1.20% | 85,275 | $2.2M | — |
| SLB SLB Ltd. filed as SLB LIMITED | 1.16% | 53,100 | $2.1M | — |
| VTWO Vanguard Russell 2000 ETF | 1.12% | 25,388 | $2.1M | — |
| IEMG iShares Core MSCI Emerging | 1.05% | 34,682 | $1.9M | — |
| URNM Sprott Uranium Miners ETF | 1.02% | 38,367 | $1.9M | — |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | 1.02% | 77,554 | $1.9M | — |
| LNG Cheniere Energy Inc. | 0.98% | 8,000 | $1.8M | — |
| CEMB iShares JP Morgan Em Corpora | 0.96% | 49,254 | $1.8M | — |
| IBIT iShares Bitcoin Trust ETF | 0.94% | 55,723 | $1.7M | — |
| UNP Union Pacific Corp. | 0.93% | 8,700 | $1.7M | — |
| MDLZ Mondelez International Inc. Class A | 0.92% | 37,000 | $1.7M | — |
| PEP Pepsico Inc. | 0.86% | 13,000 | $1.6M | — |
| AVGO Broadcom Inc. | 0.85% | 5,918 | $1.6M | — |
| RSP Invesco S&P 500 Equal Weight | 0.85% | 10,190 | $1.6M | — |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.83% | 32,253 | $1.5M | — |
| RTX RTX Corp. | 0.81% | 9,500 | $1.5M | — |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.79% | 53,588 | $1.5M | — |
| IEUS iShares MSCI Europe Small-Ca | 0.79% | 27,049 | $1.5M | — |
| VPL Vanguard Ftse Pacific ETF | 0.77% | 17,764 | $1.4M | — |
| LIN Linde PLC | 0.73% | 3,395 | $1.3M | — |
| FMB First Trust Managed Municipa | 0.71% | 32,049 | $1.3M | — |
| EEM iShares MSCI Emerging Market | 0.68% | 27,276 | $1.2M | — |
| LEMB iShares JP Morgan Em Local C | 0.62% | 34,930 | $1.1M | — |
| IAU iShares Gold Trust | 0.60% | 15,762 | $1.1M | — |
| IWO iShares Russell 2000 Growth | 0.58% | 4,185 | $1.1M | — |
| USHY iShares Broad Usd High Yield | 0.56% | 35,295 | $1.0M | — |
| MU Micron Technology Inc. | 0.54% | 3,313 | $998K | — |
| SFGV Sequoia Global Value ETF | 0.52% | 36,880 | $968K | — |
| PICK iShares MSCI Global Metals & | 0.52% | 21,070 | $968K | — |
| ALLW State Street Brgwtr All WTHR | 0.51% | 40,149 | $932K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.50% | 1,742 | $916K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.48% | 2,341 | $893K | — |
| AMD Advanced Micro Devices | 0.47% | 4,941 | $873K | — |
| URNJ Sprott Jr Uranium Miners ETF | 0.46% | 37,437 | $846K | — |
| HON Honeywell International Inc. | 0.46% | 4,716 | $842K | — |
| KWEB Kranesh Csi China Internet | 0.45% | 37,200 | $833K | — |
| VONG Vanguard Russell 1000 Growth | 0.42% | 8,826 | $783K | — |
| DFLV Dim US Large Cap Value ETF | 0.42% | 26,751 | $770K | — |
| AME Ametek Inc. | 0.41% | 4,360 | $757K | — |
| EEMA iShares MSCI Emerg MRKT Asia | 0.40% | 9,589 | $739K | — |
| EWJ iShares MSCI Japan ETF | 0.38% | 10,347 | $706K | — |
| TSLA Tesla Inc. | 0.37% | 2,473 | $684K | — |
| XOM Exxon Mobil Corp. | 0.36% | 5,034 | $658K | — |
| ACWI iShares MSCI Acwi ETF | 0.35% | 5,827 | $652K | — |
| IPAC iShares Core MSCI Pacific Et | 0.35% | 10,417 | $645K | — |
| IEUR iShares Core MSCI Europe ETF | 0.34% | 10,933 | $621K | — |
| BKLN Invesco Senior Loan ETF | 0.32% | 36,315 | $594K | — |
