Forum Financial Management, LP Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$5.9B
Holdings
890
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (890 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 301 | BCSBARCLAYS PLC | 48,199 | $640K | 0.01% | |
| 302 | SOFISOFI TECHNOLOGIES INC | 41,446 | $638K | 0.01% | |
| 303 | WMWASTE MGMT INC DEL | 3,150 | $635K | 0.01% | |
| 304 | VTHRVANGUARD SCOTTSDALE FDS | 2,434 | $632K | 0.01% | |
| 305 | MSIMOTOROLA SOLUTIONS INC | 1,367 | $631K | 0.01% | |
| 306 | DFLVDIMENSIONAL ETF TRUST | 21,024 | $631K | 0.01% | |
| 307 | CABOCABLE ONE INC | 1,740 | $630K | 0.01% | |
| 308 | PANWPALO ALTO NETWORKS INC | 3,456 | $628K | 0.01% | |
| 309 | GEHCGE HEALTHCARE TECHNOLOGIES I | 7,953 | $621K | 0.01% | |
| 310 | NMRNOMURA HLDGS INC | 106,598 | $617K | 0.01% | |
| 311 | IPINTERNATIONAL PAPER CO | 11,429 | $615K | 0.01% | |
| 312 | DDDUPONT DE NEMOURS INC | 7,985 | $608K | 0.01% | |
| 313 | EPDENTERPRISE PRODS PARTNERS L | 19,370 | $607K | 0.01% | |
| 314 | LNGCHENIERE ENERGY INC | 2,822 | $606K | 0.01% | |
| 315 | JEFJEFFERIES FINL GROUP INC | 7,722 | $605K | 0.01% | |
| 316 | KHCKRAFT HEINZ CO | 19,719 | $605K | 0.01% | |
| 317 | TJXTJX COS INC NEW | 5,011 | $605K | 0.01% | |
| 318 | ZTSZOETIS INC | 3,703 | $603K | 0.01% | |
| 319 | RACEFERRARI N V | 1,405 | $596K | 0.01% | |
| 320 | EQNREQUINOR ASA | 24,925 | $590K | 0.01% | |
| 321 | BEPCBROOKFIELD RENEWABLE CORP | 21,365 | $590K | 0.01% | |
| 322 | VOVANGUARD INDEX FDS | 2,209 | $583K | 0.01% | |
| 323 | BIIBBIOGEN INC | 3,804 | $581K | 0.01% | |
| 324 | DASHDOORDASH INC | 3,441 | $577K | 0.01% | |
| 325 | CMGCHIPOTLE MEXICAN GRILL INC | 9,555 | $576K | 0.01% | |
| 326 | LENLENNAR CORP | 4,223 | $575K | 0.01% | |
| 327 | GDGENERAL DYNAMICS CORP | 2,177 | $573K | 0.01% | |
| 328 | ODCOIL DRI CORP AMER | 6,515 | $570K | 0.01% | |
| 329 | EQTEQT CORP | 12,265 | $565K | 0.01% | |
| 330 | LHLABCORP HOLDINGS INC | 2,461 | $564K | 0.01% | |
| 331 | CMICUMMINS INC | 1,616 | $563K | 0.01% | |
| 332 | GISGENERAL MLS INC | 8,832 | $563K | 0.01% | |
| 333 | CCLCARNIVAL CORP | 22,611 | $563K | 0.01% | |
| 334 | SCHDSCHWAB STRATEGIC TR | 20,613 | $563K | 0.01% | |
| 335 | AXONAXON ENTERPRISE INC | 941 | $559K | 0.01% | |
| 336 | LUVSOUTHWEST AIRLS CO | 16,599 | $558K | 0.01% | |
| 337 | FISFIDELITY NATL INFORMATION SV | 6,911 | $558K | 0.01% | |
| 338 | CITCINTAS CORP | 3,053 | $557K | 0.01% | |
| 339 | CINFCINCINNATI FINL CORP | 3,865 | $555K | 0.01% | |
| 340 | UALUNITED AIRLS HLDGS INC | 5,723 | $555K | 0.01% | |
| 341 | SSNCSS&C TECHNOLOGIES HLDGS INC | 7,264 | $550K | 0.01% | |
| 342 | CNCCENTENE CORP DEL | 9,075 | $549K | 0.01% | |
| 343 | FSLRFIRST SOLAR INC | 3,119 | $549K | 0.01% | |
| 344 | IWVISHARES TR | 1,638 | $547K | 0.01% | |
| 345 | WECWEC ENERGY GROUP INC | 5,816 | $546K | 0.01% | |
| 346 | SYFSYNCHRONY FINANCIAL | 8,407 | $546K | 0.01% | |
| 347 | NTRSNORTHERN TR CORP | 5,325 | $545K | 0.01% | |
| 348 | ABNBAIRBNB INC | 4,152 | $545K | 0.01% | |
