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 18 of 44
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
16.3K | All Managers (Combined) | $537.7K | |||
13.8K | QoQ +2.97% (+398)YoY NEW(+13.8K) | All Managers (Combined) | $534.4K | YoY NEW(+$534.4K) | |
3.3K | All Managers (Combined) | $534.1K | |||
830 | QoQ -9.38% (-86)YoY +3.10% (-25) | All Managers (Combined) | $526.4K | ||
5.3K | QoQ 0.00% (-0)YoY NEW(+5.3K) | All Managers (Combined) | $525.3K | YoY NEW(+$525.3K) | |
11.6K | All Managers (Combined) | $523.2K | |||
8.7K | QoQ NEW(+8.7K) | All Managers (Combined) | $521.3K | QoQ NEW(+$521.3K) | |
Fortive Corp(FTVcusip34959J108) | 7.1K | All Managers (Combined) | $521.0K | ||
8.9K | All Managers (Combined) | $519.7K | |||
2.7K | All Managers (Combined) | $519.6K | |||
12.0K | QoQ +0.29% (-35)YoY +0.03% (-4) | All Managers (Combined) | $519.6K | ||
1.6K | QoQ -0.24% (-4)YoY +3.54% (+56) | All Managers (Combined) | $519.2K | ||
— | All Managers (Combined) | $519.0K | |||
6.1K | All Managers (Combined) | $518.6K | |||
Snap-On Inc(SNAcusip833034101) | 1.5K | QoQ -0.32% (-5)YoY -5.53% (-90) | All Managers (Combined) | $517.6K | |
6.8K | All Managers (Combined) | $517.4K | |||
6.9K | QoQ +0.07% (-5)YoY NEW(+6.9K) | All Managers (Combined) | $516.5K | YoY NEW(+$516.5K) | |
4.6K | All Managers (Combined) | $516.0K | |||
8.6K | All Managers (Combined) | $515.5K | |||
47.9K | All Managers (Combined) | $513.4K |