FORUM PRIVATE CLIENT GROUP LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | T | 25K | $709.89K |
 | BLFS | 11K | $274.69K |
 | FITB | 9K | $381.93K |
 | LLY | 6K | $4.25M |
 | KR | 5K | $349.70K |
 | BRO | 5K | $431.31K |
 | CVS | 5K | $343.06K |
 | AAPL | 3K | $845.88K |
 | JPM | 2K | $785.50K |
 | XOM | 2K | $225.43K |
 | AMZN | 2K | $364.27K |
 | SNA | 2K | $572.66K |
 | PG | 2K | $251.77K |
 | NVDA | 1K | $275.11K |
 | MSFT | 1K | $683.28K |
 | JNJ | 1K | $229.29K |
 | ADP | 740 | $217.19K |
 | HD | 739 | $299.57K |
 | CMI | 651 | $274.78K |
 | TT | 534 | $225.33K |
AT&T Inc.
T
Shares Held
25K
Value
$709.89K
BioLife Solutions, Inc.
BLFS
Shares Held
11K
Value
$274.69K
Fifth Third Bancorp
FITB
Shares Held
9K
Value
$381.93K
Eli Lilly and Company
LLY
Shares Held
6K
Value
$4.25M
The Kroger Co.
KR
Shares Held
5K
Value
$349.70K
Brown & Brown, Inc.
BRO
Shares Held
5K
Value
$431.31K
CVS Health Corporation
CVS
Shares Held
5K
Value
$343.06K
Apple Inc.
AAPL
Shares Held
3K
Value
$845.88K
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$785.50K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$225.43K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$364.27K
Snap-on Incorporated
SNA
Shares Held
2K
Value
$572.66K
The Procter & Gamble Company
PG
Shares Held
2K
Value
$251.77K
NVIDIA Corporation
NVDA
Shares Held
1K
Value
$275.11K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$683.28K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$229.29K
Automatic Data Processing, Inc.
ADP
Shares Held
740
Value
$217.19K
The Home Depot, Inc.
HD
Shares Held
739
Value
$299.57K
Cummins Inc.
CMI
Shares Held
651
Value
$274.78K
Trane Technologies plc
TT
Shares Held
534
Value
$225.33K