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 27 of 44
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
22.5K | All Managers (Combined) | $347.1K | |||
4.0K | QoQ -6.12% (-263)YoY NEW(+4.0K) | All Managers (Combined) | $347.1K | YoY NEW(+$347.1K) | |
650 | QoQ 0.00% (-0)YoY +12.06% (+70) | All Managers (Combined) | $346.9K | ||
2.7K | All Managers (Combined) | $346.7K | |||
13.8K | YoY NEW(+13.8K) | All Managers (Combined) | $346.7K | YoY NEW(+$346.7K) | |
Halliburton Co(HALcusip406216101) | 13.6K | QoQ +0.63% (-86)YoY -0.19% (-26) | All Managers (Combined) | $344.9K | |
3.0K | All Managers (Combined) | $343.6K | |||
944 | QoQ +0.63% (+6)YoY +3.85% (-35) | All Managers (Combined) | $343.0K | ||
Autonation, Inc.(ANcusip05329W102) | 2.1K | All Managers (Combined) | $342.8K | ||
Resmed Inc(RMDcusip761152107) | 1.5K | All Managers (Combined) | $342.0K | ||
4.4K | All Managers (Combined) | $342.0K | |||
7.6K | All Managers (Combined) | $341.4K | |||
Technipfmc Plc(FTIcusipG87110105) | 10.8K | QoQ +0.38% (+41)YoY +0.64% (+69) | All Managers (Combined) | $340.9K | |
4.8K | All Managers (Combined) | $340.4K | |||
1.9K | All Managers (Combined) | $340.3K | |||
18.9K | All Managers (Combined) | $339.8K | |||
Dutch Bros Inc.(BROScusip26701L100) | 5.5K | QoQ NEW(+5.5K) YoY NEW(+5.5K) | All Managers (Combined) | $337.4K | QoQ NEW(+$337.4K) YoY NEW(+$337.4K) |
3.8K | QoQ -0.13% (-5)YoY +5.32% (+190) | All Managers (Combined) | $337.3K | ||
5.2K | QoQ +0.09% (-5)YoY +1.19% (+61) | All Managers (Combined) | $337.3K | ||
Ingredion Inc(INGRcusip457187102) | 2.5K | All Managers (Combined) | $335.7K |