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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HONDA MOTOR CO LTD
Shares:54.0K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$6.0B)
BlackRock, Inc.
Shares:1.5K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$6.0B)
INTEL CORP
Shares:63.6K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$6.0B)
025072877
Shares:16.3K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$6.0B)
KIMBERLY CLARK CORP
Shares:10.0K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$6.0B)
25434V104
Shares:36.4K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$6.0B)
SCHWAB CHARLES CORP
Shares:17.8K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$6.0B)
Vistra Corp.
Shares:11.6K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$6.0B)
BOSTON SCIENTIFIC CORP
Shares:13.4K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$6.0B)
921908844
Shares:7.0K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$6.0B)
ASTRAZENECA PLC
Shares:17.6K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$6.0B)
NORFOLK SOUTHERN CORP
Shares:5.4K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$6.0B)
ALTRIA GROUP, INC.
Shares:20.8K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$6.0B)
Elevance Health, Inc.
Shares:2.9K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$6.0B)
NEWMONT Corp /DE/
Shares:25.3K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$6.0B)
STRYKER CORP
Shares:3.2K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$6.0B)
TRAVELERS COMPANIES, INC.
Shares:4.4K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$6.0B)
FISERV INC
Shares:5.3K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$6.0B)
25434V203
Shares:36.9K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$6.0B)
BRISTOL MYERS SQUIBB CO
Shares:18.7K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$6.0B)