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 14 of 44
WASTE MANAGEMENT INC
Shares:
3139(-0.3%)
Value:
$726.7M(+14.3%)
Targa Resources Corp.
Shares:
3611(-25.4%)
Value:
$723.9M(-16.2%)
464287655
Shares:
3617(-0.8%)
Value:
$721.5M(-10.5%)
HORTON D R INC /DE/
Shares:
5668(-0.2%)
Value:
$720.6M(-9.3%)
Johnson Controls International plc
Shares:
8978(-0.1%)
Value:
$719.2M(+1.3%)
AMERIPRISE FINANCIAL INC
Shares:
1485(+0.1%)
Value:
$719.1M(-9.0%)
025072372
Shares:
15196
Value:
$716.6M
SHERWIN WILLIAMS CO
Shares:
2040(+0.0%)
Value:
$712.3M(+2.7%)
ServiceNow, Inc.
Shares:
894(+10.9%)
Value:
$711.8M(-16.7%)
Arista Networks, Inc.
Shares:
9111
Value:
$706.0M
Trane Technologies plc
Shares:
2093(-1.8%)
Value:
$705.2M(-10.4%)
Apollo Global Management, Inc.
Shares:
5142(-0.0%)
Value:
$704.1M(-17.1%)
DOCUSIGN, INC.
Shares:
8607(+0.1%)
Value:
$700.6M(-9.4%)
Lloyds Banking Group plc
Shares:
181796(+0.0%)
Value:
$694.5M(+40.4%)
UNILEVER PLC
Shares:
11645(-0.7%)
Value:
$693.4M(+4.3%)
NEXTERA ENERGY INC
Shares:
9764(-1.9%)
Value:
$692.2M(-3.0%)
OCCIDENTAL PETROLEUM CORP /DE/
Shares:
13971(+28.4%)
Value:
$689.6M(+28.3%)
FORD MOTOR CO
Shares:
68699(+0.0%)
Value:
$689.0M(+1.4%)
WINTRUST FINANCIAL CORP
Shares:
6094(-0.6%)
Value:
$685.4M(-10.3%)
ENTERPRISE PRODUCTS PARTNERS L.P.
Shares:
19565(+1.0%)
Value:
$668.0M(+10.0%)