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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 12 of 51  ·  1,012 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 UBER UBER TECHNOLOGIES INC Technology 14,342.0 $1.2M 0.01% +329.0 +2.4% $81.71 -8.7%
222 TFC TRUIST FINL CORP Financial Services 23,715.0 $1.2M 0.01% $49.21 -2.5%
223 INTU INTUIT Technology 1,758.0 $1.2M 0.01% -182.0 -9.4% $662.42 -53.6%
224 RY ROYAL BK CDA Financial Services 6,800.0 $1.2M 0.01% $170.49 +9.8%
225 E ENI S P A Energy 30,556.0 $1.2M 0.01% $37.94 +45.3%
226 HON HONEYWELL INTL INC Industrials 5,929.0 $1.2M 0.01% +34.0 +0.6% $195.08 +14.7%
227 LOW LOWES COS INC Consumer Cyclical 4,774.0 $1.2M 0.01% +47.0 +1.0% $241.15 -9.9%
228 EPD ENTERPRISE PRODS PARTNERS L Energy 35,309.0 $1.1M 0.01% +15K +76.6% $32.06 +23.1%
229 SWKS SKYWORKS SOLUTIONS INC Technology 17,457.0 $1.1M 0.01% +2K +15.0% $63.41 +17.3%
230 VRTX VERTEX PHARMACEUTICALS INC Healthcare 2,415.0 $1.1M 0.01% $453.44 -5.1%
231 WDS WOODSIDE ENERGY GROUP LTD Energy 69,905.0 $1.1M 0.01% $15.59 +45.9%
232 BDX BECTON DICKINSON & CO Healthcare 5,607.0 $1.1M 0.01% -218.0 -3.7% $194.07 -24.6%
233 DAL DELTA AIR LINES INC DEL Industrials 15,615.0 $1.1M 0.01% $69.40 +9.0%
234 JCI JOHNSON CTLS INTL PLC Industrials 8,985.0 $1.1M 0.01% $119.75 +13.1%
235 PCT PURECYCLE TECHNOLOGIES INC Industrials 125,000.0 $1.1M 0.01% $8.59 +31.9%
236 KLAC KLA CORP Technology 880.0 $1.1M 0.01% +8.0 +0.9% $1215.08 +51.6%
237 SLB SLB LIMITED Energy 27,572.0 $1.1M 0.01% $38.38 +49.2%
238 MDLZ MONDELEZ INTL INC Consumer Defensive 19,654.0 $1.1M 0.01% +5K +38.2% $53.83 +14.2%
239 SCHF SCHWAB STRATEGIC TR 43,974.0 $1.1M 0.01% +3K +7.3% $24.04 +13.8%
240 AIG AMERICAN INTL GROUP INC Financial Services 12,287.0 $1.1M 0.01% $85.55 -8.1%
Page 12 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%