Forge Financial Services LLC
Nilai portofolio QoQ: +17.6% 13F tidak mengungkapkan kas
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,5% Perkiraan pembelian $16.343.170 · penjualan $5.383.951
Kepemilikan median: 4,5 kuartal Dilacak Q1 2025–Q2 2026 · 90,0% masih dipegang
Rincian sektor
Portofolio lengkap 36 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| CGDV | $280.248.916 | 24,14% | 5.686.869 | $40.207.645 | Naik ×5 | ||
| CGGR | $260.390.956 | 22,43% | 5.516.760 | $43.580.062 | Naik ×6 | ||
| CGGO | $243.518.482 | 20,97% | 5.752.864 | $49.058.731 | Turun ×1 | ||
| CGBL | $145.866.253 | 12,56% | 3.842.632 | $16.311.055 | Naik ×1 | ||
| BUFZ | $118.893.155 | 10,24% | 4.256.825 | $9.952.162 | Naik ×4 | ||
| QQQM | $20.236.450 | 1,74% | 66.774 | $3.972.009 | Turun ×2 | ||
| CGUS | $19.238.572 | 1,66% | 432.535 | $2.505.377 | Turun ×2 | ||
| RSP | $17.687.492 | 1,52% | 83.129 | $1.496.935 | Turun ×3 | ||
| TCAF | $12.613.058 | 1,09% | 306.884 | $1.517.547 | Turun ×2 | ||
| JHMM | $7.084.118 | 0,61% | 94.501 | $614.018 | Turun ×3 | ||
| PWB | $6.568.977 | 0,57% | 38.987 | $1.603.375 | Turun ×2 | ||
| XMHQ | $5.994.096 | 0,52% | 53.091 | $410.283 | Turun ×2 | ||
| RWL | $4.808.594 | 0,41% | 37.639 | $385.426 | Turun ×6 | ||
| FDL | $2.980.668 | 0,26% | 61.258 | $-169.142 | Turun ×6 | ||
| FTCS | $2.805.333 | 0,24% | 29.867 | $-100.153 | Turun ×4 | ||
| CGCP | $2.440.706 | 0,21% | 109.496 | $-162.198 | Turun ×3 | ||
| BUFR | $1.782.555 | 0,15% | 48.797 | $394.371 | Naik ×3 | ||
| TUSI | $1.363.187 | 0,12% | 53.967 | $807.013 | Naik ×1 | ||
| CGMM | $1.175.272 | 0,10% | 35.646 | $91.753 | Turun ×1 | ||
| UPS | $756.585 | 0,07% | 7.038 | $64.187 | |||
| BRK-B | $608.474 | 0,05% | 1.216 | $25.767 | |||
| AMZN | $493.841 | 0,04% | 2.072 | $62.306 | |||
| ARKK | $405.151 | 0,03% | 5.013 | $50.980 | Turun ×1 | ||
| PM | $345.617 | 0,03% | 1.910 | $26.265 | Turun ×1 | ||
| FELC | $279.791 | 0,02% | 6.676 | $37.652 | |||
| FDVV | $265.457 | 0,02% | 4.403 | $22.235 | |||
| TSLA | $256.145 | 0,02% | 609 | $29.376 | Turun ×2 | ||
| BIBL | $242.804 | 0,02% | 4.194 | Naik ×1 | |||
| SOXX | $234.518 | 0,02% | 366 | Naik ×1 | |||
| PTL | $232.140 | 0,02% | 811 | $24.430 | Turun ×1 | ||
| OGE | $228.118 | 0,02% | 4.688 | $3.282 | |||
| TPLC | $219.616 | 0,02% | 4.362 | $12.576 | Turun ×2 | ||
| EVRG | $209.333 | 0,02% | 2.422 | Naik ×1 | |||
| SDVY | $208.272 | 0,02% | 4.828 | Naik ×1 | |||
| AVUV | $204.482 | 0,02% | 1.639 | Naik ×1 | |||
| IWL | $201.780 | 0,02% | 1.091 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| CGGO | Dipangkas | -75K | +$49.1M |
| CGGR | Beli lebih banyak | +122K | +$43.6M |
| CGDV | Beli lebih banyak | +44K | +$40.2M |
| CGBL | Beli lebih banyak | +78K | +$16.3M |
| BUFZ | Beli lebih banyak | +110K | +$10.0M |
| QQQM | Dipangkas | -2K | +$4.0M |
| CGUS | Dipangkas | -3K | +$2.5M |
| PWB | Dipangkas | -437 | +$1.6M |
| TCAF | Dipangkas | -5K | +$1.5M |
| RSP | Dipangkas | -1K | +$1.5M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.