Holdings
Forge Financial Services LLC
As of Jun 30, 2026, Forge Financial Services LLC reported 7 positions worth US$2.9M. Largest: United Parcel Service, Inc., Berkshire Hathaway Inc. and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| United Parcel Service, Inc. | 7,038 | US$757K | no change | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 1,216 | US$608K | no change | Jun 30, 2026 |
| Amazon.com, Inc. | 2,072 | US$494K | no change | Jun 30, 2026 |
| Philip Morris International Inc | 1,910 | US$346K | −21 | Jun 30, 2026 |
| Tesla, Inc. | 609 | US$256K | −1 | Jun 30, 2026 |
| Oge Energy Corp | 4,688 | US$228K | no change | Jun 30, 2026 |
| Evergy, Inc. | 2,422 | US$209K | new | Jun 30, 2026 |