Forum Financial Management, LP

Filing Details

13F-HR • 2025-03-31
SEC
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

968 positions
Manager:
SEC
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Page 3 of 44
ELI LILLY & Co
LLY|532457108
Shares:
8368(-2.9%)
Value:
$6.9B(+3.9%)
DEERE & CO
DE|244199105
Shares:
14697(-0.1%)
Value:
$6.9B(+10.7%)
Walmart Inc.
WMT|931142103
Shares:
74070(-1.4%)
Value:
$6.5B(-4.2%)
922908363
VOO|922908363
Shares:
11650(+39.0%)
Value:
$6.0B(+32.6%)
464287200
IVV|464287200
Shares:
10477(+23.0%)
Value:
$5.9B(+17.4%)
HOME DEPOT, INC.
HD|437076102
Shares:
15485(+0.8%)
Value:
$5.7B(-5.0%)
922908769
VTI|922908769
Shares:
20553(-3.4%)
Value:
$5.6B(-8.4%)
464287614
IWF|464287614
Shares:
15345(-16.0%)
Value:
$5.5B(-24.5%)
CHEVRON CORP
CVX|166764100
Shares:
32862(-10.1%)
Value:
$5.5B(+3.8%)
Broadcom Inc.
AVGO|11135F101
Shares:
32758(-1.3%)
Value:
$5.5B(-28.7%)
Tesla, Inc.
TSLA|88160R101
Shares:
20782(-25.4%)
Value:
$5.4B(-52.1%)
JOHNSON & JOHNSON
JNJ|478160104
Shares:
32057(-1.1%)
Value:
$5.3B(+13.4%)
TotalEnergies SE
TTE|89151E109
Shares:
82033(+0.0%)
Value:
$5.3B(+18.7%)
74933W452
74933W452
Shares:
102866(+26.6%)
Value:
$5.1B(+27.0%)
MITSUBISHI UFJ FINANCIAL GROUP INC
MUFG|606822104
Shares:
357561(+0.0%)
Value:
$4.9B(+16.3%)
COSTCO WHOLESALE CORP /NEW
COST|22160K105
Shares:
5145(+4.7%)
Value:
$4.9B(+8.0%)
921078101
921078101
Shares:
160123(+0.0%)
Value:
$4.8B(+19.1%)
SAP SE
SAP|803054204
Shares:
17674(+0.0%)
Value:
$4.7B(+9.0%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
8648(+2.0%)
Value:
$4.5B(+5.6%)
AT&T INC.
T|00206R102
Shares:
156169(+0.1%)
Value:
$4.4B(+24.3%)