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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 4 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ABT ABBOTT LABORATORIES Healthcare 45,276.0 $4.1M 0.05% -19K -29.5% $90.74 +24.2%
62 XOM EXXON MOBIL CORP Energy 29,810.0 $4.1M 0.05% -65K -68.7% $136.72 +21.1%
63 AVUS AMERICAN CENTY ETF TR 30,242.0 $3.9M 0.05% -2K -6.2% $128.08 +2.2%
64 SHV ISHARES TR 33,062.0 $3.6M 0.05% -486.0 -1.4% $110.35 -0.1%
65 CBOE CBOE GLOBAL MKTS INC Financial Services 14,508.0 $3.5M 0.04% -2K -12.9% $242.67 +19.9%
66 MPLX MPLX LP Energy 62,292.0 $3.5M 0.04% +522.0 +0.8% $56.33 +5.4%
67 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 3,527.0 $3.3M 0.04% -2K -37.7% $935.47 +2.8%
68 VTIP VANGUARD MALVERN FDS 64,525.0 $3.2M 0.04% +36K +126.7% $50.23 -0.9%
69 JNJ JOHNSON & JOHNSON Healthcare 12,625.0 $3.2M 0.04% -23K -64.4% $253.97 +6.8%
70 INTC INTEL CORP Technology 22,355.0 $3.1M 0.04% -72K -76.2% $139.63 -30.8%
71 CNP CENTERPOINT ENERGY INC Utilities 70,000.0 $3.1M 0.04% $44.04 -7.9%
72 SYY SYSCO CORP Consumer Defensive 36,863.0 $3.1M 0.04% -3K -8.5% $83.58 -1.9%
73 IVW ISHARES TR 22,201.0 $3.1M 0.04% -326.0 -1.4% $137.53 +1.6%
74 AVDV AMERICAN CENTY ETF TR 26,828.0 $2.8M 0.04% -702.0 -2.5% $103.05 +6.5%
75 MUB ISHARES TR 25,061.0 $2.7M 0.04% -3K -9.5% $107.62 -2.1%
76 GE GE AEROSPACE Industrials 7,084.0 $2.6M 0.03% -4K -36.4% $373.72 +0.4%
77 TSLA TESLA INC Consumer Cyclical 6,275.0 $2.6M 0.03% -15K -70.0% $420.60 -19.9%
78 IWD ISHARES TR 10,758.0 $2.6M 0.03% -541.0 -4.8% $242.42 +5.9%
79 PG PROCTER & GAMBLE CO Consumer Defensive 17,688.0 $2.6M 0.03% -15K -45.4% $146.64 -2.2%
80 ALL ALLSTATE CORP Financial Services 10,796.0 $2.6M 0.03% -6K -33.8% $237.94 +9.8%
Page 4 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%