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 |
|---|---|
BEPCBROOKFIELD RENEWABLE CORP | $700K |
SHWSHERWIN WILLIAMS CO | $692K |
RJFRAYMOND JAMES FINL INC | $690K |
FITBFIFTH THIRD BANCORP | $684K |
MLMMARTIN MARIETTA MATLS INC | $683K |
NXPINXP SEMICONDUCTORS N V | $683K |
HPEHEWLETT PACKARD ENTERPRISE C | $682K |
ULUNILEVER PLC | $681K |
CHTRCHARTER COMMUNICATIONS INC N | $681K |
SWSMURFIT WESTROCK PLC | $675K |
BMYBRISTOL-MYERS SQUIBB CO | $674K |
TDYTELEDYNE TECHNOLOGIES INC | $671K |
VOVANGUARD INDEX FDS | $671K |
WMWASTE MGMT INC DEL | $671K |
CARRCARRIER GLOBAL CORPORATION | $670K |
VTHRVANGUARD SCOTTSDALE FDS | $667K |
BKRBAKER HUGHES COMPANY | $661K |
RHCRH PLC | $659K |
SCHDSCHWAB STRATEGIC TR | $659K |
TELTE CONNECTIVITY PLC | $658K |
CCIVGBPLUCID GROUP INC | $656K |
VXFVANGUARD INDEX FDS | $655K |
DOCUDOCUSIGN INC | $655K |
DALDELTA AIR LINES INC DEL | $653K |
ADMARCHER DANIELS MIDLAND CO | $647K |
CCLCARNIVAL CORP | $639K |
FCXFREEPORT-MCMORAN INC | $638K |
SHOPSHOPIFY INC | $637K |
KRKROGER CO | $637K |
EQNREQUINOR ASA | $635K |
STXSEAGATE TECHNOLOGY HLDNGS PL | $634K |
FCNCAFIRST CTZNS BANCSHARES INC N | $634K |
RFREGIONS FINANCIAL CORP NEW | $630K |
CITCINTAS CORP | $625K |
MLB1MERCADOLIBRE INC | $624K |
VEEVVEEVA SYS INC | $624K |
HIGHARTFORD INSURANCE GROUP INC | $621K |
DIODDIODES INC | $617K |
PINSPINTEREST INC | $617K |
EPDENTERPRISE PRODS PARTNERS L | $613K |
XYZBLOCK INC | $613K |
NMRNOMURA HLDGS INC | $610K |
JBLJABIL INC | $610K |
URIUNITED RENTALS INC | $610K |
LRCXLAM RESEARCH CORP | $610K |
NEENEXTERA ENERGY INC | $608K |
VWOVANGUARD INTL EQUITY INDEX F | $605K |
WECWEC ENERGY GROUP INC | $602K |
FLUTFLUTTER ENTMT PLC | $602K |
FANGDIAMONDBACK ENERGY INC | $602K |
DASHDOORDASH INC | $601K |
OXYOCCIDENTAL PETE CORP | $591K |
CBRECBRE GROUP INC | $591K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $590K |
NDAQNASDAQ INC | $589K |
CFGCITIZENS FINL GROUP INC | $588K |
CINFCINCINNATI FINL CORP | $588K |
ROPROPER TECHNOLOGIES INC | $582K |
LUVSOUTHWEST AIRLS CO | $581K |
DFLVDIMENSIONAL ETF TRUST | $580K |
CRBGCOREBRIDGE FINL INC | $580K |
LHLABCORP HOLDINGS INC | $580K |
STLDSTEEL DYNAMICS INC | $579K |
IWVISHARES TR | $575K |
NWGNATWEST GROUP PLC | $575K |
CHDCHURCH & DWIGHT CO INC | $574K |
ZMZOOM COMMUNICATIONS INC | $574K |
FISFIDELITY NATL INFORMATION SV | $572K |
ZTSZOETIS INC | $571K |
KEYKEYCORP | $569K |
MNSTMONSTER BEVERAGE CORP NEW | $561K |
IWRISHARES TR | $560K |
SOSOUTHERN CO | $559K |
CMICUMMINS INC | $557K |
MTBM & T BK CORP | $555K |
MSIMOTOROLA SOLUTIONS INC | $553K |
PG4PRINCIPAL FINANCIAL GROUP IN | $550K |
DDDUPONT DE NEMOURS INC | $538K |
FTVFORTIVE CORP | $535K |
CMGCHIPOTLE MEXICAN GRILL INC | $534K |
CWCURTISS WRIGHT CORP | $531K |
UPSUNITED PARCEL SERVICE INC | $530K |
EAELECTRONIC ARTS INC | $529K |
TEMTEMPUS AI INC | $527K |
MEARISHARES U S ETF TR | $527K |
VEUVANGUARD INTL EQUITY INDEX F | $526K |
BROBROWN & BROWN INC | $524K |
WRBBERKLEY W R CORP | $523K |
TROWPRICE T ROWE GROUP INC | $523K |
KVUEKENVUE INC | $522K |
UALUNITED AIRLS HLDGS INC | $520K |
GRMNGARMIN LTD | $519K |
RBLXROBLOX CORP | $518K |
GSKGSK PLC | $517K |
HESHESS CORP | $517K |
UNMUNUM GROUP | $516K |
AFRMAFFIRM HLDGS INC | $515K |
CVNACARVANA CO | $512K |
AONAON PLC | $510K |
LLOEWS CORP | $509K |