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 24 of 44
MERCADOLIBRE INC
MELI|58733R102
Shares:
199(+3.1%)
Value:
$388.2M(+18.3%)
CURTISS WRIGHT CORP
CW|231561101
Shares:
1221(+0.3%)
Value:
$387.4M(-10.3%)
JONES LANG LASALLE INC
JLL|48020Q107
Shares:
1559(+0.2%)
Value:
$386.5M(-1.9%)
JABIL INC
JBL|466313103
Shares:
2840(-14.8%)
Value:
$386.4M(-19.4%)
808524201
SCHX|808524201
Shares:
17466
Value:
$385.6M
ALNYLAM PHARMACEUTICALS, INC.
ALNY|02043Q107
Shares:
1427(-2.5%)
Value:
$385.3M(+11.8%)
AGILENT TECHNOLOGIES, INC.
A|00846U101
Shares:
3293(-4.3%)
Value:
$385.2M(-16.7%)
TEXTRON INC
TXT|883203101
Shares:
5325(+0.6%)
Value:
$384.7M(-5.0%)
ILLINOIS TOOL WORKS INC
ITW|452308109
Shares:
1551(+0.0%)
Value:
$384.7M(-2.2%)
MIDDLEBY Corp
MIDD|596278101
Shares:
2523(-1.7%)
Value:
$383.4M(+10.3%)
TELEDYNE TECHNOLOGIES INC
TDY|879360105
Shares:
768(+2.0%)
Value:
$382.2M(+9.4%)
ANTERO RESOURCES Corp
AR|03674X106
Shares:
9446(+0.0%)
Value:
$382.0M(+15.4%)
DT Midstream, Inc.
DTM|23345M107
Shares:
3952(+16.5%)
Value:
$381.3M(+13.1%)
Hilton Worldwide Holdings Inc.
HLT|43300A203
Shares:
1675(+11.7%)
Value:
$381.1M(+2.8%)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
DIA|78467X109
Shares:
903(+22.4%)
Value:
$379.1M(+20.7%)
GLOBAL PAYMENTS INC
GPN|37940X102
Shares:
3869(+0.1%)
Value:
$378.8M(-12.5%)
03073E105
03073E105
Shares:
1356(+0.4%)
Value:
$377.1M(+24.3%)
MCCORMICK & CO INC
MKC|579780206
Shares:
4569(+10.6%)
Value:
$376.1M(+19.4%)
REVVITY, INC.
RVTY|714046109
Shares:
3552(+0.2%)
Value:
$375.8M(-5.0%)
PINTEREST, INC.
PINS|72352L106
Shares:
12120(-18.4%)
Value:
$375.7M(-12.8%)