Forum Financial Management, LP Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$2.1B
Holdings
611
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (611 positions)
| Stock | Value |
|---|---|
FRCBFirst Republic Bank San Francisco Com US | $370K |
APDAir Products & Chemicals Inc Com | $370K |
PHParker Hannifin Corp Com | $366K |
BBVABanco Bilbao Vizcaya Argentaria Sa Ads E | $365K |
CFCF INDS HLDGS INCCOM | $365K |
ELLauder Estee Cos Inc | $365K |
NTRSNorthern Trust Corp Com | $364K |
TSNTyson Foods Inc Cl A | $361K |
DHID R Horton Co | $358K |
STLASTELLANTIS NV | $357K |
VNQVanguard Specialized Fds | $357K |
SJMJ M Smucker Co | $357K |
NOWServicenow Inc Com Usd0.001 | $357K |
YUMYum Brands | $356K |
ACMAecom Technology Corp | $354K |
EFVIshares Msci Val Idx Fd | $354K |
0VVBPARAMOUNT GLOBAL CLASS B COMMON STOCK | $354K |
FT2First Horizon Natl Corp | $353K |
LYBLyondellbasell Industries N V Com Usd0.0 | $353K |
—Bunge Limited | $352K |
BKNGBooking Holdings Inc | $349K |
AONAon Plc Com Usd0.01 Cl A | $349K |
WRKUSDWestrock Co | $348K |
TTTrane Technologies Plc Class A | $348K |
MSIMotorola Solutions Inc | $348K |
BNDXVanguard Total International Bond ETF | $347K |
ANETEURArista Networks Inc Com Usd0.0001 | $344K |
EAElectronic Arts | $344K |
EBAEbay Inc Com | $343K |
DALDelta Airlines Inc | $343K |
7HPHewlett-Packard Company | $342K |
WMWaste Mgmt Inc | $340K |
BROBrown & Brown Inc | $340K |
APOApollo Global Management | $340K |
DFAIDIMENSIONAL INTERN CORE EQT MKT ETF | $339K |
WABWabtec | $339K |
NDAQNasdaq Stock Market Inc | $338K |
HIGHartford Financial Services Com | $337K |
XPELXPEL Inc | $334K |
SDYSPDR S&P Dividend ETF | $333K |
—Laboratory Corp America Holdings | $333K |
DLTRDollar Tree Stores Com | $333K |
RACEFerrari N V Eur0.01 New | $331K |
HPEHewlett Packard Enterprise Co Com | $328K |
VIGVanguard Div Apprciation | $327K |
MNSBMainStreet Bancshares Inc | $326K |
FNFFidelity Natl Finl Inc | $325K |
CARRCarrier Global Corp | $325K |
SOSouthern Co Com | $324K |
LUVSouthwest Airlines Co | $323K |
SCHDSch US Div Equity Etf | $322K |
PCARPACCAR INCCOM | $321K |
DARDarling Intl Inc | $320K |
AGCOA G C O Corp | $320K |
IWVIshares Tr Russell | $319K |
LRCXEURLam Research Corp | $319K |
NMRNomura Holdings New Adr | $317K |
NETCloudflare Inc | $317K |
CCIVGBPLUCID GROUP ORD | $315K |
TJXTJX Cos Inc New Com | $315K |
ZIONZions Bancorp | $314K |
MKLMarkel Corp | $314K |
ILMNIllumina Inc | $314K |
WBSWebster Financial Corp | $314K |
—Qiagen N V | $313K |
LKQ1Lkq Corp | $313K |
EFGiShares MSCI EAFE Growth ETF | $312K |
CIKCredit Suisse Ag Spon Adr-Rep 1 Ord Chf0 | $312K |
BAXBaxter Intl | $312K |
VOOVanguard S&P 500 Etf New | $311K |
TDYTeledyne Tech Inc | $311K |
MARMarriott Intl New A | $311K |
INGING Groep N V Sponsored ADR | $311K |
CP.TOCanadian Pacific Ltd New Com | $309K |
LENLennar Corp Cl A | $308K |
SNPSSynopsys Inc | $307K |
ZBHZimmer Biomet Hldgs Inc Com | $307K |
CUCAAvis Budget Group Inc | $305K |
FMSFresenius Med Care Adr | $305K |
BUDAnheuser Busch Cos Inc Com | $304K |
CMCanadian Imperial Bank Of Commerce | $303K |
BAMBrascan Corp | $303K |
EQTEquitable Resources Inc | $303K |
GPCGenuine Parts Co | $301K |
HESHess Corporation | $300K |
VXFVanguard Extended Mkt | $300K |
SYFSynchrony Financial Com Usd0.001 | $298K |
LBRDKLiberty Broadband Cl C | $298K |
APTVAptiv Plc | $297K |
NEENEXTERA ENERGY INC COM | $296K |
CDNSCadence Design System | $296K |
TWLOTwilio Inc Cl A | $296K |
SHOPSHOPIFY INC COM CL A | $296K |
BLDRBuilders Firstsource Inc Com | $294K |
MTBM & T Bank Corporation | $294K |
PEOExelon Corp Com | $294K |
MDGLMADRIGAL PHARMACEUTICALS INC C OM | $292K |
AGGiShares Core US Aggregate Bond ETF | $291K |
MOHMolina Healthcare Inc | $291K |
KSSKohls Corporation | $290K |