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Portfolio (Quarterly) Guide ↗

Forum Private Client Group LLC

· CIK 0001910636
13F Portfolio $300M AUM 80 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 36 Added 27 Reduced 3 Exited
Page 3 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JPM JPMORGAN CHASE &CO Financial Services 2,515.0 $740K 0.25% +158.0 +6.7% $294.15 +1.5%
42 IJS ISHARES TR 6,243.0 $739K 0.25% -796.0 -11.3% $118.45 +11.0%
43 IGSB ISHARES TR 13,512.0 $710K 0.24% -492.0 -3.5% $52.56 -0.2%
44 IWL ISHARES TR 4,349.0 $698K 0.23% -136.0 -3.0% $160.47 +16.2%
45 SNA SNAP ON INC Industrials 1,675.0 $608K 0.20% +11.0 +0.7% $363.26 +2.9%
46 EFA ISHARES TR 6,114.0 $594K 0.20% $97.13 +7.8%
47 MSFT MICROSOFT CORP Technology 1,557.0 $576K 0.19% +270.0 +21.0% $370.11 +14.5%
48 FPEI FIRST TR EXCH TRADED FD III 29,995.0 $570K 0.19% $19.00 +1.2%
49 IWR ISHARES TR 5,030.0 $489K 0.16% -551.0 -9.9% $97.22 +10.2%
50 NVDA NVIDIA CORPORATION Technology 2,666.0 $465K 0.15% +1K +70.8% $174.37 +21.8%
51 SPY STATE STR SPDR S&P 500 ETF T Financial Services 634.0 $412K 0.14% $650.19 +15.9%
52 VOE VANGUARD INDEX FDS 2,227.0 $410K 0.14% $184.30 +5.7%
53 FITB FIFTH THIRD BANCORP Financial Services 8,582.0 $399K 0.13% $46.46 +7.3%
54 XOM EXXON MOBIL CORP Energy 2,309.0 $392K 0.13% +67.0 +3.0% $169.64 -12.5%
55 AMZN AMAZON COM INC Consumer Cyclical 1,862.0 $388K 0.13% +213.0 +12.9% $208.27 +29.4%
56 IWD ISHARES TR 1,727.0 $369K 0.12% +20.0 +1.2% $213.71 +11.6%
57 SHY ISHARES TR 4,441.0 $367K 0.12% -554.0 -11.1% $82.56 -0.4%
58 MUB ISHARES TR 3,340.0 $355K 0.12% $106.15 +0.8%
59 EEM ISHARES TR 6,228.0 $354K 0.12% -80.0 -1.3% $56.79 +20.5%
60 KR KROGER CO Consumer Defensive 4,887.0 $354K 0.12% -246.0 -4.8% $72.36 -12.0%
Page 3 of 4  ·  80 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 41.0%
Technology 13.7%
Financial Services 13.5%
Communication Services 11.4%
Industrials 8.6%
Consumer Cyclical 4.6%
Consumer Defensive 4.3%
Energy 2.9%