Forum Financial Management, LP Q3 2022 Filing
Filed November 7, 2022
Portfolio Value
$2.1B
Holdings
543
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (543 positions)
| Stock | Value |
|---|---|
4I1PHILIP MORRIS INTL INC | $1.1M |
CICIGNA CORP NEW | $1.1M |
AVGOBROADCOM INC | $1.1M |
VUGVANGUARD INDEX FDS | $1.1M |
BANFBANCFIRST CORP | $1.1M |
AMDADVANCED MICRO DEVICES INC | $1.1M |
BIIBBIOGEN INC | $1.1M |
TXNTEXAS INSTRS INC | $1.1M |
ZTSZOETIS INC | $1.1M |
GSGOLDMAN SACHS GROUP INC | $1.1M |
NSCNORFOLK SOUTHN CORP | $1.0M |
TAKTAKEDA PHARMACEUTICAL CO LTD | $1.0M |
MAMASTERCARD INCORPORATED | $1.0M |
ACNACCENTURE PLC IRELAND | $997K |
DVNDEVON ENERGY CORP NEW | $996K |
MPCMARATHON PETE CORP | $987K |
TRVCCITIGROUP INC | $981K |
KMIKINDER MORGAN INC DEL | $974K |
LINLINDE PLC | $940K |
IBMINTERNATIONAL BUSINESS MACHS | $935K |
AVDEAMERICAN CENTY ETF TR | $928K |
SCHWSCHWAB CHARLES CORP | $920K |
CHMGCHEMUNG FINL CORP | $918K |
ADIANALOG DEVICES INC | $909K |
HMCHONDA MOTOR LTD | $884K |
SMFGSUMITOMO MITSUI FINL GROUP I | $882K |
GEGENERAL ELECTRIC CO | $880K |
CBCHUBB LIMITED | $877K |
ASMLASML HOLDING N V | $870K |
BKBANK NEW YORK MELLON CORP | $855K |
WF2WINTRUST FINL CORP | $854K |
STZCONSTELLATION BRANDS INC | $849K |
EFAISHARES TR | $822K |
DIODDIODES INC | $811K |
EOGEOG RES INC | $806K |
UNPUNION PAC CORP | $799K |
IAU*ISHARES GOLD TR | $796K |
LOWLOWES COS INC | $794K |
MDTMEDTRONIC PLC | $791K |
MDLZMONDELEZ INTL INC | $788K |
WMBWILLIAMS COS INC | $778K |
HUMHUMANA INC | $777K |
UBSUBS GROUP AG | $777K |
METMETLIFE INC | $770K |
ERICERICSSON | $769K |
NDQINVESCO QQQ TR | $764K |
AFLAFLAC INC | $758K |
PNCPNC FINL SVCS GROUP INC | $751K |
TMUST-MOBILE US INC | $743K |
AXPAMERICAN EXPRESS CO | $740K |
VEUVANGUARD INTL EQUITY INDEX F | $736K |
USBUS BANCORP DEL | $735K |
BPBP PLC | $730K |
CATCATERPILLAR INC | $729K |
NOCNORTHROP GRUMMAN CORP | $728K |
TDTORONTO DOMINION BK ONT | $727K |
HBC2HSBC HLDGS PLC | $706K |
CRMSALESFORCE INC | $705K |
EQNREQUINOR ASA | $693K |
NFLXNETFLIX INC | $693K |
SPGIS&P GLOBAL INC | $693K |
OXYOCCIDENTAL PETE CORP | $682K |
SLBSCHLUMBERGER LTD | $680K |
TRVTRAVELERS COMPANIES INC | $676K |
MCKMCKESSON CORP | $676K |
RSPINVESCO EXCHANGE TRADED FD T | $672K |
PGRPROGRESSIVE CORP | $665K |
AVEMAMERICAN CENTY ETF TR | $665K |
VLOVALERO ENERGY CORP | $663K |
UPSUNITED PARCEL SERVICE INC | $658K |
FISVFISERV INC | $657K |
OVVOVINTIV INC | $648K |
NOKNOKIA CORP | $643K |
FFORD MTR CO DEL | $642K |
ORCLORACLE CORP | $639K |
MFGMIZUHO FINANCIAL GROUP INC | $638K |
PYPLPAYPAL HLDGS INC | $637K |
RWRSPDR SER TR | $634K |
IWRISHARES TR | $631K |
TFCTRUIST FINL CORP | $628K |
XLKSELECT SECTOR SPDR TR | $625K |
EXPDEXPEDITORS INTL WASH INC | $623K |
DBDEUTSCHE BANK A G | $621K |
OKEONEOK INC NEW | $617K |
SCLSTEPAN CO | $616K |
LHXL3HARRIS TECHNOLOGIES INC | $616K |
CNCCENTENE CORP DEL | $614K |
BLKCHFBLACKROCK INC | $603K |
BABOEING CO | $601K |
BMOBANK MONTREAL QUE | $598K |
BNSBANK NOVA SCOTIA HALIFAX | $595K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $594K |
EPDENTERPRISE PRODS PARTNERS L | $593K |
ADMARCHER DANIELS MIDLAND CO | $593K |
AZNASTRAZENECA PLC | $592K |
RJFRAYMOND JAMES FINL INC | $586K |
HEIHEICO CORP NEW | $581K |
MTBM & T BK CORP | $577K |
BXBLACKSTONE INC | $566K |
IWNISHARES TR | $558K |