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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 8 of 51  ·  1,012 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 GILD GILEAD SCIENCES INC Healthcare 16,780.0 $2.1M 0.03% $122.74 +6.3%
142 HOOD ROBINHOOD MKTS INC Financial Services 18,183.0 $2.1M 0.03% $113.10 -32.9%
143 KMI KINDER MORGAN INC DEL Energy 72,845.0 $2.0M 0.03% +518.0 +0.7% $27.49 +21.9%
144 NEM NEWMONT CORP Basic Materials 20,019.0 $2.0M 0.03% $99.85 +8.5%
145 QCOM QUALCOMM INC Technology 11,660.0 $2.0M 0.03% $171.05 +18.4%
146 AVLV AMERICAN CENTY ETF TR 25,625.0 $1.9M 0.03% -400.0 -1.5% $75.77 +17.1%
147 DFAU DIMENSIONAL ETF TRUST 41,380.0 $1.9M 0.03% +5K +13.6% $46.80 +9.0%
148 GHC GRAHAM HLDGS CO Consumer Defensive 1,740.0 $1.9M 0.03% $1098.60 -0.2%
149 WBD WARNER BROS DISCOVERY INC Communication Services 65,650.0 $1.9M 0.03% -605.0 -0.9% $28.82 -4.9%
150 IVE ISHARES TR 8,826.0 $1.9M 0.02% +420.0 +5.0% $212.07 +6.6%
151 VV VANGUARD INDEX FDS 5,735.0 $1.8M 0.02% -97.0 -1.7% $314.82 +8.5%
152 IAU ISHARES GOLD TR Financial Services 21,763.0 $1.8M 0.02% -134.0 -0.6% $81.17 +5.2%
153 BLK BLACKROCK INC Financial Services 1,643.0 $1.8M 0.02% -10.0 -0.6% $1070.34 -0.6%
154 SPGI S&P GLOBAL INC Financial Services 3,333.0 $1.7M 0.02% $522.59 -20.2%
155 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,971.0 $1.7M 0.02% +624.0 +26.6% $579.45 -22.0%
156 NSC NORFOLK SOUTHN CORP Industrials 5,900.0 $1.7M 0.02% $288.74 +7.9%
157 ASTRAZENECA PLC 18,504.0 $1.7M 0.02% $91.93
158 CVS CVS HEALTH CORP Healthcare 21,282.0 $1.7M 0.02% +995.0 +4.9% $79.36 +17.6%
159 GM GENERAL MTRS CO Consumer Cyclical 20,295.0 $1.7M 0.02% +160.0 +0.8% $81.32 -5.1%
160 ADI ANALOG DEVICES INC Technology 6,083.0 $1.6M 0.02% $271.20 +41.7%
Page 8 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%