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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 17 of 51  ·  1,012 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 UAL UNITED AIRLS HLDGS INC Industrials 6,724.0 $752K 0.01% $111.81 -12.3%
322 BMO BANK MONTREAL QUE Financial Services 5,781.0 $750K 0.01% +323.0 +5.9% $129.79 +23.1%
323 LNG CHENIERE ENERGY INC Energy 3,839.0 $746K 0.01% +44.0 +1.2% $194.37 +23.7%
324 VO VANGUARD INDEX FDS 2,568.0 $745K 0.01% +620.0 +31.8% $290.18 -73.3%
325 SOFI SOFI TECHNOLOGIES INC Financial Services 28,324.0 $742K 0.01% -15K -35.1% $26.18 -40.1%
326 VTHR VANGUARD SCOTTSDALE FDS 2,462.0 $740K 0.01% $300.37 +8.8%
327 LUV SOUTHWEST AIRLS CO Industrials 17,767.0 $734K 0.01% -184.0 -1.0% $41.33 -1.3%
328 NKE NIKE INC Consumer Cyclical 11,487.0 $732K 0.01% +2K +15.2% $63.71 -30.3%
329 PANW PALO ALTO NETWORKS INC Technology 3,966.0 $731K 0.01% -44.0 -1.1% $184.20 +37.3%
330 UNILEVER PLC 11,101.0 $726K 0.01% NEW $65.40
331 URI UNITED RENTALS INC Industrials 895.0 $724K 0.01% +8.0 +0.9% $809.32 +15.7%
332 HWM HOWMET AEROSPACE INC Industrials 3,532.0 $724K 0.01% -2K -31.2% $204.96 +26.8%
333 RJF RAYMOND JAMES FINL INC Financial Services 4,503.0 $723K 0.01% $160.59 -5.3%
334 AJG GALLAGHER ARTHUR J & CO Financial Services 2,785.0 $721K 0.01% +240.0 +9.4% $258.79 -19.9%
335 AON AON PLC Financial Services 2,039.0 $720K 0.01% +364.0 +21.7% $352.88 -8.1%
336 RKLB ROCKET LAB CORP Industrials 10,297.0 $718K 0.01% +2K +18.2% $69.76 +92.5%
337 IWV ISHARES TR 1,857.0 $718K 0.01% +147.0 +8.6% $386.77 +8.8%
338 AMP AMERIPRISE FINL INC Financial Services 1,463.0 $718K 0.01% +22.0 +1.5% $490.45 -8.1%
339 VXF VANGUARD INDEX FDS 3,430.0 $717K 0.01% $209.12 +9.3%
340 UPS UNITED PARCEL SERVICE INC Industrials 7,214.0 $716K 0.01% +3K +83.5% $99.19 -0.3%
Page 17 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%