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
BXSL
Blackstone Secured Lending Fund

Financial Services
15.7K
New
$31.3 - $34.5 $493K - $543K
15.7K $509K
WRB
Berkley W R Corp

Financial Services
7.11K
New
$56.7 - $71.27 $403K - $507K
7.11K $506K
QCOM
Qualcomm Inc

Technology
3.24K
+ 43.63%
$151.94 - $175.86 $492K - $569K
10.7K $1.64M
AZO
Autozone Inc

Consumer Cyclical
129
New
$3193.96 - $3828.11 $412K - $494K
129 $491K
VTV
Vanguard Value ETF

ETFs
2.56K
+ 41.97%
$167.73 - $179.21 $430K - $459K
8.67K $1.5M
ABNB
Airbnb, Inc.

Consumer Cyclical
3.84K
New
$119.38 - $161.42 $459K - $620K
3.84K $459K
BNS
Bank Of Nova Scotia

Financial Services
9.64K
New
$47.21 - $53.7 $455K - $517K
9.64K $456K
APH
Amphenol Corp

Technology
6.68K
New
$61.62 - $78.55 $412K - $525K
6.68K $438K
ADM
Archer Daniels Midland CO

Consumer Defensive
8.89K
New
$45.22 - $52.17 $402K - $464K
8.89K $426K
ALK
Alaska Air Group, Inc.

Industrials
8.59K
New
$49.22 - $76.6 $423K - $658K
8.59K $422K
SCHX
Schwab Strategic Tr Us Large C

ETFs
17.5K
New
$21.75 - $24.28 $380K - $424K
17.5K $385K
ADSK
Autodesk, Inc.

Technology
1.54K
New
N/A
1.54K $379K
COST
Costco Wholesale Corp

Consumer Defensive
229
+ 4.66%
$890.62 - $1076.86 $204K - $247K
5.15K $4.87M
PTC
Ptc Inc.

Technology
2.28K
New
$153.3 - $193.48 $349K - $441K
2.28K $353K
GLD
Spdr Gold Trust

ETFs
1.22K
New
$243.19 - $288.14 $296K - $351K
1.22K $350K
BROS
Dutch Bros Inc.

Consumer Cyclical
5.47K
New
$55.77 - $85.37 $305K - $467K
5.47K $337K
CORT
Corcept Therapeutics Inc

Healthcare
2.88K
New
$49.85 - $114.22 $144K - $329K
2.88K $329K
IAU
Ishares Gold Trust

ETFs
1.42K
+ 5.62%
$49.74 - $58.96 $70.4K - $83.5K
26.6K $1.57M
CHD
Church & Dwight CO Inc

Consumer Defensive
2.79K
+ 97.28%
$101.42 - $113.2 $282K - $315K
5.65K $621K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
10.6K
New
$22.39 - $33.23 $237K - $351K
10.6K $319K
PODD
Insulet Corp

Healthcare
1.14K
New
$237.06 - $288.29 $270K - $329K
1.14K $299K
VVI
Viad Corp

Industrials
7.59K
+ 81.5%
$38.76 - $41.63 $294K - $316K
16.9K $691K
AFG
American Financial Group Inc

Financial Services
2.26K
New
$119.82 - $138.45 $271K - $313K
2.26K $296K
LDOS
Leidos Holdings, Inc.

Technology
2.19K
New
$126.82 - $161.11 $278K - $353K
2.19K $295K
BALL
Ball Corp

Consumer Cyclical
5.65K
New
$49.04 - $56.53 $277K - $319K
5.65K $294K
SYK
Stryker Corp

Healthcare
699
+ 28.47%
$355.18 - $399.9 $248K - $280K
3.15K $1.17M
AUR
Aurora Innovation, Inc.

Technology
42.7K
New
$6.1 - $10.19 $260K - $435K
42.7K $287K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.15K
New
$80.53 - $147.57 $173K - $317K
2.15K $284K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
10.8K
New
$25.27 - $28.3 $274K - $306K
10.8K $281K
MAR
Marriott International Inc

Consumer Cyclical
3.08K
+ 27.61%
$237.01 - $304.45 $729K - $936K
14.2K $3.39M
OKE
Oneok Inc

Energy
2.86K
+ 39.13%
$89.57 - $109.85 $256K - $314K
10.2K $1.01M
UMBF
Umb Financial Corp

Financial Services
2.71K
New
$98.0 - $122.56 $266K - $333K
2.71K $274K
CPNG
Coupang, Inc.

Consumer Cyclical
12.4K
New
$21.34 - $25.52 $264K - $316K
12.4K $271K
AVIV
American Centy ETF Tr Avantis
4.79K
New
$51.51 - $58.54 $247K - $280K
4.79K $271K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
246
+ 13.31%
$402.49 - $513.76 $99K - $126K
2.09K $1.02M
DFIP
Dimensional ETF Tr Inflation P

ETFs
3.24K
+ 3.93%
$40.27 - $42.11 $131K - $137K
85.8K $3.61M
WST
West Pharmaceutical Services Inc

Healthcare
1.2K
New
$199.11 - $347.87 $239K - $418K
1.2K $268K
GOLD
Barrick Gold Corp

Basic Materials
13.7K
New
$15.45 - $19.56 $212K - $269K
13.7K $266K
NOC
Northrop Grumman Corp

Industrials
392
+ 26.15%
$433.45 - $513.82 $170K - $201K
1.89K $968K
ACI
Albertsons Companies, Inc.

Consumer Defensive
12K
New
$19.58 - $22.02 $234K - $263K
12K $263K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
2.3K
New
$88.0 - $115.5 $203K - $266K
2.3K $262K
AEM
Agnico Eagle Mines LTD

Basic Materials
2.42K
New
$79.66 - $108.41 $193K - $262K
2.42K $262K
DKNG
Draft Kings Inc.

Consumer Cyclical
7.85K
New
$33.21 - $53.49 $261K - $420K
7.85K $260K
AVXL
Anavex Life Sciences Corp.

Healthcare
30.1K
New
$7.85 - $13.46 $237K - $406K
30.1K $258K
GMED
Globus Medical Inc

Healthcare
3.46K
New
$69.68 - $93.32 $241K - $323K
3.46K $253K
CLX
Clorox CO

Consumer Defensive
1.72K
New
$141.76 - $162.89 $244K - $281K
1.72K $253K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
11.2K
New
$21.77 - $22.56 $244K - $253K
11.2K $251K
AGCO
Agco Corp

Industrials
2.71K
New
$88.82 - $106.69 $241K - $289K
2.71K $251K
PGR
Progressive Corp

Financial Services
57
+ 1.07%
$235.61 - $291.22 $13.4K - $16.6K
5.38K $1.52M
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
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