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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 17 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 YUM YUM BRANDS INC Consumer Cyclical 1,337.0 $214K 0.00% -2K -56.5% $159.86 -9.4%
322 SCHK SCHWAB STRATEGIC TR 5,830.0 $210K 0.00% NEW $36.06 +2.7%
323 TER TERADYNE INC Technology 434.0 $210K 0.00% -3K -85.8% $483.84 -16.4%
324 LQD ISHARES TR 1,917.0 $209K 0.00% NEW $109.07 -3.0%
325 ONB OLD NATL BANCORP IND Financial Services 8,028.0 $208K 0.00% -12K -60.3% $25.90 +2.9%
326 BLK BLACKROCK INC Financial Services 216.0 $208K 0.00% -1K -86.8% $961.56 +20.0%
327 IXUS ISHARES TR 2,174.0 $207K 0.00% NEW $95.44 +1.1%
328 CI THE CIGNA GROUP Healthcare 748.0 $206K 0.00% -4K -85.7% $275.78 +1.0%
329 VBK VANGUARD INDEX FDS 563.0 $206K 0.00% NEW $365.64 -2.0%
330 BTBT BIT DIGITAL INC Financial Services 100,000.0 $180K 0.00% $1.80 -19.4%
331 BZAI BLAIZE HLDGS INC Technology 125,488.0 $173K 0.00% +10K +8.7% $1.38 -59.6%
332 SS INNOVATIONS INTERNATIONAL 38,469.0 $160K 0.00% $4.15
333 LCID LUCID GROUP INC Consumer Cyclical 22,305.0 $149K 0.00% -8K -27.4% $6.69 -13.8%
334 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 24,118.0 $126K 0.00% -16K -40.0% $5.24 -19.3%
335 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 12,058.0 $124K 0.00% $10.30 -1.5%
336 RCAT RED CAT HLDGS INC Technology 11,000.0 $117K 0.00% $10.65 -4.1%
337 HRZN HORIZON TECHNOLOGY FIN CORP Financial Services 24,760.0 $117K 0.00% NEW $4.73 +6.8%
338 VENTURE GLOBAL INC 10,046.0 $112K 0.00% $11.13
339 ANTERIS TECHNOLOGIES GLOBAL 10,927.0 $108K 0.00% NEW $9.85
340 AI C3 AI INC Technology 11,531.0 $105K 0.00% -3K -22.7% $9.09 +8.6%
Page 17 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%