Forum Financial Management, LP Q3 2023 Filing

Filed November 6, 2023

Portfolio Value

$4.5B

Holdings

640

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (640 positions)

StockValue
AFLAFLAC INC
$738.7B
RSPINVESCO EXCHANGE TRADED FD T
$737.3B
EFAISHARES TR
$735.5B
ACGLARCH CAP GROUP LTD
$734.8B
SCHWSCHWAB CHARLES CORP
$733.2B
BDXBECTON DICKINSON & CO
$731.9B
AIGAMERICAN INTL GROUP INC
$729.8B
MCKMCKESSON CORP
$729.7B
TRVTRAVELERS COMPANIES INC
$718.7B
TDTORONTO DOMINION BK ONT
$714.1B
NOCNORTHROP GRUMMAN CORP
$710.0B
OXYOCCIDENTAL PETE CORP
$705.7B
FFORD MTR CO DEL
$701.5B
EQNREQUINOR ASA
$686.8B
TJXTJX COS INC NEW
$673.4B
SANBANCO SANTANDER S.A.
$673.2B
VXUSVANGUARD STAR FDS
$666.9B
FISVFISERV INC
$660.1B
VIGVANGUARD SPECIALIZED FUNDS
$653.2B
HEIHEICO CORP NEW
$653.1B
ERICERICSSON
$651.4B
IWMISHARES TR
$649.4B
ONON SEMICONDUCTOR CORP
$648.4B
DOWDOW INC
$641.5B
NUENUCOR CORP
$640.9B
PNCPNC FINL SVCS GROUP INC
$630.6B
ABNBAIRBNB INC
$627.3B
VRTXVERTEX PHARMACEUTICALS INC
$624.9B
DHID R HORTON INC
$624.2B
RWRSPDR SER TR
$624.0B
CMGCHIPOTLE MEXICAN GRILL INC
$621.0B
PRUPRUDENTIAL FINL INC
$618.8B
ADMARCHER DANIELS MIDLAND CO
$617.8B
BSXBOSTON SCIENTIFIC CORP
$617.7B
PWRQUANTA SVCS INC
$617.1B
GMGENERAL MTRS CO
$612.5B
SBUXSTARBUCKS CORP
$610.4B
ORLYOREILLY AUTOMOTIVE INC
$602.6B
EENI S P A
$593.7B
USBUS BANCORP DEL
$591.9B
IWNISHARES TR
$591.7B
EMREMERSON ELEC CO
$591.2B
PXDEURPIONEER NAT RES CO
$590.4B
ALCALCON AG
$587.6B
HUMHUMANA INC
$584.7B
CNCCENTENE CORP DEL
$583.2B
GISGENERAL MLS INC
$581.7B
MLMMARTIN MARIETTA MATLS INC
$579.2B
BLDRBUILDERS FIRSTSOURCE INC
$579.0B
PHPARKER-HANNIFIN CORP
$576.1B
HZNPHORIZON THERAPEUTICS PUB L
$572.1B
SMTCSEMTECH CORP
$571.7B
BNSBANK NOVA SCOTIA HALIFAX
$570.6B
ISRGINTUITIVE SURGICAL INC
$567.3B
INTUINTUIT
$566.1B
PCTPURECYCLE TECHNOLOGIES INC
$561.0B
MOALTRIA GROUP INC
$558.2B
BANFBANCFIRST CORP
$556.3B
FLEXFLEX LTD
$550.4B
HALHALLIBURTON CO
$549.4B
DDDUPONT DE NEMOURS INC
$548.5B
LENLENNAR CORP
$542.0B
BEPCBROOKFIELD RENEWABLE CORP
$541.5B
JJACOBS SOLUTIONS INC
$540.0B
BMOBANK MONTREAL QUE
$536.1B
HTHHILLTOP HOLDINGS INC
$534.6B
AJGGALLAGHER ARTHUR J & CO
$532.9B
MRVLMARVELL TECHNOLOGY INC
$532.7B
LHXL3HARRIS TECHNOLOGIES INC
$531.6B
AIC3 AI INC
$530.6B
SMCIUSDSUPER MICRO COMPUTER INC
$528.4B
NOKNOKIA CORP
$522.0B
IWOISHARES TR
$520.3B
SA2DSANDRIDGE ENERGY INC
$519.7B
FCXFREEPORT-MCMORAN INC
$517.4B
KVUEKENVUE INC
$517.1B
ICEINTERCONTINENTAL EXCHANGE IN
$515.8B
SCHFSCHWAB STRATEGIC TR
$515.2B
BBVABANCO BILBAO VIZCAYA ARGENTA
$514.6B
RJFRAYMOND JAMES FINL INC
$509.7B
COFCAPITAL ONE FINL CORP
$504.3B
WABWABTEC
$502.5B
NKENIKE INC
$502.4B
SHWSHERWIN WILLIAMS CO
$501.7B
MRO*MARATHON OIL CORP
$501.3B
PG4PRINCIPAL FINANCIAL GROUP IN
$495.8B
SCLSTEPAN CO
$492.8B
SOSOUTHERN CO
$491.2B
FANGDIAMONDBACK ENERGY INC
$483.0B
IWRISHARES TR
$481.1B
REGNREGENERON PHARMACEUTICALS
$479.8B
CHTRCHARTER COMMUNICATIONS INC N
$478.5B
MRSHMARSH & MCLENNAN COS INC
$477.5B
A4SAMERIPRISE FINL INC
$476.8B
GDGENERAL DYNAMICS CORP
$476.1B
BMTABRITISH AMERN TOB PLC
$473.4B
VWOVANGUARD INTL EQUITY INDEX F
$471.7B
CARRCARRIER GLOBAL CORPORATION
$470.8B
ORANYORANGE
$470.8B
APOAPOLLO GLOBAL MGMT INC
$461.3B
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