Portfolio (Quarterly)
Guide ↗
Forum Financial Management, LP
· CIK 0001911832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 281 | RMD | RESMED INC | Healthcare | 1,851 | $446K | 0.01% | SOLD |
| 282 | TRGP | TARGA RES CORP | Energy | 2,410 | $445K | 0.01% | SOLD |
| 283 | FOX | FOX CORP | Communication Services | 6,848 | $445K | 0.01% | SOLD |
| 284 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 8,393 | $443K | 0.01% | SOLD |
| 285 | WDAY | WORKDAY INC | Technology | 2,065 | $443K | 0.01% | SOLD |
| 286 | DOV | DOVER CORP | Industrials | 2,271 | $443K | 0.01% | SOLD |
| 287 | THC | TENET HEALTHCARE CORP | Healthcare | 2,231 | $443K | 0.01% | SOLD |
| 288 | JAZZ | JAZZ PHARMACEUTICALS PLC | Healthcare | 2,603 | $443K | 0.01% | SOLD |
| 289 | FNF | FIDELITY NATIONAL FINANCIAL | Financial Services | 8,095 | $442K | 0.01% | SOLD |
| 290 | AVAV | AEROVIRONMENT INC | Industrials | 1,824 | $441K | 0.01% | SOLD |
| 291 | DINO | HF SINCLAIR CORP | Energy | 9,470 | $436K | 0.01% | SOLD |
| 292 | GAP | GAP INC | Consumer Cyclical | 17,012 | $436K | 0.01% | SOLD |
| 293 | AZO | AUTOZONE INC | Consumer Cyclical | 128 | $435K | 0.01% | SOLD |
| 294 | TXT | TEXTRON INC | Industrials | 4,989 | $435K | 0.01% | SOLD |
| 295 | XYL | XYLEM INC | Industrials | 3,192 | $435K | 0.01% | SOLD |
| 296 | WBS | WEBSTER FINL CORP | Financial Services | 6,883 | $433K | 0.01% | SOLD |
| 297 | NXT | NEXTPOWER INC | Technology | 4,973 | $433K | 0.01% | SOLD |
| 298 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 1,376 | $430K | 0.01% | SOLD |
| 299 | SU | SUNCOR ENERGY INC NEW | Energy | 9,688 | $430K | 0.01% | SOLD |
| 300 | FERG | FERGUSON ENTERPRISES INC | Industrials | 1,926 | $429K | 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%