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 9 of 44
025072877
Shares:
16297
Value:
$1.4B
25434V104
Shares:
36409(+0.3%)
Value:
$1.4B(-4.8%)
25434V203
Shares:
36870(+0.4%)
Value:
$1.2B(+7.3%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
54.0K | QoQ 0.00% (-0) | All Managers (Combined) | $1.5M | ||
Blackrock, Inc.(BLKcusip09290D101) | 1.5K | QoQ -1.03% (-16)YoY NEW(+1.5K) | All Managers (Combined) | $1.5M | YoY NEW(+$1.5M) |
Intel Corp(INTCcusip458140100) | 63.6K | All Managers (Combined) | $1.4M | ||
(cusip025072877)✕ | 16.3K | QoQ NEW(+16.3K) | All Managers (Combined) | $1.4M | QoQ NEW(+$1.4M) |
10.0K | All Managers (Combined) | $1.4M | |||
(cusip25434V104)✕ | 36.4K | QoQ +0.30% (-110)YoY -0.06% (-25) | All Managers (Combined) | $1.4M | |
17.8K | All Managers (Combined) | $1.4M | |||
Vistra Corp.(VSTcusip92840M102) | 11.6K | QoQ +0.06% (-7)YoY +1.43% (+164) | All Managers (Combined) | $1.4M | |
13.4K | All Managers (Combined) | $1.4M | |||
7.0K | All Managers (Combined) | $1.4M | |||
Astrazeneca Plc(AZNcusip046353108) | 17.6K | QoQ NEW(+17.6K) | All Managers (Combined) | $1.3M | QoQ NEW(+$1.3M) |
5.4K | QoQ -0.53% (-29)YoY +6.33% (-324) | All Managers (Combined) | $1.3M | ||
20.8K | All Managers (Combined) | $1.2M | |||
2.9K | QoQ NEW(+2.9K) YoY +2.51% (-70) | All Managers (Combined) | $1.2M | QoQ NEW(+$1.2M) | |
25.3K | All Managers (Combined) | $1.2M | |||
Stryker Corp(SYKcusip863667101) | 3.2K | All Managers (Combined) | $1.2M | ||
4.4K | QoQ +0.88% (+39)YoY +0.70% (+31) | All Managers (Combined) | $1.2M | ||
Fiserv Inc(FIcusip337738108) | 5.3K | QoQ +0.30% (+16)YoY +2.58% (+133) | All Managers (Combined) | $1.2M | |
(cusip25434V203)✕ | 36.9K | QoQ +0.36% (+135)YoY +1.13% (+413) | All Managers (Combined) | $1.2M | |
18.7K | All Managers (Combined) | $1.1M |