| FTLS First Trust Long/Short Eqty | 0.32% | 10,369 | $584K | — |
| PRFD PIMCO Pref and Cap Sec Act | 0.31% | 14,241 | $576K | — |
| GOOG Alphabet Inc. Class C | 0.30% | 2,305 | $559K | — |
| CNYA iShares MSCI China A ETF | 0.30% | 20,665 | $555K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 13,170 | $528K | — |
| URA Global X Uranium ETF | 0.28% | 13,526 | $517K | — |
| FEZ State Street SPDR Euro Stoxx | 0.28% | 10,276 | $515K | — |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | 0.28% | 13,630 | $508K | — |
| JPM JPMorgan Chase & Co. | 0.27% | 2,078 | $493K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.26% | 1,765 | $486K | — |
| VOO Vanguard S&P 500 ETF | 0.26% | 975 | $471K | — |
| C Citigroup Inc. | 0.24% | 4,800 | $448K | — |
| HACK Amplify Cybersecurity ETF | 0.24% | 7,300 | $440K | — |
| MRNA Moderna Inc. | 0.23% | 10,400 | $416K | — |
| INDA iShares MSCI India ETF | 0.22% | 10,715 | $405K | — |
| GDX Vaneck Gold Miners ETF | 0.22% | 5,330 | $404K | — |
| JCHI JPMorgan Active China ETF | 0.21% | 9,531 | $393K | — |
| PFE Pfizer Inc. | 0.21% | 18,200 | $393K | — |
| PM Philip Morris International | 0.21% | 3,100 | $389K | — |
| FDX FedEx Corp. | 0.21% | 1,350 | $384K | — |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.20% | 5,920 | $376K | — |
| MET Metlife Inc. | 0.20% | 6,600 | $375K | — |
| CRM Salesforce Inc. | 0.20% | 2,518 | $367K | — |
| MA Mastercard Inc. Class A | 0.20% | 916 | $364K | — |
| NOBL Proshares S&P 500 Dividend A | 0.19% | 4,265 | $359K | — |
| IVW iShares S&P 500 Growth ETF | 0.19% | 3,733 | $345K | — |
| FLCA Franklin Ftse Canada ETF | 0.18% | 8,575 | $341K | — |
| IWM iShares Russell 2000 ETF | 0.18% | 1,658 | $334K | — |
| IVV iShares Core S&P 500 ETF | 0.18% | 626 | $331K | — |
| HD Home Depot Inc. | 0.17% | 1,255 | $319K | — |
| AEP American Electric Power | 0.17% | 3,000 | $318K | — |
| VCIT Vanguard Int-Term Corporate | 0.17% | 4,811 | $318K | — |
| QVCAQ QVC Group Inc. | 0.17% | 180,400 | $312K | — |
| GE General Electric filed as GE AEROSPACE | 0.16% | 1,310 | $302K | — |
| EWL iShares MSCI Switzerland ETF | 0.16% | 6,253 | $294K | — |
| IGM iShares Expanded Tech Sector | 0.15% | 2,874 | $281K | — |
| NEE Nextera Energy Inc. | 0.15% | 3,745 | $280K | — |
| ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU | 0.14% | 4,825 | $267K | — |
| RIO Rio Tinto PLC-Spon ADR | 0.14% | 3,500 | $264K | — |
| METV Roundhill Ball Metaverse ETF | 0.13% | 19,288 | $246K | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.13% | 3,903 | $246K | — |
| TIP iShares Tips Bond ETF | 0.13% | 2,770 | $245K | — |
| LRCX Lam Research Corp. | 0.13% | 1,350 | $242K | — |
| SNY Sanofi-ADR | 0.13% | 6,299 | $235K | — |
| SKYY First Trust Cloud Computing | 0.12% | 2,540 | $226K | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.12% | 3,450 | $220K | — |
| PBR Petroleo Brasileiro-Spon ADR | 0.12% | 13,300 | $220K | — |
| IGV iShares Expanded Tech-Softwa | 0.12% | 3,417 | $219K | — |
