Forum Financial Management, LP Incresed Positions in Q1 2025

Forum Financial Management, LP

  • $5.28 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LPLA
Lpl Financial Holdings Inc.

Financial Services
1
+ 0.1%
$308.87 - $383.33 $309 - $383
1.01K $331K
LAD
Lithia Motors Inc

Consumer Cyclical
125
+ 22.16%
$285.59 - $385.71 $35.7K - $48.2K
689 $202K
ENSG
Ensign Group, Inc

Healthcare
51
+ 3.35%
$125.4 - $148.86 $6.4K - $7.59K
1.58K $203K
ODFL
Old Dominion Freight Line, Inc.

Industrials
104
+ 7.04%
$161.13 - $209.29 $16.8K - $21.8K
1.58K $261K
Smurfit Westrock PLC
61
+ 0.62%
N/A
9.84K $0
Te Connectivity PLC
414
+ 13.0%
N/A
3.6K $0
Sharkninja Inc
144
+ 5.28%
N/A
2.87K $0
SNOW
Snowflake Inc.

Technology
115
+ 5.58%
$146.16 - $192.78 $16.8K - $22.2K
2.18K $318K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
21.6K
+ 26.59%
N/A
103K $0
Liberty Media Corp Del
13
+ 0.29%
N/A
4.52K $0
Jacobs Solutions Inc
200
+ 7.28%
N/A
2.95K $0
Linde PLC
82
+ 1.97%
N/A
4.24K $0
Dimensional ETF Trust
219K
+ 1.56%
N/A
14.2M $0
Lam Research Corp
511
+ 9.43%
N/A
5.93K $0
Dimensional ETF Trust
179K
+ 3.3%
N/A
5.62M $0
Gsk PLC
398
+ 2.97%
N/A
13.8K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
6.65K
+ 1.71%
N/A
396K $0
Manager Directed Portfolios
45.5K
+ 3.95%
N/A
1.2M $0
CNHI
Cnh Industrial N.V.

Industrials
13
+ 0.04%
N/A
36.8K $383K
Canadian Pacific Kansas City
41
+ 1.08%
N/A
3.82K $0
Ferguson Enterprises Inc
667
+ 52.35%
N/A
1.94K $0
Ea Series Trust
4.9K
+ 0.74%
N/A
670K $0
APG
A Pi Group Corp

Industrials
22
+ 0.38%
$35.67 - $40.88 $785 - $899
5.85K $209K
Cooper Cos Inc
1.59K
+ 41.48%
N/A
5.43K $0
FBHS
Fortune Brands Home & Security, Inc.

Industrials
8
+ 0.24%
N/A
3.3K $213K
Bunge Global Sa
73
+ 2.27%
N/A
3.28K $0
FTV
Fortive Corp

Technology
161
+ 2.31%
$71.82 - $82.98 $11.6K - $13.4K
7.12K $520K
HSIC
Henry Schein Inc

Healthcare
18
+ 0.56%
$68.49 - $81.91 $1.23K - $1.47K
3.21K $219K
ITOT
Ishares Core S&P Total U.S. St

ETFs
146
+ 5.04%
$120.29 - $134.6 $17.6K - $19.7K
3.05K $371K
CBRE
Cbre Group, Inc.

Real Estate
1
+ 0.03%
$121.79 - $147.13 $122 - $147
3.91K $511K
MGRC
Mcgrath Rentcorp

Industrials
1
+ 0.05%
$109.58 - $128.96 $110 - $129
2.14K $238K
NWSA
News Corp

Communication Services
24
+ 0.22%
$26.29 - $30.49 $631 - $732
10.9K $297K
VOYA
Voya Financial, Inc.

Financial Services
12
+ 0.32%
$65.1 - $75.67 $781 - $908
3.71K $251K
ONB
Old National Bancorp

Financial Services
345
+ 1.68%
$20.11 - $24.45 $6.94K - $8.44K
20.9K $442K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
15
+ 0.35%
$58.09 - $67.05 $871 - $1.01K
4.29K $257K
BOKF
Bok Financial Corp

Financial Services
4
+ 0.17%
$98.85 - $114.26 $395 - $457
2.37K $246K
IP
International Paper CO

Consumer Cyclical
6
+ 0.05%
$49.38 - $60.09 $296 - $361
11.4K $610K
ALXO
Alx Oncology Holdings Inc

Healthcare
10.8K
+ 95.16%
$0.62 - $1.86 $6.67K - $20K
22.1K $13K
EMN
Eastman Chemical CO

Basic Materials
52
+ 1.54%
$87.05 - $103.47 $4.53K - $5.38K
3.44K $302K
JLL
Jones Lang Lasalle Inc

Real Estate
3
+ 0.19%
$238.0 - $284.76 $714 - $854
1.56K $386K
PLUG
Plug Power Inc

Industrials
3.98K
+ 24.74%
$1.34 - $3.15 $5.33K - $12.5K
20K $27K
NDAQ
Nasdaq, Inc.

Financial Services
5
+ 0.09%
$72.17 - $83.76 $361 - $419
5.81K $441K
MAS
Masco Corp

Industrials
13
