Forum Private Client Group LLC
Forum Private Client Group LLC reported 86 holdings worth US$336M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 12, 2026
Forum Private Client Group LLC reported 86 holdings worth US$336M as of Jun 30, 2026. Largest: Eli Lilly And Company, Apple Inc and At&t Inc. Filed Aug 12, 2026 (Form 13F).
- Holdings
- 86
- Value as reported
- US$336M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Eli Lilly And Company | 5,577 | US$6.69M | 2.0% |
| Apple Inc | 3,322 | US$961K | 0.29% |
| At&t Inc. | 43,262 | US$896K | 0.27% |
| Jp Morgan Chase & Co. | 2,693 | US$882K | 0.26% |
| Snap-on Incorporated | 1,686 | US$678K | 0.20% |
| Microsoft Corp. | 1,595 | US$595K | 0.18% |
| Amazon.com, Inc. | 2,130 | US$508K | 0.15% |
| Nvidia Corporation | 2,521 | US$504K | 0.15% |
| Fifth Third Bancorp | 8,532 | US$481K | 0.14% |
| Cummins Inc. | 656 | US$468K | 0.14% |
| Cvs Health Corporation | 4,133 | US$428K | 0.13% |
| Alphabet Inc (google) Class C | 930 | US$332K | 0.10% |
| Johnson & Johnson | 1,179 | US$299K | 0.09% |
| Exxon Mobil Corporation | 2,186 | US$299K | 0.09% |
| Brown & Brown, Inc. | 4,567 | US$293K | 0.09% |
| Kroger Company (the) | 5,018 | US$279K | 0.08% |
| Cbiz, Inc. | 8,219 | US$264K | 0.08% |
| Micron Technology, Inc. | 226 | US$261K | 0.08% |
| Home Depot, Inc. (the) | 731 | US$258K | 0.08% |
| Procter & Gamble Company (the) | 1,714 | US$251K | 0.07% |
| Meta Platforms, Inc. | 431 | US$243K | 0.07% |
| Palo Alto Networks, Inc. | 683 | US$233K | 0.07% |
| Eledon Pharmaceuticals, Inc. | 0 | US$0 | 0.00% |
| Verizon Communications Inc. | 0 | US$0 | 0.00% |