Holdings
Forum Private Client Group LLC
As of Jun 30, 2026, Forum Private Client Group LLC reported 22 positions worth US$16.1M. Largest: Eli Lilly And Company, Apple Inc and At&t Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Eli Lilly And Company | 5,577 | US$6.69M | +134 | Jun 30, 2026 |
| Apple Inc | 3,322 | US$961K | +1 | Jun 30, 2026 |
| At&t Inc. | 43,262 | US$896K | +14,141 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 2,693 | US$882K | +178 | Jun 30, 2026 |
| Snap-on Incorporated | 1,686 | US$678K | +11 | Jun 30, 2026 |
| Microsoft Corp. | 1,595 | US$595K | +38 | Jun 30, 2026 |
| Amazon.com, Inc. | 2,130 | US$508K | +268 | Jun 30, 2026 |
| Nvidia Corporation | 2,521 | US$504K | −145 | Jun 30, 2026 |
| Fifth Third Bancorp | 8,532 | US$481K | −50 | Jun 30, 2026 |
| Cummins Inc. | 656 | US$468K | +3 | Jun 30, 2026 |