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
HOLXHOLOGIC INC
$397K
IJRISHARES TR
$397K
PAGPENSKE AUTOMOTIVE GRP INC
$397K
RVMDREVOLUTION MEDICINES INC
$396K
MTSIMACOM TECH SOLUTIONS HLDGS I
$396K
RWRSPDR SERIES TRUST
$396K
RELXRELX PLC
$395K
DDOMINION ENERGY INC
$394K
MIDDMIDDLEBY CORP
$394K
WTWWILLIS TOWERS WATSON PLC LTD
$393K
PNRPENTAIR PLC
$391K
RGLDROYAL GOLD INC
$389K
WSTWEST PHARMACEUTICAL SVSC INC
$389K
EXPEEXPEDIA GROUP INC
$389K
CNHICNH INDL N V
$388K
NVTNVENT ELECTRIC PLC
$387K
CHMGCHEMUNG FINL CORP
$387K
COLBCOLUMBIA BKG SYS INC
$385K
ACWXISHARES TR
$384K
EBAEBAY INC.
$382K
VOEVANGUARD INDEX FDS
$380K
BROSDUTCH BROS INC
$379K
TLTDFLEXSHARES TR
$378K
ICLRICON PLC
$378K
ZIONZIONS BANCORPORATION N A
$377K
CHTRCHARTER COMMUNICATIONS INC N
$377K
VTRSVIATRIS INC
$376K
ASTSAST SPACEMOBILE INC
$373K
FFIVF5 INC
$372K
NTAPNETAPP INC
$372K
MKSIMKS INC.
$371K
APGAPI GROUP CORP
$370K
GTLSCHART INDS INC
$370K
FT2FIRST HORIZON CORPORATION
$370K
EX9EXELIXIS INC
$370K
CCKCROWN HLDGS INC
$369K
DYDYCOM INDS INC
$369K
CPRTCOPART INC
$368K
OVVOVINTIV INC
$368K
BALLBALL CORP
$367K
GWWWW GRAINGER INC
$367K
HTHHILLTOP HOLDINGS INC
$366K
DDSDILLARDS INC
$365K
WATWATERS CORP
$365K
PAYXPAYCHEX INC
$364K
AXSAXIS CAP HLDGS LTD
$364K
SANMSANMINA CORPORATION
$364K
LPLALPL FINL HLDGS INC
$364K
NFBKNORTHFIELD BANCORP INC DEL
$364K
BENFRANKLIN RESOURCES INC
$360K
SJMSMUCKER J M CO
$359K
OMFONEMAIN HLDGS INC
$357K
RMBS*RAMBUS INC DEL
$357K
ZZILLOW GROUP INC
$356K
TYLTYLER TECHNOLOGIES INC
$356K
NYTNEW YORK TIMES CO
$356K
FIVEFIVE BELOW INC
$354K
EFXEQUIFAX INC
$353K
MSCIMSCI INC
$353K
MPWRMONOLITHIC PWR SYS INC
$353K
OSKOSHKOSH CORP
$352K
DOXAMDOCS LTD
$352K
LNCLINCOLN NATL CORP IND
$350K
TOSTTOAST INC
$350K
NBIXNEUROCRINE BIOSCIENCES INC
$349K
IEURISHARES TR
$349K
IJHISHARES TR
$349K
PFGCPERFORMANCE FOOD GROUP CO
$348K
WSMWILLIAMS SONOMA INC
$348K
MPMP MATERIALS CORP
$347K
BGBUNGE GLOBAL SA
$347K
ACMAECOM
$347K
PODDINSULET CORP
$346K
ACIALBERTSONS COS INC
$344K
CFRCULLEN FROST BANKERS INC
$344K
ROKUROKU INC
$343K
TTMITTM TECHNOLOGIES INC
$341K
AMANTERO MIDSTREAM CORP
$341K
AVIVAMERICAN CENTY ETF TR
$341K
CMCCOMMERCIAL METALS CO
$339K
CSGPCOSTAR GROUP INC
$339K
AKAMAKAMAI TECHNOLOGIES INC
$339K
FQIDIGITAL RLTY TR INC
$338K
FISVFISERV INC
$338K
APAAPA CORPORATION
$336K
RRYDER SYS INC
$335K
CDECOEUR MNG INC
$335K
SPXCSPX TECHNOLOGIES INC
$335K
FASTFASTENAL CO
$334K
URBNURBAN OUTFITTERS INC
$334K
PRIMPRIMORIS SVCS CORP
$334K
VOYAVOYA FINANCIAL INC
$333K
RLRALPH LAUREN CORP
$332K
VRSNVERISIGN INC
$332K
BPOPPOPULAR INC
$332K
RBCRBC BEARINGS INC
$331K
RRXREGAL REXNORD CORPORATION
$331K
UHSUNIVERSAL HLTH SVCS INC
$330K
AMKRAMKOR TECHNOLOGY INC
$329K
MOSMOSAIC CO NEW
$329K
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