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
VT
Vanguard Total World Stk Index

ETFs
289
+ 10.81%
$115.08 - $123.97 $33.3K - $35.8K
2.96K $343K
NXST
Nexstar Media Group, Inc.

Communication Services
7
+ 0.54%
$146.34 - $182.75 $1.02K - $1.28K
1.3K $232K
GWRE
Guidewire Software, Inc.

Technology
3
+ 0.21%
$166.74 - $218.22 $500 - $655
1.46K $273K
ORI
Old Republic International Corp

Financial Services
4
+ 0.04%
$33.46 - $39.22 $134 - $157
9.01K $353K
ODC
Oil Dri Corp Of America

Basic Materials
6.52K
+ 100.0%
$41.1 - $87.55 $268K - $570K
13K $598K
EXEL
Exelixis, Inc.

Healthcare
30
+ 0.41%
$32.38 - $39.16 $971 - $1.17K
7.27K $268K
STE
Steris PLC

Healthcare
3
+ 0.25%
$202.46 - $232.74 $607 - $698
1.19K $269K
MOS
Mosaic CO

Basic Materials
111
+ 1.19%
$23.08 - $28.8 $2.56K - $3.2K
9.4K $253K
JEPI
J P Morgan Exchange Traded Fd

ETFs
446
+ 11.13%
$56.17 - $59.71 $25.1K - $26.6K
4.45K $254K
FAF
First American Financial Corp

Financial Services
159
+ 4.23%
$57.7 - $66.47 $9.17K - $10.6K
3.92K $257K
CF
Cf Industries Holdings, Inc.

Basic Materials
615
+ 16.35%
$75.03 - $97.25 $46.1K - $59.8K
4.38K $342K
SLM
Slm Corp

Financial Services
38
+ 0.35%
$26.95 - $32.54 $1.02K - $1.24K
11K $323K
VO
Vanguard Mid Cap ETF

ETFs
126
+ 5.7%
$251.87 - $277.95 $31.7K - $35K
2.34K $603K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
2
+ 1.16%
$1227.6 - $1458.46 $2.46K - $2.92K
175 $236K
UHS
Universal Health Services Inc

Healthcare
7
+ 0.36%
$163.99 - $193.27 $1.15K - $1.35K
1.96K $368K
VB
Vanguard Small Cap ETF

ETFs
175
+ 15.98%
$217.89 - $252.64 $38.1K - $44.2K
1.27K $281K
HL
Hecla Mining CO

Basic Materials
101
+ 0.4%
$5.07 - $6.37 $512 - $643
25K $139K
CRS
Carpenter Technology Corp

Industrials
6
+ 0.42%
$172.39 - $212.53 $1.03K - $1.28K
1.45K $262K
AMCR
Amcor PLC

Consumer Cyclical
7
+ 0.01%
$9.33 - $10.39 $65.3 - $72.7
57.3K $555K
EA
Electronic Arts Inc.

Communication Services
144
+ 4.97%
$116.53 - $146.29 $16.8K - $21.1K
3.04K $439K
CINF
Cincinnati Financial Corp

Financial Services
4
+ 0.1%
$133.67 - $147.81 $535 - $591
3.87K $571K
FTNT
Fortinet, Inc.

Technology
2
+ 0.02%
$92.49 - $114.57 $185 - $229
8.37K $805K
R
Ryder System Inc

Industrials
217
+ 16.9%
$136.38 - $170.92 $29.6K - $37.1K
1.5K $215K
ESNT
Essent Group Ltd.

Financial Services
5
+ 0.13%
$53.6 - $59.25 $268 - $296
3.92K $226K
VRT
Vertiv Holdings CO

Industrials
147
+ 5.43%
N/A
2.85K $247K
LUV
Southwest Airlines CO

Industrials
399
+ 2.4%
$28.18 - $34.84 $11.2K - $13.9K
17K $570K
XYL
Xylem Inc.

Industrials
2
+ 0.06%
$114.02 - $132.04 $228 - $264
3.4K $406K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
175
+ 11.67%
$221.78 - $273.45 $38.8K - $47.9K
1.68K $381K
VLY
Valley National Bancorp

Financial Services
1.38K
+ 7.78%
$8.56 - $10.42 $11.8K - $14.4K
19.1K $170K
NXPI
Nxp Semiconductors N.V.

Technology
283
+ 11.55%
$189.99 - $245.86 $53.8K - $69.6K
2.73K $519K
F
Ford Motor CO

Consumer Cyclical
31
+ 0.05%
$9.12 - $10.43 $283 - $323
68.7K $689K
KHC
Kraft Heinz CO

Consumer Defensive
460
+ 2.33%
$28.51 - $32.22 $13.1K - $14.8K
20.2K $614K
MCO
Moodys Corp

Financial Services
29
+ 4.02%
$437.8 - $527.48 $12.7K - $15.3K
751 $349K
EW
Edwards Lifesciences Corp

Healthcare
233
+ 4.03%
$67.95 - $76.19 $15.8K - $17.8K
6.01K $435K
ABEV
Ambev S.A.

Consumer Defensive
1K
+ 10.0%
$1.77 - $2.37 $1.77K - $2.37K
11K $25K
AZEK
Azek CO Inc.

Industrials
10
+ 0.2%
$39.61 - $52.0 $396 - $520
5.13K $250K
CMA
Comerica Inc

Financial Services
432
+ 6.06%
$56.11 - $68.38 $24.2K - $29.5K
7.56K $446K
DVA
Davita Inc.

Healthcare
7
+ 0.52%
$140.0 - $177.35 $980 - $1.24K
1.36K $207K
PCAR
Paccar Inc

Industrials
735
+ 7.45%
$96.91 - $112.51 $71.2K - $82.7K
10.6K $1.03M
POST
Post Holdings, Inc.

Consumer Defensive
7
+ 0.31%
$104.57 - $116.92 $732 - $818
2.23K $259K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
454
+ 11.3%
$51.45 - $58.51 $23.4K - $26.6K
4.47K $231K
ALLY
Ally Financial Inc.

Financial Services
14
+ 0.16%
$32.99 - $40.09 $462 - $561
8.84K $322K
LYV
Live Nation Entertainment, Inc.

Communication Services
4
+ 0.13%
$115.79 - $154.66 $463 - $619
3.2K $417K
GGG
Graco Inc

Industrials
77
+ 2.69%
$80.53 - $87.54 $6.2K - $6.74K
2.94K $245K
CDE
Coeur Mining, Inc.

Basic Materials
2
+ 0.01%
$5.02 - $7.29 $10 - $14.6
18.7K $110K
KEYS
Keysight Technologies, Inc.

Technology
154
+ 8.88%
$148.16 - $185.11 $22.8K - $28.5K
1.89K $282K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.53K
+ 12.4%
$24.91 - $29.02 $38K - $44.3K
13.8K $346K
GNW
Genworth Financial Inc

Financial Services
58
+ 0.25%
$6.44 - $7.42 $374 - $430
23.2K $164K
GPS
Gap Inc

Consumer Cyclical
185
+ 1.38%
N/A
13.6K $273K
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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