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 351–400 of 1,012
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CBRE | CBRE GROUP INC | 4K | $500K+ | SH |
| NEE | NEXTERA ENERGY INC | 9K | $500K+ | SH |
| EA | ELECTRONIC ARTS INC | 3K | $500K+ | SH |
| BNS | BANK NOVA SCOTIA HALIFAX | 9K | $500K+ | SH |
| NXPI | NXP SEMICONDUCTORS N V | 3K | $500K+ | SH |
| CMA | COMERICA INC | 8K | $500K+ | SH |
| FTNT | FORTINET INC | 8K | $500K+ | SH |
| FSLR | FIRST SOLAR INC | 3K | $500K+ | SH |
| FWONK | LIBERTY MEDIA CORP DEL | 7K | $500K+ | SH |
| L | LOEWS CORP | 6K | $500K+ | SH |
| EQT | EQT CORP | 12K | $500K+ | SH |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 8K | $500K+ | SH |
| GSK | GSK PLC | 13K | $500K+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 12K | $500K+ | SH |
| EW | EDWARDS LIFESCIENCES CORP | 8K | $500K+ | SH |
| CTRA | COTERRA ENERGY INC | 25K | $500K+ | SH |
| SHW | SHERWIN WILLIAMS CO | 2K | $500K+ | SH |
| UTHR | UNITED THERAPEUTICS CORP DEL | 1K | $500K+ | SH |
| NDAQ | NASDAQ INC | 7K | $500K+ | SH |
| CINF | CINCINNATI FINL CORP | 4K | $500K+ | SH |
| EQNR | EQUINOR ASA | 27K | $500K+ | SH |
| CVNA | CARVANA CO | 2K | $500K+ | SH |
| TEM | TEMPUS AI INC | 11K | $500K+ | SH |
| JBL | JABIL INC | 3K | $500K+ | SH |
| RKT | ROCKET COS INC | 33K | $500K+ | SH |
| ODC | OIL DRI CORP AMER | 13K | $500K+ | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 8K | $500K+ | SH |
| HUM | HUMANA INC | 2K | $500K+ | SH |
| RDDT | REDDIT INC | 3K | $500K+ | SH |
| BND | VANGUARD BD INDEX FDS | 8K | $500K+ | SH |
| IP | INTERNATIONAL PAPER CO | 16K | $500K+ | SH |
| CHD | CHURCH & DWIGHT CO INC | 7K | $500K+ | SH |
| TPR | TAPESTRY INC | 5K | $500K+ | SH |
| ROIV | ROIVANT SCIENCES LTD | 29K | $500K+ | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 1K | $500K+ | SH |
| DVN | DEVON ENERGY CORP NEW | 17K | $500K+ | SH |
| DLTR | DOLLAR TREE INC | 5K | $500K+ | SH |
| DGX | QUEST DIAGNOSTICS INC | 4K | $500K+ | SH |
| STM | STMICROELECTRONICS N V | 24K | $500K+ | SH |
| RSG | REPUBLIC SVCS INC | 3K | $500K+ | SH |
| ALNY | ALNYLAM PHARMACEUTICALS INC | 2K | $500K+ | SH |
| PPG | PPG INDS INC | 6K | $500K+ | SH |
| ADM | ARCHER DANIELS MIDLAND CO | 11K | $500K+ | SH |
| CART | MAPLEBEAR INC | 14K | $500K+ | SH |
| MEDP | MEDPACE HLDGS INC | 1K | $500K+ | SH |
| AA | ALCOA CORP | 11K | $500K+ | SH |
| TDY | TELEDYNE TECHNOLOGIES INC | 1K | $500K+ | SH |
| MTB | M & T BK CORP | 3K | $500K+ | SH |
| CW | CURTISS WRIGHT CORP | 1K | $500K+ | SH |
| SNPS | SYNOPSYS INC | 1K | $500K+ | SH |