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 501–550 of 1,012
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MFC | MANULIFE FINL CORP | 13K | $100K–$500K | SH |
| GL | GLOBE LIFE INC | 3K | $100K–$500K | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 10K | $100K–$500K | SH |
| WCC | WESCO INTL INC | 2K | $100K–$500K | SH |
| FIX | COMFORT SYS USA INC | 504 | $100K–$500K | SH |
| GPN | GLOBAL PMTS INC | 6K | $100K–$500K | SH |
| IDXX | IDEXX LABS INC | 692 | $100K–$500K | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| PINS | PINTEREST INC | 18K | $100K–$500K | SH |
| RBLX | ROBLOX CORP | 6K | $100K–$500K | SH |
| YUM | YUM BRANDS INC | 3K | $100K–$500K | SH |
| MKL | MARKEL GROUP INC | 216 | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC | 4K | $100K–$500K | SH |
| HII | HUNTINGTON INGALLS INDS INC | 1K | $100K–$500K | SH |
| AIZ | ASSURANT INC | 2K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 6K | $100K–$500K | SH |
| FN | FABRINET | 1K | $100K–$500K | SH |
| ECL | ECOLAB INC | 2K | $100K–$500K | SH |
| ZTS | ZOETIS INC | 4K | $100K–$500K | SH |
| INCY | INCYTE CORP | 5K | $100K–$500K | SH |
| AR | ANTERO RESOURCES CORP | 13K | $100K–$500K | SH |
| CRS | CARPENTER TECHNOLOGY CORP | 1K | $100K–$500K | SH |
| FOXA | FOX CORP | 6K | $100K–$500K | SH |
| MTZ | MASTEC INC | 2K | $100K–$500K | SH |
| LYV | LIVE NATION ENTERTAINMENT IN | 3K | $100K–$500K | SH |
| SCHI | SCHWAB STRATEGIC TR | 20K | $100K–$500K | SH |
| FLUT | FLUTTER ENTMT PLC | 2K | $100K–$500K | SH |
| ROST | ROSS STORES INC | 3K | $100K–$500K | SH |
| EXPD | EXPEDITORS INTL WASH INC | 3K | $100K–$500K | SH |
| ONB | OLD NATL BANCORP IND | 20K | $100K–$500K | SH |
| ATI | ATI INC | 4K | $100K–$500K | SH |
| MLI | MUELLER INDS INC | 4K | $100K–$500K | SH |
| NRG | NRG ENERGY INC | 3K | $100K–$500K | SH |
| RMD | RESMED INC | 2K | $100K–$500K | SH |
| TRGP | TARGA RES CORP | 2K | $100K–$500K | SH |
| FOX | FOX CORP | 7K | $100K–$500K | SH |
| CARR | CARRIER GLOBAL CORPORATION | 8K | $100K–$500K | SH |
| WDAY | WORKDAY INC | 2K | $100K–$500K | SH |
| DOV | DOVER CORP | 2K | $100K–$500K | SH |
| THC | TENET HEALTHCARE CORP | 2K | $100K–$500K | SH |
| JAZZ | JAZZ PHARMACEUTICALS PLC | 3K | $100K–$500K | SH |
| FNF | FIDELITY NATIONAL FINANCIAL | 8K | $100K–$500K | SH |
| AVAV | AEROVIRONMENT INC | 2K | $100K–$500K | SH |
| ITOT | ISHARES TR | 3K | $100K–$500K | SH |
| DINO | HF SINCLAIR CORP | 9K | $100K–$500K | SH |
| GAP | GAP INC | 17K | $100K–$500K | SH |
| AZO | AUTOZONE INC | 128 | $100K–$500K | SH |
| TXT | TEXTRON INC | 5K | $100K–$500K | SH |
| XYL | XYLEM INC | 3K | $100K–$500K | SH |
| BOXX | EA SERIES TRUST | 4K | $100K–$500K | SH |