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 851–900 of 1,012
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SEIC | SEI INVTS CO | 3K | $100K–$500K | SH |
| LFUS | LITTELFUSE INC | 971 | $100K–$500K | SH |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | 11K | $100K–$500K | SH |
| TRP | TC ENERGY CORP | 4K | $100K–$500K | SH |
| ESI | ELEMENT SOLUTIONS INC | 10K | $100K–$500K | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 905 | $100K–$500K | SH |
| DECK | DECKERS OUTDOOR CORP | 2K | $100K–$500K | SH |
| ZWS | ZURN ELKAY WATER SOLNS CORP | 5K | $100K–$500K | SH |
| GATX | GATX CORP | 1K | $100K–$500K | SH |
| SWK | STANLEY BLACK & DECKER INC | 3K | $100K–$500K | SH |
| HQY | HEALTHEQUITY INC | 3K | $100K–$500K | SH |
| RPM | RPM INTL INC | 2K | $100K–$500K | SH |
| GTES | GATES INDL CORP PLC | 11K | $100K–$500K | SH |
| CCJ | CAMECO CORP | 3K | $100K–$500K | SH |
| EL | LAUDER ESTEE COS INC | 2K | $100K–$500K | SH |
| ARW | ARROW ELECTRS INC | 2K | $100K–$500K | SH |
| ABCB | AMERIS BANCORP | 3K | $100K–$500K | SH |
| TPL | TEXAS PACIFIC LAND CORPORATI | 834 | $100K–$500K | SH |
| ARES | ARES MANAGEMENT CORPORATION | 1K | $100K–$500K | SH |
| LECO | LINCOLN ELEC HLDGS INC | 997 | $100K–$500K | SH |
| MGRC | MCGRATH RENTCORP | 2K | $100K–$500K | SH |
| ADT | ADT INC DEL | 30K | $100K–$500K | SH |
| PEGA | PEGASYSTEMS INC | 4K | $100K–$500K | SH |
| SNEX | STONEX GROUP INC | 2K | $100K–$500K | SH |
| KEX | KIRBY CORP | 2K | $100K–$500K | SH |
| WYNN | WYNN RESORTS LTD | 2K | $100K–$500K | SH |
| HLI | HOULIHAN LOKEY INC | 1K | $100K–$500K | SH |
| TRIN | TRINITY CAP INC | 16K | $100K–$500K | SH |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | 2K | $100K–$500K | SH |
| GXO | GXO LOGISTICS INCORPORATED | 4K | $100K–$500K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| PATH | UIPATH INC | 14K | $100K–$500K | SH |
| AAL | AMERICAN AIRLS GROUP INC | 15K | $100K–$500K | SH |
| WTS | WATTS WATER TECHNOLOGIES INC | 844 | $100K–$500K | SH |
| SCHV | SCHWAB STRATEGIC TR | 8K | $100K–$500K | SH |
| IWP | ISHARES TR | 2K | $100K–$500K | SH |
| AGO | ASSURED GUARANTY LTD | 3K | $100K–$500K | SH |
| TKR | TIMKEN CO | 3K | $100K–$500K | SH |
| ARMK | ARAMARK | 6K | $100K–$500K | SH |
| TW | TRADEWEB MKTS INC | 2K | $100K–$500K | SH |
| ALK | ALASKA AIR GROUP INC | 5K | $100K–$500K | SH |
| ALV | AUTOLIV INC | 2K | $100K–$500K | SH |
| MCY | MERCURY GENL CORP NEW | 2K | $100K–$500K | SH |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | 18K | $100K–$500K | SH |
| CELH | CELSIUS HLDGS INC | 5K | $100K–$500K | SH |
| KNSL | KINSALE CAP GROUP INC | 581 | $100K–$500K | SH |
| LEA | LEAR CORP | 2K | $100K–$500K | SH |
| ILMN | ILLUMINA INC | 2K | $100K–$500K | SH |
| ALLE | ALLEGION PLC | 1K | $100K–$500K | SH |
| MRCY | MERCURY SYS INC | 3K | $100K–$500K | SH |