Portfolio (Quarterly)
Guide ↗
Forum Financial Management, LP
· CIK 0001911832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | TOTALENERGIES SE | — | 79,459 | $5.2M | 0.07% | SOLD |
| 2 | MUFG | MITSUBISHI UFJ FINL GROUP IN | Financial Services | 322,044 | $5.1M | 0.07% | SOLD |
| 3 | BHP | BHP GROUP LTD | Basic Materials | 75,967 | $4.6M | 0.06% | SOLD |
| 4 | SAP | SAP SE | Technology | 18,378 | $4.5M | 0.06% | SOLD |
| 5 | TM | TOYOTA MOTOR CORP | Consumer Cyclical | 20,477 | $4.4M | 0.06% | SOLD |
| 6 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 4,790 | $4.2M | 0.06% | SOLD |
| 7 | WTM | WHITE MTNS INS GROUP LTD | Financial Services | 2,016 | $4.2M | 0.05% | SOLD |
| 8 | SMFG | SUMITOMO MITSUI FINL GROUP I | Financial Services | 209,587 | $4.1M | 0.05% | SOLD |
| 9 | DB | DEUTSCHE BANK A G | Financial Services | 94,166 | $3.6M | 0.05% | SOLD |
| 10 | NVS | NOVARTIS AG | Healthcare | 25,365 | $3.5M | 0.04% | SOLD |
| 11 | HSBC | HSBC HLDGS PLC | Financial Services | 44,246 | $3.5M | 0.04% | SOLD |
| 12 | SNY | SANOFI SA | Healthcare | 69,279 | $3.4M | 0.04% | SOLD |
| 13 | ERIC | TELEFONAKTIEBOLAGET LM ERICS | Technology | 326,980 | $3.2M | 0.04% | SOLD |
| 14 | SONY | SONY GROUP CORP | Technology | 118,617 | $3.0M | 0.04% | SOLD |
| 15 | SAN | BANCO SANTANDER SA | Financial Services | 254,344 | $3.0M | 0.04% | SOLD |
| 16 | MFG | MIZUHO FINANCIAL GROUP INC | Financial Services | 379,442 | $2.8M | 0.04% | SOLD |
| 17 | UBS | UBS GROUP AG | Financial Services | 56,356 | $2.6M | 0.03% | SOLD |
| 18 | APP | APPLOVIN CORP | Technology | 3,779 | $2.5M | 0.03% | SOLD |
| 19 | SHEL | SHELL PLC | Energy | 34,432 | $2.5M | 0.03% | SOLD |
| 20 | CNQ | CANADIAN NAT RES LTD | Energy | 64,965 | $2.2M | 0.03% | SOLD |
Sector Allocation
Healthcare
26.8%
Technology
23.4%
Communication Services
14.9%
Financial Services
12.2%
Energy
6.7%
Consumer Cyclical
5.2%
Industrials
4.5%
Consumer Defensive
3.7%
Utilities
1.7%
Basic Materials
0.7%