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)

StockValue
AQLTISHARES TR
$507K
ALNYALNYLAM PHARMACEUTICALS INC
$507K
CTRACOTERRA ENERGY INC
$504K
BMOBANK MONTREAL QUE
$504K
FSLRFIRST SOLAR INC
$502K
FICOFAIR ISAAC CORP
$502K
EFAISHARES TR
$501K
MDYSPDR S&P MIDCAP 400 ETF TR
$501K
RELXRELX PLC
$499K
SNPSSYNOPSYS INC
$499K
RSGREPUBLIC SVCS INC
$497K
IPINTERNATIONAL PAPER CO
$497K
PRSUPURSUIT ATTRACTIONS AND HOSP
$496K
IWNISHARES TR
$495K
EWEDWARDS LIFESCIENCES CORP
$495K
CNHICNH INDL N V
$494K
ZBHZIMMER BIOMET HOLDINGS INC
$494K
HRLHORMEL FOODS CORP
$493K
VMCVULCAN MATLS CO
$490K
RSRELIANCE INC
$488K
AMEAMETEK INC
$488K
HTHHILLTOP HOLDINGS INC
$487K
CMACOMERICA INC
$487K
SFMSPROUTS FMRS MKT INC
$485K
T7DTRANSDIGM GROUP INC
$485K
TRGPTARGA RES CORP
$484K
YUMYUM BRANDS INC
$483K
LYVLIVE NATION ENTERTAINMENT IN
$483K
BXSLBLACKSTONE SECD LENDING FD
$483K
EXEEXPAND ENERGY CORPORATION
$481K
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$480K
SNASNAP ON INC
$478K
CNCCENTENE CORP DEL
$477K
OKTAOKTA INC
$477K
LBRDKLIBERTY BROADBAND CORP
$476K
HLTHILTON WORLDWIDE HLDGS INC
$475K
STTSTATE STR CORP
$474K
IBITISHARES BITCOIN TRUST ETF
$474K
XLVSELECT SECTOR SPDR TR
$474K
GPNGLOBAL PMTS INC
$472K
REEVEREST GROUP LTD
$469K
LENLENNAR CORP
$466K
ON1OLD NATL BANCORP IND
$466K
DVNDEVON ENERGY CORP NEW
$465K
MMM3M CO
$464K
KHCKRAFT HEINZ CO
$463K
ITWILLINOIS TOOL WKS INC
$460K
ADSKAUTODESK INC
$459K
CLCOLGATE PALMOLIVE CO
$459K
IFFINTERNATIONAL FLAVORS&FRAGRA
$458K
ABNBAIRBNB INC
$458K
FWONALIBERTY MEDIA CORP DEL
$457K
DKSDICKS SPORTING GOODS INC
$456K
EMEEMCOR GROUP INC
$455K
FNFFIDELITY NATIONAL FINANCIAL
$453K
FFIVF5 INC
$453K
TSNTYSON FOODS INC
$453K
NRANRG ENERGY INC
$451K
CA8ACACI INTL INC
$450K
CASYCASEYS GEN STORES INC
$449K
IWOISHARES TR
$447K
FIXCOMFORT SYS USA INC
$447K
PHMPULTE GROUP INC
$446K
GLGLOBE LIFE INC
$445K
PTCPTC INC
$441K
CAHCARDINAL HEALTH INC
$441K
BNDVANGUARD BD INDEX FDS
$440K
SNOWSNOWFLAKE INC
$440K
TPRTAPESTRY INC
$438K
CMCANADIAN IMPERIAL BK COMM
$437K
AZOAUTOZONE INC
$435K
SCHXSCHWAB STRATEGIC TR
$432K
PAGPENSKE AUTOMOTIVE GRP INC
$431K
MKLMARKEL GROUP INC
$431K
NVRNVR INC
$428K
BOXXEA SERIES TRUST
$425K
ECLECOLAB INC
$424K
GMEGAMESTOP CORP NEW
$423K
CDNSCADENCE DESIGN SYSTEM INC
$422K
BUDANHEUSER BUSCH INBEV SA/NV
$422K
TRMBTRIMBLE INC
$420K
HCAHCA HEALTHCARE INC
$420K
EX9EXELIXIS INC
$420K
FERGFERGUSON ENTERPRISES INC
$419K
IRINGERSOLL RAND INC
$417K
SCHGSCHWAB STRATEGIC TR
$417K
COHRCOHERENT CORP
$417K
HUBBHUBBELL INC
$412K
CGCARLYLE GROUP INC
$412K
XYLXYLEM INC
$411K
ACMAECOM
$411K
DTMDT MIDSTREAM INC
$410K
NUENUCOR CORP
$410K
EWBCEAST WEST BANCORP INC
$410K
RDDTREDDIT INC
$410K
JJACOBS SOLUTIONS INC
$410K
ITOTISHARES TR
$409K
CPRTCOPART INC
$408K
ABGCENCORA INC
$407K
07WAMR COOPER GROUP INC
$406K
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