Forge Financial Services LLC reported 36 holdings worth US$1.16B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Forge Financial Services LLC reported 36 holdings worth US$1.16B as of Jun 30, 2026. Largest: United Parcel Service, Inc., Berkshire Hathaway Inc. and Amazon.com, Inc. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 36
- Value as reported
- US$1.16B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| United Parcel Service, Inc. | 7,038 | US$757K | 0.07% |
| Berkshire Hathaway Inc. | 1,216 | US$608K | 0.05% |
| Amazon.com, Inc. | 2,072 | US$494K | 0.04% |
| Philip Morris International Inc | 1,910 | US$346K | 0.03% |
| Tesla, Inc. | 609 | US$256K | 0.02% |
| Oge Energy Corp | 4,688 | US$228K | 0.02% |
| Evergy, Inc. | 2,422 | US$209K | 0.02% |