Forum Financial Management, LP Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$5.9B
Holdings
890
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (890 positions)
| Stock | Value |
|---|---|
MAMASTERCARD INCORPORATED | $2.3M |
CMCSACOMCAST CORP NEW | $2.3M |
CNPCENTERPOINT ENERGY INC | $2.2M |
IVWISHARES TR | $2.2M |
ERICTELEFONAKTIEBOLAGET LM ERICS | $2.2M |
RTXRTX CORPORATION | $2.2M |
GILDGILEAD SCIENCES INC | $2.2M |
IWBISHARES TR | $2.2M |
CRCCANADIAN NAT RES LTD | $2.2M |
HBC2HSBC HLDGS PLC | $2.1M |
TRVCCITIGROUP INC | $2.1M |
RYROYAL BK CDA | $2.1M |
NEMNEWMONT CORP | $2.1M |
UBSUBS GROUP AG | $2.1M |
GEGE AEROSPACE | $2.1M |
NVONOVO-NORDISK A S | $2.1M |
DFCFDIMENSIONAL ETF TRUST | $2.0M |
UNPUNION PAC CORP | $2.0M |
ACSVAMERICAN CENTY ETF TR | $2.0M |
ALLALLSTATE CORP | $2.0M |
AXPAMERICAN EXPRESS CO | $2.0M |
DEDEERE & CO | $1.9M |
ASMLASML HOLDING N V | $1.9M |
SUBISHARES TR | $1.9M |
ADBEADOBE INC | $1.9M |
DHRDANAHER CORPORATION | $1.9M |
CBCHUBB LIMITED | $1.9M |
BKBANK NEW YORK MELLON CORP | $1.9M |
ACSVAMERICAN CENTY ETF TR | $1.8M |
IBMINTERNATIONAL BUSINESS MACHS | $1.8M |
ACSVAMERICAN CENTY ETF TR | $1.8M |
DFSDDIMENSIONAL ETF TRUST | $1.8M |
MFGMIZUHO FINANCIAL GROUP INC | $1.8M |
LINLINDE PLC | $1.7M |
CMECME GROUP INC | $1.7M |
KMIKINDER MORGAN INC DEL | $1.7M |
VVVANGUARD INDEX FDS | $1.7M |
TMOTHERMO FISHER SCIENTIFIC INC | $1.7M |
SBUXSTARBUCKS CORP | $1.7M |
LMTLOCKHEED MARTIN CORP | $1.7M |
INTCINTEL CORP | $1.6M |
ACNACCENTURE PLC IRELAND | $1.6M |
IVEISHARES TR | $1.6M |
ACSVAMERICAN CENTY ETF TR | $1.6M |
TXNTEXAS INSTRS INC | $1.6M |
DBDEUTSCHE BANK A G | $1.6M |
VSTVISTRA CORP | $1.6M |
BLKBLACKROCK INC | $1.6M |
—AIR PRODS & CHEMS INC | $1.6M |
PEPPEPSICO INC | $1.6M |
4I1PHILIP MORRIS INTL INC | $1.5M |
HMCHONDA MOTOR LTD | $1.5M |
DFSVDIMENSIONAL ETF TRUST | $1.5M |
GHCGRAHAM HLDGS CO | $1.5M |
TAKTAKEDA PHARMACEUTICAL CO LTD | $1.5M |
SDYSPDR SER TR | $1.5M |
SPGIS&P GLOBAL INC | $1.5M |
AWMSKYWORKS SOLUTIONS INC | $1.5M |
DFAUDIMENSIONAL ETF TRUST | $1.5M |
SCHWSCHWAB CHARLES CORP | $1.5M |
WMBWILLIAMS COS INC | $1.4M |
ADPAUTOMATIC DATA PROCESSING IN | $1.4M |
ETNEATON CORP PLC | $1.4M |
OVVOVINTIV INC | $1.3M |
KMBKIMBERLY-CLARK CORP | $1.3M |
CITHE CIGNA GROUP | $1.3M |
NSCNORFOLK SOUTHN CORP | $1.3M |
PGRPROGRESSIVE CORP | $1.3M |
VIGVANGUARD SPECIALIZED FUNDS | $1.3M |
KKRKKR & CO INC | $1.3M |
IAU*ISHARES GOLD TR | $1.2M |
TMUST-MOBILE US INC | $1.2M |
PYPLPAYPAL HLDGS INC | $1.2M |
PNCPNC FINL SVCS GROUP INC | $1.2M |
APPAPPLOVIN CORP | $1.2M |
—APPLIED MATLS INC | $1.2M |
PWRQUANTA SVCS INC | $1.2M |
ACSVAMERICAN CENTY ETF TR | $1.2M |
BXBLACKSTONE INC | $1.2M |
HONHONEYWELL INTL INC | $1.2M |
BSXBOSTON SCIENTIFIC CORP | $1.2M |
USBUS BANCORP DEL | $1.2M |
SANBANCO SANTANDER S.A. | $1.2M |
MPCMARATHON PETE CORP | $1.2M |
AZNASTRAZENECA PLC | $1.1M |
WOPWOODSIDE ENERGY GROUP LTD | $1.1M |
QCOMQUALCOMM INC | $1.1M |
MRVLMARVELL TECHNOLOGY INC | $1.1M |
MOALTRIA GROUP INC | $1.1M |
BABOEING CO | $1.1M |
GEVGE VERNOVA INC | $1.1M |
PRUPRUDENTIAL FINL INC | $1.1M |
METMETLIFE INC | $1.1M |
LOWLOWES COS INC | $1.1M |
ADIANALOG DEVICES INC | $1.1M |
MCKMCKESSON CORP | $1.1M |
FISVFISERV INC | $1.1M |
DFAIDIMENSIONAL ETF TRUST | $1.1M |
GMGENERAL MTRS CO | $1.1M |
TRVTRAVELERS COMPANIES INC | $1.1M |