Forum Financial Management, LP

Filing Details

13F-HR2025-03-31
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
Manager Name
Forum Financial Management, LP
Data Enrichment
89% identified
858 identified110 unidentified

Holdings

968 positions
Manager:
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Page 26 of 44
JACOBS SOLUTIONS INC.
Shares:
2947(+7.3%)
Value:
$356.3M(-2.9%)
Toll Brothers, Inc.
Shares:
3369(+0.2%)
Value:
$355.7M(-16.0%)
REGIONS FINANCIAL CORP
Shares:
16362(-0.2%)
Value:
$355.5M(-7.8%)
STEPAN CO
Shares:
6455(-2.3%)
Value:
$355.3M(-16.9%)
Vulcan Materials CO
Shares:
1518(+0.2%)
Value:
$354.1M(-9.1%)
PACKAGING CORP OF AMERICA
Shares:
1786(+0.0%)
Value:
$353.7M(-12.0%)
OLD REPUBLIC INTERNATIONAL CORP
Shares:
9008(+0.0%)
Value:
$353.3M(+8.4%)
PTC INC.
Shares:
2279
Value:
$353.1M
DOW INC.
Shares:
10083(-12.1%)
Value:
$352.1M(-23.6%)
EQUIFAX INC
Shares:
1442(+0.1%)
Value:
$351.3M(-4.3%)
TAPESTRY, INC.
Shares:
4985(-2.0%)
Value:
$351.0M(+5.6%)
SPDR GOLD TRUST
Shares:
1217
Value:
$350.7M
MOODYS CORP /DE/
Shares:
751(+4.0%)
Value:
$349.7M(+2.3%)
GLOBE LIFE INC.
Shares:
2650(-0.2%)
Value:
$349.1M(+17.9%)
Medpace Holdings, Inc.
Shares:
1145(-3.1%)
Value:
$348.9M(-11.2%)
CADENCE DESIGN SYSTEMS INC
Shares:
1369(-0.5%)
Value:
$348.2M(-15.8%)
CASEYS GENERAL STORES INC
Shares:
802(+0.1%)
Value:
$348.1M(+9.7%)
Fox Corp
Shares:
6146(-7.8%)
Value:
$347.9M(+7.4%)
CONAGRA BRANDS INC.
Shares:
13042(-9.7%)
Value:
$347.8M(-13.3%)
Northfield Bancorp, Inc.
Shares:
31872(+0.0%)
Value:
$347.7M(-6.1%)