Forum Financial Management, LP Q2 2025 Filing
Filed July 30, 2025
Portfolio Value
$6.6B
Holdings
952
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (952 positions)
| Stock | Value |
|---|---|
MCKMCKESSON CORP | $1.1M |
METMETLIFE INC | $1.1M |
PWRQUANTA SVCS INC | $1.1M |
ICEINTERCONTINENTAL EXCHANGE IN | $1.1M |
BBVABANCO BILBAO VIZCAYA ARGENTA | $1.1M |
MPCMARATHON PETE CORP | $1.1M |
BXBLACKSTONE INC | $1.1M |
INGING GROEP N.V. | $1.1M |
AIGAMERICAN INTL GROUP INC | $1.1M |
LOWLOWES COS INC | $1.1M |
FDXFEDEX CORP | $1.0M |
RSPINVESCO EXCHANGE TRADED FD T | $1.0M |
VXUSVANGUARD STAR FDS | $1.0M |
PRUPRUDENTIAL FINL INC | $999K |
PSXPHILLIPS 66 | $995K |
TDTORONTO DOMINION BK ONT | $990K |
LHXL3HARRIS TECHNOLOGIES INC | $986K |
AFLAFLAC INC | $978K |
NOKNOKIA CORP | $974K |
DFEVDIMENSIONAL ETF TRUST | $965K |
MDLZMONDELEZ INTL INC | $956K |
GMGENERAL MTRS CO | $955K |
CTVACORTEVA INC | $954K |
HWMHOWMET AEROSPACE INC | $951K |
KBESPDR SERIES TRUST | $948K |
JCIJOHNSON CTLS INTL PLC | $948K |
ANETARISTA NETWORKS INC | $946K |
TMOTHERMO FISHER SCIENTIFIC INC | $940K |
OKEONEOK INC NEW | $939K |
EENI S P A | $934K |
AVEMAMERICAN CENTY ETF TR | $933K |
VRTXVERTEX PHARMACEUTICALS INC | $932K |
BKNGBOOKING HOLDINGS INC | $926K |
GLWCORNING INC | $921K |
ALCALCON AG | $917K |
FISVFISERV INC | $909K |
BCSBARCLAYS PLC | $896K |
RCLROYAL CARIBBEAN GROUP | $893K |
PHPARKER-HANNIFIN CORP | $887K |
FTNTFORTINET INC | $885K |
ORLYOREILLY AUTOMOTIVE INC | $883K |
WOPWOODSIDE ENERGY GROUP LTD | $873K |
TTTRANE TECHNOLOGIES PLC | $871K |
TFCTRUIST FINL CORP | $862K |
VNQVANGUARD INDEX FDS | $860K |
SPOTSPOTIFY TECHNOLOGY S A | $857K |
DUSBDIMENSIONAL ETF TRUST | $855K |
AVDEAMERICAN CENTY ETF TR | $842K |
SCHFSCHWAB STRATEGIC TR | $840K |
RYROYAL BK CDA | $828K |
MRVLMARVELL TECHNOLOGY INC | $815K |
AVESAMERICAN CENTY ETF TR | $813K |
ACGLARCH CAP GROUP LTD | $807K |
KDPKEURIG DR PEPPER INC | $798K |
SOFISOFI TECHNOLOGIES INC | $797K |
BPBP PLC | $793K |
PANWPALO ALTO NETWORKS INC | $793K |
WF2WINTRUST FINL CORP | $790K |
BDXBECTON DICKINSON & CO | $790K |
DFSDDIMENSIONAL ETF TRUST | $788K |
EMREMERSON ELEC CO | $785K |
MRSHMARSH & MCLENNAN COS INC | $785K |
IWMISHARES TR | $782K |
A4SAMERIPRISE FINL INC | $781K |
KLACKLA CORP | $780K |
NOCNORTHROP GRUMMAN CORP | $780K |
NETCLOUDFLARE INC | $779K |
VLOVALERO ENERGY CORP | $778K |
AXONAXON ENTERPRISE INC | $776K |
LYGLLOYDS BANKING GROUP PLC | $772K |
ODCOIL DRI CORP AMER | $768K |
GDGENERAL DYNAMICS CORP | $767K |
WBDWARNER BROS DISCOVERY INC | $765K |
COINCOINBASE GLOBAL INC | $756K |
AJGGALLAGHER ARTHUR J & CO | $756K |
AMCRAMCOR PLC | $755K |
CRWDCROWDSTRIKE HLDGS INC | $753K |
CEGCONSTELLATION ENERGY CORP | $753K |
RACEFERRARI N V | $752K |
TWLOTWILIO INC | $752K |
SCHBSCHWAB STRATEGIC TR | $751K |
DHID R HORTON INC | $749K |
FFORD MTR CO | $749K |
HSYHERSHEY CO | $744K |
FLEXFLEX LTD | $741K |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $738K |
NTRSNORTHERN TR CORP | $737K |
APHAMPHENOL CORP NEW | $736K |
CSXCSX CORP | $730K |
APOAPOLLO GLOBAL MGMT INC | $729K |
LNGCHENIERE ENERGY INC | $728K |
SCZISHARES TR | $727K |
RIVNRIVIAN AUTOMOTIVE INC | $721K |
SLBSCHLUMBERGER LTD | $718K |
HBANHUNTINGTON BANCSHARES INC | $716K |
EQTEQT CORP | $716K |
BMTABRITISH AMERN TOB PLC | $713K |
NKENIKE INC | $711K |
WABWABTEC | $705K |
SYFSYNCHRONY FINANCIAL | $701K |