CIK 1911832
Forum Financial Management, LP
Institutional 13F holdings & portfolio
Holdings
1,012
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 451–500 of 1,012
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VEEV | VEEVA SYS INC | 2K | $500K+ | SH |
| COR | CENCORA INC | 2K | $500K+ | SH |
| AXON | AXON ENTERPRISE INC | 908 | $500K+ | SH |
| EWBC | EAST WEST BANCORP INC | 5K | $500K+ | SH |
| COIN | COINBASE GLOBAL INC | 2K | $500K+ | SH |
| MDB | MONGODB INC | 1K | $500K+ | SH |
| ABNB | AIRBNB INC | 4K | $500K+ | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 2K | $500K+ | SH |
| XLV | SELECT SECTOR SPDR TR | 3K | $500K+ | SH |
| VRT | VERTIV HOLDINGS CO | 3K | $500K+ | SH |
| IEFA | ISHARES TR | 6K | $500K+ | SH |
| GRMN | GARMIN LTD | 2K | $500K+ | SH |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | 16K | $500K+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 2K | $500K+ | SH |
| ADSK | AUTODESK INC | 2K | $500K+ | SH |
| IWO | ISHARES TR | 2K | $500K+ | SH |
| IVZ | INVESCO LTD | 19K | $500K+ | SH |
| SNOW | SNOWFLAKE INC | 2K | $500K+ | SH |
| WRB | BERKLEY W R CORP | 7K | $100K–$500K | SH |
| ELAN | ELANCO ANIMAL HEALTH INC | 22K | $100K–$500K | SH |
| MLM | MARTIN MARIETTA MATLS INC | 799 | $100K–$500K | SH |
| EME | EMCOR GROUP INC | 812 | $100K–$500K | SH |
| B | BARRICK MNG CORP | 11K | $100K–$500K | SH |
| CTAS | CINTAS CORP | 3K | $100K–$500K | SH |
| TNK | TEEKAY TANKERS LTD | 9K | $100K–$500K | SH |
| OKTA | OKTA INC | 6K | $100K–$500K | SH |
| CRBG | COREBRIDGE FINL INC | 16K | $100K–$500K | SH |
| KVUE | KENVUE INC | 29K | $100K–$500K | SH |
| PTC | PTC INC | 3K | $100K–$500K | SH |
| ULTA | ULTA BEAUTY INC | 812 | $100K–$500K | SH |
| TOL | TOLL BROTHERS INC | 4K | $100K–$500K | SH |
| SMCI | SUPER MICRO COMPUTER INC | 17K | $100K–$500K | SH |
| BE | BLOOM ENERGY CORP | 6K | $100K–$500K | SH |
| UNM | UNUM GROUP | 6K | $100K–$500K | SH |
| CASY | CASEYS GEN STORES INC | 883 | $100K–$500K | SH |
| STE | STERIS PLC | 2K | $100K–$500K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| DKS | DICKS SPORTING GOODS INC | 2K | $100K–$500K | SH |
| IQV | IQVIA HLDGS INC | 2K | $100K–$500K | SH |
| HL | HECLA MNG CO | 25K | $100K–$500K | SH |
| FTI | TECHNIPFMC PLC | 11K | $100K–$500K | SH |
| MMM | 3M CO | 3K | $100K–$500K | SH |
| TRMB | TRIMBLE INC | 6K | $100K–$500K | SH |
| GIS | GENERAL MLS INC | 10K | $100K–$500K | SH |
| SNDK | SANDISK CORP | 2K | $100K–$500K | SH |
| KMB | KIMBERLY-CLARK CORP | 5K | $100K–$500K | SH |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | 6K | $100K–$500K | SH |
| RS | RELIANCE INC | 2K | $100K–$500K | SH |
| SCHX | SCHWAB STRATEGIC TR | 18K | $100K–$500K | SH |
| SGI | SOMNIGROUP INTERNATIONAL INC | 5K | $100K–$500K | SH |