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FORGE FINANCIAL SERVICES LLC 13F portfolio summary

FORGE FINANCIAL SERVICES LLC of FORGE FINANCIAL SERVICES LLC has 31 current stock holdings with a reported portfolio value of $987.3M. The portfolio 1 year return is +16.49%. Top holdings include UPS (0.00%), CGDV (24.33%), CGGR (21.98%), CGGO (19.71%), CGBL (13.13%).

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FORGE FINANCIAL SERVICES LLC

FORGE FINANCIAL SERVICES LLC
Latest filing: 2026-03-31

FORGE FINANCIAL SERVICES LLC runs FORGE FINANCIAL SERVICES LLC and currently holds 31 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $987.26M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. FORGE FINANCIAL SERVICES LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, FORGE FINANCIAL SERVICES LLC's portfolio at FORGE FINANCIAL SERVICES LLC has delivered returns of +16.49%. Their 3-year annualized return is +13.35%. Looking at the 5-year horizon, FORGE FINANCIAL SERVICES LLC has achieved +13.35% annualized returns at FORGE FINANCIAL SERVICES LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+16.49%
#0/1000
3 Year
+13.35%
#0/1000
5 Year
+13.35%
#0/1000

Portfolio Value

$987.26M

Alpha Score

12.4

#0 of 1000

Holdings

31

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change