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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 15 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SCHM SCHWAB STRATEGIC TR 7,684.0 $283K 0.00% +288.0 +3.9% $36.87 -2.2%
282 WM WASTE MGMT INC DEL Industrials 1,239.0 $276K 0.00% -2K -61.7% $222.87 +0.3%
283 SCHE SCHWAB STRATEGIC TR 7,603.0 $276K 0.00% NEW $36.26 +0.5%
284 DFAW DIMENSIONAL ETF TRUST 3,328.0 $276K 0.00% NEW $82.78 +2.7%
285 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2,818.0 $273K 0.00% -5K -62.2% $96.89 +2.3%
286 JEPQ J P MORGAN EXCHANGE TRADED F 4,437.0 $273K 0.00% +420.0 +10.5% $61.46 -2.5%
287 SCHZ SCHWAB STRATEGIC TR 11,789.0 $273K 0.00% +3K +27.6% $23.13 -1.6%
288 DAL DELTA AIR LINES INC Industrials 2,889.0 $271K 0.00% -13K -81.5% $93.65 -8.5%
289 ASML ASML HLDG NV Technology 135.0 $269K 0.00% -3K -95.2% $1989.44 -9.4%
290 IWP ISHARES TR 1,834.0 $269K 0.00% +143.0 +8.5% $146.41 -1.4%
291 LNG CHENIERE ENERGY INC Energy 1,122.0 $268K 0.00% -3K -70.8% $239.03 +14.5%
292 MEDP MEDPACE HLDGS INC Healthcare 501.0 $265K 0.00% -580.0 -53.6% $529.59 +11.5%
293 HONEYWELL INTL INC 1,180.0 $264K 0.00% NEW $223.91
294 IEMG ISHARES INC 3,142.0 $260K 0.00% -1K -25.0% $82.85 -3.9%
295 HONEYWELL AEROSPACE INC 1,177.0 $260K 0.00% NEW $221.08
296 SLV ISHARES SILVER TR Financial Services 4,780.0 $256K 0.00% NEW $53.47 +7.4%
297 XCEM COLUMBIA ETF TR II 4,740.0 $251K 0.00% NEW $52.88 -6.3%
298 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 8,169.0 $246K 0.00% $30.17 +9.4%
299 ENB ENBRIDGE INC Energy 4,496.0 $244K 0.00% NEW $54.21 -5.2%
300 CRWV COREWEAVE INC Technology 2,426.0 $241K 0.00% NEW $99.53 -6.4%
Page 15 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%