Forum Financial Management, LP

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
858 identified110 unidentified

Holdings

968 positions
Manager:
SEC
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Page 20 of 44
REPUBLIC SERVICES, INC.
RSG|760759100
Shares:
2031(-1.2%)
Value:
$491.8M(+19.0%)
Hilltop Holdings Inc.
HTH|432748101
Shares:
16056(+0.0%)
Value:
$488.9M(+6.3%)
DICK'S SPORTING GOODS, INC.
DKS|253393102
Shares:
2411(+2.0%)
Value:
$486.0M(-10.2%)
639057207
639057207
Shares:
40696(+0.0%)
Value:
$485.1M(+17.2%)
HORMEL FOODS CORP /DE/
HRL|440452100
Shares:
15665(+18.1%)
Value:
$484.7M(+16.5%)
BIOGEN INC.
BIIB|09062X103
Shares:
3540(-6.9%)
Value:
$484.4M(-16.7%)
LENNAR CORP /NEW/
LEN|526057104
Shares:
4218(-0.1%)
Value:
$484.1M(-15.9%)
YUM BRANDS INC
YUM|988498101
Shares:
3074(-0.9%)
Value:
$483.7M(+16.3%)
UNITED RENTALS, INC.
URI|911363109
Shares:
771(+2.9%)
Value:
$483.2M(-8.4%)
Fidelity National Financial, Inc.
FNF|31620R303
Shares:
7399(+0.0%)
Value:
$481.5M(+15.9%)
SoFi Technologies, Inc.
SOFI|83406F102
Shares:
41397(-0.1%)
Value:
$481.4M(-24.6%)
SS&C Technologies Holdings Inc
SSNC|78467J100
Shares:
5739(-21.0%)
Value:
$479.4M(-12.9%)
852234103
852234103
Shares:
8730(+6.3%)
Value:
$474.3M(-32.1%)
GARMIN LTD
GRMN|H2906T109
Shares:
2180(+19.3%)
Value:
$473.3M(+25.5%)
922042775
VEU|922042775
Shares:
7798(+87.5%)
Value:
$473.0M(+98.2%)
464287630
IWN|464287630
Shares:
3108(+0.1%)
Value:
$469.3M(-7.9%)
SOUTHERN CO
SO|842587107
Shares:
5099(-0.2%)
Value:
$468.9M(+11.5%)
RELIANCE, INC.
RS|759509102
Shares:
1622(+0.2%)
Value:
$468.4M(+7.4%)
PAYCHEX INC
PAYX|704326107
Shares:
3022(+0.0%)
Value:
$466.2M(+10.0%)
CrowdStrike Holdings, Inc.
CRWD|22788C105
Shares:
1317(+4.7%)
Value:
$464.3M(+7.9%)