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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 12 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PSX PHILLIPS 66 Energy 2,668.0 $451K 0.01% -7K -71.4% $169.04 +44.0%
222 SCHI SCHWAB STRATEGIC TR 19,821.0 $449K 0.01% $22.64 -1.9%
223 BOXX EA SERIES TRUST 3,773.0 $442K 0.01% $117.09 +0.7%
224 SCHA SCHWAB STRATEGIC TR 12,201.0 $441K 0.01% +2K +21.5% $36.13 -3.1%
225 TRV TRAVELERS COMPANIES INC Financial Services 1,334.0 $440K 0.01% -3K -71.2% $330.12 +11.5%
226 VYM VANGUARD WHITEHALL FDS 2,779.0 $439K 0.01% -122.0 -4.2% $158.00 +4.8%
227 ACWX ISHARES TR 5,724.0 $436K 0.01% $76.11 +0.9%
228 BND VANGUARD BD INDEX FDS 5,892.0 $433K 0.01% -3K -30.5% $73.41 -1.6%
229 DFSD DIMENSIONAL ETF TRUST 9,013.0 $430K 0.01% -2K -18.0% $47.75 -0.9%
230 VOE VANGUARD INDEX FDS 2,147.0 $424K 0.01% $197.57 +5.8%
231 MCK MCKESSON CORP Healthcare 560.0 $423K 0.01% -919.0 -62.1% $755.60 +15.0%
232 LOW LOWES COS INC Consumer Cyclical 1,902.0 $419K 0.01% -3K -60.2% $220.51 -2.2%
233 XLF SELECT SECTOR SPDR TR 7,775.0 $417K 0.01% NEW $53.60 +7.9%
234 DELL DELL TECHNOLOGIES INC Technology 949.0 $409K 0.01% -2K -63.6% $431.36 +8.6%
235 BIIB BIOGEN INC Healthcare 1,890.0 $408K 0.01% -4K -67.9% $216.06 -1.6%
236 PULS PGIM ETF TR 8,208.0 $407K 0.01% NEW $49.55 +0.2%
237 TLTD FLEXSHARES TR 4,079.0 $400K 0.01% $98.08 +5.5%
238 SHOP SHOPIFY INC Technology 3,421.0 $391K 0.01% -4K -56.4% $114.18 +28.4%
239 AFL AFLAC INC Financial Services 3,231.0 $379K 0.01% -7K -69.9% $117.25 +3.8%
240 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 4,081.0 $376K 0.01% -6K -57.7% $92.09 -1.4%
Page 12 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%