Forum Financial Management, LP Q3 2024 Filing

Filed October 29, 2024

Portfolio Value

$6.0B

Holdings

767

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (767 positions)

#StockSharesValue% PortfolioType
201
BABOEING CO
5,929$901.4B14998.46%
202
NOCNORTHROP GRUMMAN CORP
1,691$893.0B14858.46%
203
AIGAMERICAN INTL GROUP INC
12,162$890.6B14819.21%
204
AZNASTRAZENECA PLC
11,374$886.1B14744.05%
205
FSLRFIRST SOLAR INC
3,519$877.8B14605.25%
206
TJXTJX COS INC NEW
7,411$871.0B14493.22%
207
ANETEURARISTA NETWORKS INC
2,268$870.5B14484.19%
208
GEVGE VERNOVA INC
3,388$863.9B14373.86%
209
CCIVGBPLUCID GROUP INC
241,093$851.1B14160.64%
210
REGNREGENERON PHARMACEUTICALS
806$847.3B14098.10%
211
PHPARKER-HANNIFIN CORP
1,330$840.3B13981.98%
212
VLOVALERO ENERGY CORP
6,209$838.4B13950.03%
213
ALCALCON AG
8,363$836.9B13924.82%
214
VRTXVERTEX PHARMACEUTICALS INC
1,795$834.8B13890.43%
215
TTTRANE TECHNOLOGIES PLC
2,147$834.6B13886.85%
216
HWMHOWMET AEROSPACE INC
8,282$830.3B13814.72%
217
EPDENTERPRISE PRODS PARTNERS L
28,364$825.7B13738.35%
218
MOALTRIA GROUP INC
16,097$821.6B13669.98%
219
SMCIUSDSUPER MICRO COMPUTER INC
1,957$814.9B13558.92%
220
SLBSCHLUMBERGER LTD
19,417$814.5B13553.08%
221
HSYHERSHEY CO
4,130$792.0B13178.75%
222
LENLENNAR CORP
4,214$790.0B13145.38%
223
MRVLMARVELL TECHNOLOGY INC
10,941$789.1B13129.14%
224
GLWCORNING INC
17,463$788.4B13118.72%
225
INGING GROEP N.V.
42,816$777.5B12937.34%
226
COFCAPITAL ONE FINL CORP
5,191$777.3B12933.08%
227
HONHONEYWELL INTL INC
3,750$775.3B12899.34%
228
DIODDIODES INC
12,032$771.1B12830.73%
229
SCHFSCHWAB STRATEGIC TR
18,717$769.7B12806.13%
230
ZTSZOETIS INC
3,929$767.6B12772.80%
231
VXUSVANGUARD STAR FDS
11,781$762.7B12690.42%
232
ICEINTERCONTINENTAL EXCHANGE IN
4,632$744.0B12379.66%
233
BPBP PLC
23,607$741.0B12329.71%
234
TRGPTARGA RES CORP
4,980$737.1B12264.33%
235
RSPINVESCO EXCHANGE TRADED FD T
4,109$736.2B12249.12%
236
FDXFEDEX CORP
2,677$732.6B12190.32%
237
BEPCBROOKFIELD RENEWABLE CORP
22,225$725.9B12077.63%
238
LHXL3HARRIS TECHNOLOGIES INC
3,043$723.9B12044.42%
239
TDTORONTO DOMINION BK ONT
11,398$721.0B11997.24%
240
WABWABTEC
3,951$718.3B11951.27%
241
SHWSHERWIN WILLIAMS CO
1,871$714.1B11881.89%
242
IWMISHARES TR
3,210$709.1B11798.63%
243
ORLYOREILLY AUTOMOTIVE INC
614$707.1B11765.05%
244
EMEEMCOR GROUP INC
1,623$698.8B11626.41%
245
JCIJOHNSON CTLS INTL PLC
8,968$696.0B11580.76%
246
TAKTAKEDA PHARMACEUTICAL CO LTD
48,925$695.7B11575.88%
247
INTUINTUIT
1,119$694.9B11562.32%
248
DDDUPONT DE NEMOURS INC
7,784$693.7B11541.72%
