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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Page 8 of 44
Air Products & Chemicals, Inc.
Shares:5.5K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$6.0B)
DANAHER CORP /DE/
Shares:7.9K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$6.0B)
BERKSHIRE HATHAWAY INC
Shares:2
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$6.0B)
THERMO FISHER SCIENTIFIC INC.
Shares:3.2K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$6.0B)
464285204
Shares:26.6K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$6.0B)
464287408
Shares:8.2K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$6.0B)
AUTOMATIC DATA PROCESSING INC
Shares:5.1K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$6.0B)
ADOBE INC.
Shares:4.0K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$6.0B)
PROGRESSIVE CORP/OH/
Shares:5.4K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$6.0B)
025072356
Shares:35.4K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$6.0B)
TEXAS INSTRUMENTS INC
Shares:8.4K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$6.0B)
81369Y803
Shares:7.3K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$6.0B)
S&P Global Inc.
Shares:3.0K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$6.0B)
WILLIAMS COMPANIES, INC.
Shares:25.2K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$6.0B)
T-Mobile US, Inc.
Shares:5.6K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$6.0B)
922908744
Shares:8.7K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$6.0B)
Cigna Group
Shares:4.6K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$6.0B)
78464A763
Shares:10.9K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$6.0B)
Accenture plc
Shares:4.7K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$6.0B)
PEPSICO INC
Shares:9.8K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$6.0B)