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 9 of 44
HONDA MOTOR CO LTD
HMC|438128308
Shares:
54016(+0.0%)
Value:
$1.5B(-5.0%)
BlackRock, Inc.
BLK|09290D101
Shares:
1535(-1.0%)
Value:
$1.5B(-8.6%)
INTEL CORP
INTC|458140100
Shares:
63613(-22.3%)
Value:
$1.4B(-12.0%)
025072877
025072877
Shares:
16297
Value:
$1.4B
KIMBERLY CLARK CORP
KMB|494368103
Shares:
9968(+0.6%)
Value:
$1.4B(+9.2%)
25434V104
25434V104
Shares:
36409(+0.3%)
Value:
$1.4B(-4.8%)
SCHWAB CHARLES CORP
SCHW|808513105
Shares:
17760(-9.6%)
Value:
$1.4B(-4.3%)
Vistra Corp.
VST|92840M102
Shares:
11561(+0.1%)
Value:
$1.4B(-14.8%)
BOSTON SCIENTIFIC CORP
BSX|101137107
Shares:
13448(+0.8%)
Value:
$1.4B(+13.9%)
921908844
VIG|921908844
Shares:
6966(+7.1%)
Value:
$1.4B(+6.1%)
ASTRAZENECA PLC
AZN|046353108
Shares:
17558
Value:
$1.3B
NORFOLK SOUTHERN CORP
NSC|655844108
Shares:
5439(-0.5%)
Value:
$1.3B(+0.4%)
ALTRIA GROUP, INC.
MO|02209S103
Shares:
20807(-3.4%)
Value:
$1.2B(+10.8%)
Elevance Health, Inc.
ELV|036752103
Shares:
2856
Value:
$1.2B
NEWMONT Corp /DE/
NEM|651639106
Shares:
25260(-54.8%)
Value:
$1.2B(-41.4%)
STRYKER CORP
SYK|863667101
Shares:
3154(+28.5%)
Value:
$1.2B(+32.8%)
TRAVELERS COMPANIES, INC.
TRV|89417E109
Shares:
4428(+0.9%)
Value:
$1.2B(+10.8%)
FISERV INC
FI|337738108
Shares:
5288(+0.3%)
Value:
$1.2B(+7.8%)
25434V203
25434V203
Shares:
36870(+0.4%)
Value:
$1.2B(+7.3%)
BRISTOL MYERS SQUIBB CO
BMY|110122108
Shares:
18729(+10.9%)
Value:
$1.1B(+19.6%)