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 11 of 44
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
8.0K | QoQ -0.60% (-49)YoY +0.47% (+38) | All Managers (Combined) | $1.0M | ||
4.4K | QoQ -0.56% (-25)YoY -2.75% (-125) | All Managers (Combined) | $1.0M | ||
Fedex Corp(FDXcusip31428X106) | 4.2K | All Managers (Combined) | $1.0M | ||
Nokia Corp(NOKcusip654902204) | 194.5K | All Managers (Combined) | $1.0M | ||
5.1K | QoQ NEW(+5.1K) | All Managers (Combined) | $1.0M | QoQ NEW(+$1.0M) | |
2.1K | All Managers (Combined) | $1.0M | |||
5.6K | QoQ -0.05% (-3)YoY +8.57% (+446) | All Managers (Combined) | $1.0M | ||
Oneok Inc /New/(OKEcusip682680103) | 10.2K | All Managers (Combined) | $1.0M | ||
5.9K | QoQ NEW(+5.9K) YoY -6.18% (-387) | All Managers (Combined) | $1.0M | QoQ NEW(+$1.0M) | |
Ge Vernova Inc.(GEVcusip36828A101) | 3.3K | QoQ -3.04% (-103)YoY NEW(+3.3K) | All Managers (Combined) | $1.0M | YoY NEW(+$1.0M) |
Applovin Corp(APPcusip03831W108) | 3.8K | QoQ -0.05% (-2)YoY +0.93% (+35) | All Managers (Combined) | $1.0M | |
2.0K | QoQ +0.35% (-7)YoY +3.56% (+69) | All Managers (Combined) | $993.5K | ||
10.4K | QoQ 0.00% (+0) | All Managers (Combined) | $986.3K | ||
Blackstone Inc.(BXcusip09260D107) | 7.0K | All Managers (Combined) | $977.6K | ||
1.9K | All Managers (Combined) | $968.4K | |||
Intuit Inc.(INTUcusip461202103) | 1.6K | All Managers (Combined) | $960.9K | ||
70.5K | QoQ 0.00% (+0) | All Managers (Combined) | $960.8K | ||
5.5K | All Managers (Combined) | $947.4K | |||
Phillips 66(PSXcusip718546104) | 7.6K | QoQ +1.76% (+132)YoY -3.53% (-279) | All Managers (Combined) | $940.7K | |
14.2K | All Managers (Combined) | $927.7K |