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)

StockValue
SLBSCHLUMBERGER LTD
$814K
HSYHERSHEY CO
$792K
LENLENNAR CORP
$790K
MRVLMARVELL TECHNOLOGY INC
$789K
GLWCORNING INC
$788K
COFCAPITAL ONE FINL CORP
$777K
INGING GROEP N.V.
$777K
HONHONEYWELL INTL INC
$775K
DIODDIODES INC
$771K
SCHFSCHWAB STRATEGIC TR
$769K
ZTSZOETIS INC
$767K
VXUSVANGUARD STAR FDS
$762K
ICEINTERCONTINENTAL EXCHANGE IN
$744K
BPBP PLC
$741K
TRGPTARGA RES CORP
$737K
RSPINVESCO EXCHANGE TRADED FD T
$736K
FDXFEDEX CORP
$732K
BEPCBROOKFIELD RENEWABLE CORP
$725K
LHXL3HARRIS TECHNOLOGIES INC
$723K
TDTORONTO DOMINION BK ONT
$721K
WABWABTEC
$718K
SHWSHERWIN WILLIAMS CO
$714K
IWMISHARES TR
$709K
EMEEMCOR GROUP INC
$698K
JCIJOHNSON CTLS INTL PLC
$696K
TAKTAKEDA PHARMACEUTICAL CO LTD
$695K
DDDUPONT DE NEMOURS INC
$693K
BBVABANCO BILBAO VIZCAYA ARGENTA
$692K
SBUXSTARBUCKS CORP
$692K
DFSEURDISCOVER FINL SVCS
$687K
A4SAMERIPRISE FINL INC
$687K
FCXFREEPORT-MCMORAN INC
$674K
SYKSTRYKER CORPORATION
$673K
BITOPROSHARES TR
$671K
RACEFERRARI N V
$660K
RHCRH PLC
$659K
AJGGALLAGHER ARTHUR J & CO
$659K
WF2WINTRUST FINL CORP
$658K
CSXCSX CORP
$656K
CARTMAPLEBEAR INC
$647K
FTNTFORTINET INC
$646K
APOAPOLLO GLOBAL MGMT INC
$642K
HIGHARTFORD FINL SVCS GROUP INC
$642K
VXFVANGUARD INDEX FDS
$635K
CEGCONSTELLATION ENERGY CORP
$630K
CITCINTAS CORP
$629K
WRBBERKLEY W R CORP
$629K
FLEXFLEX LTD
$619K
NUENUCOR CORP
$618K
GDGENERAL DYNAMICS CORP
$617K
VTHRVANGUARD SCOTTSDALE FDS
$615K
FITBFIFTH THIRD BANCORP
$614K
RJFRAYMOND JAMES FINL INC
$613K
CNCCENTENE CORP DEL
$611K
MSIMOTOROLA SOLUTIONS INC
$605K
XPELXPEL INC
$604K
PHMPULTE GROUP INC
$603K
MRSHMARSH & MCLENNAN COS INC
$596K
BDXBECTON DICKINSON & CO
$594K
BMYBRISTOL-MYERS SQUIBB CO
$590K
CTVACORTEVA INC
$584K
BIIBBIOGEN INC
$583K
PANWPALO ALTO NETWORKS INC
$579K
NEENEXTERA ENERGY INC
$574K
BCSBARCLAYS PLC
$574K
FFORD MTR CO
$572K
DVNDEVON ENERGY CORP NEW
$571K
ERICTELEFONAKTIEBOLAGET LM ERICS
$571K
GEHCGE HEALTHCARE TECHNOLOGIES I
$570K
GMGENERAL MTRS CO
$570K
USBUS BANCORP DEL
$565K
EENI S P A
$563K
YUMYUM BRANDS INC
$562K
BNSBANK NOVA SCOTIA HALIFAX
$561K
OXYOCCIDENTAL PETE CORP
$559K
APDAIR PRODS & CHEMS INC
$557K
PG4PRINCIPAL FINANCIAL GROUP IN
$553K
TTDTHE TRADE DESK INC
$551K
BMTABRITISH AMERN TOB PLC
$551K
VTEBVANGUARD MUN BD FDS
$546K
WMWASTE MGMT INC DEL
$540K
VOVANGUARD INDEX FDS
$539K
IWRISHARES TR
$537K
UBERUBER TECHNOLOGIES INC
$537K
ITWILLINOIS TOOL WKS INC
$532K
IWVISHARES TR
$531K
EQNREQUINOR ASA
$530K
RCLROYAL CARIBBEAN GROUP
$528K
CINFCINCINNATI FINL CORP
$525K
EMREMERSON ELEC CO
$522K
CARRCARRIER GLOBAL CORPORATION
$519K
TOLTOLL BROTHERS INC
$519K
CMGCHIPOTLE MEXICAN GRILL INC
$519K
KDPKEURIG DR PEPPER INC
$518K
FANGDIAMONDBACK ENERGY INC
$518K
HTHHILLTOP HOLDINGS INC
$516K
VWOVANGUARD INTL EQUITY INDEX F
$508K
ONON SEMICONDUCTOR CORP
$502K
IRINGERSOLL RAND INC
$501K
MRO*MARATHON OIL CORP
$501K
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