BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 16 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 PRFZ INVESCO EXCHANGE TRADED FD T 4,315.0 $241K 0.00% NEW $55.77 +0.2%
302 FDN FIRST TR EXCHANGE-TRADED FD 906.0 $240K 0.00% $264.72 +7.2%
303 PYPL PAYPAL HLDGS INC Financial Services 5,532.0 $239K 0.00% -11K -67.5% $43.18 +39.9%
304 NOK NOKIA CORP Technology 17,719.0 $235K 0.00% -177K -90.9% $13.28 -21.8%
305 HWM HOWMET AEROSPACE INC Industrials 861.0 $232K 0.00% -3K -75.6% $268.96 +8.8%
306 GPIQ GOLDMAN SACHS ETF TR 3,902.0 $231K 0.00% $59.31 -4.1%
307 OHI OMEGA HEALTHCARE INVS INC Real Estate 4,845.0 $231K 0.00% $47.68 -2.6%
308 CART MAPLEBEAR INC Consumer Cyclical 4,871.0 $231K 0.00% -9K -64.0% $47.35 +3.3%
309 NOC NORTHROP GRUMMAN CORP Industrials 453.0 $231K 0.00% -2K -78.7% $509.04 +15.7%
310 MPC MARATHON PETE CORP Energy 897.0 $229K 0.00% -6K -87.6% $255.68 +43.2%
311 VOYG VOYAGER TECHNOLOGIES INC Industrials 6,956.0 $224K 0.00% NEW $32.25 +31.0%
312 LITE LUMENTUM HLDGS INC Technology 260.0 $223K 0.00% -2K -90.5% $858.06 +1.8%
313 SYK STRYKER CORPORATION Healthcare 705.0 $222K 0.00% -3K -82.2% $314.65 +5.3%
314 VIRNETX HLDG CORP 17,321.0 $220K 0.00% $12.70
315 BP BP PLC Energy 5,928.0 $219K 0.00% -20K -77.5% $36.95 +17.5%
316 DVY ISHARES TR 1,395.0 $218K 0.00% -571.0 -29.0% $156.30 +5.5%
317 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 12,535.0 $217K 0.00% -33K -72.2% $17.35 -14.8%
318 USB US BANCORP Financial Services 3,600.0 $217K 0.00% -24K -86.9% $60.41 +7.3%
319 BROS DUTCH BROS INC Consumer Cyclical 3,012.0 $216K 0.00% -3K -51.4% $71.81 -32.5%
320 CVS CVS HEALTH CORP Healthcare 2,074.0 $215K 0.00% -19K -90.2% $103.45 -8.3%
Page 16 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%