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
CCJ
Cameco Corp

Energy
2.64K
New
$70.47 - $86.89 $186K - $229K
2.64K $221K
W
Wayfair Inc.

Consumer Cyclical
2.47K
New
$51.99 - $90.17 $128K - $222K
2.47K $220K
NPO
Enpro Industries, Inc

Industrials
975
New
$195.22 - $231.56 $190K - $226K
975 $220K
EXLS
Exl Service Holdings, Inc.

Technology
5K
New
$41.4 - $45.43 $207K - $227K
5K $220K
AFL
Aflac Inc

Financial Services
1.44K
+ 15.52%
$98.09 - $111.7 $141K - $161K
10.7K $1.2M
QS
Quantum Scape Corp

Consumer Cyclical
17.8K
New
$6.36 - $14.64 $113K - $260K
17.8K $219K
PEN
Penumbra Inc

Healthcare
864
New
$227.15 - $287.09 $196K - $248K
864 $218K
ASB
Associated Banc Corp

Financial Services
8.49K
New
$23.78 - $27.01 $202K - $229K
8.49K $218K
MTCH
Match Group, Inc.

Communication Services
6.16K
New
$31.83 - $38.77 $196K - $239K
6.16K $217K
FLS
Flowserve Corp

Industrials
4.06K
New
$51.98 - $57.7 $211K - $234K
4.06K $215K
SCHW
Schwab Charles Corp

Financial Services
1.38K
+ 7.12%
$91.03 - $98.69 $125K - $136K
20.7K $1.98M
IP
International Paper CO

Consumer Cyclical
4.7K
+ 44.25%
$45.32 - $55.68 $213K - $262K
15.3K $711K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1.28K
New
$158.03 - $197.08 $203K - $253K
1.28K $214K
ALV
Autoliv Inc

Consumer Cyclical
1.73K
New
$110.31 - $127.65 $191K - $221K
1.73K $214K
LDOS
Leidos Holdings, Inc.

Technology
725
+ 29.82%
$159.2 - $188.96 $115K - $137K
3.16K $596K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.1K
New
$22.9 - $23.58 $208K - $215K
9.1K $213K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
7.61K
New
$24.02 - $27.91 $183K - $212K
7.61K $212K
TDS
Telephone & Data Systems Inc

Communication Services
5.42K
New
$35.43 - $40.72 $192K - $221K
5.42K $212K
AOS
Smith A O Corp

Industrials
2.89K
New
$67.24 - $74.3 $194K - $214K
2.89K $211K
CSX
Csx Corp

Industrials
4.14K
+ 18.51%
$32.05 - $36.52 $133K - $151K
26.5K $941K
EL
Estee Lauder Companies Inc

Consumer Defensive
2.39K
New
$83.65 - $95.26 $200K - $227K
2.39K $210K
NEU
Newmarket Corp

Basic Materials
254
New
$680.5 - $848.94 $173K - $216K
254 $210K
BIO
Bio Rad Laboratories, Inc.

Healthcare
749
New
$241.95 - $303.82 $181K - $228K
749 $210K
AMKR
Amkor Technology, Inc.

Technology
7.33K
New
$21.14 - $29.58 $155K - $217K
7.33K $208K
AX
Axos Financial, Inc.

Financial Services
2.46K
New
$78.32 - $92.31 $193K - $227K
2.46K $208K
VSAT
Viasat Inc

Technology
7.07K
New
$14.47 - $32.92 $102K - $233K
7.07K $207K
DGRO
Ishares Core Dividend Growth E

ETFs
3.05K
New
$64.12 - $68.08 $195K - $207K
3.05K $207K
BSY
Bentley Systems Inc

Technology
4K
New
$51.48 - $58.72 $206K - $235K
4K $206K
CLX
Clorox CO

Consumer Defensive
1.68K
New
$117.67 - $131.43 $197K - $220K
1.68K $206K
SFBS
Servis First Bancshares, Inc.

Financial Services
2.57K
New
$76.69 - $89.24 $197K - $229K
2.57K $206K
BMO
Bank Of Montreal

Financial Services
900
+ 19.75%
$110.44 - $130.66 $99.4K - $118K
5.46K $710K
TKR
Timken CO

Industrials
2.73K
New
$73.5 - $81.69 $201K - $223K
2.73K $205K
ESAB
Esab Corp

Industrials
1.84K
New
$108.14 - $134.17 $199K - $246K
1.84K $205K
MCY
Mercury General Corp

Financial Services
2.42K
New
$65.82 - $84.78 $159K - $205K
2.42K $205K
THO
Thor Industries Inc

Consumer Cyclical
1.97K
New
$88.76 - $112.33 $175K - $222K
1.97K $204K
OHI
Omega Healthcare Investors Inc

Real Estate
4.85K
New
$36.29 - $43.34 $176K - $210K
4.85K $204K
DXCM
Dexcom Inc

Healthcare
3.03K
New
$66.46 - $89.53 $201K - $271K
3.03K $203K
ACIW
Aci Worldwide, Inc.

Technology
3.87K
New
$40.74 - $52.9 $157K - $204K
3.87K $203K
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
1.23K
New
$156.24 - $190.88 $192K - $235K
1.23K $203K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
8.2K
New
$20.98 - $26.94 $172K - $221K
8.2K $202K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
8.61K
+ 76.8%
$22.45 - $23.2 $193K - $200K
19.8K $457K
HALO
Halozyme Therapeutics, Inc.

Healthcare
2.74K
New
$52.92 - $78.28 $145K - $215K
2.74K $201K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
918
New
$167.19 - $219.52 $153K - $202K
918 $201K
PUK
Prudential PLC

Financial Services
7.18K
New
$24.27 - $28.15 $174K - $202K
7.18K $201K
NJR
New Jersey Resources Corp

Utilities
4.18K
New
$45.05 - $48.15 $188K - $201K
4.18K $201K
CRDO
Credo Technology Group Holding LTD

Technology
6
+ 0.16%
$87.59 - $172.31 $526 - $1.03K
3.76K $547K
DVA
Davita Inc.

Healthcare
1.51K
New
$127.69 - $151.32 $192K - $228K
1.51K $200K
RMD
Resmed Inc

Healthcare
663
+ 55.81%
$252.01 - $293.73 $167K - $195K
1.85K $506K
TMO
Thermo Fisher Scientific Inc.

Healthcare
27
+ 1.16%
$404.94 - $499.99 $10.9K - $13.5K
2.35K $1.14M
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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