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 28 of 44
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
5.5K | All Managers (Combined) | $335.4K | |||
2.3K | QoQ +0.04% (-1)YoY +2.51% (-57) | All Managers (Combined) | $334.9K | ||
Primerica, Inc.(PRIcusip74164M108) | 1.2K | QoQ -7.62% (-97)YoY -7.40% (-94) | All Managers (Combined) | $334.3K | |
1.4K | QoQ +0.07% (-1) | All Managers (Combined) | $334.3K | ||
13.5K | QoQ -0.02% (-3)YoY -0.51% (-70) | All Managers (Combined) | $334.0K | ||
Trimble Inc.(TRMBcusip896239100) | 5.1K | All Managers (Combined) | $332.7K | ||
Southstate Corp(SSBcusip840441109) | 3.6K | YoY NEW(+3.6K) | All Managers (Combined) | $331.2K | YoY NEW(+$331.2K) |
1.0K | QoQ +0.09% (+1)YoY +0.29% (+3) | All Managers (Combined) | $331.1K | ||
6.9K | All Managers (Combined) | $330.6K | |||
2.9K | QoQ NEW(+2.9K) YoY NEW(+2.9K) | All Managers (Combined) | $329.2K | QoQ NEW(+$329.2K) YoY NEW(+$329.2K) | |
Okta, Inc.(OKTAcusip679295105) | 3.1K | All Managers (Combined) | $328.1K | ||
2.4K | QoQ -1.25% (-31)YoY NEW(+2.4K) | All Managers (Combined) | $327.9K | YoY NEW(+$327.9K) | |
28.6K | QoQ 0.00% (-0) | All Managers (Combined) | $326.5K | ||
1.9K | QoQ -9.33% (-195)YoY -0.42% (-8) | All Managers (Combined) | $326.0K | ||
2.7K | All Managers (Combined) | $325.6K | |||
6.2K | YoY NEW(+6.2K) | All Managers (Combined) | $324.4K | YoY NEW(+$324.4K) | |
11.0K | QoQ +0.34% (+38)YoY +0.51% (+56) | All Managers (Combined) | $323.8K | ||
4.1K | QoQ +1.87% (+75)YoY +1.54% (-62) | All Managers (Combined) | $323.5K | ||
8.8K | All Managers (Combined) | $322.4K | |||
4.2K | QoQ +6.32% (-247)YoY NEW(+4.2K) | All Managers (Combined) | $322.4K | YoY NEW(+$322.4K) |