Forum Financial Management, LP Q1 2025 Filing
Filed May 2, 2025
Portfolio Value
$6.0B
Holdings
868
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (868 positions)
| Stock | Value |
|---|---|
EOGEOG RES INC | $1.0M |
LOWLOWES COS INC | $1.0M |
FDXFEDEX CORP | $1.0M |
NOKNOKIA CORP | $1.0M |
ADIANALOG DEVICES INC | $1.0M |
VRTXVERTEX PHARMACEUTICALS INC | $1.0M |
COFCAPITAL ONE FINL CORP | $1.0M |
OKEONEOK INC NEW | $1.0M |
BABOEING CO | $1.0M |
APPAPPLOVIN CORP | $1.0M |
GEVGE VERNOVA INC | $1.0M |
ISRGINTUITIVE SURGICAL INC | $993K |
ALCALCON AG | $986K |
BXBLACKSTONE INC | $977K |
NOCNORTHROP GRUMMAN CORP | $967K |
INTUINTUIT | $960K |
BBVABANCO BILBAO VIZCAYA ARGENTA | $960K |
RSPINVESCO EXCHANGE TRADED FD T | $947K |
PSXPHILLIPS 66 | $940K |
PYPLPAYPAL HLDGS INC | $927K |
INGING GROEP N.V. | $926K |
GMGENERAL MTRS CO | $919K |
KBESPDR SER TR | $899K |
BPBP PLC | $893K |
EENI S P A | $891K |
ORLYOREILLY AUTOMOTIVE INC | $891K |
VNQVANGUARD INDEX FDS | $886K |
BDXBECTON DICKINSON & CO | $882K |
ICEINTERCONTINENTAL EXCHANGE IN | $877K |
DFEVDIMENSIONAL ETF TRUST | $871K |
PHPARKER-HANNIFIN CORP | $857K |
BMTABRITISH AMERN TOB PLC | $854K |
SLBSCHLUMBERGER LTD | $853K |
ACGLARCH CAP GROUP LTD | $852K |
DUSBDIMENSIONAL ETF TRUST | $836K |
SCHFSCHWAB STRATEGIC TR | $831K |
HSYHERSHEY CO | $820K |
MDLZMONDELEZ INTL INC | $815K |
PWRQUANTA SVCS INC | $814K |
LHXL3HARRIS TECHNOLOGIES INC | $810K |
TDTORONTO DOMINION BK ONT | $808K |
FTNTFORTINET INC | $805K |
KDPKEURIG DR PEPPER INC | $800K |
UBERUBER TECHNOLOGIES INC | $798K |
FANGDIAMONDBACK ENERGY INC | $793K |
GLWCORNING INC | $789K |
CNRCANADIAN NATL RY CO | $785K |
MRSHMARSH & MCLENNAN COS INC | $783K |
CTVACORTEVA INC | $778K |
TFCTRUIST FINL CORP | $777K |
VLOVALERO ENERGY CORP | $774K |
AQLTISHARES TR | $768K |
AVDEAMERICAN CENTY ETF TR | $765K |
HWMHOWMET AEROSPACE INC | $751K |
AJGGALLAGHER ARTHUR J & CO | $750K |
BKRBAKER HUGHES COMPANY | $748K |
HOODROBINHOOD MKTS INC | $743K |
BCSBARCLAYS PLC | $740K |
VXUSVANGUARD STAR FDS | $736K |
RYROYAL BK CDA | $731K |
WMWASTE MGMT INC DEL | $726K |
TRGPTARGA RES CORP | $723K |
IWMISHARES TR | $721K |
DHID R HORTON INC | $720K |
JCIJOHNSON CTLS INTL PLC | $719K |
A4SAMERIPRISE FINL INC | $719K |
AVESAMERICAN CENTY ETF TR | $716K |
SHWSHERWIN WILLIAMS CO | $712K |
NOWSERVICENOW INC | $711K |
TTTRANE TECHNOLOGIES PLC | $705K |
ANETARISTA NETWORKS INC | $705K |
APOAPOLLO GLOBAL MGMT INC | $704K |
DOCUDOCUSIGN INC | $700K |
LYGLLOYDS BANKING GROUP PLC | $694K |
ULUNILEVER PLC | $693K |
NEENEXTERA ENERGY INC | $692K |
OXYOCCIDENTAL PETE CORP | $689K |
FFORD MTR CO | $689K |
WF2WINTRUST FINL CORP | $685K |
EPDENTERPRISE PRODS PARTNERS L | $667K |
SPOTSPOTIFY TECHNOLOGY S A | $665K |
EQNREQUINOR ASA | $658K |
NMRNOMURA HLDGS INC | $655K |
EQTEQT CORP | $655K |
LNGCHENIERE ENERGY INC | $654K |
FITBFIFTH THIRD BANCORP | $651K |
SCHBSCHWAB STRATEGIC TR | $649K |
SHOPSHOPIFY INC | $648K |
WABWABTEC | $636K |
SCZISHARES TR | $635K |
SCHDSCHWAB STRATEGIC TR | $633K |
RHCRH PLC | $631K |
WECWEC ENERGY GROUP INC | $630K |
RCLROYAL CARIBBEAN GROUP | $627K |
RJFRAYMOND JAMES FINL INC | $625K |
FCXFREEPORT-MCMORAN INC | $624K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $623K |
CHDCHURCH & DWIGHT CO INC | $621K |
CITCINTAS CORP | $617K |
KHCKRAFT HEINZ CO | $614K |