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 8 of 44
Air Products & Chemicals, Inc.
APD|009158106
Shares:
5474
Value:
$1.6B
DANAHER CORP /DE/
DHR|235851102
Shares:
7860(-4.2%)
Value:
$1.6B(-14.4%)
BERKSHIRE HATHAWAY INC
BRK-A|084670108
Shares:
2
Value:
$1.6B
THERMO FISHER SCIENTIFIC INC.
TMO|883556102
Shares:
3198(+0.2%)
Value:
$1.6B(-4.2%)
464285204
464285204
Shares:
26597(+5.6%)
Value:
$1.6B(+25.8%)
464287408
IVE|464287408
Shares:
8212(-3.3%)
Value:
$1.6B(-3.4%)
AUTOMATIC DATA PROCESSING INC
ADP|053015103
Shares:
5107
Value:
$1.6B
ADOBE INC.
ADBE|00724F101
Shares:
4041(-5.0%)
Value:
$1.5B(-18.0%)
PROGRESSIVE CORP/OH/
PGR|743315103
Shares:
5375(+1.1%)
Value:
$1.5B(+19.4%)
025072356
025072356
Shares:
35354
Value:
$1.5B
TEXAS INSTRUMENTS INC
TXN|882508104
Shares:
8440(-1.5%)
Value:
$1.5B(-5.6%)
81369Y803
XLK|81369Y803
Shares:
7332(-27.7%)
Value:
$1.5B(-35.8%)
S&P Global Inc.
SPGI|78409V104
Shares:
2978(-0.2%)
Value:
$1.5B(+1.8%)
WILLIAMS COMPANIES, INC.
WMB|969457100
Shares:
25222(-3.4%)
Value:
$1.5B(+6.7%)
T-Mobile US, Inc.
TMUS|872590104
Shares:
5637(-0.1%)
Value:
$1.5B(+20.7%)
922908744
VTV|922908744
Shares:
8670(+42.0%)
Value:
$1.5B(+44.9%)
Cigna Group
CI|125523100
Shares:
4552(-2.1%)
Value:
$1.5B(+16.6%)
78464A763
SDY|78464A763
Shares:
10895(-4.4%)
Value:
$1.5B(-1.8%)
Accenture plc
ACN|G1151C101
Shares:
4732(+1.9%)
Value:
$1.5B(-9.7%)
PEPSICO INC
PEP|713448108
Shares:
9846(-4.3%)
Value:
$1.5B(-5.6%)