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
FISV
Fiserv Inc

Technology
16
+ 0.3%
N/A
5.29K $662K
MASI
Masimo Corp

Healthcare
2
+ 0.15%
$163.55 - $190.63 $327 - $381
1.32K $219K
RE
Everest Re Group LTD

Financial Services
6
+ 0.64%
N/A
944 $349K
ABC
Amerisourcebergen Corp

Healthcare
6
+ 0.44%
N/A
1.36K $251K
PB
Prosperity Bancshares Inc

Financial Services
200
+ 6.24%
$69.3 - $80.69 $13.9K - $16.1K
3.41K $243K
ROK
Rockwell Automation, Inc

Industrials
89
+ 11.54%
$255.29 - $303.75 $22.7K - $27K
860 $222K
ODFL
Old Dominion Freight Line, Inc.

Industrials
104
+ 7.04%
$161.13 - $209.29 $16.8K - $21.8K
1.58K $261K
ENSG
Ensign Group, Inc

Healthcare
51
+ 3.35%
$125.4 - $148.86 $6.4K - $7.59K
1.58K $203K
LHX
L3 Harris Technologies, Inc.

Industrials
20
+ 0.52%
$194.65 - $222.86 $3.89K - $4.46K
3.87K $810K
LAD
Lithia Motors Inc

Consumer Cyclical
125
+ 22.16%
$285.59 - $385.71 $35.7K - $48.2K
689 $202K
PKI
Perkinelmer Inc

Healthcare
7
+ 0.2%
N/A
3.55K $429K
Dimensional ETF Trust
179K
+ 3.3%
N/A
5.62M $0
Manager Directed Portfolios
45.5K
+ 3.95%
N/A
1.2M $0
DFSE
Dimensional ETF Tr Dimen Emrgn
6.65K
+ 1.71%
N/A
396K $0
Gsk PLC
398
+ 2.97%
N/A
13.8K $0
SNOW
Snowflake Inc.

Technology
115
+ 5.58%
$146.16 - $192.78 $16.8K - $22.2K
2.18K $318K
Dimensional ETF Trust
219K
+ 1.56%
N/A
14.2M $0
CRH.L
Crh PLC

Basic Materials
2
+ 0.03%
N/A
7.18K $0
Smurfit Westrock PLC
61
+ 0.62%
N/A
9.84K $0
Dimensional ETF Trust
16.5K
New
N/A
16.5K $0
Liberty Media Corp Del
13
+ 0.29%
N/A
4.52K $0
Ea Series Trust
4.9K
+ 0.74%
N/A
670K $0
Ferguson Enterprises Inc
667
+ 52.35%
N/A
1.94K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
21.6K
+ 26.59%
N/A
103K $0
Sharkninja Inc
144
+ 5.28%
N/A
2.87K $0
Lam Research Corp
511
+ 9.43%
N/A
5.93K $0
FBHS
Fortune Brands Home & Security, Inc.

Industrials
8
+ 0.24%
N/A
3.3K $213K
Primo Brands Corporation
7.87K
New
N/A
7.87K $0
Nuveen Cr Strategies Income
15K
New
N/A
15K $0
Linde PLC
82
+ 1.97%
N/A
4.24K $0
Cooper Cos Inc
1.59K
+ 41.48%
N/A
5.43K $0
Arista Networks Inc
9.11K
New
N/A
9.11K $0
Ishares Bitcoin Trust ETF
4.75K
New
N/A
4.75K $0
Schwab Strategic Tr
9.61K
New
N/A
9.61K $0
UHALB
Amerco Com Ser N
5.03K
New
N/A
5.03K $0
Canadian Pacific Kansas City
41
+ 1.08%
N/A
3.82K $0
CNHI
Cnh Industrial N.V.

Industrials
13
+ 0.04%
N/A
36.8K $383K
Bunge Global Sa
73
+ 2.27%
N/A
3.28K $0
APG
A Pi Group Corp

Industrials
22
+ 0.38%
$35.67 - $40.88 $785 - $899
5.85K $209K
Te Connectivity PLC
414
+ 13.0%
N/A
3.6K $0
Jacobs Solutions Inc
200
+ 7.28%
N/A
2.95K $0
Maplebear Inc
5.45K
New
N/A
5.45K $0
Blaize Hldgs Inc
115K
New
N/A
115K $0
FTV
Fortive Corp

Technology
161
+ 2.31%
$71.82 - $82.98 $11.6K - $13.4K
7.12K $520K
CBRE
Cbre Group, Inc.

Real Estate
1
+ 0.03%
$121.79 - $147.13 $122 - $147
3.91K $511K
ITOT
Ishares Core S&P Total U.S. St

ETFs
146
+ 5.04%
$120.29 - $134.6 $17.6K - $19.7K
3.05K $371K
MGRC
Mcgrath Rentcorp

Industrials
1
+ 0.05%
$109.58 - $128.96 $110 - $129
2.14K $238K
HSIC
Henry Schein Inc

Healthcare
18
+ 0.56%
$68.49 - $81.91 $1.23K - $1.47K
3.21K $219K
NWSA
News Corp

Communication Services
24
+ 0.22%
$26.29 - $30.49 $631 - $732
10.9K $297K
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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