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
STRL
Sterling Construction CO Inc

Industrials
2
+ 0.15%
$222.54 - $371.84 $445 - $744
1.33K $453K
CNP
Centerpoint Energy Inc

Utilities
11
+ 0.02%
$35.77 - $39.16 $393 - $431
70K $2.72M
VRSN
Verisign Inc

Technology
551
+ 57.52%
$263.02 - $305.98 $145K - $169K
1.51K $421K
AZO
Autozone Inc

Consumer Cyclical
18
+ 15.38%
$3649.42 - $4354.54 $65.7K - $78.4K
135 $579K
OXY
Occidental Petroleum Corp

Energy
1.48K
+ 10.52%
$42.54 - $48.1 $63K - $71.2K
15.6K $734K
RIO
Rio Tinto PLC

Basic Materials
1.49K
+ 25.49%
$57.66 - $66.01 $86K - $98.5K
7.35K $484K
MCHP
Microchip Technology Inc

Technology
2.61K
+ 60.02%
$60.95 - $75.26 $159K - $197K
6.96K $447K
MNST
Monster Beverage Corp

Consumer Defensive
1.47K
+ 16.36%
$58.65 - $67.31 $86K - $98.7K
10.4K $701K
INCY
Incyte Corp

Healthcare
919
+ 24.87%
$67.27 - $86.96 $61.8K - $79.9K
4.61K $391K
WSO
Watsco Inc

Industrials
393
+ 79.88%
$381.94 - $489.97 $150K - $193K
885 $357K
MRVL
Marvell Technology, Inc.

Technology
822
+ 7.8%
$62.31 - $84.07 $51.2K - $69.1K
11.4K $954K
EA
Electronic Arts Inc.

Communication Services
1
+ 0.03%
$147.79 - $202.05 $148 - $202
3.31K $668K
CPRT
Copart Inc

Consumer Cyclical
3.83K
+ 46.0%
$44.6 - $49.97 $171K - $191K
12.1K $546K
HUBB
Hubbell Inc

Industrials
270
+ 26.76%
$410.51 - $450.93 $111K - $122K
1.28K $550K
HPE
Hewlett Packard Enterprise CO

Technology
3
+ 0.01%
$19.81 - $25.24 $59.4 - $75.7
33.4K $819K
BWA
Borgwarner Inc

Consumer Cyclical
1.07K
+ 12.97%
$34.53 - $44.44 $37K - $47.6K
9.34K $410K
E
Eni Spa

Energy
1.73K
+ 6.01%
$32.55 - $35.93 $56.4K - $62.3K
30.6K $1.07M
MRK
Merck & Co., Inc.

Healthcare
304
+ 1.36%
$77.6 - $87.37 $23.6K - $26.6K
22.7K $1.91M
TYL
Tyler Technologies Inc

Technology
301
+ 81.35%
$522.22 - $611.76 $157K - $184K
671 $351K
HII
Huntington Ingalls Industries, Inc.

Industrials
282
+ 26.5%
$246.31 - $287.91 $69.5K - $81.2K
1.35K $387K
UAL
United Airlines Holdings, Inc.

Industrials
213
+ 3.26%
$80.05 - $109.36 $17.1K - $23.3K
6.75K $651K
IVE
Ishares S&P 500 Value ETF

ETFs
194
+ 2.36%
$194.44 - $206.51 $37.7K - $40.1K
8.41K $1.74M
L
Loews Corp

Financial Services
803
+ 14.43%
$89.82 - $100.39 $72.1K - $80.6K
6.37K $639K
MOS
Mosaic CO

Basic Materials
4.22K
+ 44.72%
$30.93 - $37.81 $130K - $159K
13.6K $473K
CSCO
Cisco Systems, Inc.

Technology
2.53K
+ 5.49%
$66.2 - $71.79 $167K - $181K
48.6K $3.32M
GPC
Genuine Parts CO

Consumer Cyclical
580
+ 20.39%
$122.23 - $142.77 $70.9K - $82.8K
3.42K $474K
FCX
Freeport Mcmoran Inc

Basic Materials
4.77K
+ 32.33%
$35.34 - $47.21 $168K - $225K
19.5K $765K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
863
+ 5.95%
$68.24 - $73.73 $58.9K - $63.6K
15.4K $1.13M
DOV
Dover Corp

Industrials
921
+ 56.5%
$165.59 - $190.9 $153K - $176K
2.55K $425K
DFAU
Dimensional ETF Tr

ETFs
25
+ 0.07%
$42.42 - $45.96 $1.06K - $1.15K
36.4K $1.67M
SNAP
Snap Inc

Communication Services
17.7K
+ 138.82%
$6.99 - $10.35 $123K - $183K
30.4K $234K
IDXX
Idexx Laboratories Inc

Healthcare
96
+ 16.13%
$514.61 - $682.78 $49.4K - $65.5K
691 $441K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
124
+ 18.4%
$473.44 - $553.71 $58.7K - $68.7K
798 $436K
ADI
Analog Devices Inc

Technology
307
+ 5.31%
$220.68 - $255.63 $67.7K - $78.5K
6.09K $1.5M
DLTR
Dollar Tree, Inc.

Consumer Defensive
1.45K
+ 41.5%
$94.03 - $117.16 $136K - $170K
4.94K $465K
FLEX
Flex Ltd.

Technology
3
+ 0.02%
$48.49 - $59.33 $145 - $178
14.9K $861K
IDCC
Inter Digital, Inc.

Communication Services
1
+ 0.1%
$221.35 - $349.23 $221 - $349
988 $341K
WMB
Williams Companies, Inc.

Energy
1.7K
+ 7.61%
$56.52 - $64.01 $96.1K - $109K
24.1K $1.52M
WAL
Western Alliance Bancorporation

Financial Services
1K
+ 27.7%
$76.33 - $91.49 $76.5K - $91.7K
4.62K $400K
KMI
Kinder Morgan, Inc.

Energy
6.67K
+ 10.17%
$26.23 - $28.5 $175K - $190K
72.3K $2.05M
CHD
Church & Dwight CO Inc

Consumer Defensive
1.91K
+ 32.02%
$85.84 - $99.09 $164K - $190K
7.89K $691K
COLB
Columbia Banking System, Inc.

Financial Services
3.68K
+ 40.42%
$23.26 - $27.31 $85.6K - $101K
12.8K $329K
AIZ
Assurant, Inc.

Financial Services
403
+ 26.64%
$184.56 - $218.69 $74.4K - $88.1K
1.92K $415K
BSX
Boston Scientific Corp

Healthcare
2.46K
+ 19.57%
$97.03 - $108.14 $239K - $266K
15K $1.47M
TOL
Toll Brothers, Inc.

Consumer Cyclical
250
+ 7.43%
$113.78 - $148.0 $28.4K - $37K
3.62K $499K
TRV
Travelers Companies, Inc.

Financial Services
226
+ 5.1%
$250.62 - $279.43 $56.6K - $63.2K
4.66K $1.3M
ECL
Ecolab Inc.

Basic Materials
391
+ 24.81%
$259.39 - $285.47 $101K - $112K
1.97K $538K
NVT
N Vent Electric PLC

Industrials
235
+ 6.59%
$72.16 - $100.25 $17K - $23.6K
3.8K $375K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.94K
+ 7.72%
$21.69 - $23.34 $63.7K - $68.5K
41K $953K
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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