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 39 of 44
46438F101
Shares:
4747
Value:
$222.2M
ROCKWELL AUTOMATION, INC
Shares:
860(+11.5%)
Value:
$222.2M(+0.8%)
OneMain Holdings, Inc.
Shares:
4540(+0.3%)
Value:
$221.9M(-6.0%)
DOMINION ENERGY, INC
Shares:
3954(-0.3%)
Value:
$221.7M(+3.8%)
APPLIED INDUSTRIAL TECHNOLOGIES INC
Shares:
983(+0.3%)
Value:
$221.5M(-5.6%)
FLUOR CORP
Shares:
6181
Value:
$221.4M
HENRY SCHEIN INC
Shares:
3209(+0.6%)
Value:
$219.8M(-0.5%)
DOMINOS PIZZA INC
Shares:
478
Value:
$219.6M
MASIMO CORP
Shares:
1316(+0.1%)
Value:
$219.2M(+0.9%)
INCYTE CORP
Shares:
3592(+0.4%)
Value:
$217.5M(-12.0%)
Maplebear Inc.
Shares:
5445
Value:
$217.2M
HUNT J B TRANSPORT SERVICES INC
Shares:
1467(-18.4%)
Value:
$217.0M(-29.3%)
V F CORP
Shares:
13983
Value:
$217.0M
Veralto Corp
Shares:
2217(-0.8%)
Value:
$216.0M(-5.1%)
RYDER SYSTEM INC
Shares:
1501(+16.9%)
Value:
$215.9M(+7.2%)
SPX Technologies, Inc.
Shares:
1674(+0.2%)
Value:
$215.6M(-11.3%)
WESCO INTERNATIONAL INC
Shares:
1384(+2.1%)
Value:
$214.9M(-12.4%)
Ulta Beauty, Inc.
Shares:
585(-5.6%)
Value:
$214.3M(-20.5%)
CNX Resources Corp
Shares:
6791(+0.3%)
Value:
$213.8M(-13.9%)
MASCO CORP /DE/
Shares:
3055(+0.4%)
Value:
$212.4M(-3.8%)