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 37 of 44
389637109
Shares:
3611(-9.6%)
Value:
$235.3M(-20.4%)
092915107
Shares:
115488
Value:
$233.3M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
993 | QoQ +0.20% (-2)YoY NEW(+993) | All Managers (Combined) | $236.7K | YoY NEW(+$236.7K) | |
175 | QoQ +1.15% (+2)YoY NEW(+175) | All Managers (Combined) | $236.3K | YoY NEW(+$236.3K) | |
Dillard'S, Inc.(DDScusip254067101) | 659 | All Managers (Combined) | $236.0K | ||
10.7K | QoQ 0.00% (-0)YoY +0.60% (-65) | All Managers (Combined) | $235.8K | ||
Exelon Corp(EXCcusip30161N101) | 5.1K | QoQ NEW(+5.1K) | All Managers (Combined) | $235.6K | QoQ NEW(+$235.6K) |
(cusip389637109)✕ | 3.6K | All Managers (Combined) | $235.3K | ||
C3.Ai, Inc.(AIcusip12468P104) | 11.2K | All Managers (Combined) | $235.0K | ||
2.6K | QoQ +0.19% (-5)YoY +0.43% (+11) | All Managers (Combined) | $234.6K | ||
Alcoa Corp(AAcusip013872106) | 7.7K | QoQ NEW(+7.7K) YoY NEW(+7.7K) | All Managers (Combined) | $234.5K | QoQ NEW(+$234.5K) YoY NEW(+$234.5K) |
5.4K | QoQ -0.09% (-5)YoY -5.06% (-288) | All Managers (Combined) | $234.5K | ||
5.5K | All Managers (Combined) | $234.3K | |||
12.7K | QoQ 0.00% (-0)YoY NEW(+12.7K) | All Managers (Combined) | $234.1K | YoY NEW(+$234.1K) | |
Oshkosh Corp(OSKcusip688239201) | 2.5K | QoQ 0.00% (-0) | All Managers (Combined) | $234.1K | |
Insmed Inc(INSMcusip457669307) | 3.1K | QoQ NEW(+3.1K) YoY NEW(+3.1K) | All Managers (Combined) | $234.0K | QoQ NEW(+$234.0K) YoY NEW(+$234.0K) |
612 | QoQ +2.51% (-15)YoY NEW(+612) | All Managers (Combined) | $233.8K | YoY NEW(+$233.8K) | |
4.5K | All Managers (Combined) | $233.7K | |||
(cusip092915107)✕ | 115.5K | QoQ NEW(+115.5K) YoY NEW(+115.5K) | All Managers (Combined) | $233.3K | QoQ NEW(+$233.3K) YoY NEW(+$233.3K) |
1.3K | QoQ +0.54% (+7)YoY +0.77% (+10) | All Managers (Combined) | $232.8K | ||
Idex Corp /De/(IEXcusip45167R104) | 1.3K | QoQ +0.23% (-3)YoY NEW(+1.3K) | All Managers (Combined) | $232.7K | YoY NEW(+$232.7K) |
Popular, Inc.(BPOPcusip733174700) | 2.5K | QoQ 0.00% (-0)YoY +2.07% (+51) | All Managers (Combined) | $232.2K |