Forum Financial Management, LP Q2 2025 Filing
Filed July 30, 2025
Portfolio Value
$6.6M
Holdings
952
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (952 positions)
| Stock | Value |
|---|---|
CNPCENTERPOINT ENERGY INC | $3K |
AXPAMERICAN EXPRESS CO | $3K |
CRMSALESFORCE INC | $2K |
RTXRTX CORPORATION | $2K |
AMDADVANCED MICRO DEVICES INC | $2K |
SHELSHELL PLC | $2K |
IWDISHARES TR | $2K |
SHVISHARES TR | $2K |
IVWISHARES TR | $2K |
UNHUNITEDHEALTH GROUP INC | $2K |
IWBISHARES TR | $2K |
AVDVAMERICAN CENTY ETF TR | $2K |
CMECME GROUP INC | $2K |
XLKSELECT SECTOR SPDR TR | $2K |
CBCHUBB LIMITED | $2K |
ETENERGY TRANSFER L P | $2K |
ERICTELEFONAKTIEBOLAGET LM ERICS | $2K |
LINLINDE PLC | $2K |
SANBANCO SANTANDER S.A. | $2K |
CMCSACOMCAST CORP NEW | $2K |
UNPUNION PAC CORP | $2K |
COPCONOCOPHILLIPS | $2K |
LMTLOCKHEED MARTIN CORP | $2K |
CRCCANADIAN NAT RES LTD | $2K |
DHRDANAHER CORPORATION | $2K |
MFGMIZUHO FINANCIAL GROUP INC | $2K |
PFEPFIZER INC | $2K |
KMIKINDER MORGAN INC DEL | $2K |
GILDGILEAD SCIENCES INC | $2K |
BKBANK NEW YORK MELLON CORP | $2K |
UBSUBS GROUP AG | $2K |
AVLVAMERICAN CENTY ETF TR | $2K |
ASMLASML HOLDING N V | $2K |
AVREAMERICAN CENTY ETF TR | $2K |
SBUXSTARBUCKS CORP | $2K |
MDTMEDTRONIC PLC | $2K |
MRKMERCK & CO INC | $2K |
DFCFDIMENSIONAL ETF TRUST | $2K |
SCHWSCHWAB CHARLES CORP | $2K |
TXNTEXAS INSTRS INC | $2K |
PCTPURECYCLE TECHNOLOGIES INC | $2K |
HOODROBINHOOD MKTS INC | $2K |
GEVGE VERNOVA INC | $2K |
ADBEADOBE INC | $2K |
VVVANGUARD INDEX FDS | $2K |
NVONOVO-NORDISK A S | $2K |
APDAIR PRODS & CHEMS INC | $2K |
ADPAUTOMATIC DATA PROCESSING IN | $2K |
GHCGRAHAM HLDGS CO | $2K |
ETNEATON CORP PLC | $2K |
SPGIS&P GLOBAL INC | $2K |
CITHE CIGNA GROUP | $2K |
PGRPROGRESSIVE CORP | $2K |
IVEISHARES TR | $2K |
ACNACCENTURE PLC IRELAND | $2K |
DFAUDIMENSIONAL ETF TRUST | $2K |
BLKBLACKROCK INC | $2K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $1K |
VTVVANGUARD INDEX FDS | $1K |
VIGVANGUARD SPECIALIZED FUNDS | $1K |
AVUVAMERICAN CENTY ETF TR | $1K |
SDYSPDR SERIES TRUST | $1K |
TAKTAKEDA PHARMACEUTICAL CO LTD | $1K |
PEPPEPSICO INC | $1K |
WMBWILLIAMS COS INC | $1K |
VTIPVANGUARD MALVERN FDS | $1K |
AMATAPPLIED MATLS INC | $1K |
ADIANALOG DEVICES INC | $1K |
IAU*ISHARES GOLD TR | $1K |
TMUST-MOBILE US INC | $1K |
BABOEING CO | $1K |
BSXBOSTON SCIENTIFIC CORP | $1K |
HONHONEYWELL INTL INC | $1K |
NSCNORFOLK SOUTHN CORP | $1K |
KKRKKR & CO INC | $1K |
PCARPACCAR INC | $1K |
APPAPPLOVIN CORP | $1K |
KMBKIMBERLY-CLARK CORP | $1K |
MOALTRIA GROUP INC | $1K |
INTCINTEL CORP | $1K |
AZNASTRAZENECA PLC | $1K |
DFAIDIMENSIONAL ETF TRUST | $1K |
INTUINTUIT | $1K |
AWMSKYWORKS SOLUTIONS INC | $1K |
PNCPNC FINL SVCS GROUP INC | $1K |
TJXTJX COS INC NEW | $1K |
TRVTRAVELERS COMPANIES INC | $1K |
VSTVISTRA CORP | $1K |
EOGEOG RES INC | $1K |
NEMNEWMONT CORP | $1K |
USBUS BANCORP DEL | $1K |
ISRGINTUITIVE SURGICAL INC | $1K |
NOWSERVICENOW INC | $1K |
UBERUBER TECHNOLOGIES INC | $1K |
ELVELEVANCE HEALTH INC | $1K |
CVSCVS HEALTH CORP | $1K |
QCOMQUALCOMM INC | $1K |
SYKSTRYKER CORPORATION | $1K |
PYPLPAYPAL HLDGS INC | $1K |
HMCHONDA MOTOR LTD | $1K |