Forum Financial Management, LP Q3 2024 Filing
Filed October 29, 2024
Portfolio Value
$6.0T
Holdings
767
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (767 positions)
| Stock | Value |
|---|---|
SHELSHELL PLC | $2.1B |
UNPUNION PAC CORP | $2.1B |
CNPCENTERPOINT ENERGY INC | $2.1B |
RYROYAL BK CDA | $2.0B |
WTMWHITE MTNS INS GROUP LTD | $2.0B |
BHPBHP GROUP LTD | $2.0B |
DWDMORGAN STANLEY | $2.0B |
ADBEADOBE INC | $2.0B |
ETENERGY TRANSFER L P | $2.0B |
GSGOLDMAN SACHS GROUP INC | $2.0B |
COPCONOCOPHILLIPS | $2.0B |
MAMASTERCARD INCORPORATED | $1.9B |
SUBISHARES TR | $1.9B |
AMATAPPLIED MATLS INC | $1.8B |
ALSALLSTATE CORP | $1.8B |
ASMLASML HOLDING N V | $1.8B |
AXPAMERICAN EXPRESS CO | $1.8B |
PEPPEPSICO INC | $1.8B |
PFEPFIZER INC | $1.8B |
SONYSONY GROUP CORP | $1.7B |
UBSUBS GROUP AG | $1.7B |
INTCINTEL CORP | $1.7B |
LINLINDE PLC | $1.7B |
IVEISHARES TR | $1.7B |
CSCOCISCO SYS INC | $1.7B |
VVVANGUARD INDEX FDS | $1.7B |
DHRDANAHER CORPORATION | $1.6B |
AVDEAMERICAN CENTY ETF TR | $1.6B |
AVREAMERICAN CENTY ETF TR | $1.6B |
DBDEUTSCHE BANK A G | $1.6B |
RTXRTX CORPORATION | $1.6B |
BKBANK NEW YORK MELLON CORP | $1.6B |
SDYSPDR SER TR | $1.6B |
ACNACCENTURE PLC IRELAND | $1.6B |
TRVCCITIGROUP INC | $1.6B |
GILDGILEAD SCIENCES INC | $1.6B |
CITHE CIGNA GROUP | $1.6B |
MUMICRON TECHNOLOGY INC | $1.5B |
AWMSKYWORKS SOLUTIONS INC | $1.5B |
IBMINTERNATIONAL BUSINESS MACHS | $1.5B |
ELVELEVANCE HEALTH INC | $1.5B |
DFAUDIMENSIONAL ETF TRUST | $1.4B |
HMCHONDA MOTOR LTD | $1.4B |
VSTVISTRA CORP | $1.4B |
MPCMARATHON PETE CORP | $1.4B |
TMOTHERMO FISHER SCIENTIFIC INC | $1.4B |
TXNTEXAS INSTRS INC | $1.4B |
ETNEATON CORP PLC | $1.3B |
CBCHUBB LIMITED | $1.3B |
SPGIS&P GLOBAL INC | $1.3B |
BLDRBUILDERS FIRSTSOURCE INC | $1.3B |
4I1PHILIP MORRIS INTL INC | $1.3B |
OVVOVINTIV INC | $1.3B |
NSCNORFOLK SOUTHN CORP | $1.3B |
PGRPROGRESSIVE CORP | $1.3B |
BXBLACKSTONE INC | $1.3B |
VIGVANGUARD SPECIALIZED FUNDS | $1.3B |
IAU*ISHARES GOLD TR | $1.2B |
KMBKIMBERLY-CLARK CORP | $1.2B |
BLKCHFBLACKROCK INC | $1.2B |
HBC2HSBC HLDGS PLC | $1.2B |
KMIKINDER MORGAN INC DEL | $1.2B |
LOWLOWES COS INC | $1.2B |
MDTMEDTRONIC PLC | $1.2B |
DFAIDIMENSIONAL ETF TRUST | $1.2B |
ADPAUTOMATIC DATA PROCESSING IN | $1.2B |
ADIANALOG DEVICES INC | $1.2B |
WMBWILLIAMS COS INC | $1.2B |
TMUST-MOBILE US INC | $1.2B |
SCZISHARES TR | $1.2B |
XLVSELECT SECTOR SPDR TR | $1.1B |
CVSCVS HEALTH CORP | $1.1B |
MFGMIZUHO FINANCIAL GROUP INC | $1.1B |
SCHWSCHWAB CHARLES CORP | $1.1B |
METMETLIFE INC | $1.1B |
AVEMAMERICAN CENTY ETF TR | $1.1B |
KKRKKR & CO INC | $1.1B |
PRUPRUDENTIAL FINL INC | $1.1B |
CHMICHERRY HILL MTG INVT CORP | $1.1B |
VTVVANGUARD INDEX FDS | $1.1B |
DHID R HORTON INC | $1.1B |
HEIHEICO CORP NEW | $1.1B |
PWRQUANTA SVCS INC | $1.1B |
QCOMQUALCOMM INC | $1.0B |
SANBANCO SANTANDER S.A. | $1.0B |
PCARPACCAR INC | $1.0B |
TRVTRAVELERS COMPANIES INC | $1.0B |
ACGLARCH CAP GROUP LTD | $991.4M |
BSXBOSTON SCIENTIFIC CORP | $981.7M |
PSXPHILLIPS 66 | $973.9M |
PNCPNC FINL SVCS GROUP INC | $972.7M |
ISRGINTUITIVE SURGICAL INC | $965.8M |
EOGEOG RES INC | $965.4M |
CNRCANADIAN NATL RY CO | $962.3M |
VNQVANGUARD INDEX FDS | $958.2M |
MCKMCKESSON CORP | $935.9M |
AFLAFLAC INC | $932.9M |
FISVFISERV INC | $925.9M |
MDLZMONDELEZ INTL INC | $913.1M |
CHMGCHEMUNG FINL CORP | $901.7M |