| 349 | KRKROGER CO | 8,913 | $545K | 0.01% | |
| 350 | XPELXPEL INC | 13,642 | $544K | 0.01% | |
| 351 | DKSDICKS SPORTING GOODS INC | 2,364 | $541K | 0.01% | |
| 352 | MTBM & T BK CORP | 2,873 | $540K | 0.01% | |
| 353 | AMCRAMCOR PLC | 57,285 | $539K | 0.01% | |
| 354 | IWRISHARES TR | 6,096 | $538K | 0.01% | |
| 355 | OXYOCCIDENTAL PETE CORP | 10,880 | $537K | 0.01% | |
| 356 | FICOFAIR ISAAC CORP | 269 | $535K | 0.01% | |
| 357 | UPSUNITED PARCEL SERVICE INC | 4,242 | $534K | 0.01% | |
| 358 | KEYKEYCORP | 31,028 | $531K | 0.01% | |
| 359 | CFGCITIZENS FINL GROUP INC | 12,139 | $531K | 0.01% | |
| 360 | FCXFREEPORT-MCMORAN INC | 13,909 | $529K | 0.01% | |
| 361 | WRBBERKLEY W R CORP | 9,020 | $527K | 0.01% | |
| 362 | URIUNITED RENTALS INC | 749 | $527K | 0.01% | |
| 363 | SWSMURFIT WESTROCK PLC | 9,779 | $526K | 0.01% | |
| 364 | VWOVANGUARD INTL EQUITY INDEX F | 11,944 | $526K | 0.01% | |
| 365 | SNASNAP ON INC | 1,541 | $523K | 0.01% | |
| 366 | FTVFORTIVE CORP | 6,958 | $521K | 0.01% | |
| 367 | HIGHARTFORD FINL SVCS GROUP INC | 4,758 | $520K | 0.01% | |
| 368 | COINCOINBASE GLOBAL INC | 2,088 | $518K | 0.01% | |
| 369 | LLOEWS CORP | 6,116 | $517K | 0.01% | |
| 370 | CBRECBRE GROUP INC | 3,907 | $512K | 0.01% | |
| 371 | NUENUCOR CORP | 4,382 | $511K | 0.01% | |
| 372 | NXPINXP SEMICONDUCTORS N V | 2,451 | $509K | 0.01% | |
| 373 | IWNISHARES TR | 3,105 | $509K | 0.01% | |
| 374 | DGXQUEST DIAGNOSTICS INC | 3,355 | $506K | 0.01% | |
| 375 | CARRCARRIER GLOBAL CORPORATION | 7,388 | $504K | 0.01% | |
| 376 | HPEHEWLETT PACKARD ENTERPRISE C | 23,639 | $504K | 0.01% | |
| 377 | CLCOLGATE PALMOLIVE CO | 5,513 | $501K | 0.01% | |
| 378 | BKNGBOOKING HOLDINGS INC | 101 | $501K | 0.01% | |
| 379 | PG4PRINCIPAL FINANCIAL GROUP IN | 6,445 | $498K | 0.01% | |
| 380 | LYGLLOYDS BANKING GROUP PLC | 181,796 | $494K | 0.01% | |
| 381 | ACMAECOM | 4,633 | $494K | 0.01% | |
| 382 | DECKDECKERS OUTDOOR CORP | 2,419 | $491K | 0.01% | |
| 383 | TWLOTWILIO INC | 4,551 | $491K | 0.01% | |
| 384 | KVUEKENVUE INC | 22,917 | $489K | 0.01% | |
| 385 | RIORIO TINTO PLC | 8,299 | $488K | 0.01% | |
| 386 | TERTERADYNE INC | 3,870 | $487K | 0.01% | |
| 387 | HUMHUMANA INC | 1,916 | $486K | 0.01% | |
| 388 | NKENIKE INC | 6,431 | $486K | 0.01% | |
| 389 | AFRMAFFIRM HLDGS INC | 7,985 | $486K | 0.01% | |
| 390 | BALLBALL CORP | 8,762 | $483K | 0.01% | |
| 391 | BAXBAXTER INTL INC | 16,535 | $482K | 0.01% | |
| 392 | BROBROWN & BROWN INC | 4,714 | $480K | 0.01% | |
| 393 | JBLJABIL INC | 3,333 | $479K | 0.01% | |
| 394 | CTRACOTERRA ENERGY INC | 18,750 | $478K | 0.01% | |
| 395 | ACSVAMERICAN CENTY ETF TR | 8,124 | $477K | 0.01% | |
| 396 | NRANRG ENERGY INC | 5,298 | $477K | 0.01% | |
| 397 | DVNDEVON ENERGY CORP NEW | 14,563 | $476K | 0.01% | |
| 398 | CRBGCOREBRIDGE FINL INC | 15,730 | $470K | 0.01% | |
| 399 | SPOTSPOTIFY TECHNOLOGY S A | 1,048 | $468K | 0.01% | |
| 400 | SCHBSCHWAB STRATEGIC TR | 20,480 | $464K | 0.01% |