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 251–300 of 1,012
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TXN | TEXAS INSTRS INC | 6K | $500K+ | SH |
| LYG | LLOYDS BANKING GROUP PLC | 182K | $500K+ | SH |
| CSX | CSX CORP | 27K | $500K+ | SH |
| WMB | WILLIAMS COS INC | 16K | $500K+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 2K | $500K+ | SH |
| VGT | VANGUARD WORLD FD | 1K | $500K+ | SH |
| VLO | VALERO ENERGY CORP | 6K | $500K+ | SH |
| CIEN | CIENA CORP | 4K | $500K+ | SH |
| TEL | TE CONNECTIVITY PLC | 4K | $500K+ | SH |
| WDC | WESTERN DIGITAL CORP | 5K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 17K | $500K+ | SH |
| FLEX | FLEX LTD | 15K | $500K+ | SH |
| CRH | CRH PLC | 7K | $500K+ | SH |
| VNQ | VANGUARD INDEX FDS | 10K | $500K+ | SH |
| BKNG | BOOKING HOLDINGS INC | 172 | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 4K | $500K+ | SH |
| BP | BP PLC | 26K | $500K+ | SH |
| WTFC | WINTRUST FINL CORP | 7K | $500K+ | SH |
| MRSH | MARSH & MCLENNAN COS INC | 5K | $500K+ | SH |
| RIVN | RIVIAN AUTOMOTIVE INC | 45K | $500K+ | SH |
| AVES | AMERICAN CENTY ETF TR | 15K | $500K+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 34K | $500K+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 10K | $500K+ | SH |
| SYF | SYNCHRONY FINANCIAL | 11K | $500K+ | SH |
| CTVA | CORTEVA INC | 13K | $500K+ | SH |
| STLD | STEEL DYNAMICS INC | 5K | $500K+ | SH |
| HSY | HERSHEY CO | 5K | $500K+ | SH |
| COHR | COHERENT CORP | 5K | $500K+ | SH |
| TWLO | TWILIO INC | 6K | $500K+ | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 11K | $500K+ | SH |
| NOW | SERVICENOW INC | 6K | $500K+ | SH |
| BKR | BAKER HUGHES COMPANY | 19K | $500K+ | SH |
| NTRS | NORTHERN TR CORP | 6K | $500K+ | SH |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 10K | $500K+ | SH |
| BTI | BRITISH AMERN TOB PLC | 15K | $500K+ | SH |
| ACGL | ARCH CAP GROUP LTD | 9K | $500K+ | SH |
| DG | DOLLAR GEN CORP NEW | 6K | $500K+ | SH |
| RF | REGIONS FINANCIAL CORP NEW | 31K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| CFG | CITIZENS FINL GROUP INC | 14K | $500K+ | SH |
| APO | APOLLO GLOBAL MGMT INC | 6K | $500K+ | SH |
| DHI | D R HORTON INC | 6K | $500K+ | SH |
| IWM | ISHARES TR | 3K | $500K+ | SH |
| BEPC | BROOKFIELD RENEWABLE CORP | 22K | $500K+ | SH |
| NET | CLOUDFLARE INC | 4K | $500K+ | SH |
| EMR | EMERSON ELEC CO | 6K | $500K+ | SH |
| ALC | ALCON AG | 10K | $500K+ | SH |
| ROP | ROPER TECHNOLOGIES INC | 2K | $500K+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 10K | $500K+ | SH |
| VST | VISTRA CORP | 5K | $500K+ | SH |