Forum Financial Management, LP

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-02
Total Holdings
968
Total Value
6041849330
Accession Number
0001911832-25-000004
Form Type
13F-HR
CIK
0001911832
Manager Name
Forum Financial Management, LP
Data Enrichment
89% identified
858 identified110 unidentified

Holdings

968 positions
Manager:
SEC
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Page 10 of 44
Marathon Petroleum Corp
MPC|56585A102
Shares:
7816(-6.2%)
Value:
$1.1B(-2.0%)
HONEYWELL INTERNATIONAL INC
HON|438516106
Shares:
5368(+1.7%)
Value:
$1.1B(-4.6%)
25434V864
25434V864
Shares:
23467(-38.4%)
Value:
$1.1B(-37.5%)
KKR & Co. Inc.
KKR|48251W104
Shares:
9589(+11.9%)
Value:
$1.1B(-12.5%)
PNC FINANCIAL SERVICES GROUP, INC.
PNC|693475105
Shares:
6295(-1.1%)
Value:
$1.1B(-9.8%)
922020805
922020805
Shares:
22150(+431.2%)
Value:
$1.1B(+447.4%)
Eaton Corp plc
ETN|G29183103
Shares:
4052(-1.1%)
Value:
$1.1B(-18.9%)
SKYWORKS SOLUTIONS, INC.
SWKS|83088M102
Shares:
16978(+2.2%)
Value:
$1.1B(-25.5%)
CVS HEALTH Corp
CVS|126650100
Shares:
16035(-12.3%)
Value:
$1.1B(+32.4%)
AFLAC INC
AFL|001055102
Shares:
9748
Value:
$1.1B
METLIFE INC
MET|59156R108
Shares:
13456(+0.3%)
Value:
$1.1B(-1.6%)
AMERICAN INTERNATIONAL GROUP, INC.
AIG|026874784
Shares:
12319
Value:
$1.1B
APPLIED MATERIALS INC /DE
AMAT|038222105
Shares:
7362
Value:
$1.1B
WOODSIDE ENERGY GROUP LTD
WDS|980228308
Shares:
73520(-0.0%)
Value:
$1.1B(-7.2%)
US BANCORP \DE\
USB|902973304
Shares:
25081(+1.0%)
Value:
$1.1B(-10.9%)
Ovintiv Inc.
OVV|69047Q102
Shares:
24410(-24.6%)
Value:
$1.0B(-20.3%)
PRUDENTIAL FINANCIAL INC
PRU|744320102
Shares:
9348(-0.2%)
Value:
$1.0B(-6.0%)
MCKESSON CORP
MCK|58155Q103
Shares:
1540(-19.2%)
Value:
$1.0B(-4.6%)
TJX COMPANIES INC /DE/
TJX|872540109
Shares:
8477(+8.5%)
Value:
$1.0B(+9.4%)
PACCAR INC
PCAR|693718108
Shares:
10596(+7.5%)
Value:
$1.0B(+0.6%)