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 36 of 44
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
594 | QoQ -4.34% (-27)YoY +0.67% (-4) | All Managers (Combined) | $249.5K | ||
1.1K | QoQ +0.27% (-3)YoY +0.45% (-5) | All Managers (Combined) | $247.2K | ||
Royal Gold Inc(RGLDcusip780287108) | 1.5K | QoQ NEW(+1.5K) YoY NEW(+1.5K) | All Managers (Combined) | $247.0K | QoQ NEW(+$247.0K) YoY NEW(+$247.0K) |
2.5K | QoQ NEW(+2.5K) YoY NEW(+2.5K) | All Managers (Combined) | $246.6K | QoQ NEW(+$246.6K) YoY NEW(+$246.6K) | |
2.4K | QoQ +0.16% (-4)YoY NEW(+2.4K) | All Managers (Combined) | $246.4K | YoY NEW(+$246.4K) | |
1.4K | QoQ NEW(+1.4K) | All Managers (Combined) | $246.3K | QoQ NEW(+$246.3K) | |
2.9K | QoQ +2.68% (+77)YoY NEW(+2.9K) | All Managers (Combined) | $245.6K | YoY NEW(+$245.6K) | |
Mastec Inc(MTZcusip576323109) | 2.1K | QoQ +3.86% (-78)YoY NEW(+2.1K) | All Managers (Combined) | $244.7K | YoY NEW(+$244.7K) |
Dover Corp(DOVcusip260003108) | 1.4K | QoQ 0.00% (-0) | All Managers (Combined) | $244.4K | |
Murphy Usa Inc.(MUSAcusip626755102) | 520 | All Managers (Combined) | $244.3K | ||
2.2K | QoQ -0.22% (-5) | All Managers (Combined) | $244.1K | ||
3.4K | QoQ +6.23% (+200)YoY NEW(+3.4K) | All Managers (Combined) | $243.2K | YoY NEW(+$243.2K) | |
1.7K | QoQ NEW(+1.7K) YoY NEW(+1.7K) | All Managers (Combined) | $241.8K | QoQ NEW(+$241.8K) YoY NEW(+$241.8K) | |
5.5K | All Managers (Combined) | $240.0K | |||
29.4K | All Managers (Combined) | $239.7K | |||
2.0K | QoQ +0.15% (-3)YoY -0.05% (-1) | All Managers (Combined) | $239.6K | ||
Sharkninja, Inc.(SNcusipG8068L108) | 2.9K | QoQ +5.27% (-144)YoY NEW(+2.9K) | All Managers (Combined) | $239.6K | YoY NEW(+$239.6K) |
2.1K | QoQ +0.04% (-1) | All Managers (Combined) | $238.7K | ||
Genpact Ltd(GcusipG3922B107) | 4.7K | QoQ NEW(+4.7K) YoY NEW(+4.7K) | All Managers (Combined) | $238.7K | QoQ NEW(+$238.7K) YoY NEW(+$238.7K) |
Borgwarner Inc(BWAcusip099724106) | 8.3K | QoQ NEW(+8.3K) | All Managers (Combined) | $236.7K | QoQ NEW(+$236.7K) |