Portfolio (Quarterly)
Guide ↗
Forum Financial Management, LP
· CIK 0001911832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 181 | — | LEIDOS HOLDINGS INC | — | 3,158 | $570K | 0.01% | SOLD |
| 182 | HUBB | HUBBELL INC | Industrials | 1,279 | $568K | 0.01% | SOLD |
| 183 | RACE | FERRARI N V | Consumer Cyclical | 1,535 | $567K | 0.01% | SOLD |
| 184 | SSNC | SS&C TECHNOLOGIES HLDGS INC | Technology | 6,480 | $566K | 0.01% | SOLD |
| 185 | ZM | ZOOM COMMUNICATIONS INC | Technology | 6,534 | $564K | 0.01% | SOLD |
| 186 | TROW | PRICE T ROWE GROUP INC | Financial Services | 5,489 | $562K | 0.01% | SOLD |
| 187 | KR | KROGER CO | Consumer Defensive | 8,990 | $562K | 0.01% | SOLD |
| 188 | BUD | ANHEUSER BUSCH INBEV SA/NV | Consumer Defensive | 8,748 | $560K | 0.01% | SOLD |
| 189 | PKG | PACKAGING CORP AMER | Consumer Cyclical | 2,716 | $560K | 0.01% | SOLD |
| 190 | AME | AMETEK INC | Industrials | 2,714 | $557K | 0.01% | SOLD |
| 191 | DASH | DOORDASH INC | Communication Services | 2,443 | $553K | 0.01% | SOLD |
| 192 | — | SMURFIT WESTROCK PLC | — | 14,265 | $552K | 0.01% | SOLD |
| 193 | ON | ON SEMICONDUCTOR CORP | Technology | 10,187 | $552K | 0.01% | SOLD |
| 194 | DOCU | DOCUSIGN INC | Technology | 8,035 | $550K | 0.01% | SOLD |
| 195 | MSI | MOTOROLA SOLUTIONS INC | Technology | 1,423 | $545K | 0.01% | SOLD |
| 196 | TSN | TYSON FOODS INC | Consumer Defensive | 9,248 | $542K | 0.01% | SOLD |
| 197 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 3,764 | $542K | 0.01% | SOLD |
| 198 | CAH | CARDINAL HEALTH INC | Healthcare | 2,626 | $540K | 0.01% | SOLD |
| 199 | REGN | REGENERON PHARMACEUTICALS | Healthcare | 699 | $540K | 0.01% | SOLD |
| 200 | HLT | HILTON WORLDWIDE HLDGS INC | Consumer Cyclical | 1,876 | $539K | 0.01% | 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%