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 19 of 44
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Unum Group(UNMcusip91529Y106) | 6.3K | QoQ +0.03% (+2)YoY +1.63% (+101) | All Managers (Combined) | $512.9K | |
M&T Bank Corp(MTBcusip55261F104) | 2.9K | QoQ -0.13% (-4)YoY +2.20% (+62) | All Managers (Combined) | $512.8K | |
8.3K | QoQ 0.00% (+0) | All Managers (Combined) | $512.5K | ||
3.9K | QoQ +0.02% (-1) | All Managers (Combined) | $511.1K | ||
15.7K | QoQ NEW(+15.7K) YoY NEW(+15.7K) | All Managers (Combined) | $509.2K | QoQ NEW(+$509.2K) YoY NEW(+$509.2K) | |
3.6K | YoY NEW(+3.6K) | All Managers (Combined) | $508.5K | YoY NEW(+$508.5K) | |
Fair Isaac Corp(FICOcusip303250104) | 275 | QoQ +2.23% (-6)YoY +4.16% (+11) | All Managers (Combined) | $507.1K | |
Berkley W R Corp(WRBcusip084423102) | 7.1K | QoQ NEW(+7.1K) | All Managers (Combined) | $506.0K | QoQ NEW(+$506.0K) |
Cummins Inc(CMIcusip231021106) | 1.6K | QoQ -0.61% (-10) | All Managers (Combined) | $503.3K | |
2.4K | QoQ +0.24% (+6)YoY -0.37% (-9) | All Managers (Combined) | $502.2K | ||
Copart Inc(CPRTcusip217204106) | 8.8K | All Managers (Combined) | $499.7K | ||
Rio Tinto Plc(RIOcusip767204100) | 8.3K | QoQ 0.00% (+0) | All Managers (Combined) | $498.6K | |
7.8K | All Managers (Combined) | $498.5K | |||
12.1K | QoQ +0.02% (-3)YoY NEW(+12.1K) | All Managers (Combined) | $497.5K | YoY NEW(+$497.5K) | |
2.1K | QoQ +0.04% (+1) | All Managers (Combined) | $496.8K | ||
15.7K | QoQ 0.00% (+0)YoY NEW(+15.7K) | All Managers (Combined) | $496.6K | YoY NEW(+$496.6K) | |
730 | QoQ +0.13% (+1)YoY +0.68% (-5) | All Managers (Combined) | $496.3K | ||
2.1K | YoY NEW(+2.1K) | All Managers (Combined) | $495.7K | YoY NEW(+$495.7K) | |
Autozone Inc(AZOcusip053332102) | 129 | QoQ NEW(+129) YoY -4.44% (-6) | All Managers (Combined) | $493.0K | QoQ NEW(+$493.0K) |
937 | QoQ -0.42% (-4)YoY -5.35% (-53) | All Managers (Combined) | $492.8K |