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 51–100 of 1,012
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TTE | TOTALENERGIES SE | 79K | $1M+ | SH |
| MUFG | MITSUBISHI UFJ FINL GROUP IN | 322K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 33K | $1M+ | SH |
| MU | MICRON TECHNOLOGY INC | 18K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 6K | $1M+ | SH |
| IVV | ISHARES TR | 7K | $1M+ | SH |
| TBIL | RBB FD INC | 96K | $1M+ | SH |
| DFCF | DIMENSIONAL ETF TRUST | 112K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 32K | $1M+ | SH |
| DFSV | DIMENSIONAL ETF TRUST | 140K | $1M+ | SH |
| BHP | BHP GROUP LTD | 76K | $1M+ | SH |
| MAR | MARRIOTT INTL INC NEW | 15K | $1M+ | SH |
| SAP | SAP SE | 18K | $1M+ | SH |
| TM | TOYOTA MOTOR CORP | 20K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 5K | $1M+ | SH |
| WTM | WHITE MTNS INS GROUP LTD | 2K | $1M+ | SH |
| CBOE | CBOE GLOBAL MKTS INC | 17K | $1M+ | SH |
| V | VISA INC | 12K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 19K | $1M+ | SH |
| OSBC | OLD SECOND BANCORP INC ILL | 209K | $1M+ | SH |
| SMFG | SUMITOMO MITSUI FINL GROUP I | 210K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 17K | $1M+ | SH |
| BSM | BLACK STONE MINERALS L P | 300K | $1M+ | SH |
| C | CITIGROUP INC | 34K | $1M+ | SH |
| DIS | DISNEY WALT CO | 34K | $1M+ | SH |
| CSCO | CISCO SYS INC | 50K | $1M+ | SH |
| MCD | MCDONALDS CORP | 12K | $1M+ | SH |
| SHV | ISHARES TR | 34K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 6K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| DB | DEUTSCHE BANK A G | 94K | $1M+ | SH |
| CAT | CATERPILLAR INC | 6K | $1M+ | SH |
| AVUS | AMERICAN CENTY ETF TR | 32K | $1M+ | SH |
| T | AT&T INC | 144K | $1M+ | SH |
| NVS | NOVARTIS AG | 25K | $1M+ | SH |
| HSBC | HSBC HLDGS PLC | 44K | $1M+ | SH |
| INTC | INTEL CORP | 94K | $1M+ | SH |
| GE | GE AEROSPACE | 11K | $1M+ | SH |
| ALL | ALLSTATE CORP | 16K | $1M+ | SH |
| SNY | SANOFI SA | 69K | $1M+ | SH |
| IWF | ISHARES TR | 7K | $1M+ | SH |
| MPLX | MPLX LP | 62K | $1M+ | SH |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | 327K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 76K | $1M+ | SH |
| ORCL | ORACLE CORP | 16K | $1M+ | SH |
| SONY | SONY GROUP CORP | 119K | $1M+ | SH |
| ASML | ASML HOLDING N V | 3K | $1M+ | SH |
| MRK | MERCK & CO INC | 28K | $1M+ | SH |
| SAN | BANCO SANTANDER SA | 254K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 8K | $1M+ | SH |