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
UMBFUMB FINL CORP
$285K
CFRCULLEN FROST BANKERS INC
$285K
HUMHUMANA INC
$283K
WEAWESTERN ALLIANCE BANCORP
$282K
OSKOSHKOSH CORP
$282K
SYU1SYNOVUS FINL CORP
$282K
ACIALBERTSONS COS INC
$281K
OLLIOLLIES BARGAIN OUTLET HLDGS
$281K
SPXCSPX TECHNOLOGIES INC
$281K
SKAASKECHERS U S A INC
$280K
GGGGRACO INC
$279K
WWDWOODWARD INC
$279K
EQHEQUITABLE HLDGS INC
$279K
AVXLANAVEX LIFE SCIENCES CORP
$277K
IM8NINSMED INC
$277K
JBHTHUNT J B TRANS SVCS INC
$276K
BWABORGWARNER INC
$276K
VRSNVERISIGN INC
$276K
HALHALLIBURTON CO
$276K
GDDYGODADDY INC
$276K
BNBROOKFIELD CORP
$275K
IVZINVESCO LTD
$273K
SCYBSCHWAB STRATEGIC TR
$273K
AMGAFFILIATED MANAGERS GROUP IN
$272K
ALKALASKA AIR GROUP INC
$272K
PAYCPAYCOM SOFTWARE INC
$272K
TEVATEVA PHARMACEUTICAL INDS LTD
$271K
XPOXPO INC
$271K
OMFONEMAIN HLDGS INC
$270K
CARTMAPLEBEAR INC
$269K
DUOLDUOLINGO INC
$268K
BBYBEST BUY INC
$268K
EHCENCOMPASS HEALTH CORP
$268K
ZBRAZEBRA TECHNOLOGIES CORPORATI
$267K
XSDSPDR SERIES TRUST
$266K
JEPIJ P MORGAN EXCHANGE TRADED F
$265K
ROIVROIVANT SCIENCES LTD
$264K
PCTYPAYLOCITY HLDG CORP
$264K
TMHCTAYLOR MORRISON HOME CORP
$264K
DOXAMDOCS LTD
$263K
PSTGPURE STORAGE INC
$263K
RRYDER SYS INC
$262K
BJBJS WHSL CLUB HLDGS INC
$262K
VRTVERTIV HOLDINGS CO
$262K
DECKDECKERS OUTDOOR CORP
$262K
WSTWEST PHARMACEUTICAL SVSC INC
$262K
AFGAMERICAN FINL GROUP INC OHIO
$262K
AQLTISHARES TR
$261K
NVTNVENT ELECTRIC PLC
$261K
ALAIR LEASE CORP
$261K
FAFFIRST AMERN FINL CORP
$260K
LIILENNOX INTL INC
$260K
PBPROSPERITY BANCSHARES INC
$259K
URBNURBAN OUTFITTERS INC
$259K
WHRWHIRLPOOL CORP
$258K
DELLDELL TECHNOLOGIES INC
$258K
IEXIDEX CORP
$258K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$258K
HIIHUNTINGTON INGALLS INDS INC
$256K
ARESARES MANAGEMENT CORPORATION
$256K
UUNITY SOFTWARE INC
$256K
FMSFRESENIUS MEDICAL CARE AG
$255K
SCHISCHWAB STRATEGIC TR
$255K
KEXKIRBY CORP
$255K
MGRCMCGRATH RENTCORP
$254K
JAZZJAZZ PHARMACEUTICALS PLC
$254K
JEPQJ P MORGAN EXCHANGE TRADED F
$254K
ROKUROKU INC
$254K
VLTOVERALTO CORP
$253K
OZKBANK OZK LITTLE ROCK ARK
$253K
MNSBMAINSTREET BANCSHARES INC
$253K
DDSDILLARDS INC
$251K
INCYINCYTE CORP
$251K
ADTADT INC DEL
$250K
EVREVERCORE INC
$250K
JXNJACKSON FINANCIAL INC
$250K
HOLXHOLOGIC INC
$249K
AGCOAGCO CORP
$248K
VOEVANGUARD INDEX FDS
$246K
BABAALIBABA GROUP HLDG LTD
$245K
ITTITT INC
$245K
DYDYCOM INDS INC
$245K
ODFLOLD DOMINION FREIGHT LINE IN
$244K
IQVIQVIA HLDGS INC
$244K
FDNFIRST TR EXCHANGE-TRADED FD
$243K
POSTPOST HLDGS INC
$243K
PHGKONINKLIJKE PHILIPS N V
$243K
JKHYHENRY JACK & ASSOC INC
$242K
LULULULULEMON ATHLETICA INC
$242K
BOKFBOK FINL CORP
$242K
BWXTBWX TECHNOLOGIES INC
$242K
NYTNEW YORK TIMES CO
$242K
GMEDGLOBUS MED INC
$241K
FBINFORTUNE BRANDS INNOVATIONS I
$240K
HQYHEALTHEQUITY INC
$240K
SEICSEI INVTS CO
$240K
ESNTESSENT GROUP LTD
$238K
CRCRANE COMPANY
$238K
MATMATTEL INC
$238K
BBARRICK MNG CORP
$237K
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