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
ERIC
Ericsson Lm Telephone CO

Technology
74.7K
+ 29.62%
$7.2 - $8.55 $538K - $639K
327K $2.7M
VTI
Vanguard Total Stock Market Et

ETFs
119
+ 0.56%
$303.93 - $329.86 $36.2K - $39.3K
21.4K $7.03M
SONY
Sony Group Corp

Technology
8.3K
+ 7.52%
$23.92 - $30.07 $199K - $250K
119K $3.41M
BK
Bank Of New York Mellon Corp

Financial Services
1.35K
+ 6.44%
$90.65 - $109.75 $122K - $148K
22.3K $2.43M
NEM
Newmont Corp

Basic Materials
3
+ 0.02%
$57.35 - $85.25 $172 - $256
20K $1.68M
SNY
Sanofi

Healthcare
12.3K
+ 21.48%
$45.07 - $51.35 $552K - $629K
69.3K $3.27M
NOC
Northrop Grumman Corp

Industrials
499
+ 31.97%
$498.9 - $609.32 $249K - $304K
2.06K $1.26M
BE
Bloom Energy Corp

Industrials
5.62K
New
$22.13 - $86.27 $124K - $485K
5.62K $475K
ALL
Allstate Corp

Financial Services
938
+ 4.63%
$192.0 - $214.65 $180K - $201K
21.2K $4.55M
RTX
Raytheon Technologies Corp

Industrials
505
+ 3.0%
$144.19 - $167.33 $72.8K - $84.5K
17.3K $2.9M
TER
Teradyne, Inc

Technology
3.04K
New
$90.15 - $137.64 $274K - $419K
3.04K $418K
BX
Blackstone Inc.

Financial Services
1.52K
+ 21.17%
$152.77 - $188.68 $232K - $287K
8.69K $1.49M
AVDV
American Centy ETF Tr Avantis

ETFs
1.49K
+ 5.24%
$79.24 - $89.03 $118K - $132K
29.9K $2.66M
UBS
Ubs Group Ag

Financial Services
48
+ 0.09%
$33.77 - $42.38 $1.62K - $2.03K
56.4K $2.31M
ROP
Roper Technologies Inc

Industrials
955
+ 92.9%
$495.03 - $573.0 $473K - $547K
1.98K $988K
WDC
Western Digital Corp

Technology
613
+ 10.4%
$63.84 - $120.06 $39.1K - $73.6K
6.51K $781K
TM
Toyota Motor Corp

Consumer Cyclical
30
+ 0.15%
$167.86 - $202.79 $5.04K - $6.08K
20.5K $3.91M
BA
Boeing CO

Industrials
1.62K
+ 24.94%
$209.79 - $237.38 $339K - $384K
8.1K $1.75M
CVS
Cvs Health Corp

Healthcare
3.76K
+ 22.77%
$58.75 - $76.5 $221K - $288K
20.3K $1.53M
GLD
Spdr Gold Trust

ETFs
863
+ 68.33%
$300.96 - $355.47 $260K - $307K
2.13K $755K
PPG
Ppg Industries Inc

Basic Materials
3.74K
+ 127.49%
$103.65 - $119.07 $387K - $445K
6.67K $701K
CBOE
Cboe Global Markets, Inc.

Financial Services
601
+ 3.65%
$231.35 - $253.24 $139K - $152K
17.1K $4.19M
SYK
Stryker Corp

Healthcare
1.12K
+ 39.19%
$368.57 - $403.53 $412K - $451K
3.97K $1.47M
CRL
Charles River Laboratories International, Inc.

Healthcare
2.13K
New
$145.57 - $178.99 $310K - $381K
2.13K $333K
BMY
Bristol Myers Squibb CO

Healthcare
7.65K
+ 52.52%
$43.31 - $48.98 $331K - $375K
22.2K $1M
ABT
Abbott Laboratories

Healthcare
3.34K
+ 5.6%
$120.51 - $136.62 $402K - $456K
62.9K $8.43M
VUG
Vanguard Growth ETF

ETFs
20
+ 0.26%
$433.97 - $484.08 $8.68K - $9.68K
7.57K $3.63M
LHX
L3 Harris Technologies, Inc.

Industrials
325
+ 8.27%
$252.18 - $305.41 $82K - $99.3K
4.26K $1.3M
CGNX
Cognex Corp

Technology
6.93K
New
$31.85 - $46.54 $221K - $323K
6.93K $313K
MA
Mastercard Inc

Financial Services
488
+ 10.07%
$550.18 - $598.96 $268K - $292K
5.33K $3.03M
MDT
Medtronic PLC

Healthcare
1.52K
+ 7.47%
$87.67 - $95.74 $133K - $146K
21.9K $2.08M
IONQ
Ion Q, Inc.

Technology
5K
New
$36.79 - $75.14 $184K - $376K
5K $307K
CHK
Chesapeake Energy Corp

Energy
3.54K
+ 85.98%
N/A
7.66K $656K
BDX
Becton Dickinson & CO

Healthcare
1.24K
+ 26.93%
$172.41 - $199.66 $213K - $247K
5.83K $1.09M
FISV
Fiserv Inc

Technology
2.39K
+ 45.34%
N/A
7.66K $959K
QRVO
Qorvo, Inc.

Technology
3.25K
New
$83.6 - $96.31 $272K - $313K
3.25K $296K
VZ
Verizon Communications Inc

Communication Services
5.68K
+ 8.24%
$40.84 - $45.06 $232K - $256K
74.5K $3.28M
TXN
Texas Instruments Inc

Technology
1.52K
+ 18.14%
N/A
9.91K $1.93M
HAL
Halliburton CO

Energy
9.4K
+ 69.17%
$20.5 - $25.11 $193K - $236K
23K $565K
MOD
Modine Manufacturing CO

Consumer Cyclical
2.02K
New
$90.02 - $158.57 $182K - $321K
2.02K $287K
MKSI
Mks Instruments Inc

Technology
2.32K
New
$89.62 - $129.92 $208K - $302K
2.32K $287K
CELH
Celsius Holdings, Inc.

Consumer Defensive
4.98K
New
$42.74 - $62.88 $213K - $313K
4.98K $286K
QQQ
Invesco Qqq Trust, Series 1

ETFs
65
+ 1.31%
$546.99 - $602.2 $35.6K - $39.1K
5.04K $3.02M
PSX
Phillips 66

Energy
1.03K
+ 12.39%
$118.37 - $139.46 $122K - $144K
9.38K $1.28M
FIVE
Five Below, Inc

Consumer Cyclical
1.81K
New
$128.78 - $155.44 $233K - $281K
1.81K $279K
ALGN
Align Technology Inc

Healthcare
2.2K
New
$124.88 - $207.19 $275K - $457K
2.2K $275K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
5.09K
New
$52.62 - $61.93 $268K - $315K
5.09K $275K
PFSI
Penny Mac Financial Services, Inc.

Financial Services
2.21K
New
$93.14 - $127.13 $206K - $281K
2.21K $273K
GM
General Motors CO

Consumer Cyclical
726
+ 3.74%
$48.89 - $61.24 $35.5K - $44.5K
20.1K $1.23M
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
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