Forum Financial Management, LP

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

968 positions • $6,041,849.33K total value

968 positions

Manager:

SEC FilingSEC DataHachi Filing

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QUEST DIAGNOSTICS INC

DGX|74834L100

2202(-34.4%)

Value:

$372.6M(-26.4%)

SUNCOR ENERGY INC

SU|867224107

9618(+0.0%)

Value:

$372.4M(+8.5%)

464287150

ITOT|464287150

3045(+5.0%)

Value:

$371.5M(-0.4%)

STANLEY BLACK & DECKER, INC.

SWK|854502101

4831(+0.3%)

Value:

$371.4M(-3.9%)

J M SMUCKER Co

SJM|832696405

3113(+3.9%)

Value:

$368.6M(+11.7%)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

24551(+0.0%)

Value:

$368.5M(-7.7%)

UNIVERSAL HEALTH SERVICES INC

UHS|913903100

1960(+0.3%)

Value:

$368.3M(+5.1%)

ECOLAB INC.

ECL|278865100

1449(+2.8%)

Value:

$367.4M(+11.3%)

GARTNER INC

IT|366651107

874(-5.5%)

Value:

$366.9M(-18.1%)

CACI INTERNATIONAL INC /DE/

CACI|127190304

999(+25.3%)

Value:

$366.6M(+13.8%)

CANADIAN IMPERIAL BANK OF COMMERCE /CAN/

CM|136069101

6499(+0.0%)

Value:

$365.9M(-10.9%)

Owens Corning

OC|690742101

2540(+0.2%)

Value:

$362.8M(-15.9%)

GameStop Corp.

GME|36467W109

16245(+146.7%)

Value:

$362.6M(+75.7%)

CARMAX INC

KMX|143130102

4641(+19.7%)

Value:

$361.6M(+14.1%)

ANSYS INC

ANSS|03662Q105

1142(-4.6%)

Value:

$361.5M(-10.5%)

REINSURANCE GROUP OF AMERICA INC

RGA|759351604

1836(+0.0%)

Value:

$361.5M(-7.8%)

CARDINAL HEALTH INC

CAH|14149Y108

2618(-11.6%)

Value:

$360.7M(+2.9%)

W.W. GRAINGER, INC.

GWW|384802104

364(-0.3%)

Value:

$359.6M(-6.5%)

Texas Pacific Land Corp

TPL|88262P102

271(+0.7%)

Value:

$359.1M(+20.7%)

HCA Healthcare, Inc.

HCA|40412C101

1033(+0.0%)

Value:

$357.0M(+15.1%)

