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
SBUX
Starbucks Corp

Consumer Cyclical
308
+ 1.7%
$91.75 - $115.81 $28.3K - $35.7K
18.4K $1.81M
TSN
Tyson Foods, Inc.

Consumer Defensive
1.83K
+ 30.55%
$54.27 - $63.81 $99.2K - $117K
7.81K $498K
OXY
Occidental Petroleum Corp

Energy
3.09K
+ 28.41%
$45.45 - $52.7 $140K - $163K
14K $689K
UBER
Uber Technologies, Inc

Technology
136
+ 1.26%
$63.17 - $81.49 $8.59K - $11.1K
11K $798K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.05K
+ 29.92%
$98.98 - $113.18 $104K - $119K
4.56K $515K
STLD
Steel Dynamics Inc

Basic Materials
1.3K
+ 41.82%
N/A
4.42K $433K
ROST
Ross Stores, Inc.

Consumer Cyclical
1.24K
+ 84.06%
$123.3 - $154.95 $153K - $192K
2.71K $346K
ICE
Intercontinental Exchange, Inc.

Financial Services
22
+ 0.43%
$142.8 - $176.36 $3.14K - $3.88K
5.09K $878K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
13.7K
New
$8.92 - $11.7 $122K - $160K
13.7K $123K
SLB
Schlumberger Limited

Energy
1.35K
+ 7.08%
$38.4 - $43.74 $51.9K - $59.1K
20.4K $853K
KMB
Kimberly Clark Corp

Consumer Defensive
62
+ 0.63%
$124.46 - $147.4 $7.72K - $9.14K
9.97K $1.42M
NET
Cloudflare, Inc.

Technology
932
+ 34.08%
$110.71 - $176.5 $103K - $164K
3.67K $413K
HES
Hess Corp

Energy
212
+ 6.77%
$135.42 - $160.52 $28.7K - $34K
3.34K $534K
TRV
Travelers Companies, Inc.

Financial Services
39
+ 0.89%
$232.43 - $265.13 $9.06K - $10.3K
4.43K $1.17M
PG
Procter & Gamble CO

Consumer Defensive
269
+ 1.11%
$158.56 - $176.26 $42.7K - $47.4K
24.5K $4.18M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.06K
+ 7.84%
$18.36 - $20.51 $56.1K - $62.7K
42K $831K
SWBI
Smith & Wesson Brands, Inc.

Industrials
11.4K
New
$9.32 - $11.16 $106K - $127K
11.4K $105K
WFC
Wells Fargo & Company

Financial Services
192
+ 0.34%
$66.78 - $81.42 $12.8K - $15.6K
56.1K $4.03M
PTEN
Patterson Uti Energy Inc

Energy
12K
New
$7.15 - $9.45 $85.6K - $113K
12K $98K
BKNG
Booking Holdings Inc.

Consumer Cyclical
29
+ 28.71%
$4295.4 - $5141.88 $125K - $149K
130 $598K
GRMN
Garmin LTD

Technology
352
+ 19.26%
$204.55 - $241.93 $72K - $85.2K
2.18K $473K
FCX
Freeport Mcmoran Inc

Basic Materials
2.58K
+ 18.53%
$34.5 - $43.01 $88.9K - $111K
16.5K $624K
MNST
Monster Beverage Corp

Consumer Defensive
737
+ 9.05%
$46.16 - $58.58 $34K - $43.2K
8.88K $519K
EQT
Eqt Corp

Energy
4
+ 0.03%
$46.16 - $54.25 $185 - $217
12.3K $655K
TJX
Tjx Companies Inc

Consumer Cyclical
666
+ 8.53%
$112.81 - $126.16 $75.1K - $84K
8.48K $1.03M
PSX
Phillips 66

Energy
132
+ 1.76%
$113.93 - $131.55 $15K - $17.4K
7.62K $940K
NFE
New Fortress Energy Inc.

Utilities
10.5K
New
$8.31 - $16.3 $87.3K - $171K
10.5K $87K
CACI
Caci International Inc

Technology
202
+ 25.35%
N/A
999 $427K
FFIV
F5, Inc.

Technology
251
+ 20.74%
$251.75 - $310.6 $63.2K - $78K
1.46K $389K
VIG
Vanguard Dividend Appreciation

ETFs
464
+ 7.14%
N/A
6.97K $1.27M
PFE
Pfizer Inc

Healthcare
7.85K
+ 8.12%
$25.01 - $27.13 $196K - $213K
104K $2.65M
IEFA
Ishares Tr

ETFs
399
+ 4.09%
$69.57 - $78.65 $27.8K - $31.4K
10.2K $768K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
15K
New
$5.3 - $5.75 $79.5K - $86.3K
15K $80K
DFAI
Dimensional ETF Tr

ETFs
135
+ 0.37%
$28.88 - $32.4 $3.9K - $4.37K
36.9K $1.15M
CTVA
Corteva, Inc.

Basic Materials
65
+ 0.53%
$55.94 - $66.15 $3.64K - $4.3K
12.4K $778K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
13
+ 0.45%
$132.75 - $177.12 $1.73K - $2.3K
2.93K $447K
CRK
Comstock Resources Inc

Energy
2.56K
+ 25.07%
$16.92 - $21.52 $43.3K - $55.1K
12.8K $259K
SSB
South State Corp

Financial Services
955
+ 36.55%
$89.4 - $108.33 $85.4K - $103K
3.57K $331K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.05K
+ 9.96%
$27.01 - $28.54 $55.5K - $58.6K
22.7K $633K
DOX
Amdocs LTD

Technology
599
+ 23.93%
$82.21 - $92.02 $49.2K - $55.1K
3.1K $283K
RMD
Resmed Inc

Healthcare
335
+ 28.08%
$219.7 - $257.65 $73.6K - $86.3K
1.53K $342K
HRL
Hormel Foods Corp

Consumer Defensive
2.41K
+ 18.14%
$28.29 - $31.52 $68K - $75.8K
15.7K $484K
UPS
United Parcel Service Inc

Industrials
1.24K
+ 29.23%
$109.66 - $136.26 $136K - $169K
5.48K $602K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
400
+ 34.39%
$254.58 - $302.92 $102K - $121K
1.56K $399K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
165
+ 22.36%
$408.78 - $448.82 $67.4K - $74.1K
903 $379K
TPL
Texas Pacific Land Corp

Energy
2
+ 0.74%
$1180.08 - $1431.01 $2.36K - $2.86K
271 $359K
TWLO
Twilio Inc

Communication Services
1.1K
+ 24.15%
$94.9 - $148.35 $104K - $163K
5.65K $553K
MKC
Mccormick & CO Inc

Consumer Defensive
439
+ 10.63%
$71.24 - $84.73 $31.3K - $37.2K
4.57K $376K
CTSH
Cognizant Technology Solutions Corp

Technology
825
+ 13.89%
$75.32 - $90.7 $62.1K - $74.8K
6.76K $517K
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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