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Forum Financial Management, LP

All holdings · as of Dec 31, 2025

1,012 positions

CompanyClassValueShares% of portfolio
NOKIA CORP—$1.26M195,0490.0%
KKR & Co. Inc.—$1.25M9,8110.0%
HONDA MOTOR CO LTDHMCADR$1.25M42,4180.0%
ALTRIA GROUP, INC.—$1.25M21,6290.0%
L3HARRIS TECHNOLOGIES, INC. /DE—$1.24M4,2390.0%
LAM RESEARCH CORP—$1.24M7,2180.0%
BARCLAYS PLC—$1.23M48,1990.0%
Arista Networks, Inc.ANETCommon Stock$1.22M9,3190.0%
EOG RESOURCES INC—$1.22M11,6010.0%
MCKESSON CORP—$1.21M1,4790.0%
Northrop Grumman Corp—$1.21M2,1250.0%
Phillips 66—$1.20M9,3250.0%
INVESCO EXCHANGE TRADED FD T—$1.20M6,2660.0%
PRUDENTIAL FINANCIAL INC—$1.19M10,5470.0%
Seagate Technology Holdings PLC—$1.19M4,3200.0%
Parker-Hannifin Corp—$1.18M1,3450.0%
AFLAC INC—$1.18M10,7190.0%
Quanta Services Inc—$1.18M2,7860.0%
Marathon Petroleum Corp—$1.17M7,2180.0%
T-Mobile US, Inc.TMUSCommon Stock$1.17M5,7740.0%
Uber Technologies, Inc—$1.17M14,3420.0%
TRUIST FINANCIAL CORP—$1.17M23,7150.0%
INTUIT INC.—$1.16M1,7580.0%
ROYAL BK CDA—$1.16M6,8000.0%
ENI S P A—$1.16M30,5560.0%
HONEYWELL INTERNATIONAL INC—$1.16M5,9290.0%
LOWES COMPANIES INC—$1.15M4,7740.0%
ENTERPRISE PRODUCTS PARTNERS L.P.EPDMLP$1.13M35,3090.0%
SKYWORKS SOLUTIONS, INC.—$1.11M17,4570.0%
VERTEX PHARMACEUTICALS INC / MA—$1.10M2,4150.0%
WOODSIDE ENERGY GROUP LTDWDSADR$1.09M69,9050.0%
Becton Dickinson & Co—$1.09M5,6070.0%
DELTA AIR LINES, INC.—$1.08M15,6150.0%
Johnson Controls International plc—$1.08M8,9850.0%
PureCycle Technologies, Inc.—$1.07M125,0000.0%
KLA CORP—$1.07M8800.0%
SLB LIMITED/NV—$1.06M27,5720.0%
Mondelez International, Inc.—$1.06M19,6540.0%
SCHWAB STRATEGIC TR—$1.06M43,9740.0%
AMERICAN INTERNATIONAL GROUP, INC.—$1.05M12,2870.0%
KIMBERLY CLARK CORP—$1.05M10,3790.0%
FIFTH THIRD BANCORP—$1.04M22,2700.0%
FORD MOTOR CO—$1.04M79,0810.0%
BIOGEN INC.—$1.04M5,8870.0%
SPDR SERIES TRUST—$1.03M17,0520.0%
AMPHENOL CORP /DE—$1.03M7,6550.0%
AMERICAN CENTY ETF TR—$1.03M13,4210.0%
LUMENTUM HLDGS INC—$1.01M2,7450.0%
DIMENSIONAL ETF TRUST—$1.01M29,8510.0%
SPDR SERIES TRUST—$995.1K7,1510.0%
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