Forum Financial Management, LP Q1 2023 Filing

Filed April 19, 2023

Portfolio Value

$3.5T

Holdings

620

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (620 positions)

StockValue
XLVSELECT SECTOR SPDR TR
$430.1M
VNQVANGUARD INDEX FDS
$428.0M
MLMMARTIN MARIETTA MATLS INC
$427.8M
HALHALLIBURTON CO
$425.1M
FANGDIAMONDBACK ENERGY INC
$421.5M
HWMHOWMET AEROSPACE INC
$420.3M
BLDRBUILDERS FIRSTSOURCE INC
$412.9M
RACEFERRARI N V
$412.4M
VBVANGUARD INDEX FDS
$411.2M
GPCGENUINE PARTS CO
$408.2M
TFCTRUIST FINL CORP
$407.2M
KDPKEURIG DR PEPPER INC
$406.4M
TELTE CONNECTIVITY LTD
$405.3M
RFREGIONS FINANCIAL CORP NEW
$404.7M
GPNGLOBAL PMTS INC
$400.2M
SOSOUTHERN CO
$399.7M
MOSMOSAIC CO NEW
$396.2M
RSRELIANCE STEEL & ALUMINUM CO
$393.1M
LKQ1LKQ CORP
$392.4M
ALBALBEMARLE CORP
$390.6M
CTRACOTERRA ENERGY INC
$389.7M
STTSTATE STR CORP
$389.2M
ACMAECOM
$388.7M
CHTRCHARTER COMMUNICATIONS INC N
$388.4M
GEHCGE HEALTHCARE TECHNOLOGIES I
$386.6M
YUMYUM BRANDS INC
$386.3M
VOVANGUARD INDEX FDS
$386.1M
GLWCORNING INC
$386.1M
DFSEDIMENSIONAL ETF TRUST
$381.7M
IQLTISHARES TR
$381.6M
TJXTJX COS INC NEW
$381.3M
PAYXPAYCHEX INC
$378.8M
WRBBERKLEY W R CORP
$377.9M
KHCKRAFT HEINZ CO
$377.3M
APDAIR PRODS & CHEMS INC
$376.5M
KKRKKR & CO INC
$375.6M
NFBKNORTHFIELD BANCORP INC DEL
$375.5M
SA2DSANDRIDGE ENERGY INC
$374.6M
7HPHP INC
$372.9M
HESHESS CORP
$370.9M
IWBISHARES TR
$369.8M
TXTTEXTRON INC
$367.6M
PPLPEMBINA PIPELINE CORP
$366.7M
TTTRANE TECHNOLOGIES PLC
$366.5M
WMWASTE MGMT INC DEL
$364.7M
LLOEWS CORP
$364.4M
RHCRH PLC
$361.6M
ANETEURARISTA NETWORKS INC
$360.9M
AONAON PLC
$360.7M
TRGPTARGA RES CORP
$360.4M
ROPROPER TECHNOLOGIES INC
$357.0M
WABWABTEC
$356.7M
SNPSSYNOPSYS INC
$356.5M
SHWSHERWIN WILLIAMS CO
$356.0M
INGING GROEP N.V.
$355.1M
MMM3M CO
$354.6M
ONEQFIDELITY COMWLTH TR
$353.2M
BKRBAKER HUGHES COMPANY
$349.3M
JJACOBS SOLUTIONS INC
$347.4M
SPYGSPDR SER TR
$343.7M
PEOEXELON CORP
$342.9M
CARRCARRIER GLOBAL CORPORATION
$342.8M
ITWILLINOIS TOOL WKS INC
$342.5M
FITBFIFTH THIRD BANCORP
$339.6M
AG8AGILENT TECHNOLOGIES INC
$338.5M
AMEAMETEK INC
$338.0M
MTBM & T BK CORP
$335.9M
PCARPACCAR INC
$335.6M
PAGPENSKE AUTOMOTIVE GRP INC
$333.3M
ILMNILLUMINA INC
$332.1M
STLDSTEEL DYNAMICS INC
$330.7M
HIGHARTFORD FINL SVCS GROUP INC
$330.4M
SNASNAP ON INC
$329.1M
NTRNUTRIEN LTD
$329.0M
SCHBSCHWAB STRATEGIC TR
$327.4M
HPEHEWLETT PACKARD ENTERPRISE C
$326.6M
REEVEREST RE GROUP LTD
$325.4M
APOAPOLLO GLOBAL MGMT INC
$324.7M
AZOAUTOZONE INC
$324.5M
DLTRDOLLAR TREE INC
$324.4M
ANAUTONATION INC
$322.9M
SCHDSCHWAB STRATEGIC TR
$322.8M
CDNSCADENCE DESIGN SYSTEM INC
$318.7M
HBANHUNTINGTON BANCSHARES INC
$317.3M
ULTAULTA BEAUTY INC
$315.9M
MNSBMAINSTREET BANCSHARES INC
$315.7M
VXFVANGUARD INDEX FDS
$315.6M
BWABORGWARNER INC
$315.4M
NDAQNASDAQ INC
$315.3M
DECKDECKERS OUTDOOR CORP
$314.7M
VWOVANGUARD INTL EQUITY INDEX F
$314.4M
WSCWILLSCOT MOBIL MINI HLDNG CO
$313.1M
FCNCAFIRST CTZNS BANCSHARES INC N
$311.4M
IFFINTERNATIONAL FLAVORS&FRAGRA
$307.7M
DDSDILLARDS INC
$307.7M
PANWPALO ALTO NETWORKS INC
$306.6M
DALDELTA AIR LINES INC DEL
$304.5M
BUNGE LIMITED
$303.7M
CITCINTAS CORP
$301.7M
MRNAMODERNA INC
$300.4M
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