Long-term investor
Forum Private Client Group LLC @forumprivateclientgroupl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001910636).
Record
- Tracked since 2025-06-30 (446 days), 26 trades recorded
- Returns: week n/a · month n/a · 90 days +7.5% · 6 months n/a · 1 year +13.1% · all +13.1%
- Max drawdown n/a · win rate 43% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921946406 · 10.9% · long · since 2025-06-30
- 46641Q670 · 10.0% · long · since 2025-06-30
- 25434V203 · 8.6% · long · since 2025-06-30
- 464289438 · 7.9% · long · since 2025-06-30
- 25434V500 · 7.3% · long · since 2025-06-30
- 46434V613 · 4.9% · long · since 2025-06-30
- 922908629 · 4.8% · long · since 2025-06-30
- 25434V302 · 4.1% · long · since 2025-06-30
- 464287200 · 3.9% · long · since 2025-06-30
- 46432F834 · 3.2% · long · since 2025-06-30
- 46435G672 · 2.8% · long · since 2025-06-30
- 92203J407 · 2.7% · long · since 2025-06-30