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
AZPN1USDASPEN TECHNOLOGY INC
$464K
PHMPULTE GROUP INC
$464K
SCHBSCHWAB STRATEGIC TR
$464K
UTHUNITED THERAPEUTICS CORP DEL
$463K
AG8AGILENT TECHNOLOGIES INC
$462K
DOWDOW INC
$460K
HTHHILLTOP HOLDINGS INC
$459K
KLACKLA CORP
$459K
UNMUNUM GROUP
$459K
SNPSSYNOPSYS INC
$459K
COHRCOHERENT CORP
$458K
WBDWARNER BROS DISCOVERY INC
$456K
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
$456K
IRINGERSOLL RAND INC
$456K
AMPHENOL CORP NEW
$455K
TELTE CONNECTIVITY PLC
$455K
OMCOMNICOM GROUP INC
$455K
GSKGSK PLC
$453K
VTRSVIATRIS INC
$452K
XLFSELECT SECTOR SPDR TR
$450K
VEEVVEEVA SYS INC
$450K
NDAQNASDAQ INC
$449K
ITGARTNER INC
$448K
ON1OLD NATL BANCORP IND
$445K
TTWOTAKE-TWO INTERACTIVE SOFTWAR
$444K
STZCONSTELLATION BRANDS INC
$443K
AZOAUTOZONE INC
$442K
STTSTATE STR CORP
$440K
ROPROPER TECHNOLOGIES INC
$440K
CMACOMERICA INC
$440K
ONON SEMICONDUCTOR CORP
$439K
RSRELIANCE INC
$435K
GPNGLOBAL PMTS INC
$432K
OCOWENS CORNING NEW
$431K
CWCURTISS WRIGHT CORP
$431K
IJRISHARES TR
$431K
PINSPINTEREST INC
$430K
CRWDCROWDSTRIKE HLDGS INC
$430K
MNSTMONSTER BEVERAGE CORP NEW
$427K
SCLSTEPAN CO
$427K
EWEDWARDS LIFESCIENCES CORP
$427K
CVNACARVANA CO
$425K
HCMTDIREXION SHS ETF TR
$425K
WSMWILLIAMS SONOMA INC
$424K
EFAISHARES TR
$424K
TOLTOLL BROTHERS INC
$423K
CHTRCHARTER COMMUNICATIONS INC N
$423K
EAELECTRONIC ARTS INC
$423K
PAYXPAYCHEX INC
$423K
SOSOUTHERN CO
$420K
AMEAMETEK INC
$420K
PPLPEMBINA PIPELINE CORP
$418K
FWONALIBERTY MEDIA CORP DEL
$417K
AVTRAVANTOR INC
$417K
CNHICNH INDL N V
$417K
YUMYUM BRANDS INC
$416K
BOXXEA SERIES TRUST
$416K
BUDANHEUSER BUSCH INBEV SA/NV
$416K
HESHESS CORP
$416K
BNDVANGUARD BD INDEX FDS
$415K
HRLHORMEL FOODS CORP
$415K
FNFFIDELITY NATIONAL FINANCIAL
$415K
LYVLIVE NATION ENTERTAINMENT IN
$413K
CDNSCADENCE DESIGN SYSTEM INC
$413K
RSGREPUBLIC SVCS INC
$413K
NWGNATWEST GROUP PLC
$413K
DDSDILLARDS INC
$410K
CMCANADIAN IMPERIAL BK COMM
$410K
MMM3M CO
$409K
ANAUTONATION INC
$408K
IQVIQVIA HLDGS INC
$406K
TXTTEXTRON INC
$405K
T7DTRANSDIGM GROUP INC
$404K
AKXANSYS INC
$403K
PKGPACKAGING CORP AMER
$402K
CAGCONAGRA BRANDS INC
$400K
EXEEXPAND ENERGY CORPORATION
$400K
TEVATEVA PHARMACEUTICAL INDS LTD
$399K
HBANHUNTINGTON BANCSHARES INC
$399K
BCOBRINKS CO
$398K
RWRSPDR SER TR
$398K
PRSUVIAD CORP
$395K
PKNREVVITY INC
$395K
XYLXYLEM INC
$394K
JLLJONES LANG LASALLE INC
$393K
AIC3 AI INC
$393K
ITWILLINOIS TOOL WKS INC
$393K
MEDPMEDPACE HLDGS INC
$392K
RGAREINSURANCE GRP OF AMERICA I
$392K
LRCXLAM RESEARCH CORP
$391K
VMCVULCAN MATLS CO
$389K
SWKSTANLEY BLACK & DECKER INC
$386K
RFREGIONS FINANCIAL CORP NEW
$385K
LYBLYONDELLBASELL INDUSTRIES N
$384K
GWWGRAINGER W W INC
$384K
RELXRELX PLC
$379K
HUBBHUBBELL INC
$378K
GRMNGARMIN LTD
$377K
WTWWILLIS TOWERS WATSON PLC LTD
$374K
ITOTISHARES TR
$372K
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