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
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
689
+ 5.96%
$39.89 - $49.46 $27.5K - $34.1K
12.2K $605K
AVLV
American Centy ETF Tr Avantis
1
+ 0.0%
$56.85 - $68.21 $56.9 - $68.2
27.4K $1.87M
CCK
Crown Holdings Inc

Consumer Cyclical
406
+ 13.75%
$78.47 - $104.45 $31.9K - $42.4K
3.36K $345K
CAH
Cardinal Health Inc

Healthcare
7
+ 0.27%
$125.0 - $168.0 $875 - $1.18K
2.63K $441K
CBRE
Cbre Group, Inc.

Real Estate
311
+ 7.96%
$113.94 - $140.12 $35.4K - $43.6K
4.22K $591K
FTNT
Fortinet, Inc.

Technology
5
+ 0.06%
$84.71 - $108.69 $424 - $543
8.38K $885K
PNR
Pentair PLC

Industrials
352
+ 12.25%
$76.17 - $103.58 $26.8K - $36.5K
3.23K $331K
CHTR
Charter Communications, Inc.

Communication Services
31
+ 1.89%
$321.68 - $427.25 $9.97K - $13.2K
1.67K $681K
DKNG
Draft Kings Inc.

Consumer Cyclical
34
+ 0.43%
$31.67 - $42.89 $1.08K - $1.46K
7.89K $338K
RELX
Relx PLC

Communication Services
844
+ 10.1%
$45.31 - $55.66 $38.2K - $47K
9.2K $499K
BALL
Ball Corp

Consumer Cyclical
934
+ 16.54%
$44.94 - $56.99 $42K - $53.2K
6.58K $369K
AZEK
Azek CO Inc.

Industrials
832
+ 16.22%
$43.39 - $54.86 $36.1K - $45.6K
5.96K $324K
CDNS
Cadence Design Systems Inc

Technology
1
+ 0.07%
$231.64 - $323.08 $232 - $323
1.37K $422K
LNG
Cheniere Energy, Inc.

Energy
165
+ 5.84%
$197.25 - $244.33 $32.5K - $40.3K
2.99K $728K
DAL
Delta Air Lines, Inc.

Industrials
8
+ 0.06%
$35.88 - $52.99 $287 - $424
13.3K $653K
EWBC
East West Bancorp Inc

Financial Services
307
+ 8.17%
$71.03 - $101.75 $21.8K - $31.2K
4.07K $410K
SHV
Ishares Tr

ETFs
670
+ 3.18%
$110.06 - $110.46 $73.7K - $74K
21.7K $2.4M
KEYS
Keysight Technologies, Inc.

Technology
276
+ 14.61%
$127.02 - $165.4 $35.1K - $45.7K
2.17K $354K
SCHG
Schwab Strategic Tr Us Large C

ETFs
439
+ 3.17%
$22.27 - $29.21 $9.78K - $12.8K
14.3K $417K
IDXX
Idexx Laboratories Inc

Healthcare
1
+ 0.17%
$361.04 - $536.34 $361 - $536
595 $319K
ACN
Accenture PLC

Technology
434
+ 9.17%
$279.23 - $323.21 $121K - $140K
5.17K $1.54M
EHC
Encompass Health Corp

Healthcare
208
+ 10.49%
$96.12 - $122.63 $20K - $25.5K
2.19K $268K
VO
Vanguard Mid Cap ETF

ETFs
63
+ 2.7%
$228.54 - $279.83 $14.4K - $17.6K
2.4K $671K
SPXC
Spx Corp

Industrials
2
+ 0.12%
$120.66 - $167.68 $241 - $335
1.68K $281K
USFD
Us Foods Holding Corp.

Consumer Defensive
85
+ 1.65%
$60.47 - $79.12 $5.14K - $6.73K
5.24K $403K
LYV
Live Nation Entertainment, Inc.

Communication Services
4
+ 0.13%
$118.81 - $151.28 $475 - $605
3.2K $483K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
6.38K
+ 46.52%
$8.28 - $9.42 $52.8K - $60.1K
20.1K $189K
D
Dominion Energy, Inc

Utilities
1.12K
+ 28.28%
$49.66 - $58.0 $55.5K - $64.8K
5.07K $286K
RJF
Raymond James Financial Inc

Financial Services
1
+ 0.02%
$123.65 - $153.88 $124 - $154
4.5K $690K
CSGP
Costar Group, Inc.

Real Estate
755
+ 18.49%
$72.62 - $83.22 $54.8K - $62.8K
4.84K $388K
VTHR
Vanguard Russell 3000 ETF

ETFs
7
+ 0.29%
$218.71 - $272.75 $1.53K - $1.91K
2.45K $667K
HPQ
Hp Inc

Technology
3.89K
+ 41.51%
$21.88 - $29.32 $85.1K - $114K
13.3K $324K
FFIV
F5, Inc.

Technology
79
+ 5.41%
$239.25 - $295.9 $18.9K - $23.4K
1.54K $453K
HCA
Hca Healthcare, Inc.

Healthcare
65
+ 6.29%
$317.61 - $387.52 $20.6K - $25.2K
1.1K $420K
BPOP
Popular, Inc.

Financial Services
157
+ 6.25%
$81.63 - $110.51 $12.8K - $17.4K
2.67K $294K
MOH
Molina Healthcare, Inc.

Healthcare
301
+ 34.36%
$290.25 - $353.24 $87.4K - $106K
1.18K $350K
EQT
Eqt Corp

Energy
20
+ 0.16%
$46.11 - $60.44 $922 - $1.21K
12.3K $716K
SYY
Sysco Corp

Consumer Defensive
351
+ 0.72%
$68.0 - $75.91 $23.9K - $26.6K
49K $3.71M
IWM
Ishares Russell 2000 ETF

ETFs
11
+ 0.3%
$174.82 - $215.79 $1.92K - $2.37K
3.63K $782K
GME
Game Stop Corp.

Consumer Cyclical
1.13K
+ 6.97%
$21.1 - $35.01 $23.9K - $39.6K
17.4K $423K
EW
Edwards Lifesciences Corp

Healthcare
323
+ 5.37%
$67.07 - $78.22 $21.7K - $25.3K
6.34K $495K
F
Ford Motor CO

Consumer Cyclical
396
+ 0.58%
$8.69 - $10.85 $3.44K - $4.3K
69.1K $749K
RSP
Invesco S&P 500 Equal Weight E

ETFs
76
+ 1.39%
$152.93 - $181.74 $11.6K - $13.8K
5.55K $1.01M
DRI
Darden Restaurants Inc

Consumer Cyclical
205
+ 14.14%
$186.58 - $225.78 $38.2K - $46.3K
1.66K $360K
JBHT
Hunt J B Transport Services Inc

Industrials
455
+ 31.02%
$124.73 - $152.78 $56.8K - $69.5K
1.92K $275K
DT
Dynatrace, Inc.

Technology
123
+ 1.92%
$41.21 - $55.9 $5.07K - $6.88K
6.53K $360K
LII
Lennox International Inc

Industrials
93
+ 25.76%
$508.76 - $605.77 $47.3K - $56.3K
454 $260K
AXS
Axis Capital Holdings LTD

Financial Services
464
+ 15.81%
$87.23 - $106.93 $40.5K - $49.6K
3.4K $352K
ECL
Ecolab Inc.

Basic Materials
127
+ 8.76%
$225.65 - $270.95 $28.7K - $34.4K
1.58K $424K
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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