Forum Financial Management, LP Q4 2025 Filing
Filed January 27, 2026
Portfolio Value
$7.7M
Holdings
1,012
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,012 positions)
| Stock | Value |
|---|---|
RTXRTX CORPORATION | $3K |
BACVERIZON COMMUNICATIONS INC | $3K |
KOCOCA COLA CO | $3K |
ORCLORACLE CORP | $3K |
IBMINTERNATIONAL BUSINESS MACHS | $3K |
SONYSONY GROUP CORP | $3K |
ASMLASML HOLDING N V | $3K |
MRKMERCK & CO INC | $3K |
SANBANCO SANTANDER SA | $3K |
AXPAMERICAN EXPRESS CO | $3K |
SYYSYSCO CORP | $3K |
MUBISHARES TR | $3K |
MAMASTERCARD INCORPORATED | $3K |
MFGMIZUHO FINANCIAL GROUP INC | $3K |
IVWISHARES TR | $3K |
AMATAPPLIED MATLS INC | $3K |
CNPCENTERPOINT ENERGY INC | $3K |
UBSUBS GROUP AG | $3K |
AVDVAMERICAN CENTY ETF TR | $3K |
BKBANK NEW YORK MELLON CORP | $3K |
APPAPPLOVIN CORP | $3K |
IWBISHARES TR | $3K |
SHELSHELL PLC | $3K |
XLKSELECT SECTOR SPDR TR | $3K |
PFEPFIZER INC | $2K |
UNHUNITEDHEALTH GROUP INC | $2K |
IWDISHARES TR | $2K |
DHRDANAHER CORPORATION | $2K |
CBCHUBB LIMITED | $2K |
4I1PHILIP MORRIS INTL INC | $2K |
LMTLOCKHEED MARTIN CORP | $2K |
CRMSALESFORCE INC | $2K |
CRCCANADIAN NAT RES LTD | $2K |
CMECME GROUP INC | $2K |
UNPUNION PAC CORP | $2K |
LINLINDE PLC | $2K |
COPCONOCOPHILLIPS | $2K |
MDTMEDTRONIC PLC | $2K |
SCHWSCHWAB CHARLES CORP | $2K |
GEVGE VERNOVA INC | $2K |
GILDGILEAD SCIENCES INC | $2K |
HOODROBINHOOD MKTS INC | $2K |
KMIKINDER MORGAN INC DEL | $2K |
NEMNEWMONT CORP | $2K |
QCOMQUALCOMM INC | $2K |
AVLVAMERICAN CENTY ETF TR | $2K |
DFAUDIMENSIONAL ETF TRUST | $2K |
GHCGRAHAM HLDGS CO | $2K |
WBDWARNER BROS DISCOVERY INC | $2K |
IVEISHARES TR | $2K |
VVVANGUARD INDEX FDS | $2K |
IAU*ISHARES GOLD TR | $2K |
BLKBLACKROCK INC | $2K |
SPGIS&P GLOBAL INC | $2K |
TMOTHERMO FISHER SCIENTIFIC INC | $2K |
NSCNORFOLK SOUTHN CORP | $2K |
AZNASTRAZENECA PLC | $2K |
CVSCVS HEALTH CORP | $2K |
GMGENERAL MTRS CO | $2K |
ADIANALOG DEVICES INC | $2K |
BBVABANCO BILBAO VIZCAYA ARGENTA | $2K |
SBUXSTARBUCKS CORP | $2K |
METMETLIFE INC | $2K |
VXUSVANGUARD STAR FDS | $2K |
TAKTAKEDA PHARMACEUTICAL CO LTD | $2K |
VIGVANGUARD SPECIALIZED FUNDS | $2K |
PEPPEPSICO INC | $2K |
PCARPACCAR INC | $2K |
TJXTJX COS INC NEW | $2K |
TXNTEXAS INSTRS INC | $2K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $2K |
ETNEATON CORP PLC | $2K |
GLWCORNING INC | $1K |
ISRGINTUITIVE SURGICAL INC | $1K |
APDAIR PRODS & CHEMS INC | $1K |
USBUS BANCORP DEL | $1K |
WMBWILLIAMS COS INC | $1K |
NVONOVO-NORDISK A S | $1K |
ADBEADOBE INC | $1K |
BABOEING CO | $1K |
DFAIDIMENSIONAL ETF TRUST | $1K |
CITHE CIGNA GROUP | $1K |
CMCSACOMCAST CORP NEW | $1K |
PNCPNC FINL SVCS GROUP INC | $1K |
VTIPVANGUARD MALVERN FDS | $1K |
ACNACCENTURE PLC IRELAND | $1K |
BSXBOSTON SCIENTIFIC CORP | $1K |
FDXFEDEX CORP | $1K |
SYKSTRYKER CORPORATION | $1K |
AVUVAMERICAN CENTY ETF TR | $1K |
INGING GROEP N.V. | $1K |
AVREAMERICAN CENTY ETF TR | $1K |
ADPAUTOMATIC DATA PROCESSING IN | $1K |
TRVTRAVELERS COMPANIES INC | $1K |
ELVELEVANCE HEALTH INC FORMERLY | $1K |
PGRPROGRESSIVE CORP | $1K |
VTVVANGUARD INDEX FDS | $1K |
BXBLACKSTONE INC | $1K |
TDTORONTO DOMINION BK ONT | $1K |
SHOPSHOPIFY INC | $1K |