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
MP
Mp Materials Corp.

Basic Materials
6.61K
New
$18.77 - $37.74 $124K - $250K
6.61K $219K
RMBS
Rambus Inc

Technology
3.43K
New
$42.9 - $64.02 $147K - $220K
3.43K $219K
TYL
Tyler Technologies Inc

Technology
370
New
$521.68 - $592.84 $193K - $219K
370 $219K
IESC
Ies Holdings, Inc.

Industrials
736
New
$160.58 - $296.23 $118K - $218K
736 $218K
VCTR
Victory Capital Holdings, Inc.

Financial Services
3.41K
New
$51.28 - $64.94 $175K - $222K
3.41K $217K
CNM
Core & Main, Inc.

Industrials
3.58K
New
$44.53 - $60.36 $159K - $216K
3.58K $216K
SANM
Sanmina Corp

Technology
2.19K
New
$67.3 - $98.07 $148K - $215K
2.19K $214K
EAT
Brinker International, Inc

Consumer Cyclical
1.19K
New
$128.68 - $181.78 $153K - $217K
1.19K $214K
COLB
Columbia Banking System, Inc.

Financial Services
9.11K
New
$20.71 - $25.63 $189K - $233K
9.11K $212K
NTRS
Northern Trust Corp

Financial Services
495
+ 9.3%
$84.45 - $126.79 $41.8K - $62.8K
5.82K $737K
HON
Honeywell International Inc

Industrials
418
+ 7.79%
$182.86 - $232.88 $76.4K - $97.3K
5.79K $1.35M
DAR
Darling Ingredients Inc.

Consumer Defensive
5.55K
New
$27.63 - $38.64 $153K - $215K
5.55K $210K
NWS
News Corp New Cl B Com Stk (De

Communication Services
6.13K
New
$27.41 - $34.31 $168K - $210K
6.13K $210K
ICE
Intercontinental Exchange, Inc.

Financial Services
841
+ 16.52%
$151.62 - $183.47 $128K - $154K
5.93K $1.09M
SLGN
Silgan Holdings Inc

Consumer Cyclical
3.86K
New
$45.48 - $56.15 $176K - $217K
3.86K $209K
RDN
Radian Group Inc

Financial Services
5.81K
New
$30.48 - $36.53 $177K - $212K
5.81K $209K
PRIM
Primoris Services Corp

Industrials
2.69K
New
$52.66 - $80.05 $142K - $216K
2.69K $209K
VOT
Vanguard Mid Cap Growth Index

ETFs
738
New
$216.28 - $284.39 $160K - $210K
738 $209K
PEGA
Pegasystems Inc

Technology
3.85K
New
$49.95 - $103.29 $192K - $398K
3.85K $208K
TTEK
Tetra Tech Inc

Industrials
5.81K
New
$28.01 - $36.25 $163K - $210K
5.81K $208K
PHYS
Sprott Physical Gold Trust

Financial Services
8.17K
New
$22.82 - $26.29 $186K - $215K
8.17K $207K
TOST
Toast, Inc.

Technology
4.68K
New
$30.03 - $45.23 $141K - $212K
4.68K $207K
ALLE
Allegion PLC

Industrials
1.42K
New
$118.52 - $145.64 $169K - $207K
1.42K $205K
HLI
Houlihan Lokey, Inc.

Financial Services
1.14K
New
$141.59 - $182.75 $162K - $209K
1.14K $205K
IWC
Russell Micro Cap ETF

ETFs
1.61K
New
$97.43 - $127.66 $156K - $205K
1.61K $204K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.05K
New
$83.54 - $100.04 $171K - $205K
2.05K $203K
CVLT
Commvault Systems Inc

Technology
1.17K
New
$139.35 - $190.99 $162K - $223K
1.17K $203K
SIGI
Selective Insurance Group Inc

Financial Services
2.35K
New
$82.37 - $92.83 $193K - $218K
2.35K $203K
UBSI
United Bankshares Inc

Financial Services
5.55K
New
$31.5 - $37.32 $175K - $207K
5.55K $202K
HSBC
Hsbc Holdings PLC

Financial Services
929
+ 2.14%
$46.68 - $61.09 $43.4K - $56.8K
44.2K $2.69M
CNO
Cno Financial Group, Inc.

Financial Services
5.25K
New
$36.12 - $42.37 $190K - $223K
5.25K $202K
HAS
Hasbro, Inc.

Consumer Cyclical
2.75K
New
$50.71 - $73.82 $139K - $203K
2.75K $202K
TTMI
Ttm Technologies Inc

Technology
4.94K
New
$17.57 - $40.82 $86.8K - $202K
4.94K $201K
MT
Arcelor Mittal

Basic Materials
6.34K
New
$23.47 - $31.65 $149K - $201K
6.34K $200K
PANW
Palo Alto Networks Inc

Technology
403
+ 11.59%
$152.44 - $204.64 $61.4K - $82.5K
3.88K $793K
IQLT
Ishares Msci Intl Quality Fact

ETFs
4.65K
New
$35.9 - $43.76 $167K - $203K
4.65K $200K
MIR
Mirion Technologies, Inc.

Industrials
9.32K
New
$12.7 - $21.71 $118K - $202K
9.32K $200K
AMCR
Amcor PLC

Consumer Cyclical
24.9K
+ 43.49%
$8.57 - $9.81 $214K - $244K
82.2K $755K
AVAV
Aero Vironment Inc

Industrials
702
New
$111.65 - $284.95 $78.4K - $200K
702 $200K
CCL
Carnival Corp

Consumer Cyclical
189
+ 0.84%
$16.43 - $28.12 $3.11K - $5.31K
22.7K $639K
TWLO
Twilio Inc

Communication Services
405
+ 7.17%
$81.34 - $124.36 $32.9K - $50.4K
6.06K $752K
PYPL
Pay Pal Holdings, Inc.

Financial Services
921
+ 6.48%
$57.41 - $74.81 $52.9K - $68.9K
15.1K $1.13M
BK
Bank Of New York Mellon Corp

Financial Services
454
+ 2.21%
$73.31 - $91.62 $33.3K - $41.6K
21K $1.91M
EMR
Emerson Electric CO

Industrials
442
+ 8.11%
$94.15 - $133.33 $41.6K - $58.9K
5.89K $785K
IEMG
Ishares Inc

ETFs
3.45K
New
N/A
3.45K $184K
DASH
Door Dash, Inc.

Communication Services
158
+ 6.92%
$163.16 - $246.51 $25.8K - $38.9K
2.44K $601K
FIX
Comfort Systems Usa Inc

Industrials
2
+ 0.24%
$296.51 - $536.21 $593 - $1.07K
835 $447K
LHX
L3 Harris Technologies, Inc.

Industrials
61
+ 1.58%
$200.21 - $256.99 $12.2K - $15.7K
3.93K $986K
CTVA
Corteva, Inc.

Basic Materials
432
+ 3.49%
$55.52 - $74.53 $24K - $32.2K
12.8K $954K
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
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