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 | Value |
|---|---|
ALCALCON AG | $818K |
ROPROPER TECHNOLOGIES INC | $816K |
AVDEAMERICAN CENTY ETF TR | $812K |
VSTVISTRA CORP | $806K |
WEAWESTERN ALLIANCE BANCORP | $804K |
HBANHUNTINGTON BANCSHARES INC | $802K |
CRWDCROWDSTRIKE HLDGS INC | $801K |
HPEHEWLETT PACKARD ENTERPRISE C | $800K |
SCHDSCHWAB STRATEGIC TR | $794K |
MNSTMONSTER BEVERAGE CORP NEW | $791K |
NMRNOMURA HLDGS INC | $787K |
SCZISHARES TR | $775K |
TTTRANE TECHNOLOGIES PLC | $774K |
IBITISHARES BITCOIN TRUST ETF | $765K |
SCHGSCHWAB STRATEGIC TR | $763K |
EXEEXPAND ENERGY CORPORATION | $761K |
HALHALLIBURTON CO | $759K |
RCLROYAL CARIBBEAN GROUP | $758K |
HIGHARTFORD INSURANCE GROUP INC | $754K |
KEYKEYCORP | $752K |
UALUNITED AIRLS HLDGS INC | $751K |
BMOBANK MONTREAL QUE | $750K |
LNGCHENIERE ENERGY INC | $746K |
VOVANGUARD INDEX FDS | $745K |
SOFISOFI TECHNOLOGIES INC | $741K |
VTHRVANGUARD SCOTTSDALE FDS | $739K |
LUVSOUTHWEST AIRLS CO | $734K |
NKENIKE INC | $731K |
PANWPALO ALTO NETWORKS INC | $730K |
ULUNILEVER PLC | $726K |
URIUNITED RENTALS INC | $724K |
RJFRAYMOND JAMES FINL INC | $723K |
HWMHOWMET AEROSPACE INC | $723K |
AJGGALLAGHER ARTHUR J & CO | $720K |
AONAON PLC | $719K |
IWVISHARES TR | $718K |
6RJ0ROCKET LAB CORP | $718K |
A4SAMERIPRISE FINL INC | $717K |
VXFVANGUARD INDEX FDS | $717K |
UPSUNITED PARCEL SERVICE INC | $715K |
NWGNATWEST GROUP PLC | $712K |
LHLABCORP HOLDINGS INC | $711K |
WMWASTE MGMT INC DEL | $710K |
PHMPULTE GROUP INC | $705K |
WABWABTEC | $703K |
STTSTATE STR CORP | $700K |
XYZBLOCK INC | $696K |
FCNCAFIRST CTZNS BANCSHARES INC D | $693K |
CCLCARNIVAL CORP | $692K |
OMCOMNICOM GROUP INC | $689K |
FANGDIAMONDBACK ENERGY INC | $688K |
NUENUCOR CORP | $688K |
OXYOCCIDENTAL PETE CORP | $687K |
CBRECBRE GROUP INC | $685K |
NEENEXTERA ENERGY INC | $684K |
EAELECTRONIC ARTS INC | $678K |
BNSBANK NOVA SCOTIA HALIFAX | $676K |
NXPINXP SEMICONDUCTORS N V | $675K |
CMACOMERICA INC | $673K |
FTNTFORTINET INC | $673K |
FSLRFIRST SOLAR INC | $672K |
FWONALIBERTY MEDIA CORP DEL | $672K |
LLOEWS CORP | $670K |
EQTEQT CORP | $668K |
PG4PRINCIPAL FINANCIAL GROUP IN | $665K |
GSKGSK PLC | $661K |
VWOVANGUARD INTL EQUITY INDEX F | $661K |
EWEDWARDS LIFESCIENCES CORP | $656K |
UTHUNITED THERAPEUTICS CORP DEL | $648K |
SHWSHERWIN WILLIAMS CO | $648K |
CTRACOTERRA ENERGY INC | $648K |
NDAQNASDAQ INC | $647K |
CINFCINCINNATI FINL CORP | $645K |
CVNACARVANA CO | $643K |
EQNREQUINOR ASA | $643K |
TEMTEMPUS AI INC | $642K |
RKTROCKET COS INC | $638K |
JBLJABIL INC | $638K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $637K |
ODCOIL DRI CORP AMER | $637K |
HUMHUMANA INC | $634K |
RDDTREDDIT INC | $631K |
BNDVANGUARD BD INDEX FDS | $627K |
IPINTERNATIONAL PAPER CO | $626K |
TPRTAPESTRY INC | $624K |
CHDCHURCH & DWIGHT CO INC | $624K |
ROIVROIVANT SCIENCES LTD | $621K |
SPOTSPOTIFY TECHNOLOGY S A | $620K |
DVNDEVON ENERGY CORP NEW | $619K |
DLTRDOLLAR TREE INC | $617K |
DGXQUEST DIAGNOSTICS INC | $617K |
STMSTMICROELECTRONICS N V | $616K |
RSGREPUBLIC SVCS INC | $616K |
ALNYALNYLAM PHARMACEUTICALS INC | $614K |
PPGPPG INDS INC | $613K |
ADMARCHER DANIELS MIDLAND CO | $612K |
CARTMAPLEBEAR INC | $608K |
MEDPMEDPACE HLDGS INC | $607K |
AAALCOA CORP | $605K |
TDYTELEDYNE TECHNOLOGIES INC | $605K |