| BBH Vaneck Biotech ETF | 0.12% | 1,445 | $215K | — |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.11% | 6,264 | $211K | — |
| MELI MercadoLibre Inc. | 0.11% | 151 | $210K | — |
| IDV iShares International Select | 0.11% | 6,080 | $209K | — |
| EMB iShares JP Morgan Usd Emergi | 0.11% | 2,765 | $207K | — |
| EW Edwards Lifesciences Corp. | 0.11% | 3,190 | $206K | — |
| SOXX iShares Semiconductor ETF | 0.11% | 725 | $201K | — |
| IHY Vaneck Int High Yield Bond | 0.11% | 11,687 | $200K | — |
| JCPB JPMorgan Core Plus Bond ETF | 0.11% | 5,260 | $197K | — |
| NIO Nio Inc. - ADR | 0.11% | 40,000 | $196K | — |
| EMCB Wisdomtree Em Corp. Bond | 0.11% | 3,740 | $196K | — |
| SPOT Spotify Technology SA | 0.10% | 500 | $193K | — |
| URTH iShares MSCI World ETF | 0.10% | 1,309 | $191K | — |
| EUDG Wisdomtree Europe Quality Di | 0.10% | 6,154 | $181K | — |
| DFAS Dimensional US Small Cap ETF | 0.10% | 3,101 | $179K | — |
| IDU iShares US Utilities ETF | 0.10% | 1,915 | $179K | — |
| CMPS Compass Pathways PLC | 0.10% | 39,745 | $176K | — |
| PICB Invesco International Corpor | 0.09% | 9,450 | $175K | — |
| XLE SS Energy Select Sector | 0.09% | 3,600 | $173K | — |
| IEI iShares 3-7 Year Treasury Bo | 0.09% | 1,809 | $171K | — |
| IEF iShares 7-10 Year Treasury B | 0.09% | 2,225 | $169K | — |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.09% | 3,912 | $164K | — |
| SLV iShares Silver Trust | 0.09% | 3,077 | $162K | — |
| SCHG Schwab US Large-Cap Growth | 0.09% | 6,700 | $158K | — |
| DFAT Dimensional US Target Value | 0.08% | 3,070 | $155K | — |
| IGF iShares Global Infrastructur | 0.08% | 2,860 | $154K | — |
| KO The Coca-Cola Co. | 0.08% | 2,520 | $153K | — |
| ETHA iShares Ethereum Trust ETF | 0.08% | 11,919 | $152K | — |
| BOTZ Global X Robotics & Artifici | 0.08% | 5,672 | $151K | — |
| IWD iShares Russell 1000 Value E | 0.08% | 835 | $144K | — |
| VALE Vale SA-SP ADR | 0.08% | 11,000 | $142K | — |
| ZS Zscaler Inc. | 0.07% | 1,200 | $136K | — |
| BWXT BWX Technologies Inc. | 0.07% | 790 | $135K | — |
| DFE Wisdomtree Eur S/C Dividend | 0.07% | 2,330 | $135K | — |
| EPP iShares MSCI Pacific Ex Japa | 0.07% | 3,092 | $133K | — |
| VWO Vanguard Ftse Emerging Marke | 0.07% | 3,051 | $132K | — |
| UI Ubiquiti Inc. | 0.07% | 195 | $130K | — |
| UBER Uber Technologies Inc. | 0.07% | 2,195 | $126K | — |
| EUFN iShares MSCI Europe Financia | 0.07% | 4,350 | $124K | — |
| EA Electronic Arts Inc. | 0.07% | 751 | $122K | — |
| CUBI Customers Bancorp Inc. | 0.07% | 2,100 | $120K | — |
| BTI British American Tob-SP ADR | 0.06% | 2,530 | $119K | — |
| LIT Global X Lithium & Battery T | 0.06% | 2,020 | $119K | — |
| OGN Organon & Co. | 0.06% | 24,000 | $117K | — |
| RHI Robert Half Inc. | 0.06% | 5,840 | $112K | — |
| APD Air Products & Chemicals Inc. | 0.06% | 470 | $110K | — |
| NFLX Netflix Inc. | 0.06% | 1,350 | $106K | — |
| JBL Jabil Inc. | 0.06% | 475 | $103K | — |
| DBND Doubleline Oppor Cor BND-Usd | 0.05% | 2,760 | $101K | — |
