Institutions / Forum Financial Management, LP / Holdings
Back to Forum Financial Management, LP

Forum Financial Management, LP

All holdings · as of Dec 31, 2025

1,012 positions

CompanyClassValueShares% of portfolio
PayPal Holdings, Inc.—$994.1K17,0280.0%
CUMMINS INC—$991.8K1,9430.0%
FREEPORT-MCMORAN INC—$989.2K19,4770.0%
Marvell Technology, Inc.—$988.0K11,6260.0%
GENERAL DYNAMICS CORP—$970.7K2,8830.0%
Intercontinental Exchange, Inc.—$966.7K5,9690.0%
LLOYDS BANKING GROUP PLC—$963.5K181,7960.0%
CSX CORP—$961.4K26,5220.0%
VANGUARD WORLD FD—$948.3K1,2580.0%
Valero Energy Corp—$947.1K5,8170.0%
CIENA CORP—$943.2K4,0330.0%
TE Connectivity PLC—$936.7K4,1170.0%
Western Digital Corp—$935.4K5,4300.0%
Constellation Energy Corp—$931.3K2,6360.0%
BRISTOL MYERS SQUIBB CO—$925.2K17,1520.0%
FLEX LTD.—$924.9K15,3080.0%
CRH PUBLIC LTD CO—$923.3K7,3980.0%
VANGUARD INDEX FDS—$923.2K10,4320.0%
Booking Holdings Inc—$921.1K1720.0%
BP PLC—$915.6K26,3620.0%
Wintrust Financial Corp—$911.1K6,5160.0%
MARSH & MCLENNAN COMPANIES, INC.—$893.3K4,8150.0%
Rivian Automotive, Inc. / DE—$889.1K45,1090.0%
AMERICAN CENTURY ETF TRUST—$886.1K15,1960.0%
SCHWAB STRATEGIC TR—$880.5K33,5670.0%
O REILLY AUTOMOTIVE INC—$880.4K9,6520.0%
Synchrony Financial—$878.7K10,5320.0%
Corteva, Inc.—$876.5K13,0760.0%
STEEL DYNAMICS INC—$871.0K5,1400.0%
HERSHEY CO—$869.0K4,7750.0%
COHERENT CORP—$864.8K4,6850.0%
TWILIO INC—$863.1K6,0680.0%
FIDELITY WISE ORIGIN BITCOIN—$861.4K11,3000.0%
ServiceNow Inc—$860.8K5,6190.0%
Baker Hughes Co—$859.4K18,8710.0%
NORTHERN TRUST CORP—$855.1K6,2600.0%
Cognizant Technology Solutions Corp—$854.8K10,2990.0%
BRITISH AMERN TOB PLC—$853.4K15,0730.0%
MARTIN MARIETTA MATERIALS INC—$853.0K1,3700.0%
ARCH CAPITAL GROUP LTD.—$852.2K8,8840.0%
DOLLAR GENERAL CORP—$851.6K6,4140.0%
Regions Financial Corp—$849.8K31,3570.0%
SPDR GOLD TR—$844.9K2,1320.0%
CITIZENS FINANCIAL GROUP INC/RI—$844.2K14,4530.0%
Apollo Global Management, Inc.—$842.1K5,8170.0%
HORTON D R INC /DE—$838.1K5,8190.0%
ISHARES TR—$836.1K3,3970.0%
BROOKFIELD RENEWABLE CORP—$833.2K21,7320.0%
Cloudflare, Inc.—$832.4K4,2220.0%
EMERSON ELECTRIC CO—$829.9K6,2530.0%
← PrevPage 6 of 21Next →