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
TPDSOMNIGROUP INTERNATIONAL INC
$476K
GLGLOBE LIFE INC
$472K
MFCMANULIFE FINL CORP
$472K
CEF/USPROTT ASSET MANAGEMENT LP
$471K
FIXCOMFORT SYS USA INC
$470K
WCCWESCO INTL INC
$470K
GPNGLOBAL PMTS INC
$468K
IDXXIDEXX LABS INC
$468K
PINSPINTEREST INC
$466K
KEYSKEYSIGHT TECHNOLOGIES INC
$466K
YUMYUM BRANDS INC
$465K
RBLXROBLOX CORP
$465K
MKLMARKEL GROUP INC
$464K
WECWEC ENERGY GROUP INC
$463K
HIIHUNTINGTON INGALLS INDS INC
$462K
AIZASSURANT INC
$461K
ECLECOLAB INC
$460K
FNFABRINET
$460K
CLCOLGATE PALMOLIVE CO
$460K
ZTSZOETIS INC
$459K
ARANTERO RESOURCES CORP
$458K
CRSCARPENTER TECHNOLOGY CORP
$458K
INCYINCYTE CORP
$458K
FOXAFOX CORP
$456K
MTZMASTEC INC
$456K
SCHISCHWAB STRATEGIC TR
$455K
LYVLIVE NATION ENTERTAINMENT IN
$455K
FLUTFLUTTER ENTMT PLC
$454K
ROSTROSS STORES INC
$454K
EXPDEXPEDITORS INTL WASH INC
$452K
ON1OLD NATL BANCORP IND
$451K
ATDATI INC
$449K
MLIMUELLER INDS INC
$449K
NRANRG ENERGY INC
$446K
RMERESMED INC
$445K
FOXFOX CORP
$444K
TRGPTARGA RES CORP
$444K
CARRCARRIER GLOBAL CORPORATION
$443K
THCTENET HEALTHCARE CORP
$443K
DOVDOVER CORP
$443K
WDAYWORKDAY INC
$443K
JAZZJAZZ PHARMACEUTICALS PLC
$442K
JPXAEROVIRONMENT INC
$441K
FNFFIDELITY NATIONAL FINANCIAL
$441K
ITOTISHARES TR
$438K
DINOHF SINCLAIR CORP
$436K
GAPGAP INC
$435K
AZOAUTOZONE INC
$435K
BOXXEA SERIES TRUST
$434K
XYLXYLEM INC
$434K
TXTTEXTRON INC
$434K
WBSWEBSTER FINL CORP
$433K
NXTNEXTPOWER INC
$433K
CDNSCADENCE DESIGN SYSTEM INC
$430K
SUSUNCOR ENERGY INC NEW
$429K
FERGFERGUSON ENTERPRISES INC
$428K
ORIOLD REP INTL CORP
$426K
CRLCHARLES RIV LABS INTL INC
$425K
SUXTD SYNNEX CORPORATION
$424K
SFSTIFEL FINL CORP
$424K
ALLYALLY FINL INC
$423K
BNBROOKFIELD CORP
$423K
DUKDUKE ENERGY CORP NEW
$423K
JJACOBS SOLUTIONS INC
$422K
NVRNVR INC
$422K
GPCGENUINE PARTS CO
$421K
DRIDARDEN RESTAURANTS INC
$420K
SOSOUTHERN CO
$420K
DYHTARGET CORP
$420K
BWABORGWARNER INC
$420K
MCOMOODYS CORP
$419K
FICOFAIR ISAAC CORP
$419K
AG8AGILENT TECHNOLOGIES INC
$417K
USFDUS FOODS HLDG CORP
$417K
REEVEREST GROUP LTD
$416K
VYMVANGUARD WHITEHALL FDS
$416K
JEFJEFFERIES FINL GROUP INC
$414K
BXSLBLACKSTONE SECD LENDING FD
$414K
MCHPMICROCHIP TECHNOLOGY INC.
$412K
SA2DSANDRIDGE ENERGY INC
$412K
KHCKRAFT HEINZ CO
$411K
AYIACUITY INC
$410K
AEMAGNICO EAGLE MINES LTD
$409K
ANAUTONATION INC
$409K
DC4DEXCOM INC
$408K
STRLSTERLING INFRASTRUCTURE INC
$408K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$408K
RNRRENAISSANCERE HLDGS LTD
$407K
GENGEN DIGITAL INC
$407K
MTGMGIC INVT CORP WIS
$407K
ROKROCKWELL AUTOMATION INC
$407K
WWDWOODWARD INC
$405K
RGAREINSURANCE GRP OF AMERICA I
$404K
AFRMAFFIRM HLDGS INC
$404K
CFCF INDS HLDGS INC
$403K
LENLENNAR CORP
$403K
SSBSOUTHSTATE BK CORP
$402K
HSICHENRY SCHEIN INC
$399K
AMGAFFILIATED MANAGERS GROUP IN
$399K
MLB1MERCADOLIBRE INC
$398K
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