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
KD
Kyndryl Holdings, Inc.

Technology
776
+ 10.83%
$27.77 - $41.96 $21.5K - $32.6K
7.94K $333K
HUBB
Hubbell Inc

Industrials
85
+ 9.2%
$315.94 - $408.41 $26.9K - $34.7K
1.01K $412K
USB
Us Bancorp \De\

Financial Services
643
+ 2.56%
$36.4 - $45.76 $23.4K - $29.4K
25.7K $1.16M
ZI
Zoom Info Technologies Inc.

Technology
10.5K
New
$7.41 - $10.31 $77.6K - $108K
10.5K $106K
GPI
Group 1 Automotive Inc

Consumer Cyclical
163
+ 26.63%
$372.3 - $448.86 $60.7K - $73.2K
775 $338K
WTFC
Wintrust Financial Corp

Financial Services
280
+ 4.59%
$95.17 - $124.21 $26.6K - $34.8K
6.37K $790K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
1.35K
+ 4.46%
$19.1 - $23.83 $25.7K - $32.1K
31.5K $751K
MDT
Medtronic PLC

Healthcare
1.74K
+ 9.33%
$80.68 - $88.86 $140K - $154K
20.4K $1.77M
CASY
Caseys General Stores Inc

Consumer Cyclical
78
+ 9.73%
$415.82 - $510.91 $32.4K - $39.9K
880 $449K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
89
+ 15.21%
$328.01 - $475.68 $29.2K - $42.3K
674 $315K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
187
+ 8.04%
$140.37 - $177.56 $26.2K - $33.2K
2.51K $431K
UAL
United Airlines Holdings, Inc.

Industrials
404
+ 6.59%
$56.15 - $84.23 $22.7K - $34K
6.54K $520K
BX
Blackstone Inc.

Financial Services
181
+ 2.59%
$120.07 - $151.11 $21.7K - $27.4K
7.18K $1.07M
GL
Globe Life Inc.

Financial Services
936
+ 35.32%
$113.29 - $133.09 $106K - $125K
3.59K $445K
LAD
Lithia Motors Inc

Consumer Cyclical
192
+ 27.87%
$271.94 - $339.35 $52.2K - $65.2K
881 $297K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
1
+ 0.0%
$23.66 - $29.99 $23.7 - $30
32.2K $965K
GWRE
Guidewire Software, Inc.

Technology
104
+ 7.13%
$172.73 - $257.37 $18K - $26.8K
1.56K $367K
MRCC
Monroe Capital Corp

Financial Services
14.8K
New
$6.15 - $7.66 $91.2K - $114K
14.8K $94K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
746
+ 29.15%
$90.56 - $109.49 $67.6K - $81.7K
3.31K $361K
GPN
Global Payments Inc

Industrials
2.03K
+ 52.44%
$67.47 - $99.6 $137K - $202K
5.9K $472K
CRK
Comstock Resources Inc

Energy
14
+ 0.11%
$17.12 - $30.74 $240 - $430
12.8K $353K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
110
+ 6.57%
$201.28 - $266.34 $22.1K - $29.3K
1.79K $475K
SNPS
Synopsys Inc

Technology
28
+ 2.96%
$380.9 - $517.66 $10.7K - $14.5K
975 $499K
CIEN
Ciena Corp

Technology
201
+ 5.46%
$53.5 - $83.89 $10.8K - $16.9K
3.89K $315K
ADP
Automatic Data Processing Inc

Industrials
251
+ 4.91%
$276.76 - $326.81 $69.5K - $82K
5.36K $1.65M
SO
Southern CO

Utilities
990
+ 19.42%
$84.91 - $92.56 $84.1K - $91.6K
6.09K $559K
CG
Carlyle Group Inc.

Financial Services
642
+ 8.69%
$34.78 - $51.4 $22.3K - $33K
8.03K $412K
CFG
Citizens Financial Group Inc

Financial Services
1.01K
+ 8.3%
$34.27 - $44.75 $34.5K - $45.1K
13.2K $588K
LKQ
Lkq Corp

Consumer Cyclical
3.26K
+ 59.15%
$36.86 - $43.38 $120K - $141K
8.77K $324K
PNC
Pnc Financial Services Group, Inc.

Financial Services
123
+ 1.95%
$149.76 - $186.42 $18.4K - $22.9K
6.42K $1.2M
MOS
Mosaic CO

Basic Materials
26
+ 0.28%
$22.76 - $36.95 $592 - $961
9.43K $343K
EA
Electronic Arts Inc.

Communication Services
274
+ 9.02%
$132.53 - $159.7 $36.3K - $43.8K
3.31K $529K
PPG
Ppg Industries Inc

Basic Materials
700
+ 31.36%
$91.66 - $115.04 $64.2K - $80.5K
2.93K $333K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
1.37K
+ 41.45%
N/A
4.67K $302K
APG
A Pi Group Corp

Industrials
4
+ 0.07%
$32.2 - $51.23 $129 - $205
5.86K $298K
DDOG
Datadog, Inc.

Technology
130
+ 6.37%
$87.0 - $134.33 $11.3K - $17.5K
2.17K $291K
MLM
Martin Marietta Materials Inc

Basic Materials
1
+ 0.08%
$452.51 - $568.19 $453 - $568
1.25K $684K
LDOS
Leidos Holdings, Inc.

Technology
239
+ 10.9%
$132.9 - $160.3 $31.8K - $38.3K
2.43K $383K
TPR
Tapestry, Inc.

Consumer Cyclical
11
+ 0.22%
$60.6 - $87.81 $667 - $966
5K $438K
TRMB
Trimble Inc.

Technology
471
+ 9.29%
$55.12 - $75.98 $26K - $35.8K
5.54K $420K
PTC
Ptc Inc.

Technology
284
+ 12.46%
$136.74 - $173.24 $38.8K - $49.2K
2.56K $441K
AME
Ametek Inc

Industrials
363
+ 15.55%
$151.41 - $182.75 $55K - $66.3K
2.7K $488K
PNFP
Pinnacle Financial Partners Inc

Financial Services
688
+ 25.86%
$87.19 - $111.51 $60K - $76.7K
3.35K $369K
HSIC
Henry Schein Inc

Healthcare
971
+ 30.26%
$62.7 - $73.66 $60.9K - $71.5K
4.18K $305K
GPC
Genuine Parts CO

Consumer Cyclical
666
+ 30.58%
$105.54 - $129.09 $70.3K - $86K
2.84K $345K
PGR
Progressive Corp

Financial Services
645
+ 12.0%
$255.27 - $288.74 $165K - $186K
6.02K $1.61M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
1.12K
+ 27.31%
$60.29 - $71.77 $67.6K - $80.5K
5.23K $366K
TFC
Truist Financial Corp

Financial Services
1.16K
+ 6.12%
$34.79 - $42.99 $40.3K - $49.7K
20.1K $862K
LCID
Lucid Group, Inc.

Consumer Cyclical
74.8K
+ 31.61%
$2.1 - $2.96 $157K - $221K
311K $656K
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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