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
FLRFLUOR CORP NEW
$338K
ATDATI INC
$338K
MIDDMIDDLEBY CORP
$338K
DKNGDRAFTKINGS INC NEW
$338K
CPNGCOUPANG INC
$336K
CHMGCHEMUNG FINL CORP
$336K
AG8AGILENT TECHNOLOGIES INC
$336K
MCOMOODYS CORP
$335K
CPCANADIAN PACIFIC KANSAS CITY
$335K
AKAMAKAMAI TECHNOLOGIES INC
$335K
FOXAFOX CORP
$335K
SFSTIFEL FINL CORP
$334K
CSLCARLISLE COS INC
$334K
DUKDUKE ENERGY CORP NEW
$333K
PPGPPG INDS INC
$333K
GENGEN DIGITAL INC
$333K
KDKYNDRYL HLDGS INC
$333K
BENFRANKLIN RESOURCES INC
$331K
IEURISHARES TR
$331K
PNRPENTAIR PLC
$331K
UHSUNIVERSAL HLTH SVCS INC
$330K
DGDOLLAR GEN CORP NEW
$330K
ITGARTNER INC
$329K
BCOBRINKS CO
$329K
SSBUSDSOUTHSTATE CORPORATION
$328K
FT2FIRST HORIZON CORPORATION
$328K
BLDRBUILDERS FIRSTSOURCE INC
$328K
RRCRANGE RES CORP
$328K
LKQ1LKQ CORP
$324K
PRMBPRIMO BRANDS CORPORATION
$324K
AZEKAZEK CO INC
$324K
7HPHP INC
$324K
CPAYCORPAY INC
$322K
CLHCLEAN HARBORS INC
$322K
EBAEBAY INC.
$322K
PRIPRIMERICA INC
$322K
LTHLIFE TIME GROUP HOLDINGS INC
$321K
WBSWEBSTER FINL CORP
$320K
IDXXIDEXX LABS INC
$319K
HLNHALEON PLC
$317K
EMNEASTMAN CHEM CO
$317K
RPMRPM INTL INC
$316K
WSFSWSFS FINL CORP
$315K
CIENCIENA CORP
$315K
ULTAULTA BEAUTY INC
$315K
BGBUNGE GLOBAL SA
$314K
MSCIMSCI INC
$313K
ATGEADTALEM GLOBAL ED INC
$311K
TAPMOLSON COORS BEVERAGE CO
$310K
PFGCPERFORMANCE FOOD GROUP CO
$310K
VRSKVERISK ANALYTICS INC
$310K
MLIMUELLER INDS INC
$310K
EXPDEXPEDITORS INTL WASH INC
$310K
SA2DSANDRIDGE ENERGY INC
$309K
6RJ0ROCKET LAB CORP
$307K
STRLSTERLING INFRASTRUCTURE INC
$307K
RMERESMED INC
$306K
MCHPMICROCHIP TECHNOLOGY INC.
$306K
CDWCDW CORP
$306K
HSICHENRY SCHEIN INC
$305K
GBTCGRAYSCALE BITCOIN TRUST ETF
$305K
MFCMANULIFE FINL CORP
$304K
WSMWILLIAMS SONOMA INC
$303K
GAPGAP INC
$303K
OTISOTIS WORLDWIDE CORP
$303K
CPBTHE CAMPBELLS COMPANY
$301K
SGOVISHARES TR
$299K
APGAPI GROUP CORP
$298K
AVIVAMERICAN CENTY ETF TR
$298K
RGLDROYAL GOLD INC
$298K
DOVDOVER CORP
$298K
AIZASSURANT INC
$298K
UHAL/BU HAUL HOLDING COMPANY
$297K
LADLITHIA MTRS INC
$297K
FNFABRINET
$297K
ZIONZIONS BANCORPORATION N A
$297K
TPDSOMNIGROUP INTERNATIONAL INC
$296K
GTLSCHART INDS INC
$295K
FOXFOX CORP
$295K
MPWRMONOLITHIC PWR SYS INC
$295K
BPOPPOPULAR INC
$294K
KTOSKRATOS DEFENSE & SEC SOLUTIO
$294K
FDSFACTSET RESH SYS INC
$294K
UFPIUFP INDUSTRIES INC
$292K
VBVANGUARD INDEX FDS
$292K
DDOGDATADOG INC
$291K
LITELUMENTUM HLDGS INC
$291K
EXPEEXPEDIA GROUP INC
$291K
ONEQFIDELITY COMWLTH TR
$291K
KNXKNIGHT-SWIFT TRANSN HLDGS IN
$291K
PKNREVVITY INC
$289K
MTZMASTEC INC
$289K
STZCONSTELLATION BRANDS INC
$289K
VTRSVIATRIS INC
$288K
MDBMONGODB INC
$288K
MTSIMACOM TECH SOLUTIONS HLDGS I
$288K
VOYAVOYA FINANCIAL INC
$287K
AEMAGNICO EAGLE MINES LTD
$287K
DDOMINION ENERGY INC
$286K
TPLTEXAS PACIFIC LAND CORPORATI
$286K
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