FORUM PRIVATE CLIENT GROUP LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | T | 30K | $737.62K |
 | ELDN | 10K | $15.10K |
 | BLFS | 9K | $207.59K |
 | FITB | 9K | $401.30K |
 | LLY | 6K | $5.98M |
 | KR | 5K | $320.71K |
 | BRO | 5K | $367.27K |
 | CVS | 4K | $337.65K |
 | AAPL | 3K | $898.82K |
 | JPM | 2K | $759.35K |
 | XOM | 2K | $269.75K |
 | SNA | 2K | $573.47K |
 | AMZN | 2K | $380.62K |
 | PG | 2K | $234.96K |
 | NVDA | 2K | $291.03K |
 | MSFT | 1K | $622.23K |
 | JNJ | 1K | $242.55K |
 | GOOGL | 763 | $238.79K |
 | HD | 739 | $254.42K |
 | CMI | 652 | $332.80K |
AT&T Inc.
T
Shares Held
30K
Value
$737.62K
Eledon Pharmaceuticals, Inc.
ELDN
Shares Held
10K
Value
$15.10K
BioLife Solutions, Inc.
BLFS
Shares Held
9K
Value
$207.59K
Fifth Third Bancorp
FITB
Shares Held
9K
Value
$401.30K
Eli Lilly and Company
LLY
Shares Held
6K
Value
$5.98M
The Kroger Co.
KR
Shares Held
5K
Value
$320.71K
Brown & Brown, Inc.
BRO
Shares Held
5K
Value
$367.27K
CVS Health Corporation
CVS
Shares Held
4K
Value
$337.65K
Apple Inc.
AAPL
Shares Held
3K
Value
$898.82K
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$759.35K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$269.75K
Snap-on Incorporated
SNA
Shares Held
2K
Value
$573.47K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$380.62K
The Procter & Gamble Company
PG
Shares Held
2K
Value
$234.96K
NVIDIA Corporation
NVDA
Shares Held
2K
Value
$291.03K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$622.23K
Johnson & Johnson
JNJ
Shares Held
1K
Value
$242.55K
Alphabet Inc.
GOOGL
Shares Held
763
Value
$238.79K
The Home Depot, Inc.
HD
Shares Held
739
Value
$254.42K
Cummins Inc.
CMI
Shares Held
652
Value
$332.80K