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 39 of 44
46438F101
Shares:
4747
Value:
$222.2M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip46438F101)✕ | 4.7K | QoQ NEW(+4.7K) YoY NEW(+4.7K) | All Managers (Combined) | $222.2K | QoQ NEW(+$222.2K) YoY NEW(+$222.2K) |
860 | QoQ +11.54% (+89)YoY NEW(+860) | All Managers (Combined) | $222.2K | YoY NEW(+$222.2K) | |
4.5K | QoQ +0.28% (-13)YoY +8.87% (+370) | All Managers (Combined) | $221.9K | ||
4.0K | QoQ -0.25% (-10) | All Managers (Combined) | $221.7K | ||
983 | QoQ +0.30% (-3)YoY NEW(+983) | All Managers (Combined) | $221.5K | YoY NEW(+$221.5K) | |
Fluor Corp(FLRcusip343412102) | 6.2K | QoQ NEW(+6.2K) YoY NEW(+6.2K) | All Managers (Combined) | $221.4K | QoQ NEW(+$221.4K) YoY NEW(+$221.4K) |
3.2K | QoQ +0.56% (-18)YoY NEW(+3.2K) | All Managers (Combined) | $219.8K | YoY NEW(+$219.8K) | |
478 | QoQ NEW(+478) YoY NEW(+478) | All Managers (Combined) | $219.6K | QoQ NEW(+$219.6K) YoY NEW(+$219.6K) | |
Masimo Corp(MASIcusip574795100) | 1.3K | QoQ +0.15% (+2)YoY NEW(+1.3K) | All Managers (Combined) | $219.2K | YoY NEW(+$219.2K) |
Incyte Corp(INCYcusip45337C102) | 3.6K | QoQ +0.39% (-14)YoY NEW(+3.6K) | All Managers (Combined) | $217.5K | YoY NEW(+$217.5K) |
Maplebear Inc.(CARTcusip565394103) | 5.4K | QoQ NEW(+5.4K) YoY NEW(+5.4K) | All Managers (Combined) | $217.2K | QoQ NEW(+$217.2K) YoY NEW(+$217.2K) |
1.5K | All Managers (Combined) | $217.0K | |||
14.0K | QoQ NEW(+14.0K) YoY NEW(+14.0K) | All Managers (Combined) | $217.0K | QoQ NEW(+$217.0K) YoY NEW(+$217.0K) | |
Veralto Corp(VLTOcusip92338C103) | 2.2K | QoQ -0.80% (-18)YoY -5.37% (-126) | All Managers (Combined) | $216.0K | |
Ryder System Inc(Rcusip783549108) | 1.5K | YoY NEW(+1.5K) | All Managers (Combined) | $215.9K | YoY NEW(+$215.9K) |
1.7K | QoQ +0.23% (-4)YoY +0.41% (+7) | All Managers (Combined) | $215.6K | ||
1.4K | QoQ +2.06% (-28)YoY NEW(+1.4K) | All Managers (Combined) | $214.9K | YoY NEW(+$214.9K) | |
585 | QoQ -5.64% (-35)YoY -1.01% (-6) | All Managers (Combined) | $214.3K | ||
6.8K | QoQ +0.33% (-23)YoY NEW(+6.8K) | All Managers (Combined) | $213.8K | YoY NEW(+$213.8K) | |
Masco Corp /De/(MAScusip574599106) | 3.1K | QoQ +0.42% (-13)YoY NEW(+3.1K) | All Managers (Combined) | $212.4K | YoY NEW(+$212.4K) |