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)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | NOKNOKIA CORP | 195,049 | $1.3M | 0.02% | |
| 202 | KKRKKR & CO INC | 9,811 | $1.3M | 0.02% | |
| 203 | HMCHONDA MOTOR LTD | 42,418 | $1.3M | 0.02% | |
| 204 | MOALTRIA GROUP INC | 21,629 | $1.2M | 0.02% | |
| 205 | LHXL3HARRIS TECHNOLOGIES INC | 4,239 | $1.2M | 0.02% | |
| 206 | LRCXLAM RESEARCH CORP | 7,218 | $1.2M | 0.02% | |
| 207 | BCSBARCLAYS PLC | 48,199 | $1.2M | 0.02% | |
| 208 | ANETARISTA NETWORKS INC | 9,319 | $1.2M | 0.02% | |
| 209 | EOGEOG RES INC | 11,601 | $1.2M | 0.02% | |
| 210 | MCKMCKESSON CORP | 1,479 | $1.2M | 0.02% | |
| 211 | NOCNORTHROP GRUMMAN CORP | 2,125 | $1.2M | 0.02% | |
| 212 | PSXPHILLIPS 66 | 9,325 | $1.2M | 0.02% | |
| 213 | RSPINVESCO EXCHANGE TRADED FD T | 6,266 | $1.2M | 0.02% | |
| 214 | PRUPRUDENTIAL FINL INC | 10,547 | $1.2M | 0.02% | |
| 215 | STXSEAGATE TECHNOLOGY HLDNGS PL | 4,320 | $1.2M | 0.02% | |
| 216 | PHPARKER-HANNIFIN CORP | 1,345 | $1.2M | 0.02% | |
| 217 | AFLAFLAC INC | 10,719 | $1.2M | 0.02% | |
| 218 | PWRQUANTA SVCS INC | 2,786 | $1.2M | 0.02% | |
| 219 | MPCMARATHON PETE CORP | 7,218 | $1.2M | 0.02% | |
| 220 | TMUST-MOBILE US INC | 5,774 | $1.2M | 0.02% | |
| 221 | UBERUBER TECHNOLOGIES INC | 14,342 | $1.2M | 0.02% | |
| 222 | TFCTRUIST FINL CORP | 23,715 | $1.2M | 0.02% | |
| 223 | INTUINTUIT | 1,758 | $1.2M | 0.02% | |
| 224 | RYROYAL BK CDA | 6,800 | $1.2M | 0.02% | |
| 225 | EENI S P A | 30,556 | $1.2M | 0.02% | |
| 226 | HONHONEYWELL INTL INC | 5,929 | $1.2M | 0.02% | |
| 227 | LOWLOWES COS INC | 4,774 | $1.2M | 0.01% | |
| 228 | EPDENTERPRISE PRODS PARTNERS L | 35,309 | $1.1M | 0.01% | |
| 229 | AWMSKYWORKS SOLUTIONS INC | 17,457 | $1.1M | 0.01% | |
| 230 | VRTXVERTEX PHARMACEUTICALS INC | 2,415 | $1.1M | 0.01% | |
| 231 | WOPWOODSIDE ENERGY GROUP LTD | 69,905 | $1.1M | 0.01% | |
| 232 | BDXBECTON DICKINSON & CO | 5,607 | $1.1M | 0.01% | |
| 233 | DALDELTA AIR LINES INC DEL | 15,615 | $1.1M | 0.01% | |
| 234 | JCIJOHNSON CTLS INTL PLC | 8,985 | $1.1M | 0.01% | |
| 235 | PCTPURECYCLE TECHNOLOGIES INC | 125,000 | $1.1M | 0.01% | |
| 236 | KLACKLA CORP | 880 | $1.1M | 0.01% | |
| 237 | SLBSLB LIMITED | 27,572 | $1.1M | 0.01% | |
| 238 | SCHFSCHWAB STRATEGIC TR | 43,974 | $1.1M | 0.01% | |
| 239 | MDLZMONDELEZ INTL INC | 19,654 | $1.1M | 0.01% | |
| 240 | AIGAMERICAN INTL GROUP INC | 12,287 | $1.1M | 0.01% | |
| 241 | KMBKIMBERLY-CLARK CORP | 10,379 | $1.0M | 0.01% | |
| 242 | FITBFIFTH THIRD BANCORP | 22,270 | $1.0M | 0.01% | |
| 243 | FFORD MTR CO | 79,081 | $1.0M | 0.01% | |
| 244 | BIIBBIOGEN INC | 5,887 | $1.0M | 0.01% | |
| 245 | KBESPDR SERIES TRUST | 17,052 | $1.0M | 0.01% | |
| 246 | APHAMPHENOL CORP NEW | 7,655 | $1.0M | 0.01% | |
| 247 | AVEMAMERICAN CENTY ETF TR | 13,421 | $1.0M | 0.01% | |
| 248 | LITELUMENTUM HLDGS INC | 2,745 | $1.0M | 0.01% | |
| 249 | DFEVDIMENSIONAL ETF TRUST | 29,851 | $1.0M | 0.01% | |
| 250 | SDYSPDR SERIES TRUST | 7,151 | $994K | 0.01% | |
