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 601–650 of 1,012
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IJR | ISHARES TR | 3K | $100K–$500K | SH |
| PAG | PENSKE AUTOMOTIVE GRP INC | 3K | $100K–$500K | SH |
| RVMD | REVOLUTION MEDICINES INC | 5K | $100K–$500K | SH |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | 2K | $100K–$500K | SH |
| RWR | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| RELX | RELX PLC | 10K | $100K–$500K | SH |
| MIDD | MIDDLEBY CORP | 3K | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 7K | $100K–$500K | SH |
| WTW | WILLIS TOWERS WATSON PLC LTD | 1K | $100K–$500K | SH |
| PNR | PENTAIR PLC | 4K | $100K–$500K | SH |
| EXPE | EXPEDIA GROUP INC | 1K | $100K–$500K | SH |
| RGLD | ROYAL GOLD INC | 2K | $100K–$500K | SH |
| WST | WEST PHARMACEUTICAL SVSC INC | 1K | $100K–$500K | SH |
| CNH | CNH INDL N V | 42K | $100K–$500K | SH |
| CHMG | CHEMUNG FINL CORP | 7K | $100K–$500K | SH |
| NVT | NVENT ELECTRIC PLC | 4K | $100K–$500K | SH |
| COLB | COLUMBIA BKG SYS INC | 14K | $100K–$500K | SH |
| ACWX | ISHARES TR | 6K | $100K–$500K | SH |
| EBAY | EBAY INC. | 4K | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| BROS | DUTCH BROS INC | 6K | $100K–$500K | SH |
| ICLR | ICON PLC | 2K | $100K–$500K | SH |
| TLTD | FLEXSHARES TR | 4K | $100K–$500K | SH |
| ZION | ZIONS BANCORPORATION N A | 6K | $100K–$500K | SH |
| CHTR | CHARTER COMMUNICATIONS INC N | 2K | $100K–$500K | SH |
| VTRS | VIATRIS INC | 30K | $100K–$500K | SH |
| ASTS | AST SPACEMOBILE INC | 5K | $100K–$500K | SH |
| FFIV | F5 INC | 1K | $100K–$500K | SH |
| NTAP | NETAPP INC | 3K | $100K–$500K | SH |
| MKSI | MKS INC. | 2K | $100K–$500K | SH |
| APG | API GROUP CORP | 10K | $100K–$500K | SH |
| FHN | FIRST HORIZON CORPORATION | 15K | $100K–$500K | SH |
| GTLS | CHART INDS INC | 2K | $100K–$500K | SH |
| EXEL | EXELIXIS INC | 8K | $100K–$500K | SH |
| CCK | CROWN HLDGS INC | 4K | $100K–$500K | SH |
| DY | DYCOM INDS INC | 1K | $100K–$500K | SH |
| OVV | OVINTIV INC | 9K | $100K–$500K | SH |
| CPRT | COPART INC | 9K | $100K–$500K | SH |
| GWW | WW GRAINGER INC | 364 | $100K–$500K | SH |
| BALL | BALL CORP | 7K | $100K–$500K | SH |
| HTH | HILLTOP HOLDINGS INC | 11K | $100K–$500K | SH |
| DDS | DILLARDS INC | 603 | $100K–$500K | SH |
| WAT | WATERS CORP | 962 | $100K–$500K | SH |
| SANM | SANMINA CORPORATION | 2K | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 3K | $100K–$500K | SH |
| LPLA | LPL FINL HLDGS INC | 1K | $100K–$500K | SH |
| NFBK | NORTHFIELD BANCORP INC DEL | 32K | $100K–$500K | SH |
| AXS | AXIS CAP HLDGS LTD | 3K | $100K–$500K | SH |
| BEN | FRANKLIN RESOURCES INC | 15K | $100K–$500K | SH |
| SJM | SMUCKER J M CO | 4K | $100K–$500K | SH |