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:
Search and click to pin securities to the top
Page 19 of 44
Unum Group
Shares:
6296(+0.0%)
Value:
$512.9M(+11.6%)
M&T BANK CORP
Shares:
2869(-0.1%)
Value:
$512.8M(-5.0%)
Anheuser-Busch InBev SA/NV
Shares:
8326(+0.0%)
Value:
$512.5M(+22.9%)
CBRE GROUP, INC.
Shares:
3908(+0.0%)
Value:
$511.1M(-0.4%)
Blackstone Secured Lending Fund
Shares:
15735
Value:
$509.2M
TE Connectivity plc
Shares:
3598(+13.0%)
Value:
$508.5M(+11.7%)
FAIR ISAAC CORP
Shares:
275(+2.2%)
Value:
$507.1M(-5.3%)
BERKLEY W R CORP
Shares:
7111
Value:
$506.0M
CUMMINS INC
Shares:
1606(-0.6%)
Value:
$503.3M(-10.6%)
TAKE TWO INTERACTIVE SOFTWARE INC
Shares:
2423(+0.2%)
Value:
$502.2M(+12.9%)
COPART INC
Shares:
8831(+59.9%)
Value:
$499.7M(+57.7%)
RIO TINTO PLC
Shares:
8299(+0.0%)
Value:
$498.6M(+2.1%)
TYSON FOODS, INC.
Shares:
7812(+30.5%)
Value:
$498.5M(+45.0%)
CITIZENS FINANCIAL GROUP INC/RI
Shares:
12142(+0.0%)
Value:
$497.5M(-6.3%)
VEEVA SYSTEMS INC
Shares:
2145(+0.0%)
Value:
$496.8M(+10.2%)
Corebridge Financial, Inc.
Shares:
15730(+0.0%)
Value:
$496.6M(+5.5%)
KLA CORP
Shares:
730(+0.1%)
Value:
$496.3M(+8.0%)
LABCORP HOLDINGS INC.
Shares:
2130(-13.4%)
Value:
$495.7M(-12.2%)
AUTOZONE INC
Shares:
129
Value:
$493.0M
AXON ENTERPRISE, INC.
Shares:
937(-0.4%)
Value:
$492.8M(-11.9%)