Forum Financial Management, LP Purchases in Q1 2025

Forum Financial Management, LP

  • $5.28 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ACM
Aecom

Industrials
11
+ 0.24%
$92.54 - $111.05 $1.02K - $1.22K
4.64K $430K
SYY
Sysco Corp

Consumer Defensive
65
+ 0.13%
$70.0 - $77.13 $4.55K - $5.01K
48.7K $3.65M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
46
+ 1.53%
$203.38 - $274.79 $9.36K - $12.6K
3.06K $627K
IWB
Ishares Tr Russell 1000 ETF

ETFs
117
+ 1.74%
$302.31 - $337.54 $35.4K - $39.5K
6.84K $2.1M
TOL
Toll Brothers, Inc.

Consumer Cyclical
8
+ 0.24%
$103.02 - $140.69 $824 - $1.13K
3.37K $355K
TMO
Thermo Fisher Scientific Inc.

Healthcare
6
+ 0.19%
$497.6 - $606.74 $2.99K - $3.64K
3.2K $1.59M
OC
Owens Corning

Industrials
6
+ 0.24%
$137.83 - $191.19 $827 - $1.15K
2.54K $362K
DFAU
Dimensional ETF Tr

ETFs
110
+ 0.3%
$37.84 - $42.29 $4.16K - $4.65K
36.4K $1.4M
ZBRA
Zebra Technologies Corp

Technology
90
+ 9.68%
$271.72 - $421.11 $24.5K - $37.9K
1.02K $288K
DDOG
Datadog, Inc.

Technology
118
+ 6.14%
$98.68 - $151.89 $11.6K - $17.9K
2.04K $202K
DOCU
Docusign, Inc.

Technology
7
+ 0.08%
$74.7 - $97.7 $523 - $684
8.61K $700K
HUBB
Hubbell Inc

Industrials
20
+ 2.21%
$330.91 - $456.86 $6.62K - $9.14K
924 $305K
FIX
Comfort Systems Usa Inc

Industrials
2
+ 0.24%
$313.26 - $550.27 $627 - $1.1K
833 $268K
ONTO
Onto Innovation Inc.

Technology
3
+ 0.15%
$121.34 - $224.5 $364 - $674
1.98K $239K
SYF
Synchrony Financial

Financial Services
85
+ 1.01%
$51.9 - $70.63 $4.41K - $6K
8.49K $449K
WDC
Western Digital Corp

Technology
86
+ 1.53%
$40.43 - $72.03 $3.48K - $6.19K
5.7K $230K
DAL
Delta Air Lines, Inc.

Industrials
1.81K
+ 15.79%
$43.6 - $69.06 $79K - $125K
13.3K $579K
USB
Us Bancorp \De\

Financial Services
239
+ 0.96%
$40.92 - $50.9 $9.78K - $12.2K
25.1K $1.06M
UAL
United Airlines Holdings, Inc.

Industrials
411
+ 7.18%
$69.05 - $110.52 $28.4K - $45.4K
6.13K $423K
FSLR
First Solar, Inc.

Technology
136
+ 4.36%
$126.34 - $197.73 $17.2K - $26.9K
3.26K $411K
NOW
Service Now, Inc.

Technology
88
+ 10.92%
$783.83 - $1170.39 $69K - $103K
894 $711K
ACN
Accenture PLC

Technology
86
+ 1.85%
$300.91 - $398.25 $25.9K - $34.2K
4.73K $1.48M
KKR
Kkr & Co. Inc.

Financial Services
1.02K
+ 11.94%
$108.17 - $167.07 $111K - $171K
9.59K $1.11M
VUG
Vanguard Growth ETF

ETFs
246
+ 3.52%
$369.1 - $427.61 $90.8K - $105K
7.24K $2.68M
CAT
Caterpillar Inc

Industrials
129
+ 1.83%
$326.75 - $407.63 $42.2K - $52.6K
7.18K $2.37M
SQ
Block, Inc.

Technology
514
+ 6.26%
$54.04 - $92.95 $27.8K - $47.8K
8.73K $499K
DIOD
Diodes Inc

Technology
35
+ 0.29%
$43.17 - $65.74 $1.51K - $2.3K
12K $519K
VST
Vistra Corp.

Utilities
7
+ 0.06%
$108.49 - $191.89 $759 - $1.34K
11.6K $1.36M
HD
Home Depot, Inc.

Consumer Cyclical
121
+ 0.79%
$347.25 - $424.87 $42K - $51.4K
15.5K $5.68M
DIS
Walt Disney CO

Communication Services
742
+ 2.32%
$96.87 - $114.0 $71.9K - $84.6K
32.7K $3.23M
SPY
Spdr S&P 500 ETF Trust

ETFs
111
+ 0.68%
$551.42 - $612.93 $61.2K - $68K
16.4K $9.15M
SWKS
Skyworks Solutions, Inc.

Technology
371
+ 2.23%
$64.12 - $93.96 $23.8K - $34.9K
17K $1.1M
DUHP
Dimensional ETF Tr Dimensional

ETFs
63.3K
+ 0.92%
$32.57 - $35.82 $2.06M - $2.27M
6.94M $230M
MSFT
Microsoft Corp

Technology
1.23K
+ 1.54%
$375.39 - $447.2 $461K - $550K
80.9K $30.4M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
221K
+ 0.59%
$32.42 - $36.13 $7.15M - $7.97M
37.8M $1.25B
Activity Summary
Buys All Purchases 486 New Holdings 117 Increased Positions 369 Sells All Sells 277 Reductions 277 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email