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Portfolio (Quarterly) Guide ↗

Forum Financial Management, LP

· CIK 0001911832
13F Portfolio $7.8B AUM 420 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 30 New 58 Added 218 Reduced 690 Exited
Page 11 of 35  ·  690 positions
# Ticker Company Sector Shares Value ↓ % Port Status
201 APTIV PLC 7,040 $536K 0.01% SOLD
202 HCA HCA HEALTHCARE INC Healthcare 1,142 $533K 0.01% SOLD
203 TDG TRANSDIGM GROUP INC Industrials 399 $531K 0.01% SOLD
204 MKC MCCORMICK & CO INC Consumer Defensive 7,728 $526K 0.01% SOLD
205 CG CARLYLE GROUP INC Financial Services 8,886 $525K 0.01% SOLD
206 JLL JONES LANG LASALLE INC Real Estate 1,558 $524K 0.01% SOLD
207 INGERSOLL RAND INC 6,580 $521K 0.01% SOLD
208 U UNITY SOFTWARE INC Technology 11,711 $517K 0.01% SOLD
209 DTM DT MIDSTREAM INC Energy 4,321 $517K 0.01% SOLD
210 VEEV VEEVA SYS INC Healthcare 2,314 $517K 0.01% SOLD
211 CENCORA INC 1,528 $516K 0.01% SOLD
212 AXON AXON ENTERPRISE INC Industrials 908 $516K 0.01% SOLD
213 EWBC EAST WEST BANCORP INC Financial Services 4,562 $513K 0.01% SOLD
214 COIN COINBASE GLOBAL INC Financial Services 2,261 $511K 0.01% SOLD
215 MDB MONGODB INC Technology 1,218 $511K 0.01% SOLD
216 ABNB AIRBNB INC Consumer Cyclical 3,761 $510K 0.01% SOLD
217 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,991 $510K 0.01% SOLD
218 VRT VERTIV HOLDINGS CO Industrials 3,141 $509K 0.01% SOLD
219 GRMN GARMIN LTD Technology 2,494 $506K 0.01% SOLD
220 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 16,183 $505K 0.01% SOLD
Page 11 of 35  ·  690 positions
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%