Forum Financial Management, LP Q4 2022 Filing
Filed January 24, 2023
Portfolio Value
$3.0T
Holdings
594
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (594 positions)
| Stock | Value |
|---|---|
AVDEAMERICAN CENTY ETF TR | $1.3B |
PLTRPALANTIR TECHNOLOGIES INC | $1.3B |
CICIGNA CORP NEW | $1.3B |
4I1PHILIP MORRIS INTL INC | $1.3B |
SMFGSUMITOMO MITSUI FINL GROUP I | $1.3B |
WTMWHITE MTNS INS GROUP LTD | $1.3B |
ADBEADOBE SYSTEMS INCORPORATED | $1.3B |
ALSALLSTATE CORP | $1.3B |
GSGOLDMAN SACHS GROUP INC | $1.2B |
MAMASTERCARD INCORPORATED | $1.2B |
TMOTHERMO FISHER SCIENTIFIC INC | $1.2B |
TAKTAKEDA PHARMACEUTICAL CO LTD | $1.2B |
NSCNORFOLK SOUTHN CORP | $1.2B |
GEGENERAL ELECTRIC CO | $1.2B |
VOOVANGUARD INDEX FDS | $1.2B |
QCOMQUALCOMM INC | $1.2B |
VUGVANGUARD INDEX FDS | $1.2B |
TXNTEXAS INSTRS INC | $1.2B |
ASMLASML HOLDING N V | $1.1B |
LINLINDE PLC | $1.1B |
MPCMARATHON PETE CORP | $1.1B |
IBMINTERNATIONAL BUSINESS MACHS | $1.1B |
BANFBANCFIRST CORP | $1.1B |
SCHWSCHWAB CHARLES CORP | $1.1B |
TRVCCITIGROUP INC | $1.1B |
ZTSZOETIS INC | $1.1B |
CBCHUBB LIMITED | $1.1B |
CATCATERPILLAR INC | $1.1B |
KMIKINDER MORGAN INC DEL | $1.1B |
ACNACCENTURE PLC IRELAND | $1.0B |
SLBSCHLUMBERGER LTD | $1.0B |
DVNDEVON ENERGY CORP NEW | $1.0B |
BKBANK NEW YORK MELLON CORP | $1.0B |
CHMGCHEMUNG FINL CORP | $1.0B |
UBSUBS GROUP AG | $999.6M |
AFLAFLAC INC | $971.8M |
DBDEUTSCHE BANK A G | $966.4M |
EFAISHARES TR | $962.8M |
MDTMEDTRONIC PLC | $960.8M |
AVREAMERICAN CENTY ETF TR | $952.8M |
KMBKIMBERLY-CLARK CORP | $949.1M |
HMCHONDA MOTOR LTD | $947.8M |
MDLZMONDELEZ INTL INC | $943.4M |
DIODDIODES INC | $941.4M |
EOGEOG RES INC | $911.6M |
METMETLIFE INC | $910.8M |
IAU*ISHARES GOLD TR | $904.8M |
AVEMAMERICAN CENTY ETF TR | $897.9M |
BPBP PLC | $896.8M |
WF2WINTRUST FINL CORP | $885.5M |
WMBWILLIAMS COS INC | $883.5M |
BABOEING CO | $877.1M |
CRMSALESFORCE INC | $876.6M |
STZCONSTELLATION BRANDS INC | $854.5M |
BLKCHFBLACKROCK INC | $849.6M |
USBUS BANCORP DEL | $849.1M |
UNPUNION PAC CORP | $843.6M |
HBC2HSBC HLDGS PLC | $843.5M |
LOWLOWES COS INC | $842.8M |
NFLXNETFLIX INC | $840.7M |
NOCNORTHROP GRUMMAN CORP | $838.6M |
ORCLORACLE CORP | $835.2M |
VEUVANGUARD INTL EQUITY INDEX F | $831.9M |
BIIBBIOGEN INC | $830.5M |
HUMHUMANA INC | $829.7M |
AXPAMERICAN EXPRESS CO | $825.6M |
MFGMIZUHO FINANCIAL GROUP INC | $819.7M |
ADIANALOG DEVICES INC | $817.5M |
TRVTRAVELERS COMPANIES INC | $812.2M |
OKEONEOK INC NEW | $791.4M |
PNCPNC FINL SVCS GROUP INC | $789.5M |
VLOVALERO ENERGY CORP | $784.0M |
ERICERICSSON | $782.8M |
PSXPHILLIPS 66 | $780.1M |
TMUST-MOBILE US INC | $775.6M |
SPGIS&P GLOBAL INC | $768.7M |
NDQINVESCO QQQ TR | $768.5M |
—DANIMER SCIENTIFIC INC | $767.9M |
TDTORONTO DOMINION BK ONT | $767.5M |
MDGLMADRIGAL PHARMACEUTICALS INC | $763.4M |
EQNREQUINOR ASA | $749.9M |
AIGAMERICAN INTL GROUP INC | $746.5M |
RSPINVESCO EXCHANGE TRADED FD T | $741.3M |
XLKSELECT SECTOR SPDR TR | $740.7M |
UPSUNITED PARCEL SERVICE INC | $738.0M |
PGRPROGRESSIVE CORP | $737.7M |
AZNASTRAZENECA PLC | $732.2M |
MCKMCKESSON CORP | $727.0M |
OVVOVINTIV INC | $714.8M |
ADMARCHER DANIELS MIDLAND CO | $703.4M |
SCLSTEPAN CO | $699.8M |
NOKNOKIA CORP | $699.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $692.6M |
IWRISHARES TR | $684.4M |
OXYOCCIDENTAL PETE CORP | $680.2M |
VIGVANGUARD SPECIALIZED FUNDS | $673.2M |
HZNPHORIZON THERAPEUTICS PUB L | $669.3M |
RWRSPDR SER TR | $655.8M |
ADPAUTOMATIC DATA PROCESSING IN | $655.8M |
FFORD MTR CO DEL | $648.2M |