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 101–150 of 1,012
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SYY | SYSCO CORP | 40K | $1M+ | SH |
| MUB | ISHARES TR | 28K | $1M+ | SH |
| NFLX | NETFLIX INC | 31K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 5K | $1M+ | SH |
| RTX | RTX CORPORATION | 16K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 9K | $1M+ | SH |
| MFG | MIZUHO FINANCIAL GROUP INC | 379K | $1M+ | SH |
| IVW | ISHARES TR | 23K | $1M+ | SH |
| HD | HOME DEPOT INC | 8K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 11K | $1M+ | SH |
| CNP | CENTERPOINT ENERGY INC | 70K | $1M+ | SH |
| KO | COCA COLA CO | 38K | $1M+ | SH |
| UBS | UBS GROUP AG | 56K | $1M+ | SH |
| AVDV | AMERICAN CENTY ETF TR | 28K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 22K | $1M+ | SH |
| APP | APPLOVIN CORP | 4K | $1M+ | SH |
| IWB | ISHARES TR | 7K | $1M+ | SH |
| PFE | PFIZER INC | 99K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 7K | $1M+ | SH |
| DHR | DANAHER CORPORATION | 10K | $1M+ | SH |
| CB | CHUBB LIMITED | 7K | $1M+ | SH |
| CRM | SALESFORCE INC | 8K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 36K | $1M+ | SH |
| CNQ | CANADIAN NAT RES LTD | 65K | $1M+ | SH |
| CME | CME GROUP INC | 8K | $1M+ | SH |
| UNP | UNION PAC CORP | 9K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 15K | $1M+ | SH |
| LIN | LINDE PLC | 5K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 23K | $1M+ | SH |
| SHEL | SHELL PLC | 30K | $1M+ | SH |
| BSVO | EA SERIES TRUST | 91K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 22K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 21K | $1M+ | SH |
| GEV | GE VERNOVA INC | 3K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 17K | $1M+ | SH |
| HOOD | ROBINHOOD MKTS INC | 18K | $1M+ | SH |
| ET | ENERGY TRANSFER L P | 123K | $1M+ | SH |
| NEM | NEWMONT CORP | 20K | $1M+ | SH |
| QCOM | QUALCOMM INC | 12K | $1M+ | SH |
| DE | DEERE & CO | 4K | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 26K | $1M+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 41K | $1M+ | SH |
| GHC | GRAHAM HLDGS CO | 2K | $1M+ | SH |
| WBD | WARNER BROS DISCOVERY INC | 66K | $1M+ | SH |
| IVE | ISHARES TR | 9K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 22K | $1M+ | SH |
| BLK | BLACKROCK INC | 2K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 3K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 3K | $1M+ | SH |