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Portfolio (Quarterly) Guide ↗

Forum Financial Management, LP

· CIK 0001911832
13F Portfolio $7.3B AUM Filed Oct 24, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1008 New
Page 19 of 51  ·  1,008 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 IWV ISHARES TR 1,710.0 $648K 0.01% NEW $378.89 +11.0%
362 VWO VANGUARD INTL EQUITY INDEX F 11,945.0 $647K 0.01% NEW $54.18 +8.3%
363 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 6,519.0 $642K 0.01% NEW $98.50 -13.3%
364 NEE NEXTERA ENERGY INC Utilities 8,483.0 $640K 0.01% NEW $75.49 +18.8%
365 L LOEWS CORP Financial Services 6,366.0 $639K 0.01% NEW $100.39 +8.8%
366 PHM PULTE GROUP INC Consumer Cyclical 4,822.0 $637K 0.01% NEW $132.13 -12.0%
367 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 10,615.0 $634K 0.01% NEW $59.74 +29.1%
368 DIOD DIODES INC Technology 11,880.0 $632K 0.01% NEW $53.21 +81.0%
369 STT STATE STR CORP Financial Services 5,444.0 $632K 0.01% NEW $116.01 +32.8%
370 VMC VULCAN MATLS CO Basic Materials 2,046.0 $629K 0.01% NEW $307.62 -14.4%
371 DD DUPONT DE NEMOURS INC Basic Materials 8,026.0 $625K 0.01% NEW $77.90 -39.5%
372 EPD ENTERPRISE PRODS PARTNERS L Energy 19,990.0 $625K 0.01% NEW $31.27 +26.2%
373 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 7,535.0 $625K 0.01% NEW $82.91 +24.0%
374 CINF CINCINNATI FINL CORP Financial Services 3,950.0 $624K 0.01% NEW $158.10 +6.5%
375 RDDT REDDIT INC Communication Services 2,712.0 $624K 0.01% NEW $230.03 -36.2%
376 GRMN GARMIN LTD Technology 2,490.0 $613K 0.01% NEW $246.22 -2.6%
377 JBL JABIL INC Technology 2,802.0 $609K 0.01% NEW $217.17 +64.1%
378 TWLO TWILIO INC Communication Services 6,060.0 $607K 0.01% NEW $100.09 +89.2%
379 KR KROGER CO Consumer Defensive 8,959.0 $604K 0.01% NEW $67.41 -0.5%
380 WDAY WORKDAY INC Technology 2,502.0 $602K 0.01% NEW $240.68 -47.4%
Page 19 of 51  ·  1,008 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.3%
Financial Services 18.3%
Healthcare 16.7%
Communication Services 11.0%
Consumer Cyclical 7.8%
Industrials 7.6%
Energy 4.8%
Consumer Defensive 4.2%
Basic Materials 2.2%
Utilities 1.0%