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
Maplebear Inc
480
+ 8.07%
N/A
6.43K $0
DLR
Digital Realty Trust, Inc.

Real Estate
19
+ 0.87%
$161.21 - $180.02 $3.06K - $3.42K
2.2K $380K
Lam Research Corp
1.01K
+ 16.14%
N/A
7.29K $0
Nextracker Inc
932
+ 23.09%
N/A
4.97K $0
Dimensional ETF Trust
139K
+ 2.36%
N/A
6.04M $0
Tempus Ai Inc
9
+ 0.11%
N/A
8.31K $0
Labcorp Holdings Inc
611
+ 27.65%
N/A
2.82K $0
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
300
+ 14.9%
$118.35 - $142.11 $35.5K - $42.6K
2.31K $288K
DFSE
Dimensional ETF Tr Dimen Emrgn
1.02K
+ 0.26%
N/A
397K $0
Flutter Entmt PLC
169
+ 8.02%
N/A
2.28K $0
Rocket Lab Corp
122
+ 1.42%
N/A
8.71K $0
Brookfield Corp
1.8K
+ 40.36%
N/A
6.26K $0
Corpay Inc
737
+ 75.82%
N/A
1.71K $0
Blackrock Inc
208
+ 14.39%
N/A
1.65K $0
CRH.L
Crh PLC

Basic Materials
210
+ 2.92%
N/A
7.4K $0
Crane Company
101
+ 8.05%
N/A
1.36K $0
Barrick Mng Corp
10
+ 0.09%
N/A
11.4K $0
Ishares Bitcoin Trust ETF
150
+ 1.94%
N/A
7.9K $0
DRS
Leonardo Drs, Inc.
1
+ 0.02%
N/A
4.92K $0
Schwab Strategic Tr
8.73K
+ 84.81%
N/A
19K $0
Gsk PLC
4
+ 0.03%
N/A
13.5K $0
Sharkninja Inc
190
+ 8.24%
N/A
2.5K $0
Kenvue Inc
2.93K
+ 11.75%
N/A
27.9K $0
Coherent Corp
4
+ 0.09%
N/A
4.69K $0
CHTR
Charter Communications, Inc.

Communication Services
811
+ 48.65%
$256.57 - $418.22 $208K - $339K
2.48K $681K
Dimensional ETF Trust
934K
+ 6.43%
N/A
15.5M $0
Ferguson Enterprises Inc
1
+ 0.05%
N/A
1.93K $0
Spectral Ai Inc
36.2K
+ 149.3%
N/A
60.5K $0
Linde PLC
634
+ 14.0%
N/A
5.16K $0
Loar Holdings Inc
447
+ 18.13%
N/A
2.91K $0
DFSU
Dimensional ETF Tr Dimen Us Su
15.1K
+ 3.64%
N/A
431K $0
Liberty Media Corp Del
597
+ 13.63%
N/A
4.98K $0
Jacobs Solutions Inc
63
+ 2.02%
N/A
3.19K $0
TAP
Molson Coors Beverage CO

Consumer Defensive
366
+ 5.67%
$44.09 - $52.81 $16.1K - $19.3K
6.82K $308K
RACE
Ferrari N.V.

Consumer Cyclical
13
+ 0.85%
$436.24 - $517.65 $5.67K - $6.73K
1.55K $750K
JBL
Jabil Inc

Technology
2
+ 0.07%
$202.08 - $234.45 $404 - $469
2.8K $608K
BKNG
Booking Holdings Inc.

Consumer Cyclical
11
+ 6.88%
$5364.25 - $5815.92 $59K - $64K
171 $923K
POST
Post Holdings, Inc.

Consumer Defensive
1
+ 0.04%
$102.36 - $114.04 $102 - $114
2.23K $239K
NDAQ
Nasdaq, Inc.

Financial Services
15
+ 0.23%
$86.73 - $96.94 $1.3K - $1.45K
6.6K $584K
RRC
Range Resources Corp

Energy
519
+ 6.43%
$32.79 - $39.33 $17K - $20.4K
8.59K $323K
AGO
Assured Guaranty LTD

Financial Services
1
+ 0.04%
$80.41 - $86.64 $80.4 - $86.6
2.57K $217K
MQ
Marqeta, Inc.

Technology
3
+ 0.03%
$5.28 - $6.83 $15.8 - $20.5
10.2K $53K
WSFS
Wsfs Financial Corp

Financial Services
1
+ 0.02%
$53.34 - $59.17 $53.3 - $59.2
5.73K $309K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
1
+ 0.05%
$123.13 - $140.8 $123 - $141
2.14K $274K
ACN
Accenture PLC

Technology
1.07K
+ 20.62%
$232.56 - $304.78 $248K - $325K
6.23K $1.54M
PAYO
Payoneer Global Inc.

Technology
2
+ 0.02%
$6.05 - $7.42 $12.1 - $14.8
10K $60K
SPGI
S&P Global Inc.

Financial Services
240
+ 7.75%
$484.94 - $564.15 $116K - $135K
3.34K $1.62M
LUV
Southwest Airlines CO

Industrials
14
+ 0.08%
$29.06 - $37.7 $407 - $528
18K $572K
GWW
W.W. Grainger, Inc.

Industrials
23
+ 6.32%
$932.44 - $1059.49 $21.4K - $24.4K
387 $368K
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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