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Portfolio (Quarterly) Guide ↗

Forum Financial Management, LP

· CIK 0001911832
13F Portfolio $7.7B AUM 1,127 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 58 New 271 Added 198 Reduced 54 Exited
Page 11 of 51  ·  1,012 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 NOK NOKIA CORP Technology 195,049.0 $1.3M 0.02% $6.47 +119.2%
202 KKR KKR & CO INC Financial Services 9,811.0 $1.3M 0.02% -1K -10.4% $127.48 -25.7%
203 HMC HONDA MOTOR LTD Consumer Cyclical 42,418.0 $1.3M 0.02% $29.48 -10.9%
204 MO ALTRIA GROUP INC Consumer Defensive 21,629.0 $1.2M 0.02% $57.66 +27.8%
205 LHX L3HARRIS TECHNOLOGIES INC Industrials 4,239.0 $1.2M 0.02% $293.59 +4.3%
206 LRCX LAM RESEARCH CORP Technology 7,218.0 $1.2M 0.02% -70.0 -1.0% $171.18 +76.6%
207 BCS BARCLAYS PLC Financial Services 48,199.0 $1.2M 0.02% $25.45 -5.8%
208 ANET ARISTA NETWORKS INC Technology 9,319.0 $1.2M 0.02% +285.0 +3.1% $131.03 +13.4%
209 EOG EOG RES INC Energy 11,601.0 $1.2M 0.02% -279.0 -2.4% $105.01 +33.3%
210 MCK MCKESSON CORP Healthcare 1,479.0 $1.2M 0.02% $820.29 -6.6%
211 NOC NORTHROP GRUMMAN CORP Industrials 2,125.0 $1.2M 0.02% +65.0 +3.2% $570.25 -3.3%
212 PSX PHILLIPS 66 Energy 9,325.0 $1.2M 0.02% -52.0 -0.6% $129.04 +39.0%
213 RSP INVESCO EXCHANGE TRADED FD T 6,266.0 $1.2M 0.02% +96.0 +1.6% $191.55 +6.9%
214 PRU PRUDENTIAL FINL INC Financial Services 10,547.0 $1.2M 0.01% +560.0 +5.6% $112.88 -8.6%
215 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 4,320.0 $1.2M 0.01% +48.0 +1.1% $275.39 +172.7%
216 PH PARKER-HANNIFIN CORP Industrials 1,345.0 $1.2M 0.01% -40.0 -2.9% $879.16 -2.2%
217 AFL AFLAC INC Financial Services 10,719.0 $1.2M 0.01% $110.27 +6.8%
218 PWR QUANTA SVCS INC Industrials 2,786.0 $1.2M 0.01% $422.01 +68.2%
219 MPC MARATHON PETE CORP Energy 7,218.0 $1.2M 0.01% +747.0 +11.5% $162.62 +52.8%
220 TMUS T-MOBILE US INC Communication Services 5,774.0 $1.2M 0.01% $203.04 -6.3%
Page 11 of 51  ·  1,012 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 25.0%
Financial Services 18.0%
Healthcare 17.6%
Communication Services 11.5%
Consumer Cyclical 7.7%
Industrials 7.1%
Energy 6.1%
Consumer Defensive 3.8%
Basic Materials 2.1%
Utilities 0.9%