Forum Financial Management, LP Q1 2023 Filing
Filed April 19, 2023
Portfolio Value
$3.5B
Holdings
620
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (620 positions)
| Stock | Value |
|---|---|
—DANIMER SCIENTIFIC INC | $1.5T |
IVWISHARES TR | $1.5T |
AVDEAMERICAN CENTY ETF TR | $1.5T |
ADBEADOBE SYSTEMS INCORPORATED | $1.5T |
ASMLASML HOLDING N V | $1.4T |
BMYBRISTOL-MYERS SQUIBB CO | $1.4T |
VUGVANGUARD INDEX FDS | $1.4T |
VOOVANGUARD INDEX FDS | $1.4T |
QCOMQUALCOMM INC | $1.4T |
WTMWHITE MTNS INS GROUP LTD | $1.4T |
GEGENERAL ELECTRIC CO | $1.4T |
TXNTEXAS INSTRS INC | $1.3T |
IVEISHARES TR | $1.3T |
CNRCANADIAN NATL RY CO | $1.3T |
SMFGSUMITOMO MITSUI FINL GROUP I | $1.3T |
MDTMEDTRONIC PLC | $1.3T |
TAKTAKEDA PHARMACEUTICAL CO LTD | $1.3T |
MPCMARATHON PETE CORP | $1.3T |
TMOTHERMO FISHER SCIENTIFIC INC | $1.3T |
4I1PHILIP MORRIS INTL INC | $1.3T |
ELVELEVANCE HEALTH INC | $1.3T |
LINLINDE PLC | $1.2T |
ACNACCENTURE PLC IRELAND | $1.2T |
ZTSZOETIS INC | $1.2T |
MAMASTERCARD INCORPORATED | $1.2T |
GSGOLDMAN SACHS GROUP INC | $1.2T |
DIODDIODES INC | $1.1T |
UBSUBS GROUP AG | $1.1T |
TRVCCITIGROUP INC | $1.1T |
CVSCVS HEALTH CORP | $1.1T |
XLKSELECT SECTOR SPDR TR | $1.1T |
HMCHONDA MOTOR LTD | $1.1T |
CITHE CIGNA GROUP | $1.1T |
EFAISHARES TR | $1.1T |
KMIKINDER MORGAN INC DEL | $1.1T |
NSCNORFOLK SOUTHN CORP | $1.0T |
BABOEING CO | $1.0T |
BANFBANCFIRST CORP | $1.0T |
IBMINTERNATIONAL BUSINESS MACHS | $1.0T |
KMBKIMBERLY-CLARK CORP | $1.0T |
ALSALLSTATE CORP | $1.0T |
HSYHERSHEY CO | $1.0T |
BKBANK NEW YORK MELLON CORP | $994.5B |
CATCATERPILLAR INC | $991.6B |
MDLZMONDELEZ INTL INC | $990.0B |
NFLXNETFLIX INC | $985.0B |
AVEMAMERICAN CENTY ETF TR | $975.5B |
SLBSCHLUMBERGER LTD | $958.6B |
ORCLORACLE CORP | $953.5B |
CBCHUBB LIMITED | $941.4B |
IAU*ISHARES GOLD TR | $931.6B |
HBC2HSBC HLDGS PLC | $923.8B |
AXPAMERICAN EXPRESS CO | $906.4B |
ADIANALOG DEVICES INC | $886.7B |
VEUVANGUARD INTL EQUITY INDEX F | $880.6B |
OVVOVINTIV INC | $877.1B |
AFLAFLAC INC | $871.8B |
NDQINVESCO QQQ TR | $868.5B |
VLOVALERO ENERGY CORP | $863.3B |
BPBP PLC | $855.9B |
LOWLOWES COS INC | $852.7B |
BIIBBIOGEN INC | $845.8B |
UPSUNITED PARCEL SERVICE INC | $842.7B |
UNPUNION PAC CORP | $839.9B |
DVNDEVON ENERGY CORP NEW | $832.8B |
DBDEUTSCHE BANK A G | $816.1B |
MFGMIZUHO FINANCIAL GROUP INC | $814.1B |
WMBWILLIAMS COS INC | $810.8B |
EOGEOG RES INC | $810.3B |
BLKCHFBLACKROCK INC | $805.6B |
SPGIS&P GLOBAL INC | $803.3B |
TMUST-MOBILE US INC | $802.7B |
AMATAPPLIED MATLS INC | $802.0B |
CHMGCHEMUNG FINL CORP | $797.5B |
ERICERICSSON | $784.2B |
HUMHUMANA INC | $782.6B |
PGRPROGRESSIVE CORP | $771.0B |
WF2WINTRUST FINL CORP | $769.8B |
OKEONEOK INC NEW | $765.8B |
AZNASTRAZENECA PLC | $764.1B |
PSXPHILLIPS 66 | $761.4B |
RSPINVESCO EXCHANGE TRADED FD T | $755.3B |
DFSUDIMENSIONAL ETF TRUST | $750.9B |
TRVTRAVELERS COMPANIES INC | $738.9B |
METMETLIFE INC | $738.5B |
SCHWSCHWAB CHARLES CORP | $732.4B |
MUMICRON TECHNOLOGY INC | $727.8B |
ABJAABB LTD | $727.0B |
NOCNORTHROP GRUMMAN CORP | $715.2B |
TDTORONTO DOMINION BK ONT | $709.8B |
IWRISHARES TR | $709.5B |
FFORD MTR CO DEL | $703.8B |
MARMARRIOTT INTL INC NEW | $696.8B |
EPDENTERPRISE PRODS PARTNERS L | $696.3B |
BDXBECTON DICKINSON & CO | $693.4B |
MCKMCKESSON CORP | $692.2B |
STZCONSTELLATION BRANDS INC | $690.5B |
HEIHEICO CORP NEW | $690.1B |
NOKNOKIA CORP | $684.5B |
USBUS BANCORP DEL | $678.9B |