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
ADI
Analog Devices Inc

Technology
718
+ 14.18%
$164.6 - $238.02 $118K - $171K
5.78K $1.38M
HBAN
Huntington Bancshares Inc

Financial Services
18.2K
+ 74.12%
$12.49 - $16.76 $227K - $305K
42.7K $716K
UBER
Uber Technologies, Inc

Technology
1.33K
+ 12.1%
$64.62 - $93.3 $85.7K - $124K
12.3K $1.15M
ABT
Abbott Laboratories

Healthcare
1.07K
+ 1.83%
$123.95 - $138.08 $133K - $148K
59.6K $8.11M
HPE
Hewlett Packard Enterprise CO

Technology
10.9K
+ 48.3%
$12.51 - $20.45 $136K - $222K
33.4K $682K
T
At&T Inc.

Communication Services
7.84K
+ 5.02%
$26.33 - $28.94 $206K - $227K
164K $4.75M
BKNG
Booking Holdings Inc.

Consumer Cyclical
30
+ 23.08%
$4164.15 - $5789.24 $125K - $174K
160 $926K
AMAT
Applied Materials Inc

Technology
241
+ 3.27%
$126.95 - $183.52 $30.6K - $44.2K
7.6K $1.39M
SOFI
So Fi Technologies, Inc.

Financial Services
2.37K
+ 5.73%
$9.5 - $18.21 $22.5K - $43.2K
43.8K $797K
APH
Amphenol Corp

Technology
782
+ 11.7%
$59.09 - $98.75 $46.2K - $77.2K
7.46K $736K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.63K
+ 25.42%
$49.57 - $50.27 $279K - $283K
27.8K $1.4M
TDY
Teledyne Technologies Inc

Technology
542
+ 70.57%
$435.54 - $512.31 $236K - $278K
1.31K $671K
CRWD
Crowd Strike Holdings, Inc.

Technology
162
+ 12.3%
$321.63 - $509.31 $52.1K - $82.5K
1.48K $753K
MA
Mastercard Inc

Financial Services
398
+ 8.95%
$479.92 - $590.74 $191K - $235K
4.85K $2.72M
KLAC
Kla Corp

Technology
141
+ 19.32%
$576.53 - $902.94 $81.3K - $127K
871 $780K
AXON
Axon Enterprise, Inc.

Industrials
1
+ 0.11%
$497.13 - $827.94 $497 - $828
938 $776K
AVRE
American Centy ETF Tr Avantis
5.52K
+ 15.61%
$38.75 - $44.92 $214K - $248K
40.9K $1.8M
RF
Regions Financial Corp

Financial Services
10.5K
+ 63.95%
$18.34 - $23.52 $192K - $246K
26.8K $630K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.63K
+ 22.14%
$55.54 - $69.09 $146K - $182K
14.5K $1M
ZM
Zoom Video Communications, Inc.

Technology
3.11K
+ 73.03%
$66.7 - $84.62 $208K - $263K
7.37K $574K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
15.4K
+ 41.33%
$10.8 - $16.92 $166K - $260K
52.5K $721K
RBLX
Roblox Corp

Communication Services
428
+ 9.5%
$51.22 - $105.59 $21.9K - $45.2K
4.93K $518K
OSBC
Old Second Bancorp Inc

Financial Services
22
+ 0.01%
$14.45 - $17.74 $318 - $390
230K $4.08M
TROW
Price T Rowe Group Inc

Financial Services
2.48K
+ 84.26%
$80.27 - $98.06 $199K - $243K
5.43K $523K
WBD
Warner Bros. Discovery, Inc.

Communication Services
18.9K
+ 39.52%
$7.69 - $11.46 $145K - $217K
66.8K $765K
SYF
Synchrony Financial

Financial Services
2.02K
+ 23.75%
$43.81 - $66.74 $88.4K - $135K
10.5K $701K
NVS
Novartis Ag

Healthcare
88
+ 0.36%
$101.96 - $121.01 $8.97K - $10.6K
24.6K $2.98M
PINS
Pinterest, Inc.

Communication Services
5.09K
+ 42.0%
$24.21 - $35.95 $123K - $183K
17.2K $617K
CME
Cme Group Inc.

Financial Services
593
+ 7.97%
$252.37 - $290.71 $150K - $172K
8.03K $2.21M
MELI
Mercadolibre Inc

Consumer Cyclical
40
+ 20.1%
$1794.73 - $2613.63 $71.8K - $105K
239 $624K
MRVL
Marvell Technology, Inc.

Technology
1.12K
+ 11.87%
$49.38 - $79.97 $55.2K - $89.4K
10.5K $815K
JCI
Johnson Controls International PLC

Industrials
5
+ 0.06%
$71.14 - $105.62 $356 - $528
8.98K $948K
KKR
Kkr & Co. Inc.

Financial Services
409
+ 4.27%
$92.79 - $134.29 $38K - $54.9K
10K $1.33M
ADM
Archer Daniels Midland CO

Consumer Defensive
3.37K
+ 37.85%
$41.79 - $54.16 $141K - $182K
12.3K $647K
CTSH
Cognizant Technology Solutions Corp

Technology
2.7K
+ 39.91%
$66.47 - $81.81 $179K - $221K
9.46K $738K
NTRS
Northern Trust Corp

Financial Services
495
+ 9.3%
$84.45 - $126.79 $41.8K - $62.8K
5.82K $737K
HON
Honeywell International Inc

Industrials
418
+ 7.79%
$182.86 - $232.88 $76.4K - $97.3K
5.79K $1.35M
ICE
Intercontinental Exchange, Inc.

Financial Services
841
+ 16.52%
$151.62 - $183.47 $128K - $154K
5.93K $1.09M
HSBC
Hsbc Holdings PLC

Financial Services
929
+ 2.14%
$46.68 - $61.09 $43.4K - $56.8K
44.2K $2.69M
PANW
Palo Alto Networks Inc

Technology
403
+ 11.59%
$152.44 - $204.64 $61.4K - $82.5K
3.88K $793K
AMCR
Amcor PLC

Consumer Cyclical
24.9K
+ 43.49%
$8.57 - $9.81 $214K - $244K
82.2K $755K
CCL
Carnival Corp

Consumer Cyclical
189
+ 0.84%
$16.43 - $28.12 $3.11K - $5.31K
22.7K $639K
TWLO
Twilio Inc

Communication Services
405
+ 7.17%
$81.34 - $124.36 $32.9K - $50.4K
6.06K $752K
PYPL
Pay Pal Holdings, Inc.

Financial Services
921
+ 6.48%
$57.41 - $74.81 $52.9K - $68.9K
15.1K $1.13M
BK
Bank Of New York Mellon Corp

Financial Services
454
+ 2.21%
$73.31 - $91.62 $33.3K - $41.6K
21K $1.91M
EMR
Emerson Electric CO

Industrials
442
+ 8.11%
$94.15 - $133.33 $41.6K - $58.9K
5.89K $785K
DASH
Door Dash, Inc.

Communication Services
158
+ 6.92%
$163.16 - $246.51 $25.8K - $38.9K
2.44K $601K
FIX
Comfort Systems Usa Inc

Industrials
2
+ 0.24%
$296.51 - $536.21 $593 - $1.07K
835 $447K
CTVA
Corteva, Inc.

Basic Materials
432
+ 3.49%
$55.52 - $74.53 $24K - $32.2K
12.8K $954K
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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