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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 9 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SCHG SCHWAB STRATEGIC TR 22,670.0 $767K 0.01% -737.0 -3.1% $33.84 +4.2%
162 PEP PEPSICO INC Consumer Defensive 5,653.0 $765K 0.01% -5K -48.1% $135.39 +3.5%
163 BAC BANK OF AMER CORP Financial Services 13,417.0 $765K 0.01% -108K -89.0% $56.98 +12.7%
164 NEE NEXTERA ENERGY INC Utilities 8,536.0 $749K 0.01% $87.77 -1.8%
165 GLD SPDR GOLD TR Financial Services 1,975.0 $728K 0.01% -157.0 -7.4% $368.38 +8.2%
166 CRWD CROWDSTRIKE HLDGS INC Technology 952.0 $727K 0.01% -758.0 -44.3% $190.79 +11.6%
167 VXF VANGUARD INDEX FDS 2,923.0 $720K 0.01% -507.0 -14.8% $246.22 -0.2%
168 SCZ ISHARES TR 8,727.0 $718K 0.01% -1K -12.8% $82.27 +4.1%
169 CB CHUBB LIMITED Financial Services 2,105.0 $717K 0.01% -5K -71.8% $340.74 +1.3%
170 TRIN TRINITY CAP INC Financial Services 40,000.0 $716K 0.01% +24K +150.0% $17.89 +1.5%
171 IWN ISHARES TR 3,213.0 $711K 0.01% +69.0 +2.2% $221.21 +1.5%
172 MET METLIFE INC Financial Services 8,330.0 $705K 0.01% -12K -59.5% $84.61 +14.3%
173 RTX RTX CORPORATION Industrials 3,633.0 $689K 0.01% -13K -78.7% $189.76 +18.8%
174 IWR ISHARES TR 6,096.0 $673K 0.01% $110.32 +2.4%
175 C CITIGROUP INC Financial Services 4,785.0 $670K 0.01% -29K -85.7% $139.98 -1.6%
176 TJX TJX COS INC NEW Consumer Cyclical 4,252.0 $644K 0.01% -6K -57.4% $151.49 -0.3%
177 MA MASTERCARD INCORPORATED Financial Services 1,228.0 $631K 0.01% -4K -75.9% $513.60 +11.8%
178 SO SOUTHERN CO Utilities 6,538.0 $626K 0.01% +2K +35.7% $95.71 -3.8%
179 WMB WILLIAMS COS INC Energy 8,409.0 $625K 0.01% -16K -65.3% $74.34 +1.1%
180 IWO ISHARES TR 1,584.0 $624K 0.01% +22.0 +1.4% $393.96 -1.5%
Page 9 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%