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 |
|---|---|
IPINTERNATIONAL PAPER CO | $610K |
VOVANGUARD INDEX FDS | $603K |
VTHRVANGUARD SCOTTSDALE FDS | $602K |
UPSUNITED PARCEL SERVICE INC | $602K |
KRKROGER CO | $602K |
CHTRCHARTER COMMUNICATIONS INC N | $602K |
RACEFERRARI N V | $601K |
FCNCAFIRST CTZNS BANCSHARES INC N | $599K |
BKNGBOOKING HOLDINGS INC | $598K |
ODCOIL DRI CORP AMER | $598K |
PRSUPURSUIT ATTRACTIONS AND HOSP | $597K |
EMREMERSON ELEC CO | $597K |
BEPCBROOKFIELD RENEWABLE CORP | $596K |
MLMMARTIN MARIETTA MATLS INC | $595K |
CSXCSX CORP | $594K |
PANWPALO ALTO NETWORKS INC | $593K |
GDGENERAL DYNAMICS CORP | $593K |
VXFVANGUARD INDEX FDS | $591K |
HIGHARTFORD INSURANCE GROUP INC | $588K |
BROBROWN & BROWN INC | $586K |
DFLVDIMENSIONAL ETF TRUST | $583K |
MRVLMARVELL TECHNOLOGY INC | $579K |
DALDELTA AIR LINES INC DEL | $579K |
ZTSZOETIS INC | $578K |
MSIMOTOROLA SOLUTIONS INC | $574K |
CCIVGBPLUCID GROUP INC | $572K |
CINFCINCINNATI FINL CORP | $571K |
LUVSOUTHWEST AIRLS CO | $570K |
LLOEWS CORP | $562K |
DDDUPONT DE NEMOURS INC | $562K |
ROPROPER TECHNOLOGIES INC | $560K |
AMCRAMCOR PLC | $555K |
TWLOTWILIO INC | $553K |
STLDSTEEL DYNAMICS INC | $552K |
KVUEKENVUE INC | $549K |
BMOBANK MONTREAL QUE | $549K |
CARRCARRIER GLOBAL CORPORATION | $545K |
DVNDEVON ENERGY CORP NEW | $544K |
PG4PRINCIPAL FINANCIAL GROUP IN | $543K |
CTRACOTERRA ENERGY INC | $541K |
FLEXFLEX LTD | $537K |
GSKGSK PLC | $534K |
HESHESS CORP | $534K |
REGNREGENERON PHARMACEUTICALS | $526K |
NTRSNORTHERN TR CORP | $525K |
VWOVANGUARD INTL EQUITY INDEX F | $523K |
AVEMAMERICAN CENTY ETF TR | $521K |
FTVFORTIVE CORP | $520K |
PCTPURECYCLE TECHNOLOGIES INC | $519K |
DIODDIODES INC | $519K |
MNSTMONSTER BEVERAGE CORP NEW | $519K |
IWVISHARES TR | $519K |
NXPINXP SEMICONDUCTORS N V | $519K |
IWRISHARES TR | $518K |
SNASNAP ON INC | $517K |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $517K |
FISFIDELITY NATL INFORMATION SV | $516K |
GISGENERAL MLS INC | $515K |
ZBHZIMMER BIOMET HOLDINGS INC | $515K |
WBDWARNER BROS DISCOVERY INC | $513K |
MTBM & T BK CORP | $512K |
UNMUNUM GROUP | $512K |
BUDANHEUSER BUSCH INBEV SA/NV | $512K |
CBRECBRE GROUP INC | $511K |
BXSLBLACKSTONE SECD LENDING FD | $509K |
TELTE CONNECTIVITY PLC | $508K |
FICOFAIR ISAAC CORP | $507K |
WRBBERKLEY W R CORP | $506K |
CMICUMMINS INC | $503K |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $502K |
CPRTCOPART INC | $499K |
TSNTYSON FOODS INC | $498K |
RIORIO TINTO PLC | $498K |
CFGCITIZENS FINL GROUP INC | $497K |
CRBGCOREBRIDGE FINL INC | $496K |
VEEVVEEVA SYS INC | $496K |
KLACKLA CORP | $496K |
LHLABCORP HOLDINGS INC | $495K |
AZOAUTOZONE INC | $492K |
AXONAXON ENTERPRISE INC | $492K |
RSGREPUBLIC SVCS INC | $491K |
HTHHILLTOP HOLDINGS INC | $488K |
DKSDICKS SPORTING GOODS INC | $486K |
NWGNATWEST GROUP PLC | $485K |
BIIBBIOGEN INC | $484K |
HRLHORMEL FOODS CORP | $484K |
LENLENNAR CORP | $484K |
YUMYUM BRANDS INC | $483K |
URIUNITED RENTALS INC | $483K |
FNFFIDELITY NATIONAL FINANCIAL | $481K |
SOFISOFI TECHNOLOGIES INC | $481K |
SSNCSS&C TECHNOLOGIES HLDGS INC | $479K |
XYZBLOCK INC | $474K |
GRMNGARMIN LTD | $473K |
VEUVANGUARD INTL EQUITY INDEX F | $473K |
IWNISHARES TR | $469K |
SOSOUTHERN CO | $468K |
RSRELIANCE INC | $468K |
PAYXPAYCHEX INC | $466K |
CRWDCROWDSTRIKE HLDGS INC | $464K |