Portfolio (Quarterly)
Guide ↗
Forum Financial Management, LP
· CIK 0001911832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 661 | CBSH | COMMERCE BANCSHARES INC | Financial Services | 3,903 | $204K | 0.00% | SOLD |
| 662 | ROL | ROLLINS INC | Consumer Cyclical | 3,395 | $204K | 0.00% | SOLD |
| 663 | THO | THOR INDS INC | Consumer Cyclical | 1,973 | $203K | 0.00% | SOLD |
| 664 | OKLO | OKLO INC | Utilities | 2,817 | $202K | 0.00% | SOLD |
| 665 | POOL | POOL CORP | Industrials | 883 | $202K | 0.00% | SOLD |
| 666 | WHR | WHIRLPOOL CORP | Consumer Cyclical | 2,798 | $202K | 0.00% | SOLD |
| 667 | MUR | MURPHY OIL CORP | Energy | 6,454 | $202K | 0.00% | SOLD |
| 668 | SNAP | SNAP INC | Communication Services | 23,764 | $192K | 0.00% | SOLD |
| 669 | COMP | COMPASS INC | Technology | 17,998 | $190K | 0.00% | SOLD |
| 670 | EBC | EASTERN BANKSHARES INC | Financial Services | 10,104 | $186K | 0.00% | SOLD |
| 671 | QS | QUANTUMSCAPE CORP | Consumer Cyclical | 17,778 | $185K | 0.00% | SOLD |
| 672 | CIFR | CIPHER MINING INC | Financial Services | 11,819 | $174K | 0.00% | SOLD |
| 673 | UEC | URANIUM ENERGY CORP | Energy | 14,557 | $170K | 0.00% | SOLD |
| 674 | AG | FIRST MAJESTIC SILVER CORP | Basic Materials | 10,085 | $168K | 0.00% | SOLD |
| 675 | MRCC | MONROE CAP CORP | Financial Services | 26,336 | $168K | 0.00% | SOLD |
| 676 | RIG | TRANSOCEAN LTD | Energy | 39,704 | $164K | 0.00% | SOLD |
| 677 | GTM | ZOOMINFO TECHNOLOGIES INC | Technology | 13,743 | $140K | 0.00% | SOLD |
| 678 | AUR | AURORA INNOVATION INC | Technology | 36,165 | $139K | 0.00% | SOLD |
| 679 | — | TELEFONICA S A | — | 34,039 | $138K | 0.00% | SOLD |
| 680 | LUMN | LUMEN TECHNOLOGIES INC | Communication Services | 17,569 | $137K | 0.00% | 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%