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 32 of 44
COMMERCE BANCSHARES INC /MO/
Shares:
4539(+0.0%)
Value:
$282.5M(-0.1%)
PINNACLE FINANCIAL PARTNERS INC
Shares:
2660(+0.0%)
Value:
$282.1M(-7.3%)
922908751
Shares:
1270(+16.0%)
Value:
$281.6M(+7.0%)
ZILLOW GROUP, INC.
Shares:
4104(+0.0%)
Value:
$281.4M(-7.4%)
GRAPHIC PACKAGING HOLDING CO
Shares:
10829
Value:
$281.1M
464287507
Shares:
4818(-14.1%)
Value:
$281.1M(-19.6%)
FIRST HORIZON CORP
Shares:
14467(-3.3%)
Value:
$280.9M(-6.7%)
Permian Resources Corp
Shares:
20278(+0.0%)
Value:
$280.9M(-3.7%)
CLEAN HARBORS INC
Shares:
1421(+0.3%)
Value:
$280.1M(-14.1%)
GAP INC
Shares:
13584(+1.4%)
Value:
$280.0M(-11.6%)
FACTSET RESEARCH SYSTEMS INC
Shares:
615(+18.7%)
Value:
$279.8M(+12.4%)
Primo Brands Corp
Shares:
7871
Value:
$279.3M
TEVA PHARMACEUTICAL INDUSTRIES LTD
Shares:
18118(+0.0%)
Value:
$278.5M(-30.3%)
CHARLES RIVER LABORATORIES INTERNATIONAL, INC.
Shares:
1850(+18.2%)
Value:
$278.5M(-3.6%)
WESTERN ALLIANCE BANCORPORATION
Shares:
3619(+0.4%)
Value:
$278.0M(-7.7%)
CULLEN/FROST BANKERS, INC.
Shares:
2218(+0.0%)
Value:
$277.7M(-6.7%)
GoDaddy Inc.
Shares:
1540(-16.3%)
Value:
$277.4M(-23.6%)
Jazz Pharmaceuticals plc
Shares:
2228(+11.8%)
Value:
$276.6M(+12.8%)
UMB FINANCIAL CORP
Shares:
2713
Value:
$274.3M
WATSCO INC
Shares:
539(+6.9%)
Value:
$274.0M(+14.7%)