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
TFC
Truist Financial Corp

Financial Services
3.7K
+ 18.46%
$42.83 - $47.07 $159K - $174K
23.8K $1.09M
WDAY
Workday, Inc.

Technology
911
+ 57.26%
$213.69 - $247.69 $195K - $226K
2.5K $602K
AFL
Aflac Inc

Financial Services
1.44K
+ 15.52%
$98.09 - $111.7 $141K - $161K
10.7K $1.2M
IP
International Paper CO

Consumer Cyclical
4.7K
+ 44.25%
$45.32 - $55.68 $213K - $262K
15.3K $711K
SCHW
Schwab Charles Corp

Financial Services
1.38K
+ 7.12%
$91.03 - $98.69 $125K - $136K
20.7K $1.98M
LDOS
Leidos Holdings, Inc.

Technology
725
+ 29.82%
$159.2 - $188.96 $115K - $137K
3.16K $596K
CSX
Csx Corp

Industrials
4.14K
+ 18.51%
$32.05 - $36.52 $133K - $151K
26.5K $941K
BMO
Bank Of Montreal

Financial Services
900
+ 19.75%
$110.44 - $130.66 $99.4K - $118K
5.46K $710K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
8.61K
+ 76.8%
$22.45 - $23.2 $193K - $200K
19.8K $457K
CRDO
Credo Technology Group Holding LTD

Technology
6
+ 0.16%
$87.59 - $172.31 $526 - $1.03K
3.76K $547K
TMO
Thermo Fisher Scientific Inc.

Healthcare
27
+ 1.16%
$404.94 - $499.99 $10.9K - $13.5K
2.35K $1.14M
HMC
Honda Motor CO LTD

Consumer Cyclical
3.83K
+ 9.91%
$29.11 - $34.85 $111K - $133K
42.4K $1.31M
PHM
Pultegroup Inc

Consumer Cyclical
590
+ 13.94%
$108.0 - $141.42 $63.7K - $83.4K
4.82K $637K
BNS
Bank Of Nova Scotia

Financial Services
1.9K
+ 26.09%
$54.5 - $64.93 $104K - $123K
9.18K $593K
GD
General Dynamics Corp

Industrials
177
+ 6.72%
$293.92 - $341.0 $52K - $60.4K
2.81K $957K
CDE
Coeur Mining, Inc.

Basic Materials
81
+ 0.43%
$8.68 - $18.76 $703 - $1.52K
18.8K $352K
U
Unity Software Inc.

Technology
492
+ 4.64%
$24.01 - $46.53 $11.8K - $22.9K
11.1K $443K
APH
Amphenol Corp

Technology
1
+ 0.01%
$97.39 - $125.4 $97.4 - $125
7.46K $923K
RMBS
Rambus Inc

Technology
461
+ 13.44%
$62.85 - $107.38 $29K - $49.5K
3.89K $405K
DGX
Quest Diagnostics Inc

Healthcare
1.33K
+ 59.68%
N/A
3.56K $487K
MLM
Martin Marietta Materials Inc

Basic Materials
128
+ 10.27%
$546.36 - $631.12 $69.9K - $80.8K
1.37K $866K
F
Ford Motor CO

Consumer Cyclical
8.81K
+ 12.75%
$10.82 - $12.09 $95.3K - $107K
77.9K $931K
RIOT
Riot Blockchain, Inc.

Technology
4.06K
+ 30.34%
$11.03 - $19.78 $44.7K - $80.2K
17.4K $331K
CFG
Citizens Financial Group Inc

Financial Services
1.3K
+ 9.89%
$46.1 - $53.65 $59.9K - $69.7K
14.5K $768K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.35K
+ 132.55%
$159.87 - $247.68 $216K - $335K
2.37K $422K
COF
Capital One Financial Corp

Financial Services
858
+ 5.07%
$207.29 - $229.74 $178K - $197K
17.8K $3.78M
WDS
Woodside Energy Group LTD

Energy
13.3K
+ 23.52%
$15.05 - $17.66 $200K - $235K
69.9K $1.05M
SNPS
Synopsys Inc

Technology
396
+ 40.62%
$387.78 - $645.35 $154K - $256K
1.37K $676K
RSG
Republic Services, Inc.

Industrials
912
+ 45.19%
$225.33 - $246.01 $206K - $224K
2.93K $672K
MPC
Marathon Petroleum Corp

Energy
9
+ 0.14%
$158.59 - $198.69 $1.43K - $1.79K
6.47K $1.25M
RY
Royal Bank Of Canada

Financial Services
500
+ 7.94%
$128.46 - $148.6 $64.2K - $74.3K
6.8K $1M
STE
Steris PLC

Healthcare
645
+ 38.42%
$221.21 - $252.43 $143K - $163K
2.32K $575K
PNC
Pnc Financial Services Group, Inc.

Financial Services
390
+ 6.08%
$185.88 - $207.44 $72.5K - $80.9K
6.81K $1.37M
FITB
Fifth Third Bancorp

Financial Services
2.55K
+ 15.32%
$40.91 - $46.28 $104K - $118K
19.2K $855K
TOST
Toast, Inc.

Technology
5.67K
+ 121.02%
$36.51 - $49.3 $207K - $279K
10.3K $377K
ROIV
Roivant Sciences Ltd.

Healthcare
5.22K
+ 22.26%
$10.74 - $15.28 $56K - $79.7K
28.6K $433K
VEEV
Veeva Systems Inc

Healthcare
494
+ 22.8%
$269.2 - $297.91 $133K - $147K
2.66K $792K
RF
Regions Financial Corp

Financial Services
3.41K
+ 12.7%
$24.03 - $27.41 $81.8K - $93.4K
30.2K $797K
IVZ
Invesco Ltd.

Financial Services
1.81K
+ 10.46%
$16.17 - $23.0 $29.3K - $41.7K
19.1K $439K
USB
Us Bancorp \De\

Financial Services
1.78K
+ 6.94%
$43.94 - $50.41 $78.4K - $89.9K
27.5K $1.33M
LNG
Cheniere Energy, Inc.

Energy
803
+ 26.84%
$222.68 - $244.28 $179K - $196K
3.8K $891K
RSP
Invesco S&P 500 Equal Weight E

ETFs
625
+ 11.27%
$181.56 - $190.33 $113K - $119K
6.17K $1.17M
PH
Parker Hannifin Corp

Industrials
115
+ 9.06%
$697.13 - $769.67 $80.2K - $88.5K
1.39K $1.05M
PRIM
Primoris Services Corp

Industrials
3
+ 0.11%
$79.61 - $137.33 $239 - $412
2.7K $370K
KLAC
Kla Corp

Technology
1
+ 0.11%
$843.9 - $1078.6 $844 - $1.08K
872 $940K
AA
Alcoa Corp

Basic Materials
4.09K
+ 55.93%
$28.4 - $33.85 $116K - $138K
11.4K $374K
ETN
Eaton Corp PLC

Industrials
214
+ 4.66%
$342.99 - $392.76 $73.4K - $84.1K
4.8K $1.8M
NUE
Nucor Corp

Basic Materials
1.03K
+ 32.53%
$133.3 - $150.33 $138K - $155K
4.2K $569K
EOG
Eog Resources Inc

Energy
2.07K
+ 21.14%
$112.12 - $126.1 $232K - $261K
11.9K $1.33M
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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