Forum Financial Management, LP Incresed Positions in Q3 2025

Forum Financial Management, LP

  • $6.44 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
512
+ 4.46%
$332.09 - $358.86 $170K - $184K
12K $4.1M
BEN
Franklin Resources Inc

Financial Services
1.19K
+ 8.54%
$23.13 - $26.03 $27.5K - $30.9K
15.1K $349K
CLOV
Clover Health Investments, Corp.

Healthcare
2.99K
+ 8.73%
$2.18 - $3.41 $6.52K - $10.2K
37.2K $113K
ISRG
Intuitive Surgical Inc

Healthcare
495
+ 23.25%
$433.66 - $544.47 $215K - $270K
2.62K $1.17M
RNR
Renaissancere Holdings LTD

Financial Services
1
+ 0.07%
$231.95 - $253.93 $232 - $254
1.45K $368K
THG
Hanover Insurance Group, Inc.

Financial Services
1
+ 0.07%
$162.08 - $182.1 $162 - $182
1.4K $253K
MIR
Mirion Technologies, Inc.

Industrials
2
+ 0.02%
$19.79 - $24.6 $39.6 - $49.2
9.32K $216K
ACI
Albertsons Companies, Inc.

Consumer Defensive
3.9K
+ 29.77%
$17.45 - $22.74 $68.1K - $88.7K
17K $297K
AM
Antero Midstream Corp

Energy
292
+ 1.55%
$16.87 - $19.58 $4.93K - $5.72K
19.2K $372K
XPO
Xpo Logistics, Inc.

Industrials
67
+ 3.12%
$118.79 - $138.31 $7.96K - $9.27K
2.22K $286K
MIDD
Middleby Corp

Industrials
299
+ 12.71%
$118.3 - $150.16 $35.4K - $44.9K
2.65K $352K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
322
+ 15.38%
$366.54 - $479.53 $118K - $154K
2.42K $946K
NDSN
Nordson Corp

Industrials
3
+ 0.27%
$209.25 - $227.98 $628 - $684
1.1K $248K
JKHY
Henry Jack & Associates Inc

Technology
375
+ 27.88%
$148.45 - $182.09 $55.7K - $68.3K
1.72K $256K
SEIC
Sei Investments CO

Financial Services
323
+ 12.06%
$84.85 - $93.8 $27.4K - $30.3K
3K $254K
GGG
Graco Inc

Industrials
200
+ 6.16%
$82.58 - $88.81 $16.5K - $17.8K
3.45K $292K
LAD
Lithia Motors Inc

Consumer Cyclical
101
+ 11.46%
$284.47 - $356.6 $28.7K - $36K
982 $310K
NWSA
News Corp

Communication Services
3
+ 0.03%
$28.38 - $31.03 $85.1 - $93.1
11.6K $355K
EPD
Enterprise Products Partners L.P.

Energy
216
+ 1.09%
$30.74 - $32.14 $6.64K - $6.94K
20K $625K
MGRC
Mcgrath Rentcorp

Industrials
80
+ 3.65%
$113.6 - $127.77 $9.09K - $10.2K
2.27K $266K
LRN
Stride, Inc.

Consumer Defensive
33
+ 2.12%
$128.23 - $169.81 $4.23K - $5.6K
1.59K $236K
EXC
Exelon Corp

Utilities
35
+ 0.65%
$42.73 - $45.54 $1.5K - $1.59K
5.45K $245K
HQY
Healthequity, Inc.

Healthcare
346
+ 15.07%
$87.42 - $103.12 $30.2K - $35.7K
2.64K $250K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
86
+ 4.82%
$259.44 - $278.65 $22.3K - $24K
1.87K $485K
HOMB
Home Bancshares Inc

Financial Services
358
+ 4.66%
$27.55 - $30.19 $9.86K - $10.8K
8.04K $227K
LPX
Louisiana Pacific Corp

Industrials
1
+ 0.04%
$83.39 - $102.75 $83.4 - $103
2.56K $227K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
1.57K
+ 7.8%
$9.11 - $10.03 $14.3K - $15.7K
21.7K $197K
ALK
Alaska Air Group, Inc.

Industrials
131
+ 2.38%
$49.73 - $63.86 $6.51K - $8.37K
5.64K $280K
RDN
Radian Group Inc

Financial Services
166
+ 2.86%
$32.61 - $37.23 $5.41K - $6.18K
5.97K $216K
ADT
Adt Inc.

Industrials
8
+ 0.03%
$8.27 - $8.85 $66.2 - $70.8
29.5K $257K
RIG
Transocean Ltd.

Energy
6
+ 0.05%
$2.55 - $3.64 $15.3 - $21.8
11.7K $36K
CCK
Crown Holdings Inc

Consumer Cyclical
265
+ 7.89%
$92.19 - $108.12 $24.4K - $28.7K
3.62K $350K
PRI
Primerica, Inc.

Financial Services
1
+ 0.08%
$255.46 - $285.58 $255 - $286
1.18K $327K
CNO
Cno Financial Group, Inc.

Financial Services
1
+ 0.02%
$35.49 - $40.41 $35.5 - $40.4
5.25K $207K
OTIS
Otis Worldwide Corp

Industrials
305
+ 9.95%
$84.93 - $101.07 $25.9K - $30.8K
3.37K $308K
SCI
Service Corp International

Consumer Cyclical
1
+ 0.03%
$75.63 - $83.25 $75.6 - $83.3
2.89K $240K
IQLT
Ishares Msci Intl Quality Fact

ETFs
14
+ 0.3%
$41.43 - $44.2 $580 - $619
4.66K $205K
VCTR
Victory Capital Holdings, Inc.

Financial Services
4
+ 0.12%
$63.69 - $72.67 $255 - $291
3.42K $221K
UBSI
United Bankshares Inc

Financial Services
9
+ 0.16%
$35.03 - $38.73 $315 - $349
5.56K $206K
IR
Ingersoll Rand Inc.

Industrials
69
+ 1.37%
$74.98 - $89.02 $5.17K - $6.14K
5.09K $420K
ODFL
Old Dominion Freight Line, Inc.

Industrials
254
+ 16.85%
$138.59 - $171.12 $35.2K - $43.5K
1.76K $247K
CLH
Clean Harbors Inc

Industrials
1
+ 0.07%
$225.84 - $250.43 $226 - $250
1.4K $323K
ACGL
Arch Capital Group Ltd.

Financial Services
40
+ 0.45%
$85.61 - $93.54 $3.42K - $3.74K
8.91K $808K
CARR
Carrier Global Corp

Industrials
2.08K
+ 22.74%
$58.75 - $80.73 $122K - $168K
11.3K $671K
NWS
News Corp New Cl B Com Stk (De

Communication Services
1
+ 0.02%
$31.68 - $35.17 $31.7 - $35.2
6.13K $211K
Flagstar Financial Inc
2.07K
+ 12.97%
N/A
18.1K $0
Aptiv PLC
3.09K
+ 89.29%
N/A
6.56K $0
Canadian Pacific Kansas City
58
+ 1.37%
N/A
4.3K $0
Te Connectivity PLC
250
+ 6.4%
N/A
4.16K $0
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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