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 8 of 44
464285204
Shares:
26597(+5.6%)
Value:
$1.6B(+25.8%)
025072356
Shares:
35354
Value:
$1.5B
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
5.5K | QoQ NEW(+5.5K) | All Managers (Combined) | $1.6M | QoQ NEW(+$1.6M) | |
7.9K | All Managers (Combined) | $1.6M | |||
2 | QoQ NEW(+2) YoY NEW(+2) | All Managers (Combined) | $1.6M | QoQ NEW(+$1.6M) YoY NEW(+$1.6M) | |
3.2K | QoQ +0.18% (-6) | All Managers (Combined) | $1.6M | ||
(cusip464285204)✕ | 26.6K | All Managers (Combined) | $1.6M | ||
8.2K | QoQ -3.25% (-276)YoY -3.50% (-298) | All Managers (Combined) | $1.6M | ||
5.1K | QoQ NEW(+5.1K) | All Managers (Combined) | $1.6M | QoQ NEW(+$1.6M) | |
Adobe Inc.(ADBEcusip00724F101) | 4.0K | QoQ -4.96% (-211)YoY +8.86% (-329) | All Managers (Combined) | $1.5M | |
5.4K | QoQ +1.07% (+57)YoY -0.42% (-23) | All Managers (Combined) | $1.5M | ||
(cusip025072356)✕ | 35.4K | QoQ NEW(+35.4K) | All Managers (Combined) | $1.5M | QoQ NEW(+$1.5M) |
8.4K | All Managers (Combined) | $1.5M | |||
7.3K | All Managers (Combined) | $1.5M | |||
S&P Global Inc.(SPGIcusip78409V104) | 3.0K | QoQ -0.20% (-6) | All Managers (Combined) | $1.5M | |
25.2K | QoQ -3.37% (-882)YoY -3.08% (-803) | All Managers (Combined) | $1.5M | ||
5.6K | QoQ -0.07% (-4)YoY +0.23% (+13) | All Managers (Combined) | $1.5M | ||
8.7K | All Managers (Combined) | $1.5M | |||
Cigna Group(CIcusip125523100) | 4.6K | All Managers (Combined) | $1.5M | ||
10.9K | QoQ -4.40% (-502)YoY -7.11% (-835) | All Managers (Combined) | $1.5M | ||
Accenture Plc(ACNcusipG1151C101) | 4.7K | QoQ +1.85% (-86)YoY -1.76% (-85) | All Managers (Combined) | $1.5M | |
Pepsico Inc(PEPcusip713448108) | 9.8K | QoQ -4.29% (-442)YoY -3.20% (-326) | All Managers (Combined) | $1.5M |