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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 11 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 XLI SELECT SECTOR SPDR TR 2,885.0 $534K 0.01% NEW $185.26 -1.8%
202 SCYB SCHWAB STRATEGIC TR 20,276.0 $531K 0.01% +550.0 +2.8% $26.18 -0.5%
203 MEAR ISHARES U S ETF TR 10,500.0 $529K 0.01% $50.38 -0.3%
204 EFA ISHARES TR 5,091.0 $529K 0.01% -468.0 -8.4% $103.88 +3.6%
205 CEG CONSTELLATION ENERGY CORP Utilities 2,075.0 $515K 0.01% -561.0 -21.3% $248.40 +10.4%
206 IBIT ISHARES BITCOIN TRUST ETF Financial Services 15,415.0 $513K 0.01% $33.29 +16.5%
207 WEC WEC ENERGY GROUP INC Utilities 4,322.0 $505K 0.01% -73.0 -1.7% $116.77 -6.4%
208 VANGUARD MUN BD FDS 6,567.0 $503K 0.01% NEW $76.63
209 CHMG CHEMUNG FINL CORP Financial Services 6,743.0 $503K 0.01% -206.0 -3.0% $74.58 +9.5%
210 KKR KKR & CO INC Financial Services 5,462.0 $501K 0.01% -4K -44.3% $91.78 +20.3%
211 ADBE ADOBE INC Technology 2,444.0 $501K 0.01% -2K -41.0% $205.02 +32.9%
212 PCAR PACCAR INC Industrials 4,166.0 $500K 0.01% -10K -70.7% $120.11 +6.1%
213 WAL WESTERN ALLIANCE BANCORP Financial Services 6,056.0 $498K 0.01% -4K -36.7% $82.20 -2.2%
214 D DOMINION ENERGY INC Utilities 7,271.0 $497K 0.01% +546.0 +8.1% $68.29 -0.0%
215 PURSUIT ATTRACTIONS AND HOSP 8,807.0 $493K 0.01% NEW $55.97
216 TEM TEMPUS AI INC Healthcare 8,313.0 $482K 0.01% -3K -23.6% $57.93 +5.7%
217 VBR VANGUARD INDEX FDS 1,970.0 $479K 0.01% +906.0 +85.2% $243.01 +2.9%
218 VB VANGUARD INDEX FDS 1,571.0 $476K 0.01% +387.0 +32.7% $303.10 +0.9%
219 KLAC KLA CORP Technology 1,530.0 $462K 0.01% +650.0 +73.9% $301.71 -37.9%
220 RWR SPDR SERIES TRUST 4,032.0 $455K 0.01% $112.97 +1.2%
Page 11 of 18  ·  352 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
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%