| 251 | PYPLPAYPAL HLDGS INC | 17,028 | $994K | 0.01% | |
| 252 | CMICUMMINS INC | 1,943 | $991K | 0.01% | |
| 253 | FCXFREEPORT-MCMORAN INC | 19,477 | $989K | 0.01% | |
| 254 | MRVLMARVELL TECHNOLOGY INC | 11,626 | $987K | 0.01% | |
| 255 | GDGENERAL DYNAMICS CORP | 2,883 | $970K | 0.01% | |
| 256 | ICEINTERCONTINENTAL EXCHANGE IN | 5,969 | $966K | 0.01% | |
| 257 | LYGLLOYDS BANKING GROUP PLC | 181,796 | $963K | 0.01% | |
| 258 | CSXCSX CORP | 26,522 | $961K | 0.01% | |
| 259 | VGTVANGUARD WORLD FD | 1,258 | $948K | 0.01% | |
| 260 | VLOVALERO ENERGY CORP | 5,817 | $947K | 0.01% | |
| 261 | CIENCIENA CORP | 4,033 | $943K | 0.01% | |
| 262 | TELTE CONNECTIVITY PLC | 4,117 | $936K | 0.01% | |
| 263 | WDCWESTERN DIGITAL CORP | 5,430 | $935K | 0.01% | |
| 264 | CEGCONSTELLATION ENERGY CORP | 2,636 | $930K | 0.01% | |
| 265 | BMYBRISTOL-MYERS SQUIBB CO | 17,152 | $925K | 0.01% | |
| 266 | FLEXFLEX LTD | 15,308 | $924K | 0.01% | |
| 267 | RHCRH PLC | 7,398 | $923K | 0.01% | |
| 268 | VNQVANGUARD INDEX FDS | 10,432 | $923K | 0.01% | |
| 269 | BKNGBOOKING HOLDINGS INC | 172 | $921K | 0.01% | |
| 270 | BPBP PLC | 26,362 | $915K | 0.01% | |
| 271 | WF2WINTRUST FINL CORP | 6,516 | $911K | 0.01% | |
| 272 | MRSHMARSH & MCLENNAN COS INC | 4,815 | $893K | 0.01% | |
| 273 | RIVNRIVIAN AUTOMOTIVE INC | 45,109 | $889K | 0.01% | |
| 274 | AVESAMERICAN CENTY ETF TR | 15,196 | $886K | 0.01% | |
| 275 | ORLYOREILLY AUTOMOTIVE INC | 9,652 | $880K | 0.01% | |
| 276 | SCHBSCHWAB STRATEGIC TR | 33,567 | $880K | 0.01% | |
| 277 | SYFSYNCHRONY FINANCIAL | 10,532 | $878K | 0.01% | |
| 278 | CTVACORTEVA INC | 13,076 | $876K | 0.01% | |
| 279 | STLDSTEEL DYNAMICS INC | 5,140 | $871K | 0.01% | |
| 280 | HSYHERSHEY CO | 4,775 | $869K | 0.01% | |
| 281 | COHRCOHERENT CORP | 4,685 | $864K | 0.01% | |
| 282 | TWLOTWILIO INC | 6,068 | $863K | 0.01% | |
| 283 | FBTCFIDELITY WISE ORIGIN BITCOIN | 11,300 | $861K | 0.01% | |
| 284 | NOWSERVICENOW INC | 5,619 | $860K | 0.01% | |
| 285 | BKRBAKER HUGHES COMPANY | 18,871 | $859K | 0.01% | |
| 286 | NTRSNORTHERN TR CORP | 6,260 | $855K | 0.01% | |
| 287 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 10,299 | $854K | 0.01% | |
| 288 | BMTABRITISH AMERN TOB PLC | 15,073 | $853K | 0.01% | |
| 289 | ACGLARCH CAP GROUP LTD | 8,884 | $852K | 0.01% | |
| 290 | MLMMARTIN MARIETTA MATLS INC | 1,370 | $852K | 0.01% | |
| 291 | DGDOLLAR GEN CORP NEW | 6,414 | $851K | 0.01% | |
| 292 | RFREGIONS FINANCIAL CORP NEW | 31,357 | $849K | 0.01% | |
| 293 | GQ9SPDR GOLD TR | 2,132 | $844K | 0.01% | |
| 294 | CFGCITIZENS FINL GROUP INC | 14,453 | $844K | 0.01% | |
| 295 | APOAPOLLO GLOBAL MGMT INC | 5,817 | $842K | 0.01% | |
| 296 | DHID R HORTON INC | 5,819 | $838K | 0.01% | |
| 297 | IWMISHARES TR | 3,397 | $836K | 0.01% | |
| 298 | BEPCBROOKFIELD RENEWABLE CORP | 21,732 | $833K | 0.01% | |
| 299 | NETCLOUDFLARE INC | 4,222 | $832K | 0.01% | |
| 300 | EMREMERSON ELEC CO | 6,253 | $829K | 0.01% |