Forum Financial Management, LP Incresed Positions in Q2 2025

Forum Financial Management, LP

  • $5.76 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
LFST
Life Stance Health Group, Inc.

Healthcare
786
+ 5.25%
$4.83 - $6.91 $3.8K - $5.43K
15.8K $81K
LEN
Lennar Corp

Consumer Cyclical
3
+ 0.07%
$102.76 - $115.66 $308 - $347
4.22K $466K
GILD
Gilead Sciences, Inc.

Healthcare
6
+ 0.03%
$96.91 - $113.0 $581 - $678
17.2K $1.91M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
864
+ 18.95%
$90.21 - $112.66 $77.9K - $97.3K
5.42K $494K
MSI
Motorola Solutions, Inc.

Technology
4
+ 0.3%
$394.72 - $440.39 $1.58K - $1.76K
1.32K $553K
ET
Energy Transfer LP

Energy
1.74K
+ 1.48%
$15.65 - $18.93 $27.3K - $33K
120K $2.17M
AZN
Astrazeneca PLC

Healthcare
598
+ 3.41%
$64.87 - $75.0 $38.8K - $44.9K
18.2K $1.27M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
172
+ 7.72%
$97.78 - $126.44 $16.8K - $21.7K
2.4K $254K
EQNR
Equinor Asa

Energy
380
+ 1.53%
$22.04 - $28.08 $8.38K - $10.7K
25.3K $635K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1.74K
+ 992.0%
$105.72 - $1416.0 $184K - $2.46M
1.91K $213K
TAP
Molson Coors Beverage CO

Consumer Defensive
941
+ 17.07%
$47.24 - $62.46 $44.5K - $58.8K
6.45K $310K
WEC
Wec Energy Group, Inc.

Utilities
4
+ 0.07%
$102.24 - $109.76 $409 - $439
5.79K $602K
FNF
Fidelity National Financial, Inc.

Financial Services
690
+ 9.33%
$53.62 - $66.59 $37K - $45.9K
8.09K $453K
SWK
Stanley Black & Decker, Inc.

Industrials
178
+ 3.68%
$55.86 - $76.98 $9.94K - $13.7K
5.01K $339K
CTRA
Coterra Energy Inc.

Energy
1.12K
+ 5.99%
$22.6 - $29.07 $25.4K - $32.6K
19.9K $504K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
18
+ 0.84%
$99.37 - $134.05 $1.79K - $2.41K
2.17K $245K
SNA
Snap On Inc

Industrials
3
+ 0.2%
$292.36 - $342.2 $877 - $1.03K
1.54K $478K
TSN
Tyson Foods, Inc.

Consumer Defensive
289
+ 3.7%
$54.33 - $63.56 $15.7K - $18.4K
8.1K $453K
ACGL
Arch Capital Group Ltd.

Financial Services
4
+ 0.05%
$84.99 - $96.82 $340 - $387
8.87K $807K
CHD
Church & Dwight CO Inc

Consumer Defensive
326
+ 5.77%
$91.57 - $110.76 $29.9K - $36.1K
5.97K $574K
LLY
Eli Lilly & CO

Healthcare
437
+ 5.22%
$713.71 - $898.95 $312K - $393K
8.81K $6.86M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
103
+ 0.95%
$21.02 - $26.3 $2.17K - $2.71K
10.9K $230K
EPD
Enterprise Products Partners L.P.

Energy
209
+ 1.07%
$28.95 - $34.22 $6.05K - $7.15K
19.8K $613K
PEP
Pepsico Inc

Consumer Defensive
880
+ 8.94%
$128.02 - $151.37 $113K - $133K
10.7K $1.42M
BRO
Brown & Brown, Inc.

Financial Services
14
+ 0.3%
$104.48 - $124.43 $1.46K - $1.74K
4.73K $524K
MCD
Mcdonalds Corp

Consumer Cyclical
447
+ 4.67%
$285.55 - $321.23 $128K - $144K
10K $2.93M
OKE
Oneok Inc

Energy
1.35K
+ 13.31%
$78.71 - $100.37 $106K - $136K
11.5K $938K
DVN
Devon Energy Corp

Energy
60
+ 0.41%
$26.8 - $37.92 $1.61K - $2.28K
14.6K $465K
BKR
Baker Hughes CO

Energy
233
+ 1.37%
$35.0 - $44.92 $8.16K - $10.5K
17.3K $661K
BDX
Becton Dickinson & CO

Healthcare
736
+ 19.1%
$165.15 - $226.42 $122K - $167K
4.59K $790K
OXY
Occidental Petroleum Corp

Energy
102
+ 0.73%
$36.11 - $49.33 $3.68K - $5.03K
14.1K $591K
ELV
Elevance Health, Inc.

Healthcare
82
+ 2.87%
$372.27 - $452.69 $30.5K - $37.1K
2.94K $1.14M
BP
Bp PLC

Energy
74
+ 0.28%
$26.11 - $33.81 $1.93K - $2.5K
26.5K $793K
KMB
Kimberly Clark Corp

Consumer Defensive
192
+ 1.93%
$126.84 - $145.22 $24.4K - $27.9K
10.2K $1.31M
CORT
Corcept Therapeutics Inc

Healthcare
137
+ 4.75%
$62.24 - $91.93 $8.53K - $12.6K
3.02K $221K
SG
Sweetgreen, Inc.

Consumer Cyclical
132
+ 1.11%
$12.23 - $25.56 $1.61K - $3.37K
12K $179K
VZ
Verizon Communications Inc

Communication Services
317
+ 0.46%
$41.67 - $45.62 $13.2K - $14.5K
68.9K $2.98M
SLB
Schlumberger Limited

Energy
824
+ 4.03%
$31.95 - $42.2 $26.3K - $34.8K
21.2K $718K
TMUS
T Mobile Us, Inc.

Communication Services
71
+ 1.26%
$220.99 - $268.54 $15.7K - $19.1K
5.71K $1.36M
PG
Procter & Gamble CO

Consumer Defensive
668
+ 2.73%
$157.66 - $172.39 $105K - $115K
25.2K $4.01M
JNJ
Johnson & Johnson

Healthcare
1.37K
+ 4.28%
$146.36 - $159.82 $201K - $219K
33.4K $5.11M
COP
Conocophillips

Energy
342
+ 1.49%
$82.66 - $106.1 $28.3K - $36.3K
23.3K $2.09M
CVX
Chevron Corp

Energy
145
+ 0.44%
$133.73 - $168.51 $19.4K - $24.4K
33K $4.73M
ABBV
Abb Vie Inc.

Healthcare
507
+ 0.86%
$170.16 - $206.27 $86.3K - $105K
59.7K $11.1M
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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