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 15 of 44
464288273
Shares:
10003(-41.6%)
Value:
$635.5M(-38.9%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.2K | YoY +6.89% (+78) | All Managers (Combined) | $665.5K | ||
Equinor Asa(EQNRcusip29446M102) | 24.9K | All Managers (Combined) | $658.3K | ||
106.6K | QoQ 0.00% (+0) | All Managers (Combined) | $655.6K | ||
12.3K | QoQ +0.03% (+4) | All Managers (Combined) | $655.5K | ||
2.8K | QoQ +0.17% (+5)YoY +2.57% (+71) | All Managers (Combined) | $654.3K | ||
16.6K | QoQ +0.05% (-9) | All Managers (Combined) | $651.5K | ||
30.2K | All Managers (Combined) | $649.9K | |||
Shopify Inc.(SHOPcusip82509L107) | 6.8K | All Managers (Combined) | $648.1K | ||
3.5K | All Managers (Combined) | $636.4K | |||
(cusip464288273)✕ | 10.0K | All Managers (Combined) | $635.5K | ||
22.7K | All Managers (Combined) | $633.7K | |||
7.2K | QoQ +0.02% (-2)YoY +1.06% (+76) | All Managers (Combined) | $632.0K | ||
5.8K | All Managers (Combined) | $630.1K | |||
3.1K | QoQ +1.52% (-46) | All Managers (Combined) | $627.6K | ||
4.5K | All Managers (Combined) | $625.2K | |||
16.5K | All Managers (Combined) | $624.2K | |||
7.7K | All Managers (Combined) | $623.5K | |||
5.6K | YoY NEW(+5.6K) | All Managers (Combined) | $621.8K | YoY NEW(+$621.8K) | |
Cintas Corp(CTAScusip172908105) | 3.0K | All Managers (Combined) | $617.4K | ||
Kraft Heinz Co(KHCcusip500754106) | 20.2K | All Managers (Combined) | $614.0K |