Forum Financial Management, LP
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified858 identified110 unidentified
Holdings
968 positions
Manager:
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Page 10 of 44
25434V864
Shares:
23467(-38.4%)
Value:
$1.1B(-37.5%)
922020805
Shares:
22150(+431.2%)
Value:
$1.1B(+447.4%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
7.8K | QoQ -6.15% (-513)YoY -9.85% (-854) | All Managers (Combined) | $1.1M | ||
5.4K | All Managers (Combined) | $1.1M | |||
(cusip25434V864)✕ | 23.5K | YoY NEW(+23.5K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) |
Kkr & Co. Inc.(KKRcusip48251W104) | 9.6K | All Managers (Combined) | $1.1M | ||
6.3K | All Managers (Combined) | $1.1M | |||
(cusip922020805)✕ | 22.1K | YoY NEW(+22.1K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) |
Eaton Corp Plc(ETNcusipG29183103) | 4.1K | QoQ -1.05% (-43)YoY -8.98% (-400) | All Managers (Combined) | $1.1M | |
17.0K | All Managers (Combined) | $1.1M | |||
Cvs Health Corp(CVScusip126650100) | 16.0K | All Managers (Combined) | $1.1M | ||
9.7K | QoQ NEW(+9.7K) | All Managers (Combined) | $1.1M | QoQ NEW(+$1.1M) | |
Metlife Inc(METcusip59156R108) | 13.5K | QoQ +0.31% (-42)YoY -0.97% (-132) | All Managers (Combined) | $1.1M | |
12.3K | QoQ NEW(+12.3K) YoY +2.27% (+274) | All Managers (Combined) | $1.1M | QoQ NEW(+$1.1M) | |
7.4K | QoQ NEW(+7.4K) YoY +4.48% (-316) | All Managers (Combined) | $1.1M | QoQ NEW(+$1.1M) | |
73.5K | All Managers (Combined) | $1.1M | |||
Us Bancorp \De\(USBcusip902973304) | 25.1K | All Managers (Combined) | $1.1M | ||
Ovintiv Inc.(OVVcusip69047Q102) | 24.4K | All Managers (Combined) | $1.0M | ||
9.3K | QoQ -0.21% (-20)YoY +1.69% (-156) | All Managers (Combined) | $1.0M | ||
Mckesson Corp(MCKcusip58155Q103) | 1.5K | All Managers (Combined) | $1.0M | ||
8.5K | QoQ +8.52% (+666)YoY +7.01% (+556) | All Managers (Combined) | $1.0M | ||
Paccar Inc(PCARcusip693718108) | 10.6K | All Managers (Combined) | $1.0M |