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 13 of 44
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
13.5K | All Managers (Combined) | $808.2K | |||
Fortinet, Inc.(FTNTcusip34959E109) | 8.4K | QoQ +0.02% (+2) | All Managers (Combined) | $805.8K | |
23.4K | All Managers (Combined) | $800.1K | |||
11.0K | All Managers (Combined) | $798.3K | |||
5.0K | QoQ +0.04% (-2) | All Managers (Combined) | $793.3K | ||
Corning Inc /Ny(GLWcusip219350105) | 17.3K | QoQ -0.47% (-82)YoY -1.81% (-319) | All Managers (Combined) | $790.0K | |
8.1K | QoQ 0.00% (-0) | All Managers (Combined) | $785.0K | ||
3.2K | QoQ -1.04% (-34) | All Managers (Combined) | $783.8K | ||
Corteva, Inc.(CTVAcusip22052L104) | 12.4K | All Managers (Combined) | $778.4K | ||
18.9K | All Managers (Combined) | $777.7K | |||
5.9K | QoQ -7.86% (-500)YoY +1.36% (-79) | All Managers (Combined) | $774.1K | ||
10.2K | All Managers (Combined) | $768.2K | |||
11.6K | QoQ NEW(+11.6K) | All Managers (Combined) | $765.7K | QoQ NEW(+$765.7K) | |
5.8K | All Managers (Combined) | $751.0K | |||
2.2K | QoQ -7.32% (-172)YoY -6.97% (-163) | All Managers (Combined) | $750.9K | ||
Baker Hughes Co(BKRcusip05722G100) | 17.0K | QoQ +0.02% (+5) | All Managers (Combined) | $748.1K | |
17.9K | QoQ -1.44% (-261)YoY -4.39% (-822) | All Managers (Combined) | $743.5K | ||
Barclays Plc(BCScusip06738E204) | 48.2K | QoQ 0.00% (+0)YoY +1.84% (+874) | All Managers (Combined) | $740.3K | |
11.9K | QoQ +0.52% (+62)YoY +0.17% (+21) | All Managers (Combined) | $737.3K | ||
6.5K | All Managers (Combined) | $731.4K |