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Forum Financial Management, LP

All holdings · as of Dec 31, 2025

1,012 positions

CompanyClassValueShares% of portfolio
ALCON AG—$818.8K10,3900.0%
ROPER TECHNOLOGIES INC—$816.8K1,8350.0%
AMERICAN CENTY ETF TR—$812.9K9,8750.0%
Vistra Corp.—$806.7K5,0000.0%
Western Alliance Bancorp—$804.3K9,5670.0%
HUNTINGTON BANCSHARES INC /MD—$802.5K46,2520.0%
CrowdStrike Holdings, Inc.—$801.5K1,7100.0%
Hewlett Packard Enterprise Co—$800.7K33,3340.0%
SCHWAB STRATEGIC TR—$794.3K28,9590.0%
Monster Beverage Corp—$791.3K10,3210.0%
NOMURA HOLDINGS INCNMRADR$787.9K93,9110.0%
ISHARES TR—$775.5K10,0030.0%
Trane Technologies plc—$774.9K1,9910.0%
ISHARES BITCOIN TRUST ETF—$765.6K15,4190.0%
SCHWAB STRATEGIC TR—$763.5K23,4070.0%
EXPAND ENERGY Corp—$761.4K6,8990.0%
HALLIBURTON CO—$759.6K26,8800.0%
ROYAL CARIBBEAN CRUISES LTD—$758.1K2,7180.0%
HARTFORD INSURANCE GROUP, INC.—$754.9K5,4780.0%
KEYCORP /NEW—$752.2K36,4450.0%
United Airlines Holdings Inc—$751.8K6,7240.0%
BANK MONTREAL QUE—$750.3K5,7810.0%
Cheniere Energy, Inc.—$746.2K3,8390.0%
VANGUARD INDEX FDS—$745.2K2,5680.0%
SoFi Technologies, Inc.—$741.5K28,3240.0%
VANGUARD SCOTTSDALE FDS—$739.5K2,4620.0%
SOUTHWEST AIRLINES CO—$734.3K17,7670.0%
NIKE, Inc.—$731.9K11,4870.0%
Palo Alto Networks Inc—$730.5K3,9660.0%
UNILEVER PLC—$726.0K11,1010.0%
United Rentals Inc—$724.3K8950.0%
Howmet Aerospace Inc.—$723.9K3,5320.0%
RAYMOND JAMES FINANCIAL INC—$723.1K4,5030.0%
Arthur J. Gallagher & Co.—$720.7K2,7850.0%
Aon plc—$719.5K2,0390.0%
Rocket Lab CorpRKLBCommon Stock$718.3K10,2970.0%
ISHARES TR—$718.2K1,8570.0%
AMERIPRISE FINANCIAL INC—$717.5K1,4630.0%
VANGUARD INDEX FDS—$717.3K3,4300.0%
United Parcel Service Inc—$715.6K7,2140.0%
NATWEST GROUP PLC—$712.2K40,6960.0%
LABCORP HOLDINGS INC.—$711.7K2,8370.0%
WASTE MANAGEMENT INC—$710.1K3,2320.0%
PULTEGROUP INC/MI—$705.1K6,0130.0%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP—$704.0K3,2970.0%
STATE STREET CORPORATION—$700.8K5,4320.0%
Block, Inc.—$696.7K10,7030.0%
FIRST CITIZENS BANCSHARES INC /DE—$693.9K3230.0%
Carnival Corp Ltd.—$692.6K22,6790.0%
OMNICOM GROUP INC.—$689.3K8,5360.0%
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