| AAXJ iShares MSCI All Country Asi | 0.05% | 1,290 | $100K | — |
| AMAT Applied Materials Inc. | 0.05% | 345 | $97K | — |
| XPEV Xpeng Inc. - ADR | 0.05% | 7,000 | $96K | — |
| PEJ Invesco Leisure & Entertainm | 0.05% | 2,030 | $95K | — |
| DISV Dimensional International SM | 0.05% | 2,868 | $91K | — |
| KMI Kinder Morgan Inc. | 0.05% | 3,350 | $89K | — |
| HIMS Hims & Hers Health Inc. | 0.05% | 5,400 | $84K | — |
| OKLO Oklo Inc. | 0.04% | 2,245 | $83K | — |
| IALT Ishrs SYS Alt Act ETF | 0.04% | 3,664 | $80K | — |
| DFUS Dimensional US Eq MKT ETF | 0.04% | 1,404 | $80K | — |
| VZ Verizon Communications Inc. | 0.04% | 2,000 | $78K | — |
| DFIV Dimensional International Va | 0.04% | 1,795 | $77K | — |
| GRMN Garmin Ltd. | 0.04% | 400 | $77K | — |
| ESGU iShares ESG Aware MSCI USA | 0.04% | 660 | $76K | — |
| XLV SS Health Care Select Sector | 0.04% | 650 | $76K | — |
| SOUN Soundhound AI Inc. Class A | 0.04% | 14,000 | $75K | — |
| DFEM Dimensional Emrg MRKT Core | 0.04% | 2,669 | $74K | — |
| BLOK Amplify Blockchain Tech ETF | 0.04% | 1,750 | $71K | — |
| DTCR Global X Data Center & Digit | 0.04% | 3,585 | $71K | — |
| AGG iShares Core U.S. Aggregate | 0.04% | 880 | $70K | — |
| DIHP Dimensional International Hi | 0.04% | 2,620 | $68K | — |
| DUHP Dimensional US High Profi Et | 0.03% | 2,130 | $63K | — |
| CIBR First Trust Nasdaq Cybersecu | 0.03% | 1,205 | $63K | — |
| VDE Vanguard Energy ETF | 0.03% | 460 | $63K | — |
| IYK iShares US Consumer Staples | 0.03% | 1,020 | $57K | — |
| JXN Jackson Financial Inc. Class A | 0.03% | 650 | $54K | — |
| OPEN Opendoor Technologies Inc. | 0.03% | 15,000 | $54K | — |
| XBI SS SPDR S&P Biotech ETF | 0.03% | 500 | $51K | — |
| BA The Boeing Co. | 0.03% | 300 | $50K | — |
| IWB iShares Russell 1000 ETF | 0.03% | 175 | $50K | — |
| ARM Arm Holdings PLC-ADR | 0.03% | 430 | $49K | — |
| IYW iShares Ustechnology ETF | 0.03% | 321 | $48K | — |
| XLI SS Industrial Select Sector | 0.03% | 365 | $48K | — |
| EMLC Vaneck JPM Em Local Curr BND | 0.03% | 2,340 | $47K | — |
| IAGG iShares Intl Aggregate Bond | 0.02% | 1,150 | $46K | — |
| HEZU iShares Currency Hedged MSCI | 0.02% | 1,285 | $45K | — |
| JBLU Jetblue Airways Corp. | 0.02% | 12,500 | $45K | — |
| WTAI Wisdomtree AI and Innovation | 0.02% | 1,864 | $44K | — |
| MP MP Materials Corp. | 0.02% | 1,100 | $43K | — |
| OKTA Okta Inc. | 0.02% | 680 | $43K | — |
| PATH Uipath Inc. Class A | 0.02% | 4,900 | $43K | — |
| REMX Vaneck Rar Earth ND STG-Usdi | 0.02% | 600 | $43K | — |
| CWB SS SPDR BB Conv Sec ETF | 0.02% | 550 | $41K | — |
| SMH Vaneck Semiconductor ETF | 0.02% | 125 | $40K | — |
| ADPT Adaptive Biotechnologies | 0.02% | 3,600 | $39K | — |
| COPX Global X Copper Miners ETF | 0.02% | 630 | $39K | — |
| GXC State Street SPDR S&P China | 0.02% | 530 | $39K | — |
| WIP State Street SPDR Ftse Inter | 0.02% | 1,150 | $37K | — |
| DOCS Doximity Inc. Class A | 0.02% | 2,000 | $36K | — |
| IVE iShares S&P 500 Value ETF | 0.02% | 210 | $36K | — |
