Forum Financial Management, LP Purchases in Q2 2025

Forum Financial Management, LP

  • $5.76 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Ss Innovations International
58.5K
New
N/A
58.5K $0
EXC
Exelon Corp

Utilities
299
+ 5.85%
$42.2 - $47.37 $12.6K - $14.2K
5.41K $234K
AIZ
Assurant, Inc.

Financial Services
87
+ 6.1%
$179.73 - $211.56 $15.6K - $18.4K
1.51K $298K
OTIS
Otis Worldwide Corp

Industrials
111
+ 3.76%
$90.88 - $104.3 $10.1K - $11.6K
3.07K $303K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
780
+ 3.34%
$32.56 - $35.71 $25.4K - $27.9K
24.2K $798K
KMX
Carmax Inc

Consumer Cyclical
697
+ 15.02%
$62.27 - $82.77 $43.4K - $57.7K
5.34K $358K
EXPD
Expeditors International Of Washington Inc

Industrials
101
+ 3.87%
$102.84 - $122.24 $10.4K - $12.3K
2.71K $310K
BOKF
Bok Financial Corp

Financial Services
122
+ 5.16%
$87.86 - $103.42 $10.7K - $12.6K
2.49K $242K
SWBI
Smith & Wesson Brands, Inc.

Industrials
142
+ 1.25%
$8.48 - $10.88 $1.2K - $1.54K
11.5K $99K
ZTS
Zoetis Inc.

Healthcare
147
+ 4.18%
$144.41 - $170.3 $21.2K - $25K
3.66K $571K
UTHR
United Therapeutics Corp

Healthcare
72
+ 5.46%
$276.47 - $328.4 $19.9K - $23.6K
1.39K $399K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
9.18K
+ 1475.08%
$87.84 - $1441.89 $806K - $13.2M
9.8K $883K
TSCO
Tractor Supply CO

Consumer Cyclical
1
+ 0.03%
$47.86 - $55.77 $47.9 - $55.8
3.83K $201K
SBUX
Starbucks Corp

Consumer Cyclical
1.2K
+ 6.53%
$79.69 - $99.41 $95.9K - $120K
19.7K $1.8M
PRI
Primerica, Inc.

Financial Services
2
+ 0.17%
$244.39 - $290.62 $489 - $581
1.18K $322K
GMED
Globus Medical Inc

Healthcare
628
+ 18.13%
$55.82 - $75.5 $35.1K - $47.4K
4.09K $241K
UFPI
Ufp Industries Inc

Basic Materials
78
+ 2.73%
$94.93 - $109.1 $7.4K - $8.51K
2.94K $292K
LPX
Louisiana Pacific Corp

Industrials
5
+ 0.2%
$81.16 - $95.48 $406 - $477
2.56K $219K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
772
+ 6.98%
$6.01 - $8.06 $4.64K - $6.22K
11.8K $71K
G
Genpact LTD

Technology
305
+ 6.44%
$40.65 - $50.56 $12.4K - $15.4K
5.04K $221K
HES
Hess Corp

Energy
389
+ 11.63%
$126.32 - $161.29 $49.1K - $62.7K
3.73K $517K
LFST
Life Stance Health Group, Inc.

Healthcare
786
+ 5.25%
$4.83 - $6.91 $3.8K - $5.43K
15.8K $81K
LEN
Lennar Corp

Consumer Cyclical
3
+ 0.07%
$102.76 - $115.66 $308 - $347
4.22K $466K
GILD
Gilead Sciences, Inc.

Healthcare
6
+ 0.03%
$96.91 - $113.0 $581 - $678
17.2K $1.91M
MSI
Motorola Solutions, Inc.

Technology
4
+ 0.3%
$394.72 - $440.39 $1.58K - $1.76K
1.32K $553K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
864
+ 18.95%
$90.21 - $112.66 $77.9K - $97.3K
5.42K $494K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
172
+ 7.72%
$97.78 - $126.44 $16.8K - $21.7K
2.4K $254K
ET
Energy Transfer LP

Energy
1.74K
+ 1.48%
$15.65 - $18.93 $27.3K - $33K
120K $2.17M
AZN
Astrazeneca PLC

Healthcare
598
+ 3.41%
$64.87 - $75.0 $38.8K - $44.9K
18.2K $1.27M
EQNR
Equinor Asa

Energy
380
+ 1.53%
$22.04 - $28.08 $8.38K - $10.7K
25.3K $635K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1.74K
+ 992.0%
$105.72 - $1416.0 $184K - $2.46M
1.91K $213K
DD
Du Pont De Nemours, Inc.

Basic Materials
314
+ 4.17%
$55.13 - $75.25 $17.3K - $23.6K
7.85K $538K
TAP
Molson Coors Beverage CO

Consumer Defensive
941
+ 17.07%
$47.24 - $62.46 $44.5K - $58.8K
6.45K $310K
FNF
Fidelity National Financial, Inc.

Financial Services
690
+ 9.33%
$53.62 - $66.59 $37K - $45.9K
8.09K $453K
WEC
Wec Energy Group, Inc.

Utilities
4
+ 0.07%
$102.24 - $109.76 $409 - $439
5.79K $602K
SWK
Stanley Black & Decker, Inc.

Industrials
178
+ 3.68%
$55.86 - $76.98 $9.94K - $13.7K
5.01K $339K
CTRA
Coterra Energy Inc.

Energy
1.12K
+ 5.99%
$22.6 - $29.07 $25.4K - $32.6K
19.9K $504K
SNA
Snap On Inc

Industrials
3
+ 0.2%
$292.36 - $342.2 $877 - $1.03K
1.54K $478K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
18
+ 0.84%
$99.37 - $134.05 $1.79K - $2.41K
2.17K $245K
TSN
Tyson Foods, Inc.

Consumer Defensive
289
+ 3.7%
$54.33 - $63.56 $15.7K - $18.4K
8.1K $453K
ACGL
Arch Capital Group Ltd.

Financial Services
4
+ 0.05%
$84.99 - $96.82 $340 - $387
8.87K $807K
CHD
Church & Dwight CO Inc

Consumer Defensive
326
+ 5.77%
$91.57 - $110.76 $29.9K - $36.1K
5.97K $574K
LLY
Eli Lilly & CO

Healthcare
437
+ 5.22%
$713.71 - $898.95 $312K - $393K
8.81K $6.86M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
103
+ 0.95%
$21.02 - $26.3 $2.17K - $2.71K
10.9K $230K
EPD
Enterprise Products Partners L.P.

Energy
209
+ 1.07%
$28.95 - $34.22 $6.05K - $7.15K
19.8K $613K
PEP
Pepsico Inc

Consumer Defensive
880
+ 8.94%
$128.02 - $151.37 $113K - $133K
10.7K $1.42M
MCD
Mcdonalds Corp

Consumer Cyclical
447
+ 4.67%
$285.55 - $321.23 $128K - $144K
10K $2.93M
BRO
Brown & Brown, Inc.

Financial Services
14
+ 0.3%
$104.48 - $124.43 $1.46K - $1.74K
4.73K $524K
OKE
Oneok Inc

Energy
1.35K
+ 13.31%
$78.71 - $100.37 $106K - $136K
11.5K $938K
Activity Summary
Buys All Purchases 617 New Holdings 122 Increased Positions 495 Sells All Sells 258 Reductions 258 Sold out 0 Options Calls 0 Puts 0
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