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
LHX
L3 Harris Technologies, Inc.

Industrials
61
+ 1.58%
$200.21 - $256.99 $12.2K - $15.7K
3.93K $986K
GD
General Dynamics Corp

Industrials
455
+ 20.9%
$247.68 - $291.66 $113K - $133K
2.63K $767K
LBRDK
Liberty Broadband Corp

Communication Services
1.16K
+ 31.49%
$73.65 - $101.29 $85.4K - $117K
4.84K $476K
NXPI
Nxp Semiconductors N.V.

Technology
395
+ 14.45%
$153.5 - $218.72 $60.6K - $86.4K
3.13K $683K
ISRG
Intuitive Surgical Inc

Healthcare
123
+ 6.13%
$451.58 - $565.94 $55.5K - $69.6K
2.13K $1.16M
RE
Everest Re Group LTD

Financial Services
437
+ 46.29%
N/A
1.38K $511K
TJX
Tjx Companies Inc

Consumer Cyclical
1.15K
+ 13.6%
$119.13 - $135.03 $137K - $156K
9.63K $1.19M
ZS
Zscaler, Inc.

Technology
112
+ 10.61%
$174.67 - $315.32 $19.6K - $35.3K
1.17K $366K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
235
+ 36.15%
$468.22 - $566.51 $110K - $133K
885 $501K
EXEL
Exelixis, Inc.

Healthcare
2.26K
+ 31.08%
$34.13 - $46.26 $77.2K - $105K
9.54K $420K
RACE
Ferrari N.V.

Consumer Cyclical
129
+ 9.18%
$397.86 - $499.02 $51.3K - $64.4K
1.53K $752K
EME
Emcor Group, Inc.

Industrials
27
+ 3.28%
$342.02 - $534.89 $9.23K - $14.4K
851 $455K
OKTA
Okta, Inc.

Technology
1.66K
+ 53.3%
$91.24 - $127.3 $152K - $212K
4.78K $477K
NDAQ
Nasdaq, Inc.

Financial Services
775
+ 13.33%
$66.4 - $89.42 $51.5K - $69.3K
6.59K $589K
WDC
Western Digital Corp

Technology
193
+ 3.38%
$30.54 - $63.99 $5.89K - $12.4K
5.9K $377K
NTNX
Nutanix, Inc.

Technology
1.67K
+ 56.2%
$58.17 - $83.07 $97K - $138K
4.63K $354K
ING
Ing Groep Nv

Financial Services
1.77K
+ 3.75%
$16.62 - $21.98 $29.5K - $39K
49.1K $1.07M
KMI
Kinder Morgan, Inc.

Energy
3.07K
+ 4.91%
$25.21 - $29.4 $77.5K - $90.4K
65.7K $1.93M
EOG
Eog Resources Inc

Energy
1.78K
+ 22.11%
$104.61 - $129.97 $186K - $231K
9.81K $1.17M
WCC
Wesco International Inc

Industrials
536
+ 38.73%
$132.86 - $186.1 $71.2K - $99.7K
1.92K $355K
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.16K
+ 17.97%
$63.54 - $68.5 $137K - $148K
14.2K $956K
CRS
Carpenter Technology Corp

Industrials
2
+ 0.14%
$151.3 - $276.38 $303 - $553
1.45K $401K
KEY
Keycorp

Financial Services
5.64K
+ 20.85%
$13.23 - $17.42 $74.6K - $98.2K
32.7K $569K
IFF
International Flavors & Fragrances Inc

Basic Materials
2.08K
+ 50.02%
$66.85 - $79.33 $139K - $165K
6.23K $458K
CSX
Csx Corp

Industrials
2.17K
+ 10.75%
$26.69 - $32.91 $57.9K - $71.4K
22.4K $730K
VMC
Vulcan Materials CO

Basic Materials
361
+ 23.78%
$226.49 - $276.01 $81.8K - $99.6K
1.88K $490K
ATI
Allegheny Technologies Inc

Industrials
9
+ 0.23%
$41.97 - $86.8 $378 - $781
3.92K $338K
STE
Steris PLC

Healthcare
492
+ 41.45%
$208.55 - $252.55 $103K - $124K
1.68K $403K
GLW
Corning Inc

Technology
257
+ 1.49%
$39.07 - $52.59 $10K - $13.5K
17.5K $921K
CI
Cigna Corp

Healthcare
367
+ 8.06%
$301.89 - $340.04 $111K - $125K
4.92K $1.63M
VEEV
Veeva Systems Inc

Healthcare
22
+ 1.03%
$209.39 - $289.94 $4.61K - $6.38K
2.17K $624K
URI
United Rentals, Inc.

Industrials
39
+ 5.06%
$551.94 - $753.4 $21.5K - $29.4K
810 $610K
AI
C3.Ai, Inc.

Technology
3.57K
+ 31.95%
$18.24 - $27.8 $65.1K - $99.2K
14.7K $361K
CARR
Carrier Global Corp

Industrials
561
+ 6.52%
$55.55 - $75.83 $31.2K - $42.5K
9.17K $670K
CB
Chubb LTD

Financial Services
715
+ 10.55%
$274.32 - $302.46 $196K - $216K
7.49K $2.17M
WDAY
Workday, Inc.

Technology
488
+ 44.24%
$210.47 - $274.71 $103K - $134K
1.59K $381K
DLR
Digital Realty Trust, Inc.

Real Estate
387
+ 21.57%
$136.11 - $177.69 $52.7K - $68.8K
2.18K $380K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
129
+ 9.04%
$224.32 - $326.09 $28.9K - $42.1K
1.56K $507K
SNX
Td Synnex Corp

Technology
300
+ 11.89%
$95.81 - $137.79 $28.7K - $41.3K
2.82K $383K
JNPR
Juniper Networks Inc

Technology
2.28K
+ 28.84%
$33.93 - $39.93 $77.3K - $90.9K
10.2K $406K
ROK
Rockwell Automation, Inc

Industrials
172
+ 20.0%
$218.97 - $332.17 $37.7K - $57.1K
1.03K $342K
SPGI
S&P Global Inc.

Financial Services
120
+ 4.03%
$438.31 - $527.29 $52.6K - $63.3K
3.1K $1.63M
SONY
Sony Group Corp

Technology
1.94K
+ 1.79%
$21.24 - $26.88 $41.2K - $52.2K
110K $2.87M
FLR
Fluor Corp

Industrials
421
+ 6.81%
$30.86 - $51.42 $13K - $21.6K
6.6K $338K
ADBE
Adobe Inc.

Technology
263
+ 6.51%
$340.0 - $420.68 $89.4K - $111K
4.3K $1.67M
UNP
Union Pacific Corp

Industrials
728
+ 8.69%
$208.27 - $238.46 $152K - $174K
9.11K $2.1M
AON
Aon PLC

Financial Services
440
+ 44.44%
$335.85 - $398.81 $148K - $175K
1.43K $510K
KD
Kyndryl Holdings, Inc.

Technology
776
+ 10.83%
$27.77 - $41.96 $21.5K - $32.6K
7.94K $333K
HUBB
Hubbell Inc

Industrials
85
+ 9.2%
$315.94 - $408.41 $26.9K - $34.7K
1.01K $412K
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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