Forum-Financial-Management-Lp

Filing Details

13F-HR2025-03-31
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
Manager Name
Forum-Financial-Management-Lp
Data Enrichment
89% identified
858 identified110 unidentified

Holdings

968 positions • $6.0B total value
Manager:
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Page 10 of 44
Marathon Petroleum Corp
Shares:7.8K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$6.0B)
HONEYWELL INTERNATIONAL INC
Shares:5.4K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$6.0B)
25434V864
Shares:23.5K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$6.0B)
KKR & Co. Inc.
Shares:9.6K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$6.0B)
PNC FINANCIAL SERVICES GROUP, INC.
Shares:6.3K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$6.0B)
922020805
Shares:22.1K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$6.0B)
Eaton Corp plc
Shares:4.1K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$6.0B)
SKYWORKS SOLUTIONS, INC.
Shares:17.0K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$6.0B)
CVS HEALTH Corp
Shares:16.0K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$6.0B)
AFLAC INC
Shares:9.7K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$6.0B)
METLIFE INC
Shares:13.5K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$6.0B)
AMERICAN INTERNATIONAL GROUP, INC.
Shares:12.3K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$6.0B)
APPLIED MATERIALS INC /DE
Shares:7.4K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$6.0B)
WOODSIDE ENERGY GROUP LTD
Shares:73.5K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$6.0B)
US BANCORP \DE\
Shares:25.1K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$6.0B)
Ovintiv Inc.
Shares:24.4K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$6.0B)
PRUDENTIAL FINANCIAL INC
Shares:9.3K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$6.0B)
MCKESSON CORP
Shares:1.5K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$6.0B)
TJX COMPANIES INC /DE/
Shares:8.5K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$6.0B)
PACCAR INC
Shares:10.6K
Value:$1.0M
% of Portfolio:0.0% ($1.0M/$6.0B)