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 7 of 44
CME GROUP INC.
CME|12572Q105
Shares:
7438(-0.5%)
Value:
$2.0B(+13.6%)
COMCAST CORP
CMCSA|20030N101
Shares:
52963(-11.9%)
Value:
$2.0B(-13.4%)
ADVANCED MICRO DEVICES INC
AMD|007903107
Shares:
18958
Value:
$1.9B
GILEAD SCIENCES, INC.
GILD|375558103
Shares:
17239(-26.7%)
Value:
$1.9B(-11.1%)
ASML HOLDING NV
ASML|N07059210
Shares:
2786(-0.1%)
Value:
$1.8B(-4.5%)
ORACLE CORP
ORCL|68389X105
Shares:
13169(-6.4%)
Value:
$1.8B(-21.5%)
Discover Financial Services
DFS|254709108
Shares:
10694(+76.6%)
Value:
$1.8B(+74.1%)
STARBUCKS CORP
SBUX|855244109
Shares:
18447(+1.7%)
Value:
$1.8B(+9.3%)
AMERICAN EXPRESS CO
AXP|025816109
Shares:
6648
Value:
$1.8B
KINDER MORGAN, INC.
KMI|49456B101
Shares:
62579(-1.3%)
Value:
$1.8B(+2.8%)
025072349
025072349
Shares:
27359
Value:
$1.8B
25434V872
25434V872
Shares:
42417(-13.2%)
Value:
$1.8B(-11.5%)
Banco Santander, S.A.
SAN|05964H105
Shares:
257032(+0.0%)
Value:
$1.7B(+46.9%)
Bank of New York Mellon Corp
BK|064058100
Shares:
20499
Value:
$1.7B
TAKEDA PHARMACEUTICAL CO LTD
TAK|874060205
Shares:
114324(+0.0%)
Value:
$1.7B(+12.3%)
Medtronic plc
MDT|G5960L103
Shares:
18622(+46.1%)
Value:
$1.7B(+64.4%)
Graham Holdings Co
GHC|384637104
Shares:
1740(+0.0%)
Value:
$1.7B(+10.2%)
NOVO NORDISK A S
NVO|670100205
Shares:
23741(-0.7%)
Value:
$1.6B(-19.8%)
QUALCOMM INC/DE
QCOM|747525103
Shares:
10653(+43.6%)
Value:
$1.6B(+43.6%)
922908637
VV|922908637
Shares:
6291(+0.0%)
Value:
$1.6B(-4.7%)