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)

StockValue
TTDTHE TRADE DESK INC
$647K
BCSBARCLAYS PLC
$640K
SOFISOFI TECHNOLOGIES INC
$638K
WMWASTE MGMT INC DEL
$635K
VTHRVANGUARD SCOTTSDALE FDS
$632K
MSIMOTOROLA SOLUTIONS INC
$631K
DFLVDIMENSIONAL ETF TRUST
$631K
CABOCABLE ONE INC
$630K
PANWPALO ALTO NETWORKS INC
$628K
GEHCGE HEALTHCARE TECHNOLOGIES I
$621K
NMRNOMURA HLDGS INC
$617K
IPINTERNATIONAL PAPER CO
$615K
DDDUPONT DE NEMOURS INC
$608K
EPDENTERPRISE PRODS PARTNERS L
$607K
LNGCHENIERE ENERGY INC
$606K
JEFJEFFERIES FINL GROUP INC
$605K
TJXTJX COS INC NEW
$605K
KHCKRAFT HEINZ CO
$605K
ZTSZOETIS INC
$603K
RACEFERRARI N V
$596K
EQNREQUINOR ASA
$590K
BEPCBROOKFIELD RENEWABLE CORP
$590K
VOVANGUARD INDEX FDS
$583K
BIIBBIOGEN INC
$581K
DASHDOORDASH INC
$577K
CMGCHIPOTLE MEXICAN GRILL INC
$576K
LENLENNAR CORP
$575K
GDGENERAL DYNAMICS CORP
$573K
ODCOIL DRI CORP AMER
$570K
EQTEQT CORP
$565K
LHLABCORP HOLDINGS INC
$564K
GISGENERAL MLS INC
$563K
CMICUMMINS INC
$563K
SCHDSCHWAB STRATEGIC TR
$563K
CCLCARNIVAL CORP
$563K
AXONAXON ENTERPRISE INC
$559K
LUVSOUTHWEST AIRLS CO
$558K
FISFIDELITY NATL INFORMATION SV
$558K
CITCINTAS CORP
$557K
UALUNITED AIRLS HLDGS INC
$555K
CINFCINCINNATI FINL CORP
$555K
SSNCSS&C TECHNOLOGIES HLDGS INC
$550K
FSLRFIRST SOLAR INC
$549K
CNCCENTENE CORP DEL
$549K
IWVISHARES TR
$547K
SYFSYNCHRONY FINANCIAL
$546K
WECWEC ENERGY GROUP INC
$546K
KRKROGER CO
$545K
NTRSNORTHERN TR CORP
$545K
ABNBAIRBNB INC
$545K
XPELXPEL INC
$544K
DKSDICKS SPORTING GOODS INC
$541K
MTBM & T BK CORP
$540K
AMCRAMCOR PLC
$539K
IWRISHARES TR
$538K
OXYOCCIDENTAL PETE CORP
$537K
FICOFAIR ISAAC CORP
$535K
UPSUNITED PARCEL SERVICE INC
$534K
CFGCITIZENS FINL GROUP INC
$531K
KEYKEYCORP
$531K
FCXFREEPORT-MCMORAN INC
$529K
URIUNITED RENTALS INC
$527K
WRBBERKLEY W R CORP
$527K
VWOVANGUARD INTL EQUITY INDEX F
$526K
SWSMURFIT WESTROCK PLC
$526K
SNASNAP ON INC
$523K
FTVFORTIVE CORP
$521K
HIGHARTFORD FINL SVCS GROUP INC
$520K
COINCOINBASE GLOBAL INC
$518K
LLOEWS CORP
$517K
CBRECBRE GROUP INC
$512K
NUENUCOR CORP
$511K
NXPINXP SEMICONDUCTORS N V
$509K
IWNISHARES TR
$509K
DGXQUEST DIAGNOSTICS INC
$506K
HPEHEWLETT PACKARD ENTERPRISE C
$504K
CARRCARRIER GLOBAL CORPORATION
$504K
BKNGBOOKING HOLDINGS INC
$501K
CLCOLGATE PALMOLIVE CO
$501K
PG4PRINCIPAL FINANCIAL GROUP IN
$498K
ACMAECOM
$494K
LYGLLOYDS BANKING GROUP PLC
$494K
TWLOTWILIO INC
$491K
DECKDECKERS OUTDOOR CORP
$491K
KVUEKENVUE INC
$489K
RIORIO TINTO PLC
$488K
TERTERADYNE INC
$487K
AFRMAFFIRM HLDGS INC
$486K
NKENIKE INC
$486K
HUMHUMANA INC
$486K
BALLBALL CORP
$483K
BAXBAXTER INTL INC
$482K
BROBROWN & BROWN INC
$480K
JBLJABIL INC
$479K
CTRACOTERRA ENERGY INC
$478K
NRANRG ENERGY INC
$477K
ACSVAMERICAN CENTY ETF TR
$477K
DVNDEVON ENERGY CORP NEW
$476K
CRBGCOREBRIDGE FINL INC
$470K
SPOTSPOTIFY TECHNOLOGY S A
$468K
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