Forum Financial Management, LP Q4 2025 Filing
Filed January 27, 2026
Portfolio Value
$7.7B
Holdings
1,012
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,012 positions)
| Stock | Value |
|---|---|
NOKNOKIA CORP | $1.3M |
KKRKKR & CO INC | $1.3M |
HMCHONDA MOTOR LTD | $1.3M |
MOALTRIA GROUP INC | $1.2M |
LHXL3HARRIS TECHNOLOGIES INC | $1.2M |
LRCXLAM RESEARCH CORP | $1.2M |
BCSBARCLAYS PLC | $1.2M |
ANETARISTA NETWORKS INC | $1.2M |
EOGEOG RES INC | $1.2M |
MCKMCKESSON CORP | $1.2M |
NOCNORTHROP GRUMMAN CORP | $1.2M |
PSXPHILLIPS 66 | $1.2M |
RSPINVESCO EXCHANGE TRADED FD T | $1.2M |
PRUPRUDENTIAL FINL INC | $1.2M |
STXSEAGATE TECHNOLOGY HLDNGS PL | $1.2M |
PHPARKER-HANNIFIN CORP | $1.2M |
AFLAFLAC INC | $1.2M |
PWRQUANTA SVCS INC | $1.2M |
MPCMARATHON PETE CORP | $1.2M |
TMUST-MOBILE US INC | $1.2M |
UBERUBER TECHNOLOGIES INC | $1.2M |
TFCTRUIST FINL CORP | $1.2M |
INTUINTUIT | $1.2M |
RYROYAL BK CDA | $1.2M |
EENI S P A | $1.2M |
HONHONEYWELL INTL INC | $1.2M |
LOWLOWES COS INC | $1.2M |
EPDENTERPRISE PRODS PARTNERS L | $1.1M |
AWMSKYWORKS SOLUTIONS INC | $1.1M |
VRTXVERTEX PHARMACEUTICALS INC | $1.1M |
WOPWOODSIDE ENERGY GROUP LTD | $1.1M |
BDXBECTON DICKINSON & CO | $1.1M |
DALDELTA AIR LINES INC DEL | $1.1M |
JCIJOHNSON CTLS INTL PLC | $1.1M |
PCTPURECYCLE TECHNOLOGIES INC | $1.1M |
KLACKLA CORP | $1.1M |
SLBSLB LIMITED | $1.1M |
SCHFSCHWAB STRATEGIC TR | $1.1M |
MDLZMONDELEZ INTL INC | $1.1M |
AIGAMERICAN INTL GROUP INC | $1.1M |
KMBKIMBERLY-CLARK CORP | $1.0M |
FITBFIFTH THIRD BANCORP | $1.0M |
FFORD MTR CO | $1.0M |
BIIBBIOGEN INC | $1.0M |
APHAMPHENOL CORP NEW | $1.0M |
KBESPDR SERIES TRUST | $1.0M |
AVEMAMERICAN CENTY ETF TR | $1.0M |
LITELUMENTUM HLDGS INC | $1.0M |
DFEVDIMENSIONAL ETF TRUST | $1.0M |
SDYSPDR SERIES TRUST | $994K |
PYPLPAYPAL HLDGS INC | $994K |
CMICUMMINS INC | $991K |
FCXFREEPORT-MCMORAN INC | $989K |
MRVLMARVELL TECHNOLOGY INC | $987K |
GDGENERAL DYNAMICS CORP | $970K |
ICEINTERCONTINENTAL EXCHANGE IN | $966K |
LYGLLOYDS BANKING GROUP PLC | $963K |
CSXCSX CORP | $961K |
VGTVANGUARD WORLD FD | $948K |
VLOVALERO ENERGY CORP | $947K |
CIENCIENA CORP | $943K |
TELTE CONNECTIVITY PLC | $936K |
WDCWESTERN DIGITAL CORP | $935K |
CEGCONSTELLATION ENERGY CORP | $930K |
BMYBRISTOL-MYERS SQUIBB CO | $925K |
FLEXFLEX LTD | $924K |
RHCRH PLC | $923K |
VNQVANGUARD INDEX FDS | $923K |
BKNGBOOKING HOLDINGS INC | $921K |
BPBP PLC | $915K |
WF2WINTRUST FINL CORP | $911K |
MRSHMARSH & MCLENNAN COS INC | $893K |
RIVNRIVIAN AUTOMOTIVE INC | $889K |
AVESAMERICAN CENTY ETF TR | $886K |
SCHBSCHWAB STRATEGIC TR | $880K |
ORLYOREILLY AUTOMOTIVE INC | $880K |
SYFSYNCHRONY FINANCIAL | $878K |
CTVACORTEVA INC | $876K |
STLDSTEEL DYNAMICS INC | $871K |
HSYHERSHEY CO | $869K |
COHRCOHERENT CORP | $864K |
TWLOTWILIO INC | $863K |
FBTCFIDELITY WISE ORIGIN BITCOIN | $861K |
NOWSERVICENOW INC | $860K |
BKRBAKER HUGHES COMPANY | $859K |
NTRSNORTHERN TR CORP | $855K |
CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $854K |
BMTABRITISH AMERN TOB PLC | $853K |
MLMMARTIN MARIETTA MATLS INC | $852K |
ACGLARCH CAP GROUP LTD | $852K |
DGDOLLAR GEN CORP NEW | $851K |
RFREGIONS FINANCIAL CORP NEW | $849K |
CFGCITIZENS FINL GROUP INC | $844K |
GQ9SPDR GOLD TR | $844K |
APOAPOLLO GLOBAL MGMT INC | $842K |
DHID R HORTON INC | $838K |
IWMISHARES TR | $836K |
BEPCBROOKFIELD RENEWABLE CORP | $833K |
NETCLOUDFLARE INC | $832K |
EMREMERSON ELEC CO | $829K |