Forum Financial Management, LP Q2 2025 Filing
Filed July 30, 2025
Portfolio Value
$6.6B
Holdings
952
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (952 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | MCKMCKESSON CORP | 1,500 | $1.1M | 0.02% | |
| 202 | METMETLIFE INC | 13,607 | $1.1M | 0.02% | |
| 203 | PWRQUANTA SVCS INC | 2,885 | $1.1M | 0.02% | |
| 204 | ICEINTERCONTINENTAL EXCHANGE IN | 5,931 | $1.1M | 0.02% | |
| 205 | BBVABANCO BILBAO VIZCAYA ARGENTA | 70,543 | $1.1M | 0.02% | |
| 206 | MPCMARATHON PETE CORP | 6,462 | $1.1M | 0.02% | |
| 207 | BXBLACKSTONE INC | 7,175 | $1.1M | 0.02% | |
| 208 | INGING GROEP N.V. | 49,057 | $1.1M | 0.02% | |
| 209 | AIGAMERICAN INTL GROUP INC | 12,312 | $1.1M | 0.02% | |
| 210 | LOWLOWES COS INC | 4,737 | $1.1M | 0.02% | |
| 211 | FDXFEDEX CORP | 4,537 | $1.0M | 0.02% | |
| 212 | RSPINVESCO EXCHANGE TRADED FD T | 5,545 | $1.0M | 0.02% | |
| 213 | VXUSVANGUARD STAR FDS | 14,501 | $1.0M | 0.02% | |
| 214 | PRUPRUDENTIAL FINL INC | 9,301 | $999K | 0.02% | |
| 215 | PSXPHILLIPS 66 | 8,343 | $995K | 0.02% | |
| 216 | TDTORONTO DOMINION BK ONT | 13,483 | $990K | 0.02% | |
| 217 | LHXL3HARRIS TECHNOLOGIES INC | 3,932 | $986K | 0.01% | |
| 218 | AFLAFLAC INC | 9,279 | $978K | 0.01% | |
| 219 | NOKNOKIA CORP | 188,309 | $974K | 0.01% | |
| 220 | DFEVDIMENSIONAL ETF TRUST | 32,209 | $965K | 0.01% | |
| 221 | MDLZMONDELEZ INTL INC | 14,180 | $956K | 0.01% | |
| 222 | GMGENERAL MTRS CO | 19,409 | $955K | 0.01% | |
| 223 | CTVACORTEVA INC | 12,801 | $954K | 0.01% | |
| 224 | HWMHOWMET AEROSPACE INC | 5,111 | $951K | 0.01% | |
| 225 | KBESPDR SERIES TRUST | 17,009 | $948K | 0.01% | |
| 226 | JCIJOHNSON CTLS INTL PLC | 8,983 | $948K | 0.01% | |
| 227 | ANETARISTA NETWORKS INC | 9,253 | $946K | 0.01% | |
| 228 | TMOTHERMO FISHER SCIENTIFIC INC | 2,320 | $940K | 0.01% | |
| 229 | OKEONEOK INC NEW | 11,503 | $939K | 0.01% | |
| 230 | EENI S P A | 28,823 | $934K | 0.01% | |
| 231 | AVEMAMERICAN CENTY ETF TR | 13,619 | $933K | 0.01% | |
| 232 | VRTXVERTEX PHARMACEUTICALS INC | 2,094 | $932K | 0.01% | |
| 233 | BKNGBOOKING HOLDINGS INC | 160 | $926K | 0.01% | |
| 234 | GLWCORNING INC | 17,513 | $921K | 0.01% | |
| 235 | ALCALCON AG | 10,390 | $917K | 0.01% | |
| 236 | FISVFISERV INC | 5,273 | $909K | 0.01% | |
| 237 | BCSBARCLAYS PLC | 48,199 | $896K | 0.01% | |
| 238 | RCLROYAL CARIBBEAN GROUP | 2,852 | $893K | 0.01% | |
| 239 | PHPARKER-HANNIFIN CORP | 1,270 | $887K | 0.01% | |
| 240 | FTNTFORTINET INC | 8,376 | $885K | 0.01% | |
| 241 | ORLYOREILLY AUTOMOTIVE INC | 9,797 | $883K | 0.01% | |
| 242 | WOPWOODSIDE ENERGY GROUP LTD | 56,594 | $873K | 0.01% | |
| 243 | TTTRANE TECHNOLOGIES PLC | 1,992 | $871K | 0.01% | |
| 244 | TFCTRUIST FINL CORP | 20,055 | $862K | 0.01% | |
| 245 | VNQVANGUARD INDEX FDS | 9,666 | $860K | 0.01% | |
| 246 | SPOTSPOTIFY TECHNOLOGY S A | 1,117 | $857K | 0.01% | |
| 247 | DUSBDIMENSIONAL ETF TRUST | 16,855 | $855K | 0.01% | |
| 248 | AVDEAMERICAN CENTY ETF TR | 11,378 | $842K | 0.01% | |
