Forum Financial Management, LP Q1 2025 Filing

Filed May 2, 2025

Portfolio Value

$6.0B

Holdings

868

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (868 positions)

StockValue
HCAHCA HEALTHCARE INC
$356K
RFREGIONS FINANCIAL CORP NEW
$355K
TOLTOLL BROTHERS INC
$355K
SCLSTEPAN CO
$355K
VMCVULCAN MATLS CO
$354K
PTCPTC INC
$353K
ORIOLD REP INTL CORP
$353K
PKGPACKAGING CORP AMER
$353K
DOWDOW INC
$352K
EFXEQUIFAX INC
$351K
TPRTAPESTRY INC
$350K
GQ9SPDR GOLD TR
$350K
GLGLOBE LIFE INC
$349K
MCOMOODYS CORP
$349K
CASYCASEYS GEN STORES INC
$348K
MEDPMEDPACE HLDGS INC
$348K
CDNSCADENCE DESIGN SYSTEM INC
$348K
CAGCONAGRA BRANDS INC
$347K
NFBKNORTHFIELD BANCORP INC DEL
$347K
BCOBRINKS CO
$347K
HPEHEWLETT PACKARD ENTERPRISE C
$347K
FOXAFOX CORP
$347K
MDYSPDR S&P MIDCAP 400 ETF TR
$346K
ROSTROSS STORES INC
$346K
SCHGSCHWAB STRATEGIC TR
$346K
HALHALLIBURTON CO
$344K
VTVANGUARD INTL EQUITY INDEX F
$343K
RMERESMED INC
$342K
CFCF INDS HLDGS INC
$342K
REEVEREST GROUP LTD
$342K
ANAUTONATION INC
$342K
AFRMAFFIRM HLDGS INC
$341K
FTITECHNIPFMC PLC
$340K
LYBLYONDELLBASELL INDUSTRIES N
$340K
IQVIQVIA HLDGS INC
$340K
AMANTERO MIDSTREAM CORP
$339K
EWBCEAST WEST BANCORP INC
$337K
BROSDUTCH BROS INC
$337K
USFDUS FOODS HLDG CORP
$337K
INGRINGREDION INC
$335K
TAPMOLSON COORS BEVERAGE CO
$335K
PRIPRIMERICA INC
$334K
RNRRENAISSANCERE HLDGS LTD
$334K
PAGPENSKE AUTOMOTIVE GRP INC
$334K
MTGMGIC INVT CORP WIS
$333K
TRMBTRIMBLE INC
$332K
LPLALPL FINL HLDGS INC
$331K
SSBUSDSOUTHSTATE CORPORATION
$331K
CHMGCHEMUNG FINL CORP
$330K
HTDCORCEPT THERAPEUTICS INC
$329K
OKTAOKTA INC
$328K
THCTENET HEALTHCARE CORP
$327K
COINCOINBASE GLOBAL INC
$326K
SA2DSANDRIDGE ENERGY INC
$326K
07WAMR COOPER GROUP INC
$325K
FOXFOX CORP
$324K
SLMSLM CORP
$323K
CSGPCOSTAR GROUP INC
$323K
ALLYALLY FINL INC
$322K
RRCRANGE RES CORP
$322K
IFFINTERNATIONAL FLAVORS&FRAGRA
$322K
CGCARLYLE GROUP INC
$321K
LTHLIFE TIME GROUP HOLDINGS INC
$319K
EBAEBAY INC.
$319K
SNOWSNOWFLAKE INC
$317K
CVNACARVANA CO
$317K
ACWXISHARES TR
$317K
VTRSVIATRIS INC
$316K
HLNHALEON PLC
$315K
TRUTRANSUNION
$315K
RPMRPM INTL INC
$314K
EXPDEXPEDITORS INTL WASH INC
$314K
ZMZOOM COMMUNICATIONS INC
$314K
LBRDKLIBERTY BROADBAND CORP
$313K
MSCIMSCI INC
$312K
FERGFERGUSON ENTERPRISES INC
$311K
NRANRG ENERGY INC
$310K
TERTERADYNE INC
$309K
UFPIUFP INDUSTRIES INC
$306K
TLTDFLEXSHARES TR
$305K
HUBBHUBBELL INC
$305K
CSLCARLISLE COS INC
$304K
EMEEMCOR GROUP INC
$304K
COHRCOHERENT CORP
$304K
OTISOTIS WORLDWIDE CORP
$304K
SFSTIFEL FINL CORP
$303K
FASTFASTENAL CO
$303K
WBSWEBSTER FINL CORP
$302K
EMNEASTMAN CHEM CO
$302K
DTDYNATRACE INC
$302K
DRIDARDEN RESTAURANTS INC
$301K
PODDINSULET CORP
$299K
CEGCONSTELLATION ENERGY CORP
$299K
AIZASSURANT INC
$299K
AYIACUITY INC
$299K
NWSANEWS CORP NEW
$297K
PHGKONINKLIJKE PHILIPS N V
$297K
UHAL/BU HAUL HOLDING COMPANY
$297K
SGSWEETGREEN INC
$297K
MFCMANULIFE FINL CORP
$297K
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