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 12 of 44
ING GROEP NV
Shares:
47283(+0.0%)
Value:
$926.3M(+25.0%)
General Motors Co
Shares:
19557(-2.7%)
Value:
$919.7M(-14.1%)
78464A797
Shares:
16983(+0.0%)
Value:
$899.4M(-4.5%)
Shares:
26451
Value:
$893.8M
ENI SPA
Shares:
28823(+0.0%)
Value:
$891.5M(+13.0%)
O REILLY AUTOMOTIVE INC
Shares:
622(-0.2%)
Value:
$891.4M(+20.6%)
922908553
Shares:
9793(-1.8%)
Value:
$886.7M(-0.2%)
BECTON DICKINSON & CO
Shares:
3853
Value:
$882.6M
Intercontinental Exchange, Inc.
Shares:
5090(+0.4%)
Value:
$878.0M(+16.3%)
25434V740
Shares:
32208(-0.3%)
Value:
$871.2M(+2.9%)
Parker-Hannifin Corp
Shares:
1410(+3.3%)
Value:
$857.3M(-1.3%)
British American Tobacco p.l.c.
Shares:
20659(-3.6%)
Value:
$854.7M(+9.8%)
SCHLUMBERGER LIMITED/NV
Shares:
20424(+7.1%)
Value:
$853.7M(+16.7%)
ARCH CAPITAL GROUP LTD.
Shares:
8863(+0.0%)
Value:
$852.4M(+4.1%)
25434V591
Shares:
16496
Value:
$836.9M
808524805
Shares:
42049(+7.8%)
Value:
$831.7M(+15.3%)
HERSHEY CO
Shares:
4797(+5.0%)
Value:
$820.4M(+6.0%)
Mondelez International, Inc.
Shares:
12020(-7.7%)
Value:
$815.6M(+4.8%)
QUANTA SERVICES, INC.
Shares:
3203(-16.6%)
Value:
$814.3M(-32.9%)
L3HARRIS TECHNOLOGIES, INC. /DE/
Shares:
3871(+0.5%)
Value:
$810.3M(+0.1%)