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 401–450 of 1,012
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TER | TERADYNE INC | 3K | $500K+ | SH |
| CACI | CACI INTL INC | 1K | $500K+ | SH |
| KDP | KEURIG DR PEPPER INC | 21K | $500K+ | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 7K | $500K+ | SH |
| RIO | RIO TINTO PLC | 7K | $500K+ | SH |
| CM | CANADIAN IMPERIAL BANK OF CO | 6K | $500K+ | SH |
| IWR | ISHARES TR | 6K | $500K+ | SH |
| SNA | SNAP ON INC | 2K | $500K+ | SH |
| FTV | FORTIVE CORP | 11K | $500K+ | SH |
| VMC | VULCAN MATLS CO | 2K | $500K+ | SH |
| DIOD | DIODES INC | 12K | $500K+ | SH |
| OLED | UNIVERSAL DISPLAY CORP | 5K | $500K+ | SH |
| FIS | FIDELITY NATL INFORMATION SV | 9K | $500K+ | SH |
| IWN | ISHARES TR | 3K | $500K+ | SH |
| LDOS | LEIDOS HOLDINGS INC | 3K | $500K+ | SH |
| HUBB | HUBBELL INC | 1K | $500K+ | SH |
| RACE | FERRARI N V | 2K | $500K+ | SH |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | 6K | $500K+ | SH |
| ZM | ZOOM COMMUNICATIONS INC | 7K | $500K+ | SH |
| TROW | PRICE T ROWE GROUP INC | 5K | $500K+ | SH |
| KR | KROGER CO | 9K | $500K+ | SH |
| BUD | ANHEUSER BUSCH INBEV SA/NV | 9K | $500K+ | SH |
| PKG | PACKAGING CORP AMER | 3K | $500K+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 8K | $500K+ | SH |
| AME | AMETEK INC | 3K | $500K+ | SH |
| DASH | DOORDASH INC | 2K | $500K+ | SH |
| SW | SMURFIT WESTROCK PLC | 14K | $500K+ | SH |
| ON | ON SEMICONDUCTOR CORP | 10K | $500K+ | SH |
| DOCU | DOCUSIGN INC | 8K | $500K+ | SH |
| MSI | MOTOROLA SOLUTIONS INC | 1K | $500K+ | SH |
| TSN | TYSON FOODS INC | 9K | $500K+ | SH |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | 4K | $500K+ | SH |
| CAH | CARDINAL HEALTH INC | 3K | $500K+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 1K | $500K+ | SH |
| REGN | REGENERON PHARMACEUTICALS | 699 | $500K+ | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 2K | $500K+ | SH |
| APTV | APTIV PLC | 7K | $500K+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 885 | $500K+ | SH |
| EFA | ISHARES TR | 6K | $500K+ | SH |
| HCA | HCA HEALTHCARE INC | 1K | $500K+ | SH |
| TDG | TRANSDIGM GROUP INC | 399 | $500K+ | SH |
| MEAR | ISHARES U S ETF TR | 11K | $500K+ | SH |
| DFSD | DIMENSIONAL ETF TRUST | 11K | $500K+ | SH |
| MKC | MCCORMICK & CO INC | 8K | $500K+ | SH |
| CG | CARLYLE GROUP INC | 9K | $500K+ | SH |
| JLL | JONES LANG LASALLE INC | 2K | $500K+ | SH |
| IR | INGERSOLL RAND INC | 7K | $500K+ | SH |
| SCYB | SCHWAB STRATEGIC TR | 20K | $500K+ | SH |
| U | UNITY SOFTWARE INC | 12K | $500K+ | SH |
| DTM | DT MIDSTREAM INC | 4K | $500K+ | SH |