Forum Financial Management, LP Q4 2021 Filing
Filed February 18, 2022
Portfolio Value
$1.9B
Holdings
657
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (657 positions)
| Stock | Value |
|---|---|
VXFVanguard Extended Mkt | $306K |
LYGLloyds TSB Grp PLC | $305K |
SPGIS&P Global Inc Com | $305K |
ITWIllinois Tool Works Inc Com | $304K |
TEAMAtlassian Corporation | $304K |
NUVAGBPNuvasive Inc | $304K |
ZIONZions Bancorp | $303K |
BUWABio Rad Laboratories Inc Cl A | $302K |
XNEAXNuveen Insd Tax Free Adv | $302K |
FWONALIBERTY MEDIA CORP COM | $302K |
ELANElanco Animal Health Inc Com | $301K |
PPGPPG Industries Inc | $301K |
LNCLincoln National Corp In Com | $300K |
WRKUSDWestrock Co | $299K |
—Bunge Limited | $297K |
HPEHewlett Packard Enterprise Co Com | $297K |
AFRMAffirm Holdings Inc | $297K |
OKTAOkta Inc Cl A | $296K |
FMSFresenius Med Care Adr | $295K |
CLColgate Palmolive Co | $294K |
—Bhp Billiton Adr New | $294K |
STXSeagate Technology | $294K |
MARMarriott Intl New A | $293K |
CMCanadian Imperial Bank Of Commerce | $291K |
LUVSouthwest Airlines Co | $291K |
MCHPMicrochip Tech Inc | $291K |
BBWIBath & Body Works Inc | $290K |
LYBLyondellbasell Industries N V Com Usd0.0 | $289K |
JEFJefferies Group Inc New | $287K |
ILMNIllumina Inc | $285K |
AJGArthur J. Gallagher & Co Com | $282K |
QRVOQorvo Inc Com Isin us74736k1016 Sedol | $282K |
AAAlcoa Inc Com | $282K |
ANAmoco Corp Com | $281K |
WSTWest Pharmaceutical Services | $281K |
7HPHewlett-Packard Company | $279K |
BKRBaker Michael Corp | $279K |
CDNSCadence Design System | $279K |
MOHMolina Healthcare Inc | $278K |
LUMNCenturyLink Inc | $277K |
LNGCheniere Energy Inc New | $277K |
BSVVanguard Short-Term Bond ETF | $277K |
KEYSKeystone Automotive Inds | $276K |
DARDarling Intl Inc | $276K |
RCLRoyal Caribbean Cruisesf | $275K |
CMAComerica Inc Com | $275K |
CHDChurch & Dwight Co Inc | $273K |
WSCWillScot Corp | $273K |
JBHTJ B Hunt Transport Svcs | $273K |
EWBCEast West Bancorp | $273K |
SHYiShares 1-3 Year Treasury Bond ETF | $273K |
OLNOlin Corp | $272K |
WATWaters Corp | $272K |
CP.TOCanadian Pacific Ltd New Com | $270K |
0VVBViacomcbs Inc Cl B | $269K |
EFGiShares MSCI EAFE Growth ETF | $268K |
ORIOld Republic Intl Corp Com | $268K |
RSReliance Stl & Aluminum | $268K |
TOLToll Brothers Inc | $267K |
SWKStanley Works | $266K |
MTBM & T Bank Corporation | $266K |
SNASnap On Inc | $266K |
IEXIdex Corp | $265K |
MCXMc Cormick & Co Inc | $265K |
XLKSector Spdr Tr Shs Ben Int Technology | $264K |
ODFLOld Dominion Fght Lines Inc | $262K |
VOOVanguard S&P 500 Etf New | $262K |
AKXAnsys Inc | $262K |
DGDollar General Crp | $262K |
WDCWestern Digital Corp | $262K |
AEEAmeren Corp Com | $260K |
JHXJames Hardie Industries SE Spon Each Adr | $260K |
STESteris Corp | $259K |
STLDSteel Dynamics Inc | $258K |
TRGPTarga Res Corp Com | $258K |
MKLMarkel Corp | $258K |
SCISCI Systems Inc Com | $257K |
VODVODAFONE GROUP PLC | $257K |
HWMHowmet Aerospace Inc | $256K |
VSTVistra Energy Corp Com | $256K |
AGCOA G C O Corp | $254K |
CMGChipotle Mexican Grill | $252K |
PAGPenske Automotive Group Inc | $252K |
CFCF INDS HLDGS INCCOM | $252K |
PSLV/USprott Phys Sil Tr Etf | $251K |
MSCIMsci Inc Com | $251K |
TECHTechne Corp Minn | $251K |
JNPJuniper Networks Inc | $251K |
FFIVF5 Networks Inc | $250K |
LEALear Corp Com | $250K |
AFWAlign Technology Inc | $250K |
BWABorg Warner Inc | $250K |
REEverest Reinsurance Hldgs Com | $249K |
VEEVVeeva Sys Inc Cl A Com Isin us922475108 | $249K |
TDOCTELADOC INC COM | $248K |
MEDPMedpace Hldgs Inc Com | $248K |
IPInternational Paper Company | $248K |
CECelanese Corp | $248K |
MGCVanguard Mega Cap ETF | $248K |
ECLEcolab Inc | $247K |