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 551–600 of 1,012
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WBS | WEBSTER FINL CORP | 7K | $100K–$500K | SH |
| NXT | NEXTPOWER INC | 5K | $100K–$500K | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 1K | $100K–$500K | SH |
| SU | SUNCOR ENERGY INC NEW | 10K | $100K–$500K | SH |
| FERG | FERGUSON ENTERPRISES INC | 2K | $100K–$500K | SH |
| ORI | OLD REP INTL CORP | 9K | $100K–$500K | SH |
| CRL | CHARLES RIV LABS INTL INC | 2K | $100K–$500K | SH |
| SNX | TD SYNNEX CORPORATION | 3K | $100K–$500K | SH |
| SF | STIFEL FINL CORP | 3K | $100K–$500K | SH |
| BN | BROOKFIELD CORP | 9K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 4K | $100K–$500K | SH |
| ALLY | ALLY FINL INC | 9K | $100K–$500K | SH |
| NVR | NVR INC | 58 | $100K–$500K | SH |
| J | JACOBS SOLUTIONS INC | 3K | $100K–$500K | SH |
| GPC | GENUINE PARTS CO | 3K | $100K–$500K | SH |
| BWA | BORGWARNER INC | 9K | $100K–$500K | SH |
| TGT | TARGET CORP | 4K | $100K–$500K | SH |
| DRI | DARDEN RESTAURANTS INC | 2K | $100K–$500K | SH |
| SO | SOUTHERN CO | 5K | $100K–$500K | SH |
| MCO | MOODYS CORP | 821 | $100K–$500K | SH |
| FICO | FAIR ISAAC CORP | 248 | $100K–$500K | SH |
| USFD | US FOODS HLDG CORP | 6K | $100K–$500K | SH |
| A | AGILENT TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| EG | EVEREST GROUP LTD | 1K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 3K | $100K–$500K | SH |
| JEF | JEFFERIES FINL GROUP INC | 7K | $100K–$500K | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 16K | $100K–$500K | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 6K | $100K–$500K | SH |
| SD | SANDRIDGE ENERGY INC | 29K | $100K–$500K | SH |
| KHC | KRAFT HEINZ CO | 17K | $100K–$500K | SH |
| AYI | ACUITY INC | 1K | $100K–$500K | SH |
| AEM | AGNICO EAGLE MINES LTD | 2K | $100K–$500K | SH |
| AN | AUTONATION INC | 2K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1K | $100K–$500K | SH |
| STRL | STERLING INFRASTRUCTURE INC | 1K | $100K–$500K | SH |
| DXCM | DEXCOM INC | 6K | $100K–$500K | SH |
| MTG | MGIC INVT CORP WIS | 14K | $100K–$500K | SH |
| RNR | RENAISSANCERE HLDGS LTD | 1K | $100K–$500K | SH |
| GEN | GEN DIGITAL INC | 15K | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 1K | $100K–$500K | SH |
| WWD | WOODWARD INC | 1K | $100K–$500K | SH |
| AFRM | AFFIRM HLDGS INC | 5K | $100K–$500K | SH |
| RGA | REINSURANCE GRP OF AMERICA I | 2K | $100K–$500K | SH |
| LEN | LENNAR CORP | 4K | $100K–$500K | SH |
| CF | CF INDS HLDGS INC | 5K | $100K–$500K | SH |
| SSB | SOUTHSTATE BK CORP | 4K | $100K–$500K | SH |
| HSIC | HENRY SCHEIN INC | 5K | $100K–$500K | SH |
| AMG | AFFILIATED MANAGERS GROUP IN | 1K | $100K–$500K | SH |
| MELI | MERCADOLIBRE INC | 198 | $100K–$500K | SH |
| HOLX | HOLOGIC INC | 5K | $100K–$500K | SH |