FORUM PRIVATE CLIENT GROUP LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | T | 29K | $844.22K |
 | ELDN | 10K | $30.80K |
 | FITB | 9K | $398.72K |
 | LLY | 5K | $5.01M |
 | KR | 5K | $353.62K |
 | BRO | 5K | $298.62K |
 | CVS | 4K | $302.49K |
 | VZ | 4K | $205.35K |
 | AAPL | 3K | $842.95K |
 | NVDA | 3K | $464.86K |
 | JPM | 3K | $739.79K |
 | XOM | 2K | $391.70K |
 | AMZN | 2K | $387.80K |
 | SNA | 2K | $608.45K |
 | PG | 2K | $236.07K |
 | MSFT | 2K | $576.26K |
 | JNJ | 1K | $288.50K |
 | GOOGL | 963 | $276.96K |
 | HD | 737 | $242.54K |
 | CMI | 653 | $351.43K |
AT&T Inc.
T
Shares Held
29K
Value
$844.22K
Eledon Pharmaceuticals, Inc.
ELDN
Shares Held
10K
Value
$30.80K
Fifth Third Bancorp
FITB
Shares Held
9K
Value
$398.72K
Eli Lilly and Company
LLY
Shares Held
5K
Value
$5.01M
The Kroger Co.
KR
Shares Held
5K
Value
$353.62K
Brown & Brown, Inc.
BRO
Shares Held
5K
Value
$298.62K
CVS Health Corp.
CVS
Shares Held
4K
Value
$302.49K
Verizon Communications Inc.
VZ
Shares Held
4K
Value
$205.35K
Apple Inc.
AAPL
Shares Held
3K
Value
$842.95K
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$464.86K
JPMorgan Chase & Co.
JPM
Shares Held
3K
Value
$739.79K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$391.70K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$387.80K
Snap-on Incorporated
SNA
Shares Held
2K
Value
$608.45K
The Procter & Gamble Company
PG
Shares Held
2K
Value
$236.07K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$576.26K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$288.50K
Alphabet Inc.
GOOGL
Shares Held
963
Value
$276.96K
The Home Depot, Inc.
HD
Shares Held
737
Value
$242.54K
Cummins Inc.
CMI
Shares Held
653
Value
$351.43K