Forum Financial Management, LP Q2 2024 Filing
Filed July 30, 2024
Portfolio Value
$5.5T
Holdings
716
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (716 positions)
| Stock | Value |
|---|---|
IWBISHARES TR | $2.0B |
NDQINVESCO QQQ TR | $2.0B |
ETENERGY TRANSFER L P | $2.0B |
GEGE AEROSPACE | $2.0B |
SUBISHARES TR | $2.0B |
MUMICRON TECHNOLOGY INC | $2.0B |
ORCLORACLE CORP | $1.9B |
UNPUNION PAC CORP | $1.9B |
PEPPEPSICO INC | $1.9B |
GSGOLDMAN SACHS GROUP INC | $1.9B |
OVVOVINTIV INC | $1.9B |
BHPBHP GROUP LTD | $1.9B |
DWDMORGAN STANLEY | $1.8B |
SNYSANOFI | $1.8B |
PFEPFIZER INC | $1.8B |
PCTPURECYCLE TECHNOLOGIES INC | $1.8B |
RYROYAL BK CDA | $1.7B |
BACVERIZON COMMUNICATIONS INC | $1.7B |
MAMASTERCARD INCORPORATED | $1.7B |
TRVCCITIGROUP INC | $1.7B |
UBSUBS GROUP AG | $1.7B |
AWMSKYWORKS SOLUTIONS INC | $1.6B |
SMCIUSDSUPER MICRO COMPUTER INC | $1.6B |
VVVANGUARD INDEX FDS | $1.6B |
LINLINDE PLC | $1.6B |
IVEISHARES TR | $1.6B |
AVREAMERICAN CENTY ETF TR | $1.6B |
SONYSONY GROUP CORP | $1.5B |
CSCOCISCO SYS INC | $1.5B |
AXPAMERICAN EXPRESS CO | $1.5B |
ALSALLSTATE CORP | $1.5B |
DBDEUTSCHE BANK A G | $1.5B |
CITHE CIGNA GROUP | $1.5B |
DHRDANAHER CORPORATION | $1.5B |
ELVELEVANCE HEALTH INC | $1.5B |
MPCMARATHON PETE CORP | $1.5B |
ACNACCENTURE PLC IRELAND | $1.4B |
HMCHONDA MOTOR LTD | $1.4B |
DFAUDIMENSIONAL ETF TRUST | $1.4B |
BKBANK NEW YORK MELLON CORP | $1.4B |
RTXRTX CORPORATION | $1.3B |
AVDEAMERICAN CENTY ETF TR | $1.3B |
SDYSPDR SER TR | $1.3B |
SCHWSCHWAB CHARLES CORP | $1.3B |
TXNTEXAS INSTRS INC | $1.3B |
GILDGILEAD SCIENCES INC | $1.3B |
ETNEATON CORP PLC | $1.3B |
IBMINTERNATIONAL BUSINESS MACHS | $1.3B |
QCOMQUALCOMM INC | $1.3B |
TMOTHERMO FISHER SCIENTIFIC INC | $1.2B |
ADPAUTOMATIC DATA PROCESSING IN | $1.2B |
HBC2HSBC HLDGS PLC | $1.2B |
CBCHUBB LIMITED | $1.2B |
MFGMIZUHO FINANCIAL GROUP INC | $1.2B |
SPGIS&P GLOBAL INC | $1.1B |
4I1PHILIP MORRIS INTL INC | $1.1B |
IAU*ISHARES GOLD TR | $1.1B |
MCKMCKESSON CORP | $1.1B |
NSCNORFOLK SOUTHN CORP | $1.1B |
DFAIDIMENSIONAL ETF TRUST | $1.1B |
KMBKIMBERLY-CLARK CORP | $1.1B |
KMIKINDER MORGAN INC DEL | $1.1B |
MDTMEDTRONIC PLC | $1.1B |
WMBWILLIAMS COS INC | $1.1B |
XLVSELECT SECTOR SPDR TR | $1.1B |
CVSCVS HEALTH CORP | $1.1B |
PRUPRUDENTIAL FINL INC | $1.1B |
PSXPHILLIPS 66 | $1.1B |
PCARPACCAR INC | $1.1B |
SCZISHARES TR | $1.1B |
ADIANALOG DEVICES INC | $1.0B |
CHMICHERRY HILL MTG INVT CORP | $1.0B |
CNRCANADIAN NATL RY CO | $1.0B |
PGRPROGRESSIVE CORP | $1.0B |
BXBLACKSTONE INC | $1.0B |
EOGEOG RES INC | $1.0B |
BLKCHFBLACKROCK INC | $1.0B |
VIGVANGUARD SPECIALIZED FUNDS | $1.0B |
LOWLOWES COS INC | $995.3M |
TMUST-MOBILE US INC | $993.0M |
VSTVISTRA CORP | $984.2M |
VLOVALERO ENERGY CORP | $973.2M |
BABOEING CO | $963.7M |
METMETLIFE INC | $963.7M |
SANBANCO SANTANDER S.A. | $947.7M |
BLDRBUILDERS FIRSTSOURCE INC | $922.5M |
ACGLARCH CAP GROUP LTD | $911.6M |
CHMGCHEMUNG FINL CORP | $905.7M |
AIGAMERICAN INTL GROUP INC | $903.8M |
BSXBOSTON SCIENTIFIC CORP | $902.9M |
HEIHEICO CORP NEW | $902.0M |
SLBSCHLUMBERGER LTD | $900.6M |
PWRQUANTA SVCS INC | $892.4M |
TRVTRAVELERS COMPANIES INC | $891.0M |
KKRKKR & CO INC | $889.3M |
AZNASTRAZENECA PLC | $886.9M |
VTVVANGUARD INDEX FDS | $880.9M |
STZCONSTELLATION BRANDS INC | $865.8M |
DIODDIODES INC | $865.4M |
ISRGINTUITIVE SURGICAL INC | $859.0M |