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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 8 of 51  ·  1,008 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MRK MERCK & CO INC Healthcare 22,702.0 $1.9M 0.03% NEW $83.93 +38.1%
142 AVLV AMERICAN CENTY ETF TR 26,025.0 $1.9M 0.03% NEW $72.26 +22.8%
143 GILD GILEAD SCIENCES INC Healthcare 16,766.0 $1.9M 0.03% NEW $111.00 +17.6%
144 TXN TEXAS INSTRS INC Technology 9,908.0 $1.8M 0.03% NEW $183.73 +65.9%
145 ETN EATON CORP PLC Industrials 4,804.0 $1.8M 0.03% NEW $374.25 +1.9%
146 VV VANGUARD INDEX FDS 5,832.0 $1.8M 0.03% NEW $307.87 +10.9%
147 NSC NORFOLK SOUTHN CORP Industrials 5,912.0 $1.8M 0.02% NEW $300.43 +3.7%
148 APD AIR PRODS & CHEMS INC Basic Materials 6,440.0 $1.8M 0.02% NEW $272.72 +6.4%
149 ET ENERGY TRANSFER L P Energy 101,960.0 $1.7M 0.02% NEW $17.16 +16.6%
150 BA BOEING CO Industrials 8,096.0 $1.7M 0.02% NEW $215.83 +1.8%
151 IVE ISHARES TR 8,406.0 $1.7M 0.02% NEW $206.51 +9.5%
152 CMCSA COMCAST CORP NEW Communication Services 54,499.0 $1.7M 0.02% NEW $31.42 -20.2%
153 SBUX STARBUCKS CORP Consumer Cyclical 20,151.0 $1.7M 0.02% NEW $84.60 +25.9%
154 NEM NEWMONT CORP Basic Materials 19,985.0 $1.7M 0.02% NEW $84.31 +28.5%
155 DFAU DIMENSIONAL ETF TRUST 36,427.0 $1.7M 0.02% NEW $45.76 +11.5%
156 PCT PURECYCLE TECHNOLOGIES INC Industrials 125,000.0 $1.6M 0.02% NEW $13.15 -13.8%
157 SPGI S&P GLOBAL INC Financial Services 3,338.0 $1.6M 0.02% NEW $486.71 -14.3%
158 PGR PROGRESSIVE CORP Financial Services 6,577.0 $1.6M 0.02% NEW $246.95 -18.0%
159 AVRE AMERICAN CENTY ETF TR 35,920.0 $1.6M 0.02% NEW $44.48 +7.6%
160 IAU ISHARES GOLD TR Financial Services 21,897.0 $1.6M 0.02% NEW $72.77 +17.4%
Page 8 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%