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 36 of 44
IDEXX LABORATORIES INC /DE
Shares:
594(-4.3%)
Value:
$249.5M(-2.8%)
EAGLE MATERIALS INC
Shares:
1114(+0.3%)
Value:
$247.2M(-9.8%)
ROYAL GOLD INC
Shares:
1510
Value:
$247.0M
Adtalem Global Education Inc.
Shares:
2450
Value:
$246.6M
BOK FINANCIAL CORP
Shares:
2366(+0.2%)
Value:
$246.4M(-2.0%)
Avery Dennison Corp
Shares:
1384
Value:
$246.3M
GRACO INC
Shares:
2941(+2.7%)
Value:
$245.6M(+1.7%)
MASTEC INC
Shares:
2097(+3.9%)
Value:
$244.7M(-11.0%)
DOVER Corp
Shares:
1391(+0.0%)
Value:
$244.4M(-6.3%)
Murphy USA Inc.
Shares:
520(-16.9%)
Value:
$244.3M(-22.2%)
PPG INDUSTRIES INC
Shares:
2232(-0.2%)
Value:
$244.1M(-8.7%)
PROSPERITY BANCSHARES INC
Shares:
3407(+6.2%)
Value:
$243.2M(+0.6%)
CHART INDUSTRIES INC
Shares:
1675
Value:
$241.8M
Knight-Swift Transportation Holdings Inc.
Shares:
5518(+16.4%)
Value:
$240.0M(-4.6%)
ADT Inc.
Shares:
29446(+5.2%)
Value:
$239.7M(+23.9%)
ONTO INNOVATION INC.
Shares:
1975(+0.1%)
Value:
$239.6M(-27.1%)
SharkNinja, Inc.
Shares:
2872(+5.3%)
Value:
$239.6M(-9.8%)
MCGRATH RENTCORP
Shares:
2143(+0.0%)
Value:
$238.7M(-0.3%)
Genpact LTD
Shares:
4738
Value:
$238.7M
BORGWARNER INC
Shares:
8261
Value:
$236.7M