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 20 of 44
639057207
Shares:
40696(+0.0%)
Value:
$485.1M(+17.2%)
852234103
Shares:
8730(+6.3%)
Value:
$474.3M(-32.1%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.0K | QoQ -1.16% (-24)YoY -0.73% (-15) | All Managers (Combined) | $491.8K | ||
16.1K | All Managers (Combined) | $488.9K | |||
2.4K | QoQ +1.98% (-47)YoY +5.28% (-121) | All Managers (Combined) | $486.0K | ||
(cusip639057207)✕ | 40.7K | QoQ 0.00% (+0) | All Managers (Combined) | $485.1K | |
15.7K | YoY NEW(+15.7K) | All Managers (Combined) | $484.7K | YoY NEW(+$484.7K) | |
Biogen Inc.(BIIBcusip09062X103) | 3.5K | All Managers (Combined) | $484.4K | ||
4.2K | QoQ -0.11% (-5)YoY +0.88% (-37) | All Managers (Combined) | $484.1K | ||
Yum Brands Inc(YUMcusip988498101) | 3.1K | All Managers (Combined) | $483.7K | ||
771 | QoQ +2.93% (-22)YoY +6.34% (-46) | All Managers (Combined) | $483.2K | ||
7.4K | QoQ 0.00% (+0) | All Managers (Combined) | $481.5K | ||
41.4K | All Managers (Combined) | $481.4K | |||
5.7K | YoY NEW(+5.7K) | All Managers (Combined) | $479.4K | YoY NEW(+$479.4K) | |
(cusip852234103)✕ | 8.7K | All Managers (Combined) | $474.3K | ||
Garmin Ltd(GRMNcusipH2906T109) | 2.2K | All Managers (Combined) | $473.3K | ||
7.8K | All Managers (Combined) | $473.0K | |||
3.1K | QoQ +0.09% (-3) | All Managers (Combined) | $469.3K | ||
Southern Co(SOcusip842587107) | 5.1K | QoQ -0.17% (-9) | All Managers (Combined) | $468.9K | |
Reliance, Inc.(RScusip759509102) | 1.6K | QoQ +0.18% (+3)YoY +3.70% (-58) | All Managers (Combined) | $468.4K | |
Paychex Inc(PAYXcusip704326107) | 3.0K | QoQ 0.00% (+0) | All Managers (Combined) | $466.2K | |
1.3K | QoQ +4.68% (+59)YoY -4.21% (-58) | All Managers (Combined) | $464.3K |