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 701–750 of 1,012
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| BABA | ALIBABA GROUP HLDG LTD | 2K | $100K–$500K | SH |
| CLH | CLEAN HARBORS INC | 1K | $100K–$500K | SH |
| Q | QNITY ELECTRONICS INC | 4K | $100K–$500K | SH |
| DDOG | DATADOG INC | 2K | $100K–$500K | SH |
| LAD | LITHIA MTRS INC | 982 | $100K–$500K | SH |
| HLN | HALEON PLC | 32K | $100K–$500K | SH |
| LCID | LUCID GROUP INC | 31K | $100K–$500K | SH |
| INSM | INSMED INC | 2K | $100K–$500K | SH |
| DD | DUPONT DE NEMOURS INC | 8K | $100K–$500K | SH |
| CHRW | C H ROBINSON WORLDWIDE INC | 2K | $100K–$500K | SH |
| FMS | FRESENIUS MEDICAL CARE AG | 14K | $100K–$500K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 9K | $100K–$500K | SH |
| BLD | TOPBUILD CORP | 765 | $100K–$500K | SH |
| JHG | JANUS HENDERSON GROUP PLC | 7K | $100K–$500K | SH |
| INGR | INGREDION INC | 3K | $100K–$500K | SH |
| BOKF | BOK FINL CORP | 3K | $100K–$500K | SH |
| PR | PERMIAN RESOURCES CORP | 23K | $100K–$500K | SH |
| RRC | RANGE RES CORP | 9K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| FTAI | FTAI AVIATION LTD | 2K | $100K–$500K | SH |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | 8K | $100K–$500K | SH |
| EVR | EVERCORE INC | 926 | $100K–$500K | SH |
| SPYI | NEOS ETF TRUST | 6K | $100K–$500K | SH |
| IDCC | INTERDIGITAL INC | 988 | $100K–$500K | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 4K | $100K–$500K | SH |
| GWRE | GUIDEWIRE SOFTWARE INC | 2K | $100K–$500K | SH |
| WSFS | WSFS FINL CORP | 6K | $100K–$500K | SH |
| UMBF | UMB FINL CORP | 3K | $100K–$500K | SH |
| GPI | GROUP 1 AUTOMOTIVE INC | 794 | $100K–$500K | SH |
| AFG | AMERICAN FINL GROUP INC OHIO | 2K | $100K–$500K | SH |
| NTRA | NATERA INC | 1K | $100K–$500K | SH |
| ONTO | ONTO INNOVATION INC | 2K | $100K–$500K | SH |
| COKE | COCA COLA CONS INC | 2K | $100K–$500K | SH |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 5K | $100K–$500K | SH |
| DT | DYNATRACE INC | 7K | $100K–$500K | SH |
| SN | SHARKNINJA INC | 3K | $100K–$500K | SH |
| ARGX | ARGENX SE | 365 | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| ENS | ENERSYS | 2K | $100K–$500K | SH |
| BCO | BRINKS CO | 3K | $100K–$500K | SH |
| VLTO | VERALTO CORP | 3K | $100K–$500K | SH |
| PRI | PRIMERICA INC | 1K | $100K–$500K | SH |
| CADE | CADENCE BANK | 7K | $100K–$500K | SH |
| NWSA | NEWS CORP NEW | 12K | $100K–$500K | SH |
| XPO | XPO INC | 2K | $100K–$500K | SH |
| QRVO | QORVO INC | 4K | $100K–$500K | SH |
| JXN | JACKSON FINANCIAL INC | 3K | $100K–$500K | SH |
| BWXT | BWX TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| ESGU | ISHARES TR | 2K | $100K–$500K | SH |
| QQQI | NEOS ETF TRUST | 6K | $100K–$500K | SH |