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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 46 of 51  ·  1,012 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
901 HWC HANCOCK WHITNEY CORPORATION Financial Services 3,549.0 $226K 0.00% $63.68 +4.7%
902 SCI SERVICE CORP INTL Consumer Cyclical 2,892.0 $225K 0.00% $77.97 -0.6%
903 VBR VANGUARD INDEX FDS 1,064.0 $225K 0.00% $211.80 +9.0%
904 BZAI BLAIZE HLDGS INC Technology 115,488.0 $225K 0.00% $1.95 -22.6%
905 PIPER SANDLER COMPANIES 661.0 $225K 0.00% $339.71
906 HAS HASBRO INC Consumer Cyclical 2,736.0 $224K 0.00% NEW $82.00 +9.9%
907 RVTY REVVITY INC Healthcare 2,317.0 $224K 0.00% -964.0 -29.4% $96.75 -2.0%
908 POST POST HLDGS INC Consumer Defensive 2,261.0 $224K 0.00% +30.0 +1.3% $99.05 -1.6%
909 HOMB HOME BANCSHARES INC Financial Services 8,050.0 $224K 0.00% $27.78 -4.2%
910 PUK PRUDENTIAL PLC Financial Services 7,182.0 $223K 0.00% $31.12 +0.4%
911 CNO CNO FINL GROUP INC Financial Services 5,247.0 $223K 0.00% $42.47 +11.6%
912 LMND LEMONADE INC Financial Services 3,125.0 $222K 0.00% NEW $71.18 -19.9%
913 SCHM SCHWAB STRATEGIC TR 7,396.0 $222K 0.00% +120.0 +1.6% $30.07 +14.9%
914 TDS TELEPHONE & DATA SYS INC Communication Services 5,423.0 $222K 0.00% $41.00 +1.5%
915 AWI ARMSTRONG WORLD INDS INC NEW Industrials 1,161.0 $222K 0.00% $191.10 -17.8%
916 GLOBUS MED INC 2,538.0 $222K 0.00% NEW $87.31
917 NTNX NUTANIX INC Technology 4,286.0 $222K 0.00% +108.0 +2.6% $51.69 -13.5%
918 PSTG PURE STORAGE INC Technology 3,297.0 $221K 0.00% -160.0 -4.6% $67.01 +25.1%
919 RIOT RIOT PLATFORMS INC Financial Services 17,420.0 $221K 0.00% $12.67 +86.8%
920 EQH EQUITABLE HLDGS INC Financial Services 4,622.0 $220K 0.00% -399.0 -8.0% $47.65 -10.8%
Page 46 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%