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 301–350 of 1,012
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WAL | WESTERN ALLIANCE BANCORP | 10K | $500K+ | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 46K | $500K+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 2K | $500K+ | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 33K | $500K+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 29K | $500K+ | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 10K | $500K+ | SH |
| NMR | NOMURA HLDGS INC | 94K | $500K+ | SH |
| SCZ | ISHARES TR | 10K | $500K+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 2K | $500K+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 15K | $500K+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 23K | $500K+ | SH |
| EXE | EXPAND ENERGY CORPORATION | 7K | $500K+ | SH |
| HAL | HALLIBURTON CO | 27K | $500K+ | SH |
| RCL | ROYAL CARIBBEAN GROUP | 3K | $500K+ | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 5K | $500K+ | SH |
| KEY | KEYCORP | 36K | $500K+ | SH |
| UAL | UNITED AIRLS HLDGS INC | 7K | $500K+ | SH |
| BMO | BANK MONTREAL QUE | 6K | $500K+ | SH |
| LNG | CHENIERE ENERGY INC | 4K | $500K+ | SH |
| VO | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| SOFI | SOFI TECHNOLOGIES INC | 28K | $500K+ | SH |
| VTHR | VANGUARD SCOTTSDALE FDS | 2K | $500K+ | SH |
| LUV | SOUTHWEST AIRLS CO | 18K | $500K+ | SH |
| NKE | NIKE INC | 11K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 4K | $500K+ | SH |
| UL | UNILEVER PLC | 11K | $500K+ | SH |
| URI | UNITED RENTALS INC | 895 | $500K+ | SH |
| HWM | HOWMET AEROSPACE INC | 4K | $500K+ | SH |
| RJF | RAYMOND JAMES FINL INC | 5K | $500K+ | SH |
| AJG | GALLAGHER ARTHUR J & CO | 3K | $500K+ | SH |
| AON | AON PLC | 2K | $500K+ | SH |
| RKLB | ROCKET LAB CORP | 10K | $500K+ | SH |
| IWV | ISHARES TR | 2K | $500K+ | SH |
| AMP | AMERIPRISE FINL INC | 1K | $500K+ | SH |
| VXF | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 7K | $500K+ | SH |
| NWG | NATWEST GROUP PLC | 41K | $500K+ | SH |
| LH | LABCORP HOLDINGS INC | 3K | $500K+ | SH |
| WM | WASTE MGMT INC DEL | 3K | $500K+ | SH |
| PHM | PULTE GROUP INC | 6K | $500K+ | SH |
| WAB | WABTEC | 3K | $500K+ | SH |
| STT | STATE STR CORP | 5K | $500K+ | SH |
| XYZ | BLOCK INC | 11K | $500K+ | SH |
| FCNCA | FIRST CTZNS BANCSHARES INC D | 323 | $500K+ | SH |
| CEG | CONSTELLATION ENERGY CORP | 2K | $500K+ | SH |
| CCL | CARNIVAL CORP | 23K | $500K+ | SH |
| OMC | OMNICOM GROUP INC | 9K | $500K+ | SH |
| FANG | DIAMONDBACK ENERGY INC | 5K | $500K+ | SH |
| NUE | NUCOR CORP | 4K | $500K+ | SH |
| OXY | OCCIDENTAL PETE CORP | 17K | $500K+ | SH |