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 26 of 44
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
2.9K | QoQ +7.28% (-200)YoY +8.18% (-223) | All Managers (Combined) | $356.3K | ||
3.4K | QoQ +0.23% (-8)YoY +0.47% (-16) | All Managers (Combined) | $355.7K | ||
16.4K | QoQ -0.21% (-35)YoY +1.78% (+287) | All Managers (Combined) | $355.5K | ||
6.5K | QoQ -2.28% (-151)YoY +1.68% (-107) | All Managers (Combined) | $355.3K | ||
1.5K | QoQ +0.19% (-3)YoY +7.50% (-106) | All Managers (Combined) | $354.1K | ||
1.8K | QoQ 0.00% (-0)YoY NEW(+1.8K) | All Managers (Combined) | $353.7K | YoY NEW(+$353.7K) | |
9.0K | QoQ +0.04% (+4) | All Managers (Combined) | $353.3K | ||
2.3K | QoQ NEW(+2.3K) YoY NEW(+2.3K) | All Managers (Combined) | $353.1K | QoQ NEW(+$353.1K) YoY NEW(+$353.1K) | |
10.1K | All Managers (Combined) | $352.1K | |||
Equifax Inc(EFXcusip294429105) | 1.4K | QoQ +0.06% (-1)YoY NEW(+1.4K) | All Managers (Combined) | $351.3K | YoY NEW(+$351.3K) |
Tapestry, Inc.(TPRcusip876030107) | 5.0K | All Managers (Combined) | $351.0K | ||
Spdr Gold Trust(GLDcusip78463V107) | 1.2K | QoQ NEW(+1.2K) YoY NEW(+1.2K) | All Managers (Combined) | $350.7K | QoQ NEW(+$350.7K) YoY NEW(+$350.7K) |
Moodys Corp /De/(MCOcusip615369105) | 751 | QoQ +4.01% (+29) | All Managers (Combined) | $349.7K | |
Globe Life Inc.(GLcusip37959E102) | 2.6K | QoQ -0.18% (-5)YoY -0.71% (-19) | All Managers (Combined) | $349.1K | |
1.1K | QoQ -3.13% (-37)YoY -2.96% (-35) | All Managers (Combined) | $348.9K | ||
1.4K | QoQ -0.50% (-7)YoY -1.08% (-15) | All Managers (Combined) | $348.2K | ||
802 | QoQ +0.12% (+1)YoY +0.50% (+4) | All Managers (Combined) | $348.1K | ||
6.1K | QoQ -7.84% (-523)YoY NEW(+6.1K) | All Managers (Combined) | $347.9K | YoY NEW(+$347.9K) | |
13.0K | YoY NEW(+13.0K) | All Managers (Combined) | $347.8K | YoY NEW(+$347.8K) | |
31.9K | All Managers (Combined) | $347.7K |