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
Manager:
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Page 11 of 44
EOG RESOURCES INC
Shares:
8031(-0.6%)
Value:
$1.0B(+4.0%)
LOWES COMPANIES INC
Shares:
4413(-0.6%)
Value:
$1.0B(-6.0%)
FEDEX CORP
Shares:
4206(+22.4%)
Value:
$1.0B(+6.1%)
NOKIA CORP
Shares:
194474(+1.5%)
Value:
$1.0B(+20.8%)
ANALOG DEVICES INC
Shares:
5064
Value:
$1.0B
VERTEX PHARMACEUTICALS INC / MA
Shares:
2094(+13.3%)
Value:
$1.0B(+36.4%)
CAPITAL ONE FINANCIAL CORP
Shares:
5649(-0.1%)
Value:
$1.0B(+0.5%)
ONEOK INC /NEW/
Shares:
10152(+39.1%)
Value:
$1.0B(+37.5%)
BOEING CO
Shares:
5870
Value:
$1.0B
GE Vernova Inc.
Shares:
3276(-3.0%)
Value:
$1.0B(-10.0%)
AppLovin Corp
Shares:
3774(-0.1%)
Value:
$1.0B(-18.2%)
INTUITIVE SURGICAL INC
Shares:
2006(+0.3%)
Value:
$993.5M(-4.8%)
ALCON INC
Shares:
10390(+0.0%)
Value:
$986.3M(+11.8%)
Blackstone Inc.
Shares:
6994(-14.4%)
Value:
$977.6M(-30.6%)
NORTHROP GRUMMAN CORP /DE/
Shares:
1891(+26.1%)
Value:
$968.4M(+37.6%)
INTUIT INC.
Shares:
1565(+7.9%)
Value:
$960.9M(+5.4%)
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.
Shares:
70543(+0.0%)
Value:
$960.8M(+40.1%)
46137V357
Shares:
5469(+25.2%)
Value:
$947.4M(+23.8%)
Phillips 66
Shares:
7618(+1.8%)
Value:
$940.7M(+10.3%)
PayPal Holdings, Inc.
Shares:
14218(-2.0%)
Value:
$927.7M(-25.1%)