Xavier Ricbour

Forum Finance Group S.a.

Assets Managed

$184.447M

Holdings

321

Last Quarter

2026 - Q1

Filed Date

23d ago

Growth Rate

0%(2Q avg: 0%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Forum Finance Group S.a.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 321 positions.

Assets under management

The assets under management (AUM) of Forum Finance Group S.a. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 184.447M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Xavier Ricbour, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
GOOGL Alphabet Inc-cl A Recent Activity New Position	6.68%	$12.307M 50,515 shares@ $243.64 avg price	New Position
AAPL Apple Inc Recent Activity New Position	3.9%	$7.191M 35,565 shares@ $202.2 avg price	New Position
QQQ Invesco Qqq Trust Series 1 Recent Activity New Position	3.15%	$5.805M 12,366 shares@ $469.44 avg price	New Position
BABA Alibaba Group Holding-sp Adr Recent Activity New Position	3.04%	$5.604M 58,686 shares@ $95.5 avg price	New Position
TT Trane Technologies Plc Recent Activity New Position	2.81%	$5.167M 15,000 shares@ $344.47 avg price	New Position
AMZN Amazon.com Inc Recent Activity New Position	2.72%	$5.003M 29,344 shares@ $170.5 avg price	New Position
MSFT Microsoft Corp Recent Activity New Position	2.69%	$4.961M 16,707 shares@ $296.95 avg price	New Position
V Visa Inc-class A Shares Recent Activity New Position	2.26%	$4.16M 17,240 shares@ $241.3 avg price	New Position
NVDA Nvidia Corp Recent Activity New Position	2.23%	$4.101M 28,873 shares@ $142.04 avg price	New Position
ABBV Abbvie Inc Recent Activity New Position	2.01%	$3.707M 22,520 shares@ $164.61 avg price	New Position

1-10 of 321