Forum Financial Management, LP
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| RTX Corp | $3.13M | 0.0% |
| VERIZON COMMUNICATIONS INC | $3.12M | 0.0% |
| COCA COLA CO | $3.07M | 0.0% |
| ORACLE CORP | $3.05M | 0.0% |
| INTERNATIONAL BUSINESS MACHINES CORP | $3.04M | 0.0% |
| Sony Group CorpSONY | $3.04M | 0.0% |
| ASML HOLDING N V | $3.03M | 0.0% |
| Merck & Co., Inc. | $2.98M | 0.0% |
| BANCO SANTANDER SA | $2.98M | 0.0% |
| AMERICAN EXPRESS CO | $2.98M | 0.0% |
| SYSCO CORP | $2.97M | 0.0% |
| ISHARES TR | $2.97M | 0.0% |
| Mastercard Inc | $2.91M | 0.0% |
| Mizuho Financial Group, Inc.MFG | $2.78M | 0.0% |
| ISHARES TR | $2.78M | 0.0% |
| APPLIED MATERIALS INC /DE | $2.75M | 0.0% |
| CenterPoint Energy Inc | $2.68M | 0.0% |
| UBS GROUP AG | $2.61M | 0.0% |
| AMERICAN CENTY ETF TR | $2.59M | 0.0% |
| Bank of New York Mellon Corp/The | $2.58M | 0.0% |
| AppLovin Corp | $2.55M | 0.0% |
| ISHARES TR | $2.53M | 0.0% |
| SHELL PLC | $2.53M | 0.0% |
| SELECT SECTOR SPDR TR | $2.51M | 0.0% |
| PFIZER INC | $2.46M | 0.0% |
| UNITEDHEALTH GROUP INC | $2.39M | 0.0% |
| ISHARES TR | $2.38M | 0.0% |
| DANAHER CORP /DE | $2.36M | 0.0% |
| Chubb Ltd | $2.33M | 0.0% |
| Philip Morris International Inc. | $2.26M | 0.0% |
| LOCKHEED MARTIN CORP | $2.25M | 0.0% |
| Salesforce Inc | $2.25M | 0.0% |
| CANADIAN NAT RES LTD | $2.20M | 0.0% |
| CME Group Inc | $2.20M | 0.0% |
| Union Pacific Corp | $2.19M | 0.0% |
| LINDE PLC | $2.19M | 0.0% |
| ConocoPhillips | $2.19M | 0.0% |
| Medtronic plc | $2.11M | 0.0% |
| SCHWAB CHARLES CORP | $2.08M | 0.0% |
| GE Vernova Inc. | $2.07M | 0.0% |
| GILEAD SCIENCES, INC. | $2.06M | 0.0% |
| Robinhood Markets, Inc. | $2.06M | 0.0% |
| KINDER MORGAN, INC. | $2.00M | 0.0% |
| Newmont Corp | $2.00M | 0.0% |
| QUALCOMM INC/DE | $1.99M | 0.0% |
| AMERICAN CENTY ETF TR | $1.94M | 0.0% |
| DIMENSIONAL ETF TRUST | $1.94M | 0.0% |
| Graham Holdings Co | $1.91M | 0.0% |
| Warner Bros. Discovery, Inc. | $1.89M | 0.0% |
| ISHARES TR | $1.87M | 0.0% |