Forum Financial Management, LP Q4 2025 Filing

Filed January 27, 2026

Portfolio Value

$7.7B

Holdings

1,012

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (1,012 positions)

StockValue
ILMNILLUMINA INC
$226K
BZAIBLAIZE HLDGS INC
$225K
SCISERVICE CORP INTL
$225K
VBRVANGUARD INDEX FDS
$225K
PKNREVVITY INC
$224K
PIPRPIPER SANDLER COMPANIES
$224K
HASHASBRO INC
$224K
HOMBHOME BANCSHARES INC
$223K
POSTPOST HLDGS INC
$223K
PUKNPRUDENTIAL PLC
$223K
LMNDLEMONADE INC
$222K
TDSTELEPHONE & DATA SYS INC
$222K
SCHMSCHWAB STRATEGIC TR
$222K
COSCNO FINL GROUP INC
$222K
AWIARMSTRONG WORLD INDS INC NEW
$221K
NTNXNUTANIX INC
$221K
GMEDGLOBUS MED INC
$221K
RIOTRIOT PLATFORMS INC
$220K
EQHEQUITABLE HLDGS INC
$220K
PSTGPURE STORAGE INC
$220K
MHKMOHAWK INDS INC
$219K
7HPHP INC
$219K
MIRMIRION TECHNOLOGIES INC
$218K
ASBASSOCIATED BANC CORP
$218K
IYWISHARES TR
$218K
SSIISS INNOVATIONS INTERNATIONAL
$218K
BOOTBOOT BARN HLDGS INC
$217K
RGENREPLIGEN CORP
$216K
RDNRADIAN GROUP INC
$215K
SCHZSCHWAB STRATEGIC TR
$215K
SFMSPROUTS FMRS MKT INC
$215K
VCTRVICTORY CAP HLDGS INC
$215K
OHIOMEGA HEALTHCARE INVS INC
$214K
CGNXCOGNEX CORP
$214K
PNFPPINNACLE FINL PARTNERS INC
$213K
UBSIUNITED BANKSHARES INC WEST V
$213K
DPZDOMINOS PIZZA INC
$212K
BB4AXOS FINANCIAL INC
$212K
DGROISHARES TR
$211K
PAYCPAYCOM SOFTWARE INC
$211K
CNMCORE & MAIN INC
$211K
EXLSEXLSERVICE HOLDINGS INC
$211K
DKNGDRAFTKINGS INC NEW
$210K
PPCPILGRIMS PRIDE CORP
$209K
PSLV/USPROTT ASSET MANAGEMENT LP
$209K
GNWGENWORTH FINL INC
$209K
IFFINTERNATIONAL FLAVORS&FRAGRA
$209K
IBKRINTERACTIVE BROKERS GROUP IN
$209K
EXPEAGLE MATLS INC
$208K
NPOENPRO INC
$208K
GSATGLOBALSTAR INC
$208K
BNDXVANGUARD CHARLOTTE FDS
$207K
SSDSIMPSON MFG INC
$207K
TTEKTETRA TECH INC NEW
$207K
CLFCLEVELAND-CLIFFS INC NEW
$206K
IEIVANHOE ELECTRIC INC
$206K
TSTENARIS S A
$206K
GPIQGOLDMAN SACHS ETF TR
$206K
PLNTPLANET FITNESS INC
$206K
LPXLOUISIANA PAC CORP
$206K
HCCWARRIOR MET COAL INC
$205K
DARDARLING INGREDIENTS INC
$205K
ACAARCOSA INC
$205K
RUNSUNRUN INC
$205K
ESABESAB CORPORATION
$205K
CBSHCOMMERCE BANCSHARES INC
$204K
SAICSCIENCE APPLICATIONS INTL CO
$204K
SAIASAIA INC
$204K
ROLROLLINS INC
$203K
THOTHOR INDS INC
$202K
OKLOOKLO INC
$202K
MURMURPHY OIL CORP
$201K
AIC3 AI INC
$201K
WHRWHIRLPOOL CORP
$201K
POOLPOOL CORP
$201K
SNAPSNAP INC
$191K
COMPCOMPASS INC
$190K
BTBTBIT DIGITAL INC
$189K
EBCEASTERN BANKSHARES INC
$186K
QSQUANTUMSCAPE CORP
$185K
CIFRCIPHER MINING INC
$174K
U6ZURANIUM ENERGY CORP
$170K
AGFIRST MAJESTIC SILVER CORP
$168K
MRCCLMONROE CAP CORP
$167K
RIGTRANSOCEAN LTD
$163K
GTMZOOMINFO TECHNOLOGIES INC
$139K
AURAURORA INNOVATION INC
$138K
TELFYTELEFONICA S A
$137K
LUMNLUMEN TECHNOLOGIES INC
$136K
AEGAEGON LTD
$136K
XAWFXALLIANCEBERNSTEIN GLOBAL HIG
$128K
CCCCCC INTELLIGENT SOLUTIONS HL
$122K
AVXLANAVEX LIFE SCIENCES CORP
$107K
CLSKCLEANSPARK INC
$105K
CLOVCLOVER HEALTH INVESTMENTS CO
$93K
RCATRED CAT HLDGS INC
$87K
MDAISPECTRAL AI INC
$85K
SGSWEETGREEN INC
$81K
GBTGGLOBAL BUSINESS TRAVEL GROUP
$78K
XJQCXNUVEEN CR STRATEGIES INCOME
$75K
PreviousPage 10 of 11Next