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
HQY
Healthequity, Inc.

Healthcare
5
+ 0.22%
$76.77 - $113.06 $384 - $565
2.3K $240K
LUMN
Lumen Technologies, Inc.

Communication Services
5.98K
+ 22.44%
$3.07 - $4.51 $18.3K - $27K
32.6K $142K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
14
+ 0.48%
$144.63 - $179.53 $2.02K - $2.51K
2.95K $485K
SLM
Slm Corp

Financial Services
10
+ 0.09%
$24.84 - $34.36 $248 - $344
11K $361K
MO
Altria Group, Inc.

Consumer Defensive
1.14K
+ 5.47%
$55.56 - $60.91 $63.3K - $69.4K
21.9K $1.29M
CLOV
Clover Health Investments, Corp.

Healthcare
18.2K
+ 113.02%
$2.74 - $3.77 $49.8K - $68.5K
34.2K $95K
BROS
Dutch Bros Inc.

Consumer Cyclical
10
+ 0.18%
$51.37 - $73.72 $514 - $737
5.48K $374K
VOYA
Voya Financial, Inc.

Financial Services
346
+ 9.33%
$54.27 - $71.0 $18.8K - $24.6K
4.06K $287K
GLD
Spdr Gold Trust

ETFs
46
+ 3.78%
$273.71 - $316.29 $12.6K - $14.5K
1.26K $385K
WHR
Whirlpool Corp

Consumer Cyclical
67
+ 2.7%
$75.71 - $101.42 $5.07K - $6.8K
2.55K $258K
INCY
Incyte Corp

Healthcare
103
+ 2.87%
$55.17 - $71.22 $5.68K - $7.34K
3.7K $251K
GGG
Graco Inc

Industrials
306
+ 10.4%
$74.02 - $87.26 $22.7K - $26.7K
3.25K $279K
HIG
Hartford Financial Services Group, Inc.

Financial Services
140
+ 2.94%
$109.83 - $131.67 $15.4K - $18.4K
4.9K $621K
FITB
Fifth Third Bancorp

Financial Services
29
+ 0.17%
$33.32 - $41.51 $966 - $1.2K
16.6K $684K
RGA
Reinsurance Group Of America Inc

Financial Services
155
+ 8.44%
$168.32 - $209.71 $26.1K - $32.5K
1.99K $394K
KEX
Kirby Corp

Industrials
50
+ 2.27%
$87.32 - $114.99 $4.37K - $5.75K
2.25K $255K
SEIC
Sei Investments CO

Financial Services
2
+ 0.07%
$66.45 - $89.86 $133 - $180
2.68K $240K
TEF
Telefonica S A

Communication Services
2.83K
+ 9.05%
$4.37 - $5.39 $12.3K - $15.2K
34K $178K
NBIX
Neurocrine Biosciences Inc

Healthcare
36
+ 1.94%
$87.54 - $128.18 $3.15K - $4.61K
1.89K $237K
NYT
New York Times CO

Communication Services
54
+ 1.26%
$45.37 - $57.12 $2.45K - $3.08K
4.33K $242K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
273
+ 36.55%
$225.56 - $335.19 $61.6K - $91.5K
1.02K $242K
SF
Stifel Financial Corp

Financial Services
1
+ 0.03%
$76.49 - $103.78 $76.5 - $104
3.22K $334K
CSL
Carlisle Companies Inc

Industrials
2
+ 0.22%
$317.1 - $408.5 $634 - $817
897 $334K
UEC
Uranium Energy Corp

Energy
1.14K
+ 10.07%
$4.0 - $7.05 $4.56K - $8.03K
12.4K $84K
FTI
Technip Fmc PLC

Energy
14
+ 0.13%
$23.18 - $35.33 $325 - $495
10.8K $370K
DHI
Horton D R Inc

Consumer Cyclical
149
+ 2.63%
$115.1 - $129.63 $17.1K - $19.3K
5.82K $749K
SKX
Skechers Usa Inc

Consumer Cyclical
6
+ 0.14%
$45.48 - $63.1 $273 - $379
4.45K $280K
IEX
Idex Corp

Industrials
188
+ 14.62%
$160.66 - $191.29 $30.2K - $36K
1.47K $258K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.22K
+ 9.79%
$24.32 - $27.87 $53.9K - $61.8K
24.9K $659K
IWN
Ishares Russell2000 Val ETF

ETFs
31
+ 1.0%
$131.84 - $157.76 $4.09K - $4.89K
3.14K $495K
XLV
Select Sector Spdr Fund Health

ETFs
448
+ 14.57%
$128.77 - $144.3 $57.7K - $64.6K
3.52K $474K
ATR
Aptargroup, Inc.

Healthcare
94
+ 6.66%
$133.66 - $158.53 $12.6K - $14.9K
1.51K $235K
ROST
Ross Stores, Inc.

Consumer Cyclical
205
+ 7.56%
$126.62 - $154.26 $26K - $31.6K
2.92K $372K
FNB
Fnb Corp

Financial Services
641
+ 4.82%
$11.48 - $14.58 $7.36K - $9.35K
13.9K $203K
CADE
Cadence Bank

Financial Services
458
+ 6.94%
$26.42 - $32.41 $12.1K - $14.8K
7.06K $225K
FCFS
First Cash Holdings, Inc.

Financial Services
3
+ 0.18%
$118.0 - $137.63 $354 - $413
1.7K $229K
WSFS
Wsfs Financial Corp

Financial Services
116
+ 2.07%
$45.9 - $55.54 $5.32K - $6.44K
5.73K $315K
JHG
Janus Henderson Group PLC

Financial Services
224
+ 3.82%
$29.47 - $38.84 $6.6K - $8.7K
6.09K $236K
ONB
Old National Bancorp

Financial Services
975
+ 4.67%
$17.95 - $22.57 $17.5K - $22K
21.8K $466K
MORN
Morningstar, Inc.

Financial Services
46
+ 6.68%
$255.31 - $313.93 $11.7K - $14.4K
735 $230K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
209
+ 4.67%
$45.88 - $54.4 $9.59K - $11.4K
4.68K $254K
IVZ
Invesco Ltd.

Financial Services
791
+ 4.78%
$12.14 - $15.77 $9.6K - $12.5K
17.3K $273K
NLOK
Norton Life Lock Inc.

Technology
1.09K
+ 10.66%
N/A
11.3K $243K
VLY
Valley National Bancorp

Financial Services
2.52K
+ 13.18%
$7.87 - $9.2 $19.9K - $23.2K
21.7K $193K
EQH
Equitable Holdings, Inc.

Financial Services
46
+ 0.93%
$43.98 - $56.1 $2.02K - $2.58K
4.98K $279K
ROP
Roper Technologies Inc

Industrials
77
+ 8.1%
$519.19 - $590.78 $40K - $45.5K
1.03K $582K
LOW
Lowes Companies Inc

Consumer Cyclical
324
+ 7.34%
$210.83 - $235.28 $68.3K - $76.2K
4.74K $1.05M
BND
Vanguard Bd Index Fd Inc Total

ETFs
273
+ 4.78%
$72.02 - $73.82 $19.7K - $20.2K
5.99K $440K
VOE
Vanguard Mid Cap Value Index F

ETFs
80
+ 5.63%
$141.87 - $164.49 $11.3K - $13.2K
1.5K $246K
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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