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
SONY
Sony Group Corp

Technology
8.3K
+ 7.52%
$23.92 - $30.07 $199K - $250K
119K $3.41M
BK
Bank Of New York Mellon Corp

Financial Services
1.35K
+ 6.44%
$90.65 - $109.75 $122K - $148K
22.3K $2.43M
NEM
Newmont Corp

Basic Materials
3
+ 0.02%
$57.35 - $85.25 $172 - $256
20K $1.68M
SNY
Sanofi

Healthcare
12.3K
+ 21.48%
$45.07 - $51.35 $552K - $629K
69.3K $3.27M
NOC
Northrop Grumman Corp

Industrials
499
+ 31.97%
$498.9 - $609.32 $249K - $304K
2.06K $1.26M
ALL
Allstate Corp

Financial Services
938
+ 4.63%
$192.0 - $214.65 $180K - $201K
21.2K $4.55M
RTX
Raytheon Technologies Corp

Industrials
505
+ 3.0%
$144.19 - $167.33 $72.8K - $84.5K
17.3K $2.9M
NSC
Norfolk Southern Corp

Industrials
673
+ 12.85%
$259.49 - $300.41 $175K - $202K
5.91K $1.78M
BX
Blackstone Inc.

Financial Services
1.52K
+ 21.17%
$152.77 - $188.68 $232K - $287K
8.69K $1.49M
AVDV
American Centy ETF Tr Avantis

ETFs
1.49K
+ 5.24%
$79.24 - $89.03 $118K - $132K
29.9K $2.66M
ROP
Roper Technologies Inc

Industrials
955
+ 92.9%
$495.03 - $573.0 $473K - $547K
1.98K $988K
WDC
Western Digital Corp

Technology
613
+ 10.4%
$63.84 - $120.06 $39.1K - $73.6K
6.51K $781K
CVS
Cvs Health Corp

Healthcare
3.76K
+ 22.77%
$58.75 - $76.5 $221K - $288K
20.3K $1.53M
TM
Toyota Motor Corp

Consumer Cyclical
30
+ 0.15%
$167.86 - $202.79 $5.04K - $6.08K
20.5K $3.91M
BA
Boeing CO

Industrials
1.62K
+ 24.94%
$209.79 - $237.38 $339K - $384K
8.1K $1.75M
GLD
Spdr Gold Trust

ETFs
863
+ 68.33%
$300.96 - $355.47 $260K - $307K
2.13K $755K
PPG
Ppg Industries Inc

Basic Materials
3.74K
+ 127.49%
$103.65 - $119.07 $387K - $445K
6.67K $701K
CBOE
Cboe Global Markets, Inc.

Financial Services
601
+ 3.65%
$231.35 - $253.24 $139K - $152K
17.1K $4.19M
SYK
Stryker Corp

Healthcare
1.12K
+ 39.19%
$368.57 - $403.53 $412K - $451K
3.97K $1.47M
BMY
Bristol Myers Squibb CO

Healthcare
7.65K
+ 52.52%
$43.31 - $48.98 $331K - $375K
22.2K $1M
ABT
Abbott Laboratories

Healthcare
3.34K
+ 5.6%
$120.51 - $136.62 $402K - $456K
62.9K $8.43M
VUG
Vanguard Growth ETF

ETFs
20
+ 0.26%
$433.97 - $484.08 $8.68K - $9.68K
7.57K $3.63M
LHX
L3 Harris Technologies, Inc.

Industrials
325
+ 8.27%
$252.18 - $305.41 $82K - $99.3K
4.26K $1.3M
MA
Mastercard Inc

Financial Services
488
+ 10.07%
$550.18 - $598.96 $268K - $292K
5.33K $3.03M
MDT
Medtronic PLC

Healthcare
1.52K
+ 7.47%
$87.67 - $95.74 $133K - $146K
21.9K $2.08M
CHK
Chesapeake Energy Corp

Energy
3.54K
+ 85.98%
N/A
7.66K $656K
BDX
Becton Dickinson & CO

Healthcare
1.24K
+ 26.93%
$172.41 - $199.66 $213K - $247K
5.83K $1.09M
FISV
Fiserv Inc

Technology
2.39K
+ 45.34%
N/A
7.66K $959K
TXN
Texas Instruments Inc

Technology
1.52K
+ 18.14%
N/A
9.91K $1.93M
VZ
Verizon Communications Inc

Communication Services
5.68K
+ 8.24%
$40.84 - $45.06 $232K - $256K
74.5K $3.28M
HAL
Halliburton CO

Energy
9.4K
+ 69.17%
$20.5 - $25.11 $193K - $236K
23K $565K
QQQ
Invesco Qqq Trust, Series 1

ETFs
65
+ 1.31%
$546.99 - $602.2 $35.6K - $39.1K
5.04K $3.02M
PSX
Phillips 66

Energy
1.03K
+ 12.39%
$118.37 - $139.46 $122K - $144K
9.38K $1.28M
GM
General Motors CO

Consumer Cyclical
726
+ 3.74%
$48.89 - $61.24 $35.5K - $44.5K
20.1K $1.23M
CIEN
Ciena Corp

Technology
140
+ 3.6%
$77.75 - $145.67 $10.9K - $20.4K
4.03K $586K
DINO
Hf Sinclair Corp

Energy
3.81K
+ 67.46%
$42.11 - $54.01 $161K - $206K
9.47K $495K
CMI
Cummins Inc

Industrials
238
+ 13.98%
$327.85 - $426.39 $78K - $101K
1.94K $819K
FSLR
First Solar, Inc.

Technology
423
+ 13.94%
$160.84 - $223.53 $68K - $94.6K
3.46K $762K
BKR
Baker Hughes CO

Energy
1.61K
+ 9.34%
$38.68 - $50.55 $62.3K - $81.4K
18.9K $919K
ELAN
Elanco Animal Health Inc

Healthcare
8.76K
+ 66.98%
$13.68 - $20.14 $120K - $176K
21.8K $439K
TJX
Tjx Companies Inc

Consumer Cyclical
353
+ 3.67%
$121.35 - $144.54 $42.8K - $51K
9.98K $1.44M
DG
Dollar General Corp

Consumer Defensive
2.71K
+ 93.94%
$101.86 - $116.32 $276K - $316K
5.6K $578K
DHI
Horton D R Inc

Consumer Cyclical
1
+ 0.02%
$129.82 - $184.04 $130 - $184
5.82K $985K
URI
United Rentals, Inc.

Industrials
77
+ 9.51%
$774.14 - $975.23 $59.6K - $75.1K
887 $846K
DAL
Delta Air Lines, Inc.

Industrials
2.35K
+ 17.64%
$49.0 - $61.97 $115K - $145K
15.6K $887K
COP
Conocophillips

Energy
1.26K
+ 5.41%
$91.0 - $98.99 $115K - $125K
24.6K $2.33M
SLB
Schlumberger Limited

Energy
6.32K
+ 29.75%
$32.37 - $37.31 $205K - $236K
27.6K $947K
UBER
Uber Technologies, Inc

Technology
1.73K
+ 14.09%
$86.91 - $99.57 $150K - $172K
14K $1.37M
MP
Mp Materials Corp.

Basic Materials
14
+ 0.21%
$30.03 - $77.13 $420 - $1.08K
6.63K $444K
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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