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
AKAM
Akamai Technologies Inc

Technology
4.21K
New
N/A
4.21K $382K
SCHW
Schwab Charles Corp

Financial Services
1.58K
+ 8.91%
$69.06 - $91.24 $109K - $144K
19.3K $1.76M
NTAP
Net App, Inc.

Technology
3.5K
New
$76.1 - $106.55 $266K - $373K
3.5K $373K
NET
Cloudflare, Inc.

Technology
311
+ 8.48%
$97.08 - $195.83 $30.2K - $60.9K
3.98K $779K
EPAM
Epam Systems, Inc.

Technology
1.97K
New
N/A
1.97K $365K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.71K
New
$114.78 - $133.31 $311K - $362K
2.71K $361K
BA
Boeing CO

Industrials
610
+ 10.39%
$136.59 - $217.51 $83.3K - $133K
6.48K $1.36M
ADI
Analog Devices Inc

Technology
718
+ 14.18%
$164.6 - $238.02 $118K - $171K
5.78K $1.38M
HBAN
Huntington Bancshares Inc

Financial Services
18.2K
+ 74.12%
$12.49 - $16.76 $227K - $305K
42.7K $716K
CRDO
Credo Technology Group Holding LTD

Technology
3.76K
New
$33.3 - $95.05 $125K - $357K
3.76K $347K
WAT
Waters Corp

Healthcare
992
New
$307.71 - $366.67 $305K - $364K
992 $346K
DLTR
Dollar Tree, Inc.

Consumer Defensive
3.49K
New
$67.22 - $100.51 $235K - $351K
3.49K $345K
ABT
Abbott Laboratories

Healthcare
1.07K
+ 1.83%
$123.95 - $138.08 $133K - $148K
59.6K $8.11M
HPE
Hewlett Packard Enterprise CO

Technology
10.9K
+ 48.3%
$12.51 - $20.45 $136K - $222K
33.4K $682K
BEN
Franklin Resources Inc

Financial Services
13.9K
New
$16.66 - $23.85 $232K - $332K
13.9K $331K
T
At&T Inc.

Communication Services
7.84K
+ 5.02%
$26.33 - $28.94 $206K - $227K
164K $4.75M
DG
Dollar General Corp

Consumer Defensive
2.89K
New
$86.02 - $114.95 $248K - $332K
2.89K $330K
BKNG
Booking Holdings Inc.

Consumer Cyclical
30
+ 23.08%
$4164.15 - $5789.24 $125K - $174K
160 $926K
AMAT
Applied Materials Inc

Technology
241
+ 3.27%
$126.95 - $183.52 $30.6K - $44.2K
7.6K $1.39M
SOFI
So Fi Technologies, Inc.

Financial Services
2.37K
+ 5.73%
$9.5 - $18.21 $22.5K - $43.2K
43.8K $797K
STRL
Sterling Construction CO Inc

Industrials
1.33K
New
$104.96 - $231.51 $140K - $308K
1.33K $307K
CDW
Cdw Corp

Technology
1.72K
New
$144.49 - $190.68 $248K - $327K
1.72K $306K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.97K
New
$100.35 - $100.71 $298K - $299K
2.97K $299K
APH
Amphenol Corp

Technology
782
+ 11.7%
$59.09 - $98.75 $46.2K - $77.2K
7.46K $736K
FN
Fabrinet

Technology
1.01K
New
$171.03 - $298.93 $173K - $302K
1.01K $297K
MPWR
Monolithic Power Systems Inc

Technology
404
New
$455.19 - $737.73 $184K - $298K
404 $295K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
6.34K
New
$27.82 - $46.45 $176K - $295K
6.34K $294K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.73K
New
$136.63 - $176.62 $236K - $305K
1.73K $291K
PCAR
Paccar Inc

Industrials
3.31K
+ 31.26%
$86.4 - $99.09 $286K - $328K
13.9K $1.32M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.63K
+ 25.42%
$49.57 - $50.27 $279K - $283K
27.8K $1.4M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
3.65K
New
$60.22 - $80.1 $220K - $292K
3.65K $291K
LITE
Lumentum Holdings Inc.

Technology
3.07K
New
$49.56 - $95.06 $152K - $292K
3.07K $291K
TDY
Teledyne Technologies Inc

Technology
542
+ 70.57%
$435.54 - $512.31 $236K - $278K
1.31K $671K
CRWD
Crowd Strike Holdings, Inc.

Technology
162
+ 12.3%
$321.63 - $509.31 $52.1K - $82.5K
1.48K $753K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
2.01K
New
$87.64 - $143.29 $177K - $289K
2.01K $288K
MDB
Mongo Db, Inc.

Technology
1.38K
New
$145.85 - $225.38 $201K - $310K
1.38K $288K
MA
Mastercard Inc

Financial Services
398
+ 8.95%
$479.92 - $590.74 $191K - $235K
4.85K $2.72M
AXON
Axon Enterprise, Inc.

Industrials
1
+ 0.11%
$497.13 - $827.94 $497 - $828
938 $776K
AVRE
American Centy ETF Tr Avantis
5.52K
+ 15.61%
$38.75 - $44.92 $214K - $248K
40.9K $1.8M
KLAC
Kla Corp

Technology
141
+ 19.32%
$576.53 - $902.94 $81.3K - $127K
871 $780K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
2.14K
New
$103.49 - $133.44 $221K - $285K
2.14K $281K
WWD
Woodward, Inc.

Industrials
1.14K
New
$157.29 - $247.55 $179K - $282K
1.14K $279K
RF
Regions Financial Corp

Financial Services
10.5K
+ 63.95%
$18.34 - $23.52 $192K - $246K
26.8K $630K
PAYC
Paycom Software, Inc.

Technology
1.18K
New
$193.07 - $265.71 $227K - $313K
1.18K $272K
BBY
Best Buy CO Inc

Consumer Cyclical
4.01K
New
$56.17 - $75.73 $225K - $303K
4.01K $268K
DUOL
Duolingo, Inc.

Technology
656
New
$292.88 - $540.68 $192K - $355K
656 $268K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
1.04K
New
$160.63 - $257.78 $167K - $268K
1.04K $267K
ROIV
Roivant Sciences Ltd.

Healthcare
23.4K
New
$9.08 - $11.62 $213K - $272K
23.4K $264K
PCTY
Paylocity Holding Corp

Technology
1.46K
New
$172.54 - $201.04 $252K - $293K
1.46K $264K
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
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