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 |
|---|---|
MTBM & T BK CORP | $602K |
CWCURTISS WRIGHT CORP | $600K |
SNPSSYNOPSYS INC | $591K |
TERTERADYNE INC | $591K |
CA8ACACI INTL INC | $590K |
KDPKEURIG DR PEPPER INC | $589K |
ZBHZIMMER BIOMET HOLDINGS INC | $588K |
CMCANADIAN IMPERIAL BANK OF CO | $587K |
RIORIO TINTO PLC | $587K |
IWRISHARES TR | $586K |
SNASNAP ON INC | $584K |
FTVFORTIVE CORP | $581K |
VMCVULCAN MATLS CO | $578K |
DIODDIODES INC | $576K |
OLEDUNIVERSAL DISPLAY CORP | $575K |
FISFIDELITY NATL INFORMATION SV | $570K |
LDOSLEIDOS HOLDINGS INC | $569K |
IWNISHARES TR | $569K |
HUBBHUBBELL INC | $568K |
RACEFERRARI N V | $567K |
SSNCSS&C TECHNOLOGIES HLDGS INC | $566K |
ZMZOOM COMMUNICATIONS INC | $563K |
KRKROGER CO | $561K |
TROWPRICE T ROWE GROUP INC | $561K |
PKGPACKAGING CORP AMER | $560K |
BUDANHEUSER BUSCH INBEV SA/NV | $560K |
AMEAMETEK INC | $557K |
VEUVANGUARD INTL EQUITY INDEX F | $557K |
DASHDOORDASH INC | $553K |
SWSMURFIT WESTROCK PLC | $551K |
ONON SEMICONDUCTOR CORP | $551K |
DOCUDOCUSIGN INC | $549K |
MSIMOTOROLA SOLUTIONS INC | $545K |
TSNTYSON FOODS INC | $542K |
CRDOCREDO TECHNOLOGY GROUP HOLDI | $541K |
CAHCARDINAL HEALTH INC | $539K |
DONSPDR DOW JONES INDL AVERAGE | $539K |
REGNREGENERON PHARMACEUTICALS | $539K |
HLTHILTON WORLDWIDE HLDGS INC | $538K |
APTVAPTIV PLC | $535K |
MDYSPDR S&P MIDCAP 400 ETF TR | $534K |
HCAHCA HEALTHCARE INC | $533K |
EFAISHARES TR | $533K |
T7DTRANSDIGM GROUP INC | $530K |
MEARISHARES U S ETF TR | $528K |
DFSDDIMENSIONAL ETF TRUST | $526K |
MCXMCCORMICK & CO INC | $526K |
CGCARLYLE GROUP INC | $525K |
JLLJONES LANG LASALLE INC | $524K |
SCYBSCHWAB STRATEGIC TR | $521K |
IRINGERSOLL RAND INC | $521K |
DTMDT MIDSTREAM INC | $517K |
UUNITY SOFTWARE INC | $517K |
ABGCENCORA INC | $516K |
VEEVVEEVA SYS INC | $516K |
AXONAXON ENTERPRISE INC | $515K |
EWBCEAST WEST BANCORP INC | $512K |
COINCOINBASE GLOBAL INC | $511K |
MDBMONGODB INC | $511K |
ABNBAIRBNB INC | $510K |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $509K |
XLVSELECT SECTOR SPDR TR | $509K |
VRTVERTIV HOLDINGS CO | $508K |
AQLTISHARES TR | $507K |
GRMNGARMIN LTD | $505K |
TEVATEVA PHARMACEUTICAL INDS LTD | $505K |
IWOISHARES TR | $504K |
ITWILLINOIS TOOL WKS INC | $504K |
ADSKAUTODESK INC | $504K |
IVZINVESCO LTD | $502K |
SNOWSNOWFLAKE INC | $500K |
WRBBERKLEY W R CORP | $499K |
ELANELANCO ANIMAL HEALTH INC | $498K |
EMEEMCOR GROUP INC | $496K |
BBARRICK MNG CORP | $496K |
CITCINTAS CORP | $495K |
TNKTEEKAY TANKERS LTD | $494K |
OKTAOKTA INC | $494K |
CRBGCOREBRIDGE FINL INC | $493K |
KVUEKENVUE INC | $492K |
ULTAULTA BEAUTY INC | $491K |
PTCPTC INC | $491K |
TOLTOLL BROTHERS INC | $489K |
SMCISUPER MICRO COMPUTER INC | $488K |
UNMUNUM GROUP | $488K |
CASYCASEYS GEN STORES INC | $488K |
BEBLOOM ENERGY CORP | $488K |
STESTERIS PLC | $486K |
VTVANGUARD INTL EQUITY INDEX F | $483K |
DKSDICKS SPORTING GOODS INC | $483K |
IQVIQVIA HLDGS INC | $483K |
HLHECLA MNG CO | $482K |
FTITECHNIPFMC PLC | $482K |
MMM3M CO | $481K |
TRMBTRIMBLE INC | $481K |
GISGENERAL MLS INC | $480K |
SNDKSANDISK CORP | $480K |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $479K |
RSRELIANCE INC | $478K |
SCHXSCHWAB STRATEGIC TR | $478K |