| ISHG iShares -3 Year Internationa | 0.02% | 600 | $36K | — |
| SMTC Semtech Corp. | 0.02% | 550 | $36K | — |
| CAT Caterpillar Inc. | 0.02% | 60 | $35K | — |
| HOOD Robinhood Markets Inc. Class A | 0.02% | 635 | $35K | — |
| PPH Vaneck Pharmaceutical ETF | 0.02% | 430 | $35K | — |
| IWS iShares Russell Mid-Cap Valu | 0.02% | 285 | $34K | — |
| MDY State Street SPDR S&P Midcap | 0.02% | 66 | $33K | — |
| BETR Better Home & Finance Holdin | 0.02% | 900 | $32K | — |
| AGNC AGNC Investment Corp. | 0.02% | 3,840 | $31K | — |
| SOXL Direx Dail Semi Bu 3X Et-Usd | 0.02% | 651 | $29K | — |
| BITO Proshares Bitcoin ETF-Usd | 0.02% | 3,795 | $29K | — |
| SIMO Silicon Motion Technol-ADR | 0.02% | 310 | $29K | — |
| IHAK iShares Cybersecurity & Tech | 0.02% | 780 | $28K | — |
| PAVE Global X US Infrastructure | 0.01% | 650 | $27K | — |
| XLK SS Technology Select Sector | 0.01% | 240 | $26K | — |
| UEC Uranium Energy Corp. | 0.01% | 2,300 | $24K | — |
| CHKP Check Point Software Tech | 0.01% | 200 | $24K | — |
| PAYC Paycom Software Inc. | 0.01% | 225 | $22K | — |
| ASHR Xtrackers Harvest Csi 300 CH | 0.01% | 800 | $21K | — |
| ICLN iShares Global Clean Energy | 0.01% | 1,500 | $21K | — |
| BIDU Baidu Inc. - Spon ADR | 0.01% | 230 | $20K | — |
| CRWV Coreweave Inc. Class A | 0.01% | 300 | $20K | — |
| NKE Nike Inc. Class B | 0.01% | 600 | $20K | — |
| RNAC Cartesian Therapeutics Inc. | 0.01% | 3,900 | $20K | — |
| NOW ServiceNow Inc. | 0.01% | 250 | $20K | — |
| DXCM Dexcom Inc. | 0.01% | 370 | $19K | — |
| GBTC Grayscale Bitcoin Trust ETF | 0.01% | 440 | $19K | — |
| UPRO Proshares Ultrapro S&P 500 | 0.01% | 240 | $19K | — |
| SAP Sap SE-Sponsored ADR | 0.01% | 140 | $19K | — |
| BTDR Bitdeer Technologies Group-A | 0.01% | 2,500 | $19K | — |
| EC Ecopetrol SA-Sponsored ADR | 0.01% | 1,500 | $18K | — |
| UNH Unitedhealth Group Inc. | 0.01% | 70 | $17K | — |
| XEMDX Western Asset Emrg MRKT DBT | 0.01% | 1,920 | $17K | — |
| AVAV Aerovironment Inc. | 0.01% | 110 | $16K | — |
| AKBA Akebia Therapeutics Inc. | 0.01% | 14,973 | $16K | — |
| MJ Amplify Alternat Harvest ETF | 0.01% | 834 | $16K | — |
| ASTS Ast Spacemobile Inc. | 0.01% | 200 | $15K | — |
| GILD Gilead Sciences Inc. | 0.01% | 140 | $15K | — |
| KTOS Kratos Defense & Security | 0.01% | 260 | $15K | — |
| NNE Nano Nuclear Energy Inc. | 0.01% | 935 | $15K | — |
| AFK Vaneck Africa Index ETF | 0.01% | 735 | $15K | — |
| KKR KKR & Co. Inc. | 0.01% | 200 | $14K | — |
| RCAT Red Cat Holdings Inc. | 0.01% | 1,500 | $14K | — |
| SDGR Schrodinger Inc. | 0.01% | 1,500 | $14K | — |
| SOLS Solstice Adv Materials Inc. | 0.01% | 228 | $14K | — |
| XYZ Block Inc. | 0.01% | 300 | $14K | — |
| MAPS WM Technology Inc. | 0.01% | 25,000 | $14K | — |
| USAR USA Rare Earth Inc. | 0.01% | 1,100 | $13K | — |
| DDOG Datadog Inc. Class A | 0.01% | 130 | $12K | — |
| LYFT LYFT Inc. Class A | 0.01% | 1,120 | $12K | — |
| NOC Northrop Grumman Corp. | 0.01% | 22 | $12K | — |
| PD Pagerduty Inc. | 0.01% | 2,200 | $11K | — |