249
BBVABANCO BILBAO VIZCAYA ARGENTA
63,929$693.0B11530.56%
250
SBUXSTARBUCKS CORP
7,101$692.3B11518.35%
251
DFSEURDISCOVER FINL SVCS
4,904$688.0B11447.25%
252
A4SAMERIPRISE FINL INC
1,463$687.5B11438.88%
253
FCXFREEPORT-MCMORAN INC
13,504$674.1B11216.80%
254
SYKSTRYKER CORPORATION
1,864$673.5B11205.93%
255
BITOPROSHARES TR
35,000$671.6B11175.48%
256
RACEFERRARI N V
1,405$660.5B10990.04%
257
AJGGALLAGHER ARTHUR J & CO
2,344$659.5B10973.86%
258
RHCRH PLC
7,108$659.2B10968.26%
259
WF2WINTRUST FINL CORP
6,065$658.3B10952.74%
260
CSXCSX CORP
19,016$656.6B10925.52%
261
MLMMARTIN MARIETTA MATLS INC
1,212$652.4B10854.50%
262
CARTMAPLEBEAR INC
15,900$647.8B10778.08%
263
FTNTFORTINET INC
8,335$646.4B10755.02%
264
HIGHARTFORD FINL SVCS GROUP INC
5,467$643.0B10698.35%
265
APOAPOLLO GLOBAL MGMT INC
5,142$642.3B10686.94%
266
VXFVANGUARD INDEX FDS
3,494$636.0B10581.63%
267
CEGCONSTELLATION ENERGY CORP
2,423$630.0B10482.96%
268
WRBBERKLEY W R CORP
11,099$629.6B10476.60%
269
CITCINTAS CORP
3,057$629.4B10472.08%
270
FLEXFLEX LTD
18,533$619.6B10308.75%
271
NUENUCOR CORP
4,111$618.0B10283.61%
272
GDGENERAL DYNAMICS CORP
2,042$617.1B10268.22%
273
VTHRVANGUARD SCOTTSDALE FDS
2,426$615.4B10239.50%
274
FITBFIFTH THIRD BANCORP
14,344$614.5B10224.87%
275
RJFRAYMOND JAMES FINL INC
5,007$613.2B10202.25%
276
CNCCENTENE CORP DEL
8,124$611.6B10175.91%
277
MSIMOTOROLA SOLUTIONS INC
1,347$605.5B10074.71%
278
XPELXPEL INC
13,929$604.1B10051.55%
279
PHMPULTE GROUP INC
4,205$603.5B10042.28%
280
MRSHMARSH & MCLENNAN COS INC
2,676$597.0B9933.21%
281
URIUNITED RENTALS INC
735$595.2B9902.65%
282
BDXBECTON DICKINSON & CO
2,467$594.9B9898.64%
283
BMYBRISTOL-MYERS SQUIBB CO
11,422$591.0B9833.13%
284
FCNCAFIRST CTZNS BANCSHARES INC N
320$589.1B9802.01%
285
CTVACORTEVA INC
9,948$584.9B9731.48%
286
MLB1MERCADOLIBRE INC
285$584.8B9730.55%
287
BIIBBIOGEN INC
3,008$583.1B9701.63%
288
PANWPALO ALTO NETWORKS INC
1,696$579.7B9645.43%
289
BCSBARCLAYS PLC
47,325$575.0B9567.32%
290
NEENEXTERA ENERGY INC
6,792$574.1B9552.80%
291
FFORD MTR CO
54,194$572.3B9522.28%
292
DVNDEVON ENERGY CORP NEW
14,621$572.0B9516.71%
293
ERICTELEFONAKTIEBOLAGET LM ERICS
75,414$571.6B9511.42%
294
GEHCGE HEALTHCARE TECHNOLOGIES I
6,084$571.0B9500.32%
295
GMGENERAL MTRS CO
12,713$570.0B9484.79%
296
USBUS BANCORP DEL
12,363$565.3B9406.59%
297
KLACKLA CORP
730$565.3B9406.28%
298
EENI S P A
18,600$563.8B9380.42%
299
YUMYUM BRANDS INC
4,025$562.3B9356.58%
300
BNSBANK NOVA SCOTIA HALIFAX
10,303$561.4B9341.23%
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