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
SNX
Td Synnex Corp

Technology
5
+ 0.18%
$135.82 - $166.01 $679 - $830
2.83K $463K
VOE
Vanguard Mid Cap Value Index F

ETFs
372
+ 24.8%
$164.63 - $174.58 $61.2K - $64.9K
1.87K $326K
CBRE
Cbre Group, Inc.

Real Estate
46
+ 1.09%
$137.04 - $165.9 $6.3K - $7.63K
4.27K $671K
DTM
Dt Midstream, Inc.

Energy
588
+ 15.75%
$99.17 - $113.27 $58.3K - $66.6K
4.32K $488K
CTRA
Coterra Energy Inc.

Energy
4.77K
+ 23.98%
$23.09 - $25.45 $110K - $121K
24.6K $582K
CSGP
Costar Group, Inc.

Real Estate
688
+ 14.22%
$81.42 - $96.83 $56K - $66.6K
5.53K $466K
VOT
Vanguard Mid Cap Growth Index

ETFs
242
+ 32.79%
$282.75 - $294.19 $68.4K - $71.2K
980 $287K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
686
+ 19.1%
$196.15 - $217.83 $135K - $149K
4.28K $862K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
10.4K
+ 11.31%
$13.6 - $15.52 $141K - $161K
102K $1.5M
CF
Cf Industries Holdings, Inc.

Basic Materials
976
+ 23.02%
$80.91 - $98.75 $79K - $96.4K
5.22K $467K
SSNC
Ss&C Technologies Holdings Inc

Technology
545
+ 11.42%
$81.85 - $90.2 $44.6K - $49.2K
5.32K $471K
HLI
Houlihan Lokey, Inc.

Financial Services
231
+ 20.25%
$181.55 - $209.19 $41.9K - $48.3K
1.37K $281K
BLD
Top Build Corp

Industrials
78
+ 11.37%
$343.19 - $443.31 $26.8K - $34.6K
764 $298K
EBAY
Ebay Inc

Consumer Cyclical
58
+ 1.34%
$75.33 - $100.77 $4.37K - $5.84K
4.39K $398K
FOX
Fox Corp Cl B (De)

Communication Services
755
+ 13.21%
$49.06 - $57.29 $37K - $43.3K
6.47K $370K
EWBC
East West Bancorp Inc

Financial Services
497
+ 12.23%
$97.41 - $109.7 $48.4K - $54.5K
4.56K $485K
CMA
Comerica Inc

Financial Services
20
+ 0.24%
$60.93 - $71.05 $1.22K - $1.42K
8.2K $561K
PFG
Principal Financial Group Inc

Financial Services
602
+ 8.68%
$75.53 - $82.95 $45.5K - $49.9K
7.54K $624K
DY
Dycom Industries Inc

Industrials
90
+ 8.97%
$244.32 - $294.01 $22K - $26.5K
1.09K $318K
WTFC
Wintrust Financial Corp

Financial Services
141
+ 2.21%
$122.55 - $139.81 $17.3K - $19.7K
6.52K $862K
IWV
Ishares Russell 3000 ETF

ETFs
71
+ 4.33%
$351.04 - $379.81 $24.9K - $27K
1.71K $647K
NMR
Nomura Holdings Inc

Financial Services
1.1K
+ 1.19%
$6.28 - $7.56 $6.91K - $8.32K
93.9K $682K
EFX
Equifax Inc

Industrials
297
+ 22.3%
$234.03 - $265.73 $69.5K - $78.9K
1.63K $417K
FN
Fabrinet

Technology
2
+ 0.2%
$277.04 - $389.47 $554 - $779
1.01K $368K
GNRC
Generac Holdings Inc.

Industrials
184
+ 11.15%
$146.61 - $202.85 $27K - $37.3K
1.83K $307K
PFGC
Performance Food Group CO

Consumer Defensive
326
+ 9.17%
$88.19 - $102.08 $28.7K - $33.3K
3.88K $381K
AFG
American Financial Group Inc

Financial Services
201
+ 9.66%
$122.42 - $145.72 $24.6K - $29.3K
2.28K $332K
R
Ryder System Inc

Industrials
101
+ 6.12%
$168.66 - $189.57 $17K - $19.1K
1.75K $330K
CRWD
Crowd Strike Holdings, Inc.

Technology
194
+ 13.12%
$412.46 - $514.1 $80K - $99.7K
1.67K $820K
ZION
Zions Bancorporation, National Association

Financial Services
716
+ 12.5%
$51.2 - $59.15 $36.7K - $42.4K
6.44K $364K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
1
+ 0.04%
$113.83 - $154.45 $114 - $154
2.45K $378K
CMC
Commercial Metals CO

Basic Materials
537
+ 12.31%
$50.28 - $59.79 $27K - $32.1K
4.9K $280K
UL
Unilever PLC

Consumer Defensive
1.46K
+ 13.08%
$58.43 - $65.01 $85.2K - $94.8K
12.6K $747K
LEN
Lennar Corp

Consumer Cyclical
1
+ 0.02%
$107.73 - $142.4 $108 - $142
4.22K $532K
HCA
Hca Healthcare, Inc.

Healthcare
44
+ 4.01%
$334.32 - $426.2 $14.7K - $18.8K
1.14K $486K
SNOW
Snowflake Inc.

Technology
279
+ 14.18%
$191.73 - $241.0 $53.5K - $67.2K
2.25K $506K
DFAI
Dimensional ETF Tr

ETFs
19
+ 0.05%
$34.05 - $36.55 $647 - $694
36.2K $1.32M
SANM
Sanmina Corp

Technology
239
+ 10.9%
$95.79 - $123.84 $22.9K - $29.6K
2.43K $279K
KBE
Spdr S&P Bank ETF

ETFs
46
+ 0.27%
$55.26 - $61.99 $2.54K - $2.85K
17.1K $1.01M
GPS
Gap Inc

Consumer Cyclical
3.19K
+ 22.91%
N/A
17.1K $344K
ACM
Aecom

Industrials
1
+ 0.03%
$111.08 - $132.99 $111 - $133
3.65K $475K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.63K
+ 6.54%
$26.38 - $27.95 $42.9K - $45.5K
26.5K $723K
GTLS
Chart Industries Inc

Industrials
1
+ 0.06%
$162.6 - $200.28 $163 - $200
1.8K $359K
VXF
Vanguard Extended Market ETF

ETFs
30
+ 0.88%
$193.58 - $213.07 $5.81K - $6.39K
3.43K $718K
PKG
Packaging Corp Of America

Consumer Cyclical
1
+ 0.05%
$191.41 - $220.25 $191 - $220
2.11K $460K
EVR
Evercore Inc.

Financial Services
1
+ 0.11%
$276.5 - $362.79 $277 - $363
927 $312K
JHG
Janus Henderson Group PLC

Financial Services
609
+ 10.0%
$39.46 - $45.37 $24K - $27.6K
6.7K $298K
CPNG
Coupang, Inc.

Consumer Cyclical
1.16K
+ 10.3%
$27.67 - $33.53 $32K - $38.8K
12.4K $398K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
289
+ 10.65%
$132.9 - $142.03 $38.4K - $41K
3K $423K
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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