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 201–250 of 1,012
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| EOG | EOG RES INC | 12K | $1M+ | SH |
| MCK | MCKESSON CORP | 1K | $1M+ | SH |
| PSX | PHILLIPS 66 | 9K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 6K | $1M+ | SH |
| PRU | PRUDENTIAL FINL INC | 11K | $1M+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 4K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 1K | $1M+ | SH |
| AFL | AFLAC INC | 11K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 16K | $1M+ | SH |
| PWR | QUANTA SVCS INC | 3K | $1M+ | SH |
| MPC | MARATHON PETE CORP | 7K | $1M+ | SH |
| TMUS | T-MOBILE US INC | 6K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 14K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 24K | $1M+ | SH |
| INTU | INTUIT | 2K | $1M+ | SH |
| RY | ROYAL BK CDA | 7K | $1M+ | SH |
| E | ENI S P A | 31K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 6K | $1M+ | SH |
| LOW | LOWES COS INC | 5K | $1M+ | SH |
| NOK | NOKIA CORP | 177K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 35K | $1M+ | SH |
| SWKS | SKYWORKS SOLUTIONS INC | 17K | $1M+ | SH |
| TJX | TJX COS INC NEW | 7K | $1M+ | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 2K | $1M+ | SH |
| WDS | WOODSIDE ENERGY GROUP LTD | 70K | $1M+ | SH |
| BDX | BECTON DICKINSON & CO | 6K | $1M+ | SH |
| DAL | DELTA AIR LINES INC DEL | 16K | $1M+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 9K | $1M+ | SH |
| PCT | PURECYCLE TECHNOLOGIES INC | 125K | $1M+ | PRN |
| KLAC | KLA CORP | 880 | $1M+ | SH |
| SLB | SLB LIMITED | 28K | $1M+ | SH |
| MDLZ | MONDELEZ INTL INC | 20K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 44K | $1M+ | SH |
| AIG | AMERICAN INTL GROUP INC | 12K | $1M+ | SH |
| FITB | FIFTH THIRD BANCORP | 22K | $1M+ | SH |
| F | FORD MTR CO | 79K | $1M+ | SH |
| BIIB | BIOGEN INC | 6K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 4K | $1M+ | SH |
| KBE | SPDR SERIES TRUST | 17K | $1M+ | SH |
| APH | AMPHENOL CORP NEW | 8K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 13K | $1M+ | SH |
| OKE | ONEOK INC NEW | 14K | $1M+ | SH |
| LITE | LUMENTUM HLDGS INC | 3K | $1M+ | SH |
| DFEV | DIMENSIONAL ETF TRUST | 30K | $1M+ | SH |
| PYPL | PAYPAL HLDGS INC | 17K | $500K+ | SH |
| CMI | CUMMINS INC | 2K | $500K+ | SH |
| FCX | FREEPORT-MCMORAN INC | 19K | $500K+ | SH |
| MRVL | MARVELL TECHNOLOGY INC | 12K | $500K+ | SH |
| GD | GENERAL DYNAMICS CORP | 3K | $500K+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 6K | $500K+ | SH |