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 151–200 of 1,012
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LMT | LOCKHEED MARTIN CORP | 4K | $1M+ | SH |
| NSC | NORFOLK SOUTHN CORP | 6K | $1M+ | SH |
| AZN | ASTRAZENECA PLC | 19K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 21K | $1M+ | SH |
| GM | GENERAL MTRS CO | 20K | $1M+ | SH |
| ADI | ANALOG DEVICES INC | 6K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 10K | $1M+ | SH |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | 71K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 19K | $1M+ | SH |
| MET | METLIFE INC | 21K | $1M+ | SH |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | 102K | $1M+ | SH |
| PEP | PEPSICO INC | 11K | $1M+ | SH |
| PCAR | PACCAR INC | 14K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2 | $1M+ | SH |
| ETN | EATON CORP PLC | 5K | $1M+ | SH |
| GLW | CORNING INC | 17K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 3K | $1M+ | SH |
| APD | AIR PRODS & CHEMS INC | 6K | $1M+ | SH |
| USB | US BANCORP DEL | 28K | $1M+ | SH |
| NVO | NOVO-NORDISK A S | 29K | $1M+ | SH |
| ADBE | ADOBE INC | 4K | $1M+ | SH |
| BA | BOEING CO | 7K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 38K | $1M+ | SH |
| IWD | ISHARES TR | 7K | $1M+ | SH |
| CI | THE CIGNA GROUP | 5K | $1M+ | SH |
| CMCSA | COMCAST CORP NEW | 48K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 7K | $1M+ | SH |
| VTIP | VANGUARD MALVERN FDS | 28K | $1M+ | SH |
| ACN | ACCENTURE PLC IRELAND | 5K | $1M+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 15K | $1M+ | SH |
| FDX | FEDEX CORP | 5K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 4K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 14K | $1M+ | SH |
| ING | ING GROEP N.V. | 49K | $1M+ | SH |
| AVRE | AMERICAN CENTY ETF TR | 31K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 5K | $1M+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 4K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 6K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| BX | BLACKSTONE INC | 8K | $1M+ | SH |
| TD | TORONTO DOMINION BK ONT | 13K | $1M+ | SH |
| SHOP | SHOPIFY INC | 8K | $1M+ | SH |
| KKR | KKR & CO INC | 10K | $1M+ | SH |
| HMC | HONDA MOTOR LTD | 42K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 22K | $1M+ | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 4K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 45K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 7K | $1M+ | SH |
| BCS | BARCLAYS PLC | 48K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 9K | $1M+ | SH |