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 13 of 44
TORONTO DOMINION BANK
Shares:
13483(-27.9%)
Value:
$808.2M(-18.9%)
Fortinet, Inc.
Shares:
8371(+0.0%)
Value:
$805.8M(+1.9%)
Keurig Dr Pepper Inc.
Shares:
23382(-0.1%)
Value:
$800.1M(+6.4%)
Uber Technologies, Inc
Shares:
10956(+1.3%)
Value:
$798.3M(+22.3%)
Diamondback Energy, Inc.
Shares:
4962(+0.0%)
Value:
$793.3M(-2.4%)
CORNING INC /NY
Shares:
17256(-0.5%)
Value:
$790.0M(-4.1%)
CANADIAN NATIONAL RAILWAY CO
Shares:
8055(+0.0%)
Value:
$785.0M(-4.0%)
MARSH & MCLENNAN COMPANIES, INC.
Shares:
3212(-1.0%)
Value:
$783.8M(+13.7%)
Corteva, Inc.
Shares:
12369(+0.5%)
Value:
$778.4M(+11.1%)
TRUIST FINANCIAL CORP
Shares:
18898(+0.1%)
Value:
$777.7M(-5.1%)
VALERO ENERGY CORP/TX
Shares:
5861(-7.9%)
Value:
$774.1M(-0.7%)
46432F842
Shares:
10155(+4.1%)
Value:
$768.2M(+12.0%)
025072703
Shares:
11554
Value:
$765.7M
Howmet Aerospace Inc.
Shares:
5789(-22.1%)
Value:
$751.0M(-7.5%)
Arthur J. Gallagher & Co.
Shares:
2175(-7.3%)
Value:
$750.9M(+12.7%)
Baker Hughes Co
Shares:
17022(+0.0%)
Value:
$748.1M(+7.2%)
Robinhood Markets, Inc.
Shares:
17863(-1.4%)
Value:
$743.5M(+10.1%)
BARCLAYS PLC
Shares:
48199(+0.0%)
Value:
$740.3M(+15.6%)
921909768
Shares:
11872(+0.5%)
Value:
$737.3M(+5.9%)
ROYAL BANK OF CANADA
Shares:
6489(-63.1%)
Value:
$731.4M(-65.5%)