| VSH Vishay Intertechnology Inc. | 0.01% | 725 | $11K | — |
| GRAB Grab Holdings Ltd. Class A | 0.01% | 3,975 | $11K | — |
| BMY Bristol-Myers Squibb Co. | 0.01% | 210 | $10K | — |
| CSCO Cisco Systems Inc. | 0.01% | 160 | $10K | — |
| RXI iShares Global Consumer Disc | 0.01% | 70 | $10K | — |
| CRSP Crispr Therapeutics AG | 0.01% | 250 | $10K | — |
| CPNG Coupang Inc. | 0.00% | 600 | $9K | — |
| FIVE Five Below | 0.00% | 50 | $9K | — |
| GKOS Glaukos Corp. | 0.00% | 100 | $9K | — |
| TTWO Take-Two Interactive Softwre | 0.00% | 60 | $9K | — |
| MSTR Strategy Inc. | 0.00% | 85 | $8K | — |
| ULTA Ulta Beauty Inc. | 0.00% | 20 | $8K | — |
| ARGX Argenx SE - ADR | 0.00% | 12 | $7K | — |
| COMT iShares Gsci Commodity Dynam | 0.00% | 200 | $6K | — |
| KNSL Kinsale Capital Group Inc. | 0.00% | 20 | $6K | — |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.00% | 100 | $6K | — |
| PHM Pultegroup Inc. | 0.00% | 70 | $6K | — |
| TEAM Atlassian Corp. Class A | 0.00% | 100 | $5K | — |
| VXX Ipath Series B S&P 500 Vix filed as BARCLAYS BANK PLC | 0.00% | 188 | $5K | — |
| BRO Brown & Brown Inc. | 0.00% | 90 | $5K | — |
| EDIT Editas Medicine Inc. | 0.00% | 2,500 | $5K | — |
| HRTX Heron Therapeutics Inc. | 0.00% | 8,500 | $5K | — |
| TLRY Tilray Brands Inc. | 0.00% | 921 | $5K | — |
| VKTX Viking Therapeutics Inc. | 0.00% | 200 | $5K | — |
| GDLC Grayscale Coindesk 5 ETF | 0.00% | 215 | $5K | — |
| ACIU Ac Immune SA | 0.00% | 2,000 | $5K | — |
| AGEN Agenus Inc. | 0.00% | 1,300 | $4K | — |
| ARCC Ares Capital Corp. | 0.00% | 250 | $4K | — |
| RHP Ryman Hospitality Properties | 0.00% | 60 | $4K | — |
| TOST Toast Inc. Class A | 0.00% | 200 | $4K | — |
| D Dominion Energy Inc. | 0.00% | 50 | $3K | — |
| ETHE Grayscale Ethereum Staking E | 0.00% | 235 | $3K | — |
| ETH Grayscale Ethereum Staking M | 0.00% | 185 | $3K | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.00% | 103 | $3K | — |
| WMT Walmart Inc. | 0.00% | 30 | $3K | — |
| YPF YPF S.A.-Sponsored ADR filed as YPF SOCIEDAD ANONIMA | 0.00% | 94 | $3K | — |
| BEAM Beam Therapeutics Inc. | 0.00% | 100 | $2K | — |
| CDE Coeur Mining Inc. | 0.00% | 100 | $2K | — |
| BTC Grayscale Bitcoin Mini ETF | 0.00% | 88 | $2K | — |
| IONQ Ionq Inc. | 0.00% | 100 | $2K | — |
| JKS Jinkosolar Holding Co.-ADR | 0.00% | 100 | $2K | — |
| PYPL PayPal Holdings Inc. | 0.00% | 45 | $2K | — |
| SYM Symbotic Inc. | 0.00% | 50 | $2K | — |
| TDOC Teladoc Health Inc. | 0.00% | 376 | $2K | — |
| RBOT Vicarious Surgical Inc. Class A | 0.00% | 3,333 | $2K | — |
| KMDA Kamada Ltd. | 0.00% | 250 | $2K | — |
| ISRG Intuitive Surgical Inc. | 0.00% | 2 | $1K | — |
| PTN Palatin Technologies Inc. | 0.00% | 92 | $1K | — |
| SERV Serve Robotics Inc. | 0.00% | 80 | $1K | — |
| UPST Upstart Holdings Inc. | 0.00% | 50 | $1K | — |
| YELP Yelp Inc. | 0.00% | 35 | $1K | — |
Portfolio Sells Q1 2026
No earlier filing to compare with.
Portfolio Buys Q1 2026
No earlier filing to compare with.