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 35 of 44
46641Q332
Shares:
4454(+11.1%)
Value:
$254.5M(+10.4%)
808524698
Shares:
11211
Value:
$251.8M
808524631
Shares:
9611
Value:
$250.9M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
5.1K | QoQ +0.25% (-13)YoY +0.62% (+32) | All Managers (Combined) | $256.2K | ||
860 | QoQ +6.56% (+53)YoY NEW(+860) | All Managers (Combined) | $256.0K | YoY NEW(+$256.0K) | |
6.0K | All Managers (Combined) | $255.0K | |||
(cusip46641Q332)✕ | 4.5K | YoY NEW(+4.5K) | All Managers (Combined) | $254.5K | YoY NEW(+$254.5K) |
9.4K | QoQ +1.19% (+111)YoY +1.18% (-110) | All Managers (Combined) | $253.9K | ||
Clorox Co /De/(CLXcusip189054109) | 1.7K | QoQ NEW(+1.7K) YoY NEW(+1.7K) | All Managers (Combined) | $253.6K | QoQ NEW(+$253.6K) YoY NEW(+$253.6K) |
3.5K | QoQ NEW(+3.5K) YoY NEW(+3.5K) | All Managers (Combined) | $253.6K | QoQ NEW(+$253.6K) YoY NEW(+$253.6K) | |
27.0K | QoQ -0.19% (-53)YoY NEW(+27.0K) | All Managers (Combined) | $252.9K | YoY NEW(+$252.9K) | |
Skechers Usa Inc(SKXcusip830566105) | 4.4K | QoQ +0.18% (-8)YoY +0.33% (-15) | All Managers (Combined) | $252.2K | |
(cusip808524698)✕ | 11.2K | QoQ NEW(+11.2K) YoY NEW(+11.2K) | All Managers (Combined) | $251.8K | QoQ NEW(+$251.8K) YoY NEW(+$251.8K) |
Duke Energy Corp(DUKcusip26441C204) | 2.1K | QoQ +0.09% (+2)YoY NEW(+2.1K) | All Managers (Combined) | $251.4K | YoY NEW(+$251.4K) |
Pentair Plc(PNRcusipG7S00T104) | 2.9K | QoQ +0.63% (-18)YoY +1.19% (+34) | All Managers (Combined) | $251.4K | |
Verisign Inc/Ca(VRSNcusip92343E102) | 990 | YoY NEW(+990) | All Managers (Combined) | $251.3K | YoY NEW(+$251.3K) |
3.7K | QoQ +0.32% (-12)YoY +0.48% (-18) | All Managers (Combined) | $251.3K | ||
Campbell'S Co(CPBcusip134429109) | 6.3K | QoQ +0.03% (-2)YoY NEW(+6.3K) | All Managers (Combined) | $251.3K | YoY NEW(+$251.3K) |
Agco Corp /De(AGCOcusip001084102) | 2.7K | QoQ NEW(+2.7K) | All Managers (Combined) | $251.1K | QoQ NEW(+$251.1K) |
(cusip808524631)✕ | 9.6K | QoQ NEW(+9.6K) YoY NEW(+9.6K) | All Managers (Combined) | $250.9K | QoQ NEW(+$250.9K) YoY NEW(+$250.9K) |
Bunge Global Sa(BGcusipH11356104) | 3.3K | QoQ +2.27% (+73)YoY +2.88% (-92) | All Managers (Combined) | $250.9K | |
Azek Co Inc.(AZEKcusip05478C105) | 5.1K | QoQ +0.19% (+10)YoY +0.29% (-15) | All Managers (Combined) | $250.9K | |
Invesco Ltd.(IVZcusipG491BT108) | 16.5K | QoQ +0.33% (-55)YoY NEW(+16.5K) | All Managers (Combined) | $250.9K | YoY NEW(+$250.9K) |