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 |
|---|---|
TRVTRAVELERS COMPANIES INC | $1.1M |
ELVELEVANCE HEALTH INC | $1.1M |
DFSEURDISCOVER FINL SVCS | $1.0M |
ISRGINTUITIVE SURGICAL INC | $1.0M |
SCZISHARES TR | $1.0M |
VTVVANGUARD INDEX FDS | $1.0M |
PCARPACCAR INC | $1.0M |
XLVSELECT SECTOR SPDR TR | $1.0M |
MDTMEDTRONIC PLC | $1.0M |
ANETARISTA NETWORKS INC | $1.0M |
COFCAPITAL ONE FINL CORP | $1.0M |
TDTORONTO DOMINION BK ONT | $996K |
EOGEOG RES INC | $990K |
FDXFEDEX CORP | $966K |
ACSVAMERICAN CENTY ETF TR | $961K |
BMYBRISTOL-MYERS SQUIBB CO | $954K |
KBESPDR SER TR | $941K |
CHMGCHEMUNG FINL CORP | $921K |
AFLAFLAC INC | $913K |
INTUINTUIT | $911K |
AIGAMERICAN INTL GROUP INC | $903K |
VNQVANGUARD INDEX FDS | $888K |
BDXBECTON DICKINSON & CO | $887K |
SYKSTRYKER CORPORATION | $884K |
ALCALCON AG | $882K |
PHPARKER-HANNIFIN CORP | $868K |
TRGPTARGA RES CORP | $864K |
NOWSERVICENOW INC | $854K |
PSXPHILLIPS 66 | $852K |
APOAPOLLO GLOBAL MGMT INC | $849K |
DFEVDIMENSIONAL ETF TRUST | $846K |
HEIHEICO CORP NEW | $844K |
BNSBANK NOVA SCOTIA HALIFAX | $831K |
GLWCORNING INC | $823K |
CVSCVS HEALTH CORP | $820K |
TFCTRUIST FINL CORP | $819K |
ACGLARCH CAP GROUP LTD | $818K |
CNRCANADIAN NATL RY CO | $817K |
FANGDIAMONDBACK ENERGY INC | $812K |
HWMHOWMET AEROSPACE INC | $812K |
LHXL3HARRIS TECHNOLOGIES INC | $809K |
IWMISHARES TR | $805K |
DYHTARGET CORP | $802K |
DHID R HORTON INC | $794K |
A4SAMERIPRISE FINL INC | $790K |
FTNTFORTINET INC | $790K |
EENI S P A | $788K |
TTTRANE TECHNOLOGIES PLC | $787K |
VLOVALERO ENERGY CORP | $779K |
MDLZMONDELEZ INTL INC | $778K |
BMTABRITISH AMERN TOB PLC | $778K |
RJFRAYMOND JAMES FINL INC | $777K |
HSYHERSHEY CO | $773K |
DOCUDOCUSIGN INC | $773K |
SPYUBANK MONTREAL QUE | $772K |
NOKNOKIA CORP | $770K |
RSPINVESCO EXCHANGE TRADED FD T | $765K |
WF2WINTRUST FINL CORP | $764K |
SHOPSHOPIFY INC | $757K |
ICEINTERCONTINENTAL EXCHANGE IN | $755K |
KDPKEURIG DR PEPPER INC | $751K |
WABWABTEC | $744K |
VRTXVERTEX PHARMACEUTICALS INC | $744K |
INGING GROEP N.V. | $740K |
DIODDIODES INC | $740K |
ORLYOREILLY AUTOMOTIVE INC | $738K |
OKEONEOK INC NEW | $732K |
SLBSCHLUMBERGER LTD | $731K |
SCHFSCHWAB STRATEGIC TR | $721K |
EMEEMCOR GROUP INC | $716K |
CCIVGBPLUCID GROUP INC | $714K |
NEENEXTERA ENERGY INC | $713K |
EMREMERSON ELEC CO | $710K |
JCIJOHNSON CTLS INTL PLC | $709K |
ACSVAMERICAN CENTY ETF TR | $705K |
NOCNORTHROP GRUMMAN CORP | $703K |
FITBFIFTH THIRD BANCORP | $702K |
CTVACORTEVA INC | $700K |
BKRBAKER HUGHES COMPANY | $698K |
XYZBLOCK INC | $698K |
FLEXFLEX LTD | $698K |
VXUSVANGUARD STAR FDS | $695K |
RCLROYAL CARIBBEAN GROUP | $694K |
DALDELTA AIR LINES INC DEL | $693K |
SHWSHERWIN WILLIAMS CO | $693K |
MRSHMARSH & MCLENNAN COS INC | $689K |
BPBP PLC | $689K |
BBVABANCO BILBAO VIZCAYA ARGENTA | $685K |
AQLTISHARES TR | $685K |
FCNCAFIRST CTZNS BANCSHARES INC N | $683K |
FFORD MTR CO | $679K |
HOODROBINHOOD MKTS INC | $675K |
VXFVANGUARD INDEX FDS | $668K |
AJGGALLAGHER ARTHUR J & CO | $666K |
RHCRH PLC | $664K |
ULUNILEVER PLC | $664K |
BLDRBUILDERS FIRSTSOURCE INC | $655K |
UBERUBER TECHNOLOGIES INC | $652K |
REGNREGENERON PHARMACEUTICALS | $652K |
CSXCSX CORP | $648K |