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 35 of 44
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/
ZION|989701107
Shares:
5138(+0.3%)
Value:
$256.2M(-7.8%)
Verisk Analytics, Inc.
VRSK|92345Y106
Shares:
860(+6.6%)
Value:
$256.0M(+15.2%)
UNITED STATES STEEL CORP
X|912909108
Shares:
6034(-14.4%)
Value:
$255.0M(+6.4%)
46641Q332
46641Q332
Shares:
4454(+11.1%)
Value:
$254.5M(+10.4%)
MOSAIC CO
MOS|61945C103
Shares:
9400(+1.2%)
Value:
$253.9M(+11.2%)
CLOROX CO /DE/
CLX|189054109
Shares:
1723
Value:
$253.6M
GLOBUS MEDICAL INC
GMED|379577208
Shares:
3464
Value:
$253.6M
VODAFONE GROUP PUBLIC LTD CO
VOD|92857W308
Shares:
26985(-0.2%)
Value:
$252.9M(+10.1%)
SKECHERS USA INC
SKX|830566105
Shares:
4442(+0.2%)
Value:
$252.2M(-15.4%)
808524698
808524698
Shares:
11211
Value:
$251.8M
Duke Energy CORP
DUK|26441C204
Shares:
2062(+0.1%)
Value:
$251.4M(+13.3%)
PENTAIR plc
PNR|G7S00T104
Shares:
2874(+0.6%)
Value:
$251.4M(-12.5%)
VERISIGN INC/CA
VRSN|92343E102
Shares:
990(-43.9%)
Value:
$251.3M(-31.2%)
Voya Financial, Inc.
VOYA|929089100
Shares:
3709(+0.3%)
Value:
$251.3M(-1.2%)
CAMPBELL'S Co
CPB|134429109
Shares:
6295(+0.0%)
Value:
$251.3M(-4.6%)
AGCO CORP /DE
AGCO|001084102
Shares:
2713
Value:
$251.1M
808524631
808524631
Shares:
9611
Value:
$250.9M
Bunge Global SA
BG|H11356104
Shares:
3283(+2.3%)
Value:
$250.9M(+0.5%)
AZEK Co Inc.
AZEK|05478C105
Shares:
5131(+0.2%)
Value:
$250.9M(+3.2%)
Invesco Ltd.
IVZ|G491BT108
Shares:
16536(+0.3%)
Value:
$250.9M(-12.9%)