Forum Financial Management, LP Q2 2022 Filing

Filed August 15, 2022

Portfolio Value

$2.0B

Holdings

576

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (576 positions)

StockValue
ALSALLSTATE CORP
$1.2M
VUGVANGUARD INDEX FDS
$1.2M
BANFBANCFIRST CORP
$1.2M
INTCINTEL CORP
$1.1M
STZCONSTELLATION BRANDS INC
$1.1M
NSCNORFOLK SOUTHN CORP
$1.1M
IBMINTERNATIONAL BUSINESS MACHS
$1.1M
TAKTAKEDA PHARMACEUTICAL CO LTD
$1.1M
LINLINDE PLC
$1.1M
TXNTEXAS INSTRS INC
$1.1M
ACNACCENTURE PLC IRELAND
$1.1M
GSGOLDMAN SACHS GROUP INC
$1.1M
CICIGNA CORP NEW
$1.1M
CHMGCHEMUNG FINL CORP
$1.1M
BDXBECTON DICKINSON & CO
$1.0M
TRVCCITIGROUP INC
$1.0M
ASMLASML HOLDING N V
$1.0M
GPRCHFGREAT PANTHER MNG LTD
$1.0M
CBCHUBB LIMITED
$993K
ERICERICSSON
$992K
HMCHONDA MOTOR LTD
$989K
UNPUNION PAC CORP
$961K
KMIKINDER MORGAN INC DEL
$959K
SMFGSUMITOMO MITSUI FINL GROUP I
$946K
DVNDEVON ENERGY CORP NEW
$926K
BKBANK NEW YORK MELLON CORP
$926K
MDLZMONDELEZ INTL INC
$914K
CATCATERPILLAR INC
$900K
EFAISHARES TR
$885K
HBC2HSBC HLDGS PLC
$884K
IAU*ISHARES GOLD TR
$880K
WMBWILLIAMS COS INC
$869K
UBSUBS GROUP AG
$868K
MDTMEDTRONIC PLC
$852K
VEUVANGUARD INTL EQUITY INDEX F
$834K
MPCMARATHON PETE CORP
$814K
SCHWSCHWAB CHARLES CORP
$811K
DIODDIODES INC
$807K
TDTORONTO DOMINION BK ONT
$803K
EOGEOG RES INC
$796K
ORCLORACLE CORP
$795K
METMETLIFE INC
$790K
PNCPNC FINL SVCS GROUP INC
$788K
HUMHUMANA INC
$754K
AXPAMERICAN EXPRESS CO
$751K
AFLAFLAC INC
$747K
TMUST-MOBILE US INC
$745K
LOWLOWES COS INC
$741K
BNSBANK NOVA SCOTIA B C
$741K
TRVTRAVELERS COMPANIES INC
$739K
BPBP PLC
$738K
NOCNORTHROP GRUMMAN CORP
$736K
SPGIS&P GLOBAL INC
$734K
DBDEUTSCHE BANK A G
$733K
RWRSPDR SER TR
$728K
EQNREQUINOR ASA
$727K
WBAWALGREENS BOOTS ALLIANCE INC
$719K
XLKSELECT SECTOR SPDR TR
$718K
LHXL3HARRIS TECHNOLOGIES INC
$717K
EXPDEXPEDITORS INTL WASH INC
$716K
AZNASTRAZENECA PLC
$713K
UPSUNITED PARCEL SERVICE INC
$710K
ADIANALOG DEVICES INC
$705K
FDXFEDEX CORP
$703K
RSPINVESCO EXCHANGE TRADED FD T
$702K
NDQINVESCO QQQ TR
$695K
NOKNOKIA CORP
$693K
BIIBBIOGEN INC
$692K
AIGAMERICAN INTL GROUP INC
$682K
SLBSCHLUMBERGER LTD
$677K
VWOVANGUARD INTL EQUITY INDEX F
$676K
BNDVANGUARD BD INDEX FDS
$667K
CNCCENTENE CORP DEL
$667K
PSXPHILLIPS 66
$666K
PGRPROGRESSIVE CORP
$665K
MUMICRON TECHNOLOGY INC
$658K
BMOBANK MONTREAL QUE
$657K
OKEONEOK INC NEW
$657K
VLOVALERO ENERGY CORP
$657K
OXYOCCIDENTAL PETE CORP
$656K
BMTABRITISH AMERN TOB PLC
$656K
IWRISHARES TR
$656K
MCKMCKESSON CORP
$649K
MFGMIZUHO FINANCIAL GROUP INC
$647K
BLKCHFBLACKROCK INC
$639K
FFORD MTR CO DEL
$634K
COFCAPITAL ONE FINL CORP
$633K
CNRCANADIAN NATL RY CO
$631K
SCLSTEPAN CO
$628K
BXBLACKSTONE INC
$616K
INTUINTUIT
$611K
BRK/BBERKSHIRE HATHAWAY INC DEL
$607K
BABAALIBABA GROUP HLDG LTD
$604K
ULUNILEVER PLC
$596K
FISVFISERV INC
$591K
IWNISHARES TR
$589K
GMGENERAL MTRS CO
$580K
PRUPRUDENTIAL FINL INC
$577K
ADMARCHER DANIELS MIDLAND CO
$572K
ABJAABB LTD
$567K
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