Forum Financial Management, LP Q2 2023 Filing

Filed July 26, 2023

Portfolio Value

$4.5B

Holdings

659

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (659 positions)

StockValue
OCOWENS CORNING NEW
$330.7B
TAPMOLSON COORS BEVERAGE CO
$328.1B
CITCINTAS CORP
$327.6B
DDSDILLARDS INC
$326.3B
BROBROWN & BROWN INC
$325.3B
TFCTRUIST FINL CORP
$325.2B
DLTRDOLLAR TREE INC
$324.2B
RSGREPUBLIC SVCS INC
$323.3B
ITGARTNER INC
$323.0B
URIUNITED RENTALS INC
$322.9B
CMICUMMINS INC
$319.3B
WSCWILLSCOT MOBIL MINI HLDNG CO
$319.1B
STLDSTEEL DYNAMICS INC
$318.6B
DRIDARDEN RESTAURANTS INC
$318.1B
VMCVULCAN MATLS CO
$317.2B
IRINGERSOLL RAND INC
$316.3B
VONGVANGUARD SCOTTSDALE FDS
$315.7B
BWABORGWARNER INC
$315.3B
FISFIDELITY NATL INFORMATION SV
$311.1B
REEVEREST RE GROUP LTD
$310.8B
MOSMOSAIC CO NEW
$310.4B
OTISOTIS WORLDWIDE CORP
$309.4B
AG8AGILENT TECHNOLOGIES INC
$308.9B
MCHPMICROCHIP TECHNOLOGY INC.
$307.6B
LABORATORY CORP AMER HLDGS
$305.5B
HBANHUNTINGTON BANCSHARES INC
$305.4B
LUVSOUTHWEST AIRLS CO
$305.0B
MNSBMAINSTREET BANCSHARES INC
$304.5B
CPCANADIAN PACIFIC KANSAS CITY
$303.5B
IQVIQVIA HLDGS INC
$303.2B
BUNGE LIMITED
$300.9B
VSTVISTRA CORP
$298.8B
HUBBHUBBELL INC
$298.7B
EMEEMCOR GROUP INC
$297.3B
IDXXIDEXX LABS INC
$296.3B
UNMUNUM GROUP
$295.5B
HCAHCA HEALTHCARE INC
$295.3B
LYVLIVE NATION ENTERTAINMENT IN
$294.9B
GLGLOBE LIFE INC
$292.6B
VNQIVANGUARD INTL EQUITY INDEX F
$292.1B
MNSTMONSTER BEVERAGE CORP NEW
$291.9B
EEMISHARES TR
$291.7B
SCHDSCHWAB STRATEGIC TR
$289.8B
LYBLYONDELLBASELL INDUSTRIES N
$289.7B
MKLMARKEL GROUP INC
$289.1B
EWEDWARDS LIFESCIENCES CORP
$288.7B
NDAQNASDAQ INC
$288.3B
NMRNOMURA HLDGS INC
$288.2B
MRNAMODERNA INC
$287.8B
DKSDICKS SPORTING GOODS INC
$287.7B
IWSISHARES TR
$285.5B
FWONALIBERTY MEDIA CORP DEL
$285.3B
WHRWHIRLPOOL CORP
$284.9B
T7DTRANSDIGM GROUP INC
$284.3B
MEDPMEDPACE HLDGS INC
$283.4B
SYFSYNCHRONY FINANCIAL
$283.1B
SHOPSHOPIFY INC
$282.8B
GWWGRAINGER W W INC
$282.3B
ACWXISHARES TR
$281.7B
XYLXYLEM INC
$281.4B
OMCOMNICOM GROUP INC
$281.0B
RRXREGAL REXNORD CORPORATION
$278.7B
RIORIO TINTO PLC
$278.0B
NTRNUTRIEN LTD
$277.8B
MDYSPDR S&P MIDCAP 400 ETF TR
$277.8B
IWCISHARES TR
$277.0B
CAGCONAGRA BRANDS INC
$274.2B
ORIOLD REP INTL CORP
$274.1B
LRCXEURLAM RESEARCH CORP
$272.6B
ULTAULTA BEAUTY INC
$272.0B
ODFLOLD DOMINION FREIGHT LINE IN
$271.8B
DINOHF SINCLAIR CORP
$270.4B
NOWSERVICENOW INC
$269.9B
CBOECBOE GLOBAL MKTS INC
$269.3B
IFFINTERNATIONAL FLAVORS&FRAGRA
$269.2B
ILMNILLUMINA INC
$269.0B
CUCAAVIS BUDGET GROUP
$268.5B
APHAMPHENOL CORP NEW
$267.5B
AVUVAMERICAN CENTY ETF TR
$266.7B
NVTNVENT ELECTRIC PLC
$265.9B
XYZBLOCK INC
$265.3B
TOLTOLL BROTHERS INC
$265.1B
EFVISHARES TR
$264.8B
TLTDFLEXSHARES TR
$264.7B
VOYAVOYA FINANCIAL INC
$264.7B
MOHMOLINA HEALTHCARE INC
$263.3B
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$260.9B
MTZMASTEC INC
$260.4B
ABGAMERISOURCEBERGEN CORP
$259.0B
DGXQUEST DIAGNOSTICS INC
$258.1B
KNXKNIGHT-SWIFT TRANSN HLDGS IN
$257.5B
FTVFORTIVE CORP
$255.9B
CEGCONSTELLATION ENERGY CORP
$255.1B
DARDARLING INGREDIENTS INC
$254.5B
JNPJUNIPER NETWORKS INC
$253.1B
IEURISHARES TR
$252.4B
OLNOLIN CORP
$251.9B
CMACOMERICA INC
$251.9B
NXPINXP SEMICONDUCTORS N V
$251.3B
PRIPRIMERICA INC
$251.0B
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