Forum Financial Management, LP Q3 2023 Filing
Filed November 6, 2023
Portfolio Value
$4.5B
Holdings
640
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (640 positions)
| Stock | Value |
|---|---|
BHPBHP GROUP LTD | $1.7T |
WTMWHITE MTNS INS GROUP LTD | $1.7T |
CRMSALESFORCE INC | $1.6T |
IWBISHARES TR | $1.6T |
GEGENERAL ELECTRIC CO | $1.6T |
SNYSANOFI | $1.6T |
UNPUNION PAC CORP | $1.6T |
DWDMORGAN STANLEY | $1.6T |
SMFGSUMITOMO MITSUI FINL GROUP I | $1.6T |
SONYSONY GROUP CORP | $1.6T |
AWMSKYWORKS SOLUTIONS INC | $1.6T |
IVWISHARES TR | $1.5T |
ORCLORACLE CORP | $1.5T |
AVREAMERICAN CENTY ETF TR | $1.5T |
SDYSPDR SER TR | $1.5T |
RYROYAL BK CDA | $1.5T |
MPCMARATHON PETE CORP | $1.5T |
GSGOLDMAN SACHS GROUP INC | $1.4T |
RTXRTX CORPORATION | $1.4T |
DONSPDR DOW JONES INDL AVERAGE | $1.4T |
IVEISHARES TR | $1.4T |
ACNACCENTURE PLC IRELAND | $1.3T |
HMCHONDA MOTOR LTD | $1.3T |
MAMASTERCARD INCORPORATED | $1.3T |
QCOMQUALCOMM INC | $1.3T |
ADPAUTOMATIC DATA PROCESSING IN | $1.3T |
BMYBRISTOL-MYERS SQUIBB CO | $1.3T |
UBSUBS GROUP AG | $1.3T |
LINLINDE PLC | $1.3T |
ASMLASML HOLDING N V | $1.3T |
ZTSZOETIS INC | $1.3T |
MDTMEDTRONIC PLC | $1.3T |
NFLXNETFLIX INC | $1.3T |
CNRCANADIAN NATL RY CO | $1.3T |
4I1PHILIP MORRIS INTL INC | $1.2T |
NSCNORFOLK SOUTHN CORP | $1.2T |
ELVELEVANCE HEALTH INC | $1.2T |
IBMINTERNATIONAL BUSINESS MACHS | $1.2T |
XLKSELECT SECTOR SPDR TR | $1.2T |
CITHE CIGNA GROUP | $1.2T |
GILDGILEAD SCIENCES INC | $1.2T |
SLBSCHLUMBERGER LTD | $1.1T |
TXNTEXAS INSTRS INC | $1.1T |
TMOTHERMO FISHER SCIENTIFIC INC | $1.1T |
ALSALLSTATE CORP | $1.1T |
DFAUDIMENSIONAL ETF TRUST | $1.1T |
BABOEING CO | $1.1T |
AXPAMERICAN EXPRESS CO | $1.1T |
HBC2HSBC HLDGS PLC | $1.1T |
PSXPHILLIPS 66 | $1.1T |
DFAIDIMENSIONAL ETF TRUST | $1.1T |
MDLZMONDELEZ INTL INC | $1.1T |
LOWLOWES COS INC | $1.0T |
CVSCVS HEALTH CORP | $1.0T |
TAKTAKEDA PHARMACEUTICAL CO LTD | $1.0T |
TRVCCITIGROUP INC | $1.0T |
KMBKIMBERLY-CLARK CORP | $1.0T |
AVEMAMERICAN CENTY ETF TR | $1.0T |
EOGEOG RES INC | $1.0T |
CBCHUBB LIMITED | $1.0T |
ETNEATON CORP PLC | $1.0T |
AMATAPPLIED MATLS INC | $992.2B |
MFGMIZUHO FINANCIAL GROUP INC | $990.0B |
DIODDIODES INC | $977.0B |
IAU*ISHARES GOLD TR | $975.3B |
XPELXPEL INC | $968.8B |
SCZISHARES TR | $967.3B |
BKBANK NEW YORK MELLON CORP | $962.9B |
KMIKINDER MORGAN INC DEL | $933.6B |
MUMICRON TECHNOLOGY INC | $932.7B |
WMBWILLIAMS COS INC | $918.5B |
METMETLIFE INC | $917.5B |
OKEONEOK INC NEW | $899.1B |
BXBLACKSTONE INC | $895.9B |
VLOVALERO ENERGY CORP | $888.5B |
DBDEUTSCHE BANK A G | $878.4B |
CCIVGBPLUCID GROUP INC | $877.4B |
BPBP PLC | $874.9B |
ADIANALOG DEVICES INC | $872.3B |
SPGIS&P GLOBAL INC | $866.8B |
HONHONEYWELL INTL INC | $837.9B |
MARMARRIOTT INTL INC NEW | $836.9B |
VEUVANGUARD INTL EQUITY INDEX F | $817.8B |
BLKCHFBLACKROCK INC | $810.1B |
HSYHERSHEY CO | $800.8B |
WF2WINTRUST FINL CORP | $796.7B |
DVNDEVON ENERGY CORP NEW | $790.8B |
TMUST-MOBILE US INC | $787.6B |
BIIBBIOGEN INC | $782.1B |
FDXFEDEX CORP | $777.6B |
STZCONSTELLATION BRANDS INC | $777.1B |
EXPDEXPEDITORS INTL WASH INC | $762.3B |
CHMGCHEMUNG FINL CORP | $754.5B |
VTVVANGUARD INDEX FDS | $753.8B |
EPDENTERPRISE PRODS PARTNERS L | $752.1B |
PGRPROGRESSIVE CORP | $751.9B |
VNQVANGUARD INDEX FDS | $751.6B |
AZNASTRAZENECA PLC | $746.6B |
UPSUNITED PARCEL SERVICE INC | $746.3B |
CSXCSX CORP | $745.8B |