| 249 | SCHFSCHWAB STRATEGIC TR | 38,026 | $840K | 0.01% | |
| 250 | RYROYAL BK CDA | 6,300 | $828K | 0.01% | |
| 251 | MRVLMARVELL TECHNOLOGY INC | 10,537 | $815K | 0.01% | |
| 252 | AVESAMERICAN CENTY ETF TR | 15,196 | $813K | 0.01% | |
| 253 | ACGLARCH CAP GROUP LTD | 8,867 | $807K | 0.01% | |
| 254 | KDPKEURIG DR PEPPER INC | 24,162 | $798K | 0.01% | |
| 255 | SOFISOFI TECHNOLOGIES INC | 43,769 | $797K | 0.01% | |
| 256 | PANWPALO ALTO NETWORKS INC | 3,879 | $793K | 0.01% | |
| 257 | BPBP PLC | 26,525 | $793K | 0.01% | |
| 258 | BDXBECTON DICKINSON & CO | 4,589 | $790K | 0.01% | |
| 259 | WF2WINTRUST FINL CORP | 6,374 | $790K | 0.01% | |
| 260 | DFSDDIMENSIONAL ETF TRUST | 16,432 | $788K | 0.01% | |
| 261 | MRSHMARSH & MCLENNAN COS INC | 3,592 | $785K | 0.01% | |
| 262 | EMREMERSON ELEC CO | 5,892 | $785K | 0.01% | |
| 263 | IWMISHARES TR | 3,628 | $782K | 0.01% | |
| 264 | A4SAMERIPRISE FINL INC | 1,463 | $781K | 0.01% | |
| 265 | KLACKLA CORP | 871 | $780K | 0.01% | |
| 266 | NOCNORTHROP GRUMMAN CORP | 1,561 | $780K | 0.01% | |
| 267 | NETCLOUDFLARE INC | 3,978 | $779K | 0.01% | |
| 268 | VLOVALERO ENERGY CORP | 5,793 | $778K | 0.01% | |
| 269 | AXONAXON ENTERPRISE INC | 938 | $776K | 0.01% | |
| 270 | LYGLLOYDS BANKING GROUP PLC | 181,796 | $772K | 0.01% | |
| 271 | ODCOIL DRI CORP AMER | 13,030 | $768K | 0.01% | |
| 272 | GDGENERAL DYNAMICS CORP | 2,632 | $767K | 0.01% | |
| 273 | WBDWARNER BROS DISCOVERY INC | 66,764 | $765K | 0.01% | |
| 274 | AJGGALLAGHER ARTHUR J & CO | 2,363 | $756K | 0.01% | |
| 275 | COINCOINBASE GLOBAL INC | 2,159 | $756K | 0.01% | |
| 276 | AMCRAMCOR PLC | 82,211 | $755K | 0.01% | |
| 277 | CEGCONSTELLATION ENERGY CORP | 2,337 | $753K | 0.01% | |
| 278 | CRWDCROWDSTRIKE HLDGS INC | 1,479 | $753K | 0.01% | |
| 279 | RACEFERRARI N V | 1,534 | $752K | 0.01% | |
| 280 | TWLOTWILIO INC | 6,055 | $752K | 0.01% | |
| 281 | SCHBSCHWAB STRATEGIC TR | 31,529 | $751K | 0.01% | |
| 282 | FFORD MTR CO | 69,095 | $749K | 0.01% | |
| 283 | DHID R HORTON INC | 5,817 | $749K | 0.01% | |
| 284 | HSYHERSHEY CO | 4,486 | $744K | 0.01% | |
| 285 | FLEXFLEX LTD | 14,855 | $741K | 0.01% | |
| 286 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 9,462 | $738K | 0.01% | |
| 287 | NTRSNORTHERN TR CORP | 5,820 | $737K | 0.01% | |
| 288 | APHAMPHENOL CORP NEW | 7,463 | $736K | 0.01% | |
| 289 | CSXCSX CORP | 22,375 | $730K | 0.01% | |
| 290 | APOAPOLLO GLOBAL MGMT INC | 5,142 | $729K | 0.01% | |
| 291 | LNGCHENIERE ENERGY INC | 2,992 | $728K | 0.01% | |
| 292 | SCZISHARES TR | 10,003 | $727K | 0.01% | |
| 293 | RIVNRIVIAN AUTOMOTIVE INC | 52,531 | $721K | 0.01% | |
| 294 | SLBSCHLUMBERGER LTD | 21,248 | $718K | 0.01% | |
| 295 | EQTEQT CORP | 12,289 | $716K | 0.01% | |
| 296 | HBANHUNTINGTON BANCSHARES INC | 42,749 | $716K | 0.01% | |
| 297 | BMTABRITISH AMERN TOB PLC | 15,073 | $713K | 0.01% | |
| 298 | NKENIKE INC | 10,016 | $711K | 0.01% | |
| 299 | WABWABTEC | 3,369 | $705K | 0.01% | |
| 300 | SYFSYNCHRONY FINANCIAL | 10,509 | $701K | 0.01% |