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 • $6.0B total value
Manager:
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464288679
Shares:21.1K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$6.0B)
025072885
Shares:25.0K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$6.0B)
25434V815
Shares:81.5K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$6.0B)
Philip Morris International Inc.
Shares:14.2K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$6.0B)
INVESCO QQQ TRUST, SERIES 1
Shares:4.8K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$6.0B)
DEUTSCHE BANK AKTIENGESELLSCHAFT
Shares:94.2K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$6.0B)
Energy Transfer LP
Shares:117.9K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$6.0B)
CANADIAN NATURAL RESOURCES LTD
Shares:70.0K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$6.0B)
CITIGROUP INC
Shares:30.3K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$6.0B)
ERICSSON LM TELEPHONE CO
Shares:274.6K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$6.0B)
464287622
Shares:6.8K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$6.0B)
UBS Group AG
Shares:68.1K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$6.0B)
INTERNATIONAL BUSINESS MACHINES CORP
Shares:8.2K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$6.0B)
Chubb Ltd
Shares:6.8K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$6.0B)
464287309
Shares:21.8K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$6.0B)
LOCKHEED MARTIN CORP
Shares:4.5K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$6.0B)
MIZUHO FINANCIAL GROUP INC
Shares:364.1K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$6.0B)
025072802
Shares:28.6K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$6.0B)
UNION PACIFIC CORP
Shares:8.4K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$6.0B)
LINDE PLC
Shares:4.2K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$6.0B)