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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 4 of 35  ·  690 positions
# Ticker Company Sector Shares Value ↓ % Port Status
61 MDLZ MONDELEZ INTL INC Consumer Defensive 19,654 $1.1M 0.01% SOLD
62 AIG AMERICAN INTL GROUP INC Financial Services 12,287 $1.1M 0.01% SOLD
63 F FORD MTR CO Consumer Cyclical 79,081 $1.0M 0.01% SOLD
64 APH AMPHENOL CORP NEW Technology 7,655 $1.0M 0.01% SOLD
65 FCX FREEPORT-MCMORAN INC Basic Materials 19,477 $989K 0.01% SOLD
66 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 5,969 $967K 0.01% SOLD
67 LYG LLOYDS BANKING GROUP PLC Financial Services 181,796 $964K 0.01% SOLD
68 CSX CSX CORP Industrials 26,522 $961K 0.01% SOLD
69 VLO VALERO ENERGY CORP Energy 5,817 $947K 0.01% SOLD
70 CIEN CIENA CORP Technology 4,033 $943K 0.01% SOLD
71 TEL TE CONNECTIVITY PLC Technology 4,117 $937K 0.01% SOLD
72 WDC WESTERN DIGITAL CORP Technology 5,430 $935K 0.01% SOLD
73 BMY BRISTOL-MYERS SQUIBB CO Healthcare 17,152 $925K 0.01% SOLD
74 FLEX FLEX LTD Technology 15,308 $925K 0.01% SOLD
75 CRH PLC 7,398 $923K 0.01% SOLD
76 BKNG BOOKING HOLDINGS INC Consumer Cyclical 172 $921K 0.01% SOLD
77 MRSH MARSH & MCLENNAN COS INC Financial Services 4,815 $893K 0.01% SOLD
78 SYF SYNCHRONY FINANCIAL Financial Services 10,532 $879K 0.01% SOLD
79 CTVA CORTEVA INC Basic Materials 13,076 $876K 0.01% SOLD
80 STLD STEEL DYNAMICS INC Basic Materials 5,140 $871K 0.01% SOLD
Page 4 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%