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Portfolio (Quarterly) Guide ↗

Forum Financial Management, LP

· CIK 0001911832
13F Portfolio $7.3B AUM Filed Oct 24, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1008 New
Page 43 of 51  ·  1,008 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
841 NDSN NORDSON CORP Industrials 1,096.0 $249K 0.00% NEW $226.95 +26.4%
842 PEGA PEGASYSTEMS INC Technology 4,314.0 $248K 0.00% NEW $57.50 -40.4%
843 ODFL OLD DOMINION FREIGHT LINE IN Industrials 1,761.0 $248K 0.00% NEW $140.78 +47.5%
844 WMS ADVANCED DRAIN SYS INC DEL Industrials 1,785.0 $248K 0.00% NEW $138.70 -1.3%
845 PB PROSPERITY BANCSHARES INC Financial Services 3,712.0 $246K 0.00% NEW $66.35 +4.2%
846 LFUS LITTELFUSE INC Technology 950.0 $246K 0.00% NEW $259.01 +71.4%
847 TSCO TRACTOR SUPPLY CO Consumer Cyclical 4,325.0 $246K 0.00% NEW $56.87 -44.3%
848 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 5,228.0 $246K 0.00% NEW $47.03 +1.7%
849 ESI ELEMENT SOLUTIONS INC Basic Materials 9,761.0 $246K 0.00% NEW $25.17 +60.3%
850 EXC EXELON CORP Utilities 5,447.0 $245K 0.00% NEW $45.01 +0.8%
851 IWC ISHARES TR 1,635.0 $244K 0.00% NEW $149.11 +24.3%
852 KD KYNDRYL HLDGS INC Technology 8,109.0 $244K 0.00% NEW $30.03 -59.8%
853 ORA ORMAT TECHNOLOGIES INC Utilities 2,525.0 $243K 0.00% NEW $96.25 +39.1%
854 FDS FACTSET RESH SYS INC Financial Services 845.0 $242K 0.00% NEW $286.63 -21.5%
855 JBHT HUNT J B TRANS SVCS INC Industrials 1,805.0 $242K 0.00% NEW $134.17 +93.2%
856 SWK STANLEY BLACK & DECKER INC Industrials 3,257.0 $242K 0.00% NEW $74.33 +0.9%
857 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 8,169.0 $242K 0.00% NEW $29.62 +16.0%
858 TRP TC ENERGY CORP Energy 4,439.0 $242K 0.00% NEW $54.41 +28.8%
859 IWP ISHARES TR 1,691.0 $241K 0.00% NEW $142.41 -3.2%
860 SCI SERVICE CORP INTL Consumer Cyclical 2,892.0 $241K 0.00% NEW $83.22 -6.8%
Page 43 of 51  ·  1,008 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 26.3%
Financial Services 18.3%
Healthcare 16.7%
Communication Services 11.0%
Consumer Cyclical 7.8%
Industrials 7.6%
Energy 4.8%
Consumer Defensive 4.2%
Basic Materials 2.2%
Utilities 1.0%