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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 29 of 35  ·  690 positions
# Ticker Company Sector Shares Value ↓ % Port Status
561 ESI ELEMENT SOLUTIONS INC Basic Materials 9,761 $244K 0.00% SOLD
562 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,349 $244K 0.00% SOLD
563 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 5,228 $243K 0.00% SOLD
564 GATX GATX CORP Industrials 1,430 $243K 0.00% SOLD
565 SWK STANLEY BLACK & DECKER INC Industrials 3,259 $242K 0.00% SOLD
566 HQY HEALTHEQUITY INC Healthcare 2,642 $242K 0.00% SOLD
567 RPM RPM INTL INC Basic Materials 2,324 $242K 0.00% SOLD
568 GTES GATES INDL CORP PLC Industrials 11,249 $242K 0.00% SOLD
569 CCJ CAMECO CORP Energy 2,639 $241K 0.00% SOLD
570 EL LAUDER ESTEE COS INC Consumer Defensive 2,303 $241K 0.00% SOLD
571 ARW ARROW ELECTRS INC Technology 2,186 $241K 0.00% SOLD
572 ABCB AMERIS BANCORP Financial Services 3,235 $240K 0.00% SOLD
573 TPL TEXAS PACIFIC LAND CORPORATI Energy 834 $240K 0.00% SOLD
574 ARES ARES MANAGEMENT CORPORATION Financial Services 1,482 $240K 0.00% SOLD
575 LECO LINCOLN ELEC HLDGS INC Industrials 997 $239K 0.00% SOLD
576 MGRC MCGRATH RENTCORP Industrials 2,275 $239K 0.00% SOLD
577 ADT ADT INC DEL Industrials 29,535 $238K 0.00% SOLD
578 PEGA PEGASYSTEMS INC Technology 3,968 $237K 0.00% SOLD
579 SNEX STONEX GROUP INC Financial Services 2,489 $237K 0.00% SOLD
580 KEX KIRBY CORP Industrials 2,148 $237K 0.00% SOLD
Page 29 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%