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
KMI
Kinder Morgan, Inc.

Energy
6.67K
+ 10.17%
$26.23 - $28.5 $175K - $190K
72.3K $2.05M
CHD
Church & Dwight CO Inc

Consumer Defensive
1.91K
+ 32.02%
$85.84 - $99.09 $164K - $190K
7.89K $691K
AIZ
Assurant, Inc.

Financial Services
403
+ 26.64%
$184.56 - $218.69 $74.4K - $88.1K
1.92K $415K
TOL
Toll Brothers, Inc.

Consumer Cyclical
250
+ 7.43%
$113.78 - $148.0 $28.4K - $37K
3.62K $499K
TRV
Travelers Companies, Inc.

Financial Services
226
+ 5.1%
$250.62 - $279.43 $56.6K - $63.2K
4.66K $1.3M
ECL
Ecolab Inc.

Basic Materials
391
+ 24.81%
$259.39 - $285.47 $101K - $112K
1.97K $538K
NVT
N Vent Electric PLC

Industrials
235
+ 6.59%
$72.16 - $100.25 $17K - $23.6K
3.8K $375K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.94K
+ 7.72%
$21.69 - $23.34 $63.7K - $68.5K
41K $953K
KEY
Keycorp

Financial Services
3.76K
+ 11.51%
$17.37 - $19.39 $65.3K - $72.9K
36.4K $680K
DRI
Darden Restaurants Inc

Consumer Cyclical
816
+ 49.31%
$184.73 - $220.27 $151K - $180K
2.47K $470K
IQV
Iqvia Holdings Inc.

Healthcare
303
+ 19.54%
$157.68 - $200.82 $47.8K - $60.8K
1.85K $352K
MSI
Motorola Solutions, Inc.

Technology
129
+ 9.79%
$408.73 - $490.3 $52.7K - $63.2K
1.45K $661K
INTU
Intuit Inc

Technology
395
+ 25.57%
$646.03 - $807.39 $255K - $319K
1.94K $1.32M
KHC
Kraft Heinz CO

Consumer Defensive
3.95K
+ 21.98%
$25.63 - $28.94 $101K - $114K
21.9K $570K
NBIX
Neurocrine Biosciences Inc

Healthcare
560
+ 29.58%
$123.98 - $146.67 $69.4K - $82.1K
2.45K $344K
WST
West Pharmaceutical Services Inc

Healthcare
203
+ 16.9%
$210.08 - $279.1 $42.6K - $56.7K
1.4K $368K
UNP
Union Pacific Corp

Industrials
207
+ 2.27%
$214.91 - $237.16 $44.5K - $49.1K
9.31K $2.2M
HIG
Hartford Financial Services Group, Inc.

Financial Services
548
+ 11.19%
$119.73 - $134.7 $65.6K - $73.8K
5.45K $726K
NTRS
Northern Trust Corp

Financial Services
439
+ 7.54%
$123.6 - $134.6 $54.3K - $59.1K
6.26K $842K
VT
Vanguard Total World Stk Index

ETFs
562
+ 19.16%
$128.41 - $138.03 $72.2K - $77.6K
3.5K $481K
DELL
Dell Technologies Inc.

Technology
450
+ 21.36%
$120.96 - $141.77 $54.4K - $63.8K
2.56K $362K
HOLX
Hologic Inc

Healthcare
1.39K
+ 36.43%
$63.26 - $68.98 $88.2K - $96.2K
5.22K $352K
EW
Edwards Lifesciences Corp

Healthcare
1.37K
+ 21.56%
$73.75 - $81.83 $101K - $112K
7.7K $598K
TDG
Trans Digm Group Inc

Industrials
127
+ 39.81%
$1271.04 - $1620.83 $161K - $206K
446 $587K
MFC
Manulife Financial Corp

Financial Services
3.5K
+ 36.7%
$29.9 - $32.34 $105K - $113K
13K $406K
APD
Air Products & Chemicals, Inc.

Basic Materials
572
+ 9.75%
$265.78 - $299.3 $152K - $171K
6.44K $1.76M
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
4.56K
+ 51.02%
$23.52 - $28.77 $107K - $131K
13.5K $355K
JEF
Jefferies Financial Group Inc.

Financial Services
371
+ 5.41%
$54.67 - $70.36 $20.3K - $26.1K
7.23K $473K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
2.55K
+ 41.5%
$57.1 - $70.52 $146K - $180K
8.71K $519K
DOX
Amdocs LTD

Technology
1.49K
+ 51.4%
$81.2 - $92.62 $121K - $138K
4.38K $359K
SQ
Block, Inc.

Technology
1.68K
+ 18.53%
N/A
10.7K $612K
JLL
Jones Lang Lasalle Inc

Real Estate
112
+ 7.75%
$248.95 - $319.66 $27.9K - $35.8K
1.56K $464K
GRMN
Garmin LTD

Technology
1
+ 0.04%
$211.13 - $246.22 $211 - $246
2.49K $613K
RRX
Regal Rexnord Corp

Industrials
675
+ 43.8%
$137.95 - $159.91 $93.1K - $108K
2.22K $317K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
118
+ 10.34%
$224.68 - $282.71 $26.5K - $33.4K
1.26K $351K
MET
Metlife Inc

Financial Services
811
+ 5.96%
$73.82 - $82.37 $59.9K - $66.8K
14.4K $1.19M
KKR
Kkr & Co. Inc.

Financial Services
955
+ 9.55%
$129.95 - $152.16 $124K - $145K
11K $1.42M
NET
Cloudflare, Inc.

Technology
78
+ 1.96%
$181.39 - $228.28 $14.1K - $17.8K
4.06K $870K
DVN
Devon Energy Corp

Energy
1.21K
+ 8.27%
$31.75 - $36.99 $38.4K - $44.7K
15.8K $555K
LNC
Lincoln National Corp

Financial Services
1.28K
+ 19.5%
$33.37 - $43.29 $42.8K - $55.5K
7.86K $316K
WBS
Webster Financial Corp

Financial Services
1.01K
+ 17.26%
$55.19 - $62.92 $55.9K - $63.7K
6.88K $409K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
203
+ 8.46%
$105.93 - $131.8 $21.5K - $26.8K
2.6K $343K
AON
Aon PLC

Financial Services
245
+ 17.13%
$350.91 - $375.27 $86K - $91.9K
1.68K $597K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
136
+ 5.89%
$201.83 - $230.93 $27.4K - $31.4K
2.44K $543K
RJF
Raymond James Financial Inc

Financial Services
1
+ 0.02%
$154.64 - $176.43 $155 - $176
4.5K $777K
DD
Du Pont De Nemours, Inc.

Basic Materials
176
+ 2.24%
$69.9 - $78.26 $12.3K - $13.8K
8.03K $625K
CACI
Caci International Inc

Technology
202
+ 21.35%
N/A
1.15K $491K
PNR
Pentair PLC

Industrials
530
+ 16.43%
$100.62 - $112.59 $53.3K - $59.7K
3.76K $416K
MLI
Mueller Industries Inc

Industrials
1
+ 0.03%
$82.07 - $101.7 $82.1 - $102
3.91K $395K
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
Track This Portfolio

Track Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email