Forum Financial Management, LP

Filing Details

13F-HR • 2025-03-31
SEC
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% identified
858 identified110 unidentified

Holdings

968 positions
Manager:
SEC
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Page 6 of 44
464288679
464288679
Shares:
21068(-32.4%)
Value:
$2.3B(-32.2%)
025072885
025072885
Shares:
24967
Value:
$2.3B
25434V815
25434V815
Shares:
81484(+65.3%)
Value:
$2.3B(+51.2%)
Philip Morris International Inc.
PM|718172109
Shares:
14235(+10.7%)
Value:
$2.3B(+46.0%)
INVESCO QQQ TRUST, SERIES 1
QQQ|46090E103
Shares:
4805(-9.9%)
Value:
$2.3B(-17.4%)
DEUTSCHE BANK AKTIENGESELLSCHAFT
DB|D18190898
Shares:
94166(+0.0%)
Value:
$2.2B(+39.8%)
Energy Transfer LP
ET|29273V100
Shares:
117901(-6.7%)
Value:
$2.2B(-11.5%)
CANADIAN NATURAL RESOURCES LTD
CNQ|136385101
Shares:
69972(+0.0%)
Value:
$2.2B(-0.2%)
CITIGROUP INC
C|172967424
Shares:
30257(-0.3%)
Value:
$2.1B(+0.6%)
ERICSSON LM TELEPHONE CO
ERIC|294821608
Shares:
274585(+0.0%)
Value:
$2.1B(-3.7%)
464287622
IWB|464287622
Shares:
6836(+1.7%)
Value:
$2.1B(-3.1%)
UBS Group AG
UBS|H42097107
Shares:
68105(+0.0%)
Value:
$2.1B(+1.0%)
INTERNATIONAL BUSINESS MACHINES CORP
IBM|459200101
Shares:
8231(-0.5%)
Value:
$2.0B(+12.6%)
Chubb Ltd
CB|H1467J104
Shares:
6775(-0.2%)
Value:
$2.0B(+9.1%)
464287309
IVW|464287309
Shares:
21768(-0.2%)
Value:
$2.0B(-8.8%)
LOCKHEED MARTIN CORP
LMT|539830109
Shares:
4497(-0.3%)
Value:
$2.0B(-8.3%)
MIZUHO FINANCIAL GROUP INC
MFG|60687Y109
Shares:
364094(+0.0%)
Value:
$2.0B(+12.7%)
025072802
025072802
Shares:
28603
Value:
$2.0B
UNION PACIFIC CORP
UNP|907818108
Shares:
8378(-4.9%)
Value:
$2.0B(-1.4%)
LINDE PLC
LIN|G54950103
Shares:
4240(+2.0%)
Value:
$2.0B(+13.4%)