Instrument	Shares		Other Manager	Value
Quest Diagnostics Inc(DGXcusip74834L100)	2.2K	QoQ -34.36% (-1.2K) YoY +18.70% (+347)	All Managers (Combined)	$372.6K	QoQ -26.38% (-$133.5K) YoY +50.90% (+$125.7K)
Suncor Energy Inc(SUcusip867224107)	9.6K	QoQ 0.00% (+0) YoY +71.84% (+4.0K)	All Managers (Combined)	$372.4K	QoQ +8.51% (+$29.2K) YoY +80.26% (+$165.8K)
(ITOTcusip464287150)	3.0K	QoQ +5.03% (-146) YoY +13.02% (+351)	All Managers (Combined)	$371.5K	QoQ -0.36% (-$1.3K) YoY +19.60% (+$60.9K)
Stanley Black & Decker, Inc.(SWKcusip854502101)	4.8K	QoQ +0.35% (-17) YoY NEW(+4.8K)	All Managers (Combined)	$371.4K	QoQ -3.90% (-$15.1K) YoY NEW(+$371.4K)
J M Smucker Co(SJMcusip832696405)	3.1K	QoQ +3.87% (+116) YoY +50.89% (+1.1K)	All Managers (Combined)	$368.6K	QoQ +11.66% (+$38.5K) YoY +41.94% (+$108.9K)
Huntington Bancshares Inc /Md/(HBANcusip446150104)	24.6K	QoQ 0.00% (-0) YoY -19.00% (-5.8K)	All Managers (Combined)	$368.5K	QoQ -7.74% (-$30.9K) YoY -12.85% (-$54.4K)
Universal Health Services Inc(UHScusip913903100)	2.0K	QoQ +0.35% (+7) YoY +21.06% (+341)	All Managers (Combined)	$368.3K	QoQ +5.10% (+$17.9K) YoY +24.67% (+$72.9K)
Ecolab Inc.(ECLcusip278865100)	1.4K	QoQ +2.83% (+40) YoY +37.73% (+397)	All Managers (Combined)	$367.4K	QoQ +11.26% (+$37.2K) YoY +51.24% (+$124.5K)
Gartner Inc(ITcusip366651107)	874	QoQ -5.51% (-51) YoY -5.20% (-48)	All Managers (Combined)	$366.9K	QoQ -18.13% (-$81.3K) YoY -16.52% (-$72.6K)
Caci International Inc /De/(CACIcusip127190304)	999	QoQ +25.34% (+202) YoY +67.89% (+404)	All Managers (Combined)	$366.6K	QoQ +13.82% (+$44.5K) YoY +62.62% (+$141.2K)
Canadian Imperial Bank Of Commerce /Can/(CMcusip136069101)	6.5K	QoQ 0.00% (-0) YoY +22.71% (+1.2K)	All Managers (Combined)	$365.9K	QoQ -10.95% (-$45.0K) YoY +36.21% (+$97.3K)
Owens Corning(OCcusip690742101)	2.5K	QoQ +0.23% (-6) YoY +0.23% (-6)	All Managers (Combined)	$362.8K	QoQ -15.94% (-$68.8K) YoY -14.17% (-$59.9K)
Gamestop Corp.(GMEcusip36467W109)	16.2K	QoQ +146.65% (+9.7K) YoY NEW(+16.2K)	All Managers (Combined)	$362.6K	QoQ +75.66% (+$156.2K) YoY NEW(+$362.6K)
Carmax Inc(KMXcusip143130102)	4.6K	QoQ +19.67% (+763) YoY +37.63% (+1.3K)	All Managers (Combined)	$361.6K	QoQ +14.05% (+$44.6K) YoY +23.11% (+$67.9K)
Ansys Inc(ANSScusip03662Q105)	1.1K	QoQ -4.59% (-55) YoY +21.48% (+202)	All Managers (Combined)	$361.5K	QoQ -10.46% (-$42.3K) YoY +10.78% (+$35.2K)
Reinsurance Group Of America Inc(RGAcusip759351604)	1.8K	QoQ 0.00% (-0) YoY +7.80% (+133)	All Managers (Combined)	$361.5K	QoQ -7.83% (-$30.7K) YoY +10.05% (+$33.0K)
Cardinal Health Inc(CAHcusip14149Y108)	2.6K	QoQ -11.64% (-345) YoY -11.91% (-354)	All Managers (Combined)	$360.7K	QoQ +2.92% (-$10.2K) YoY +8.45% (-$28.1K)
W.W. Grainger, Inc.(GWWcusip384802104)	364	QoQ -0.27% (-1) YoY +0.83% (-3)	All Managers (Combined)	$359.6K	QoQ -6.53% (-$25.2K) YoY -2.08% (-$7.7K)
Texas Pacific Land Corp(TPLcusip88262P102)	271	QoQ +0.74% (+2) YoY NEW(+271)	All Managers (Combined)	$359.1K	QoQ +20.69% (+$61.6K) YoY NEW(+$359.1K)
Hca Healthcare, Inc.(HCAcusip40412C101)	1.0K	QoQ 0.00% (+0) YoY +6.16% (+60)	All Managers (Combined)	$357.0K	QoQ +15.12% (+$46.9K) YoY +9.99% (+$32.4K)