Forum Financial Management, LP Purchases in Q3 2025

Forum Financial Management, LP

  • $6.44 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CTAS
Cintas Corp

Industrials
1
+ 0.04%
$199.29 - $226.27 $199 - $226
2.81K $576K
BROS
Dutch Bros Inc.

Consumer Cyclical
723
+ 13.21%
$52.34 - $74.24 $37.8K - $53.7K
6.2K $324K
PNFP
Pinnacle Financial Partners Inc

Financial Services
55
+ 1.64%
$86.13 - $119.63 $4.74K - $6.58K
3.4K $319K
FDS
Factset Research Systems Inc

Financial Services
188
+ 28.61%
$283.86 - $450.3 $53.4K - $84.7K
845 $242K
CB
Chubb LTD

Financial Services
4
+ 0.05%
$265.99 - $289.59 $1.06K - $1.16K
7.49K $2.12M
SLM
Slm Corp

Financial Services
7
+ 0.06%
$27.68 - $34.4 $194 - $241
11K $305K
CRBG
Corebridge Financial, Inc.

Financial Services
4
+ 0.02%
$31.36 - $35.94 $125 - $144
16.4K $524K
MAR
Marriott International Inc

Consumer Cyclical
464
+ 3.21%
$255.35 - $282.87 $118K - $131K
14.9K $3.88M
MDLZ
Mondelez International, Inc.

Consumer Defensive
36
+ 0.25%
$60.9 - $70.75 $2.19K - $2.55K
14.2K $888K
NVO
Novo Nordisk A S

Healthcare
4.57K
+ 19.01%
$45.38 - $71.7 $207K - $327K
28.6K $1.59M
SPOT
Spotify Technology S.A.

Communication Services
5
+ 0.45%
$620.01 - $738.53 $3.1K - $3.69K
1.12K $783K
ICE
Intercontinental Exchange, Inc.

Financial Services
73
+ 1.23%
$167.28 - $188.45 $12.2K - $13.8K
6K $1.01M
ADP
Automatic Data Processing Inc

Industrials
6
+ 0.11%
$288.69 - $310.94 $1.73K - $1.87K
5.36K $1.57M
IBM
International Business Machines Corp

Technology
155
+ 1.58%
$234.77 - $292.47 $36.4K - $45.3K
9.97K $2.81M
AIG
American International Group, Inc.

Financial Services
17
+ 0.14%
$76.34 - $85.87 $1.3K - $1.46K
12.3K $968K
KD
Kyndryl Holdings, Inc.

Technology
167
+ 2.1%
$28.94 - $43.41 $4.83K - $7.25K
8.11K $243K
SBUX
Starbucks Corp

Consumer Cyclical
500
+ 2.54%
$81.9 - $96.86 $41K - $48.4K
20.2K $1.7M
HON
Honeywell International Inc

Industrials
109
+ 1.88%
$207.7 - $240.4 $22.6K - $26.2K
5.9K $1.24M
CI
Cigna Corp

Healthcare
334
+ 6.79%
$262.23 - $334.39 $87.6K - $112K
5.25K $1.51M
MOH
Molina Healthcare, Inc.

Healthcare
8
+ 0.68%
$152.31 - $306.29 $1.22K - $2.45K
1.19K $226K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1.77K
+ 7.33%
$25.5 - $35.2 $45.2K - $62.4K
25.9K $661K
LBRDK
Liberty Broadband Corp

Communication Services
449
+ 9.28%
$58.3 - $100.8 $26.2K - $45.3K
5.29K $335K
TWLO
Twilio Inc

Communication Services
5
+ 0.08%
$92.44 - $132.7 $462 - $664
6.06K $606K
FTNT
Fortinet, Inc.

Technology
56
+ 0.67%
$74.39 - $107.65 $4.17K - $6.03K
8.43K $708K
ELV
Elevance Health, Inc.

Healthcare
33
+ 1.12%
$274.66 - $395.76 $9.06K - $13.1K
2.97K $959K
CRM
Salesforce, Inc.

Technology
381
+ 4.16%
$231.66 - $273.65 $88.3K - $104K
9.54K $2.26M
PM
Philip Morris International Inc.

Consumer Defensive
141
+ 0.96%
$157.77 - $183.27 $22.2K - $25.8K
14.8K $2.4M
COST
Costco Wholesale Corp

Consumer Defensive
91
+ 1.6%
$915.95 - $994.57 $83.4K - $90.5K
5.79K $5.36M
NFLX
Netflix Inc

Communication Services
46
+ 1.38%
$1147.87 - $1297.18 $52.8K - $59.7K
3.37K $4.05M
SAP
Sap Se

Technology
711
+ 4.02%
$252.42 - $311.93 $179K - $222K
18.4K $4.91M
DE
Deere & CO

Industrials
320
+ 2.18%
$457.26 - $524.37 $146K - $168K
15K $6.85M
Activity Summary
Buys All Purchases 732 New Holdings 111 Increased Positions 621 Sells All Sells 173 Reductions 173 Sold out 0 Options Calls 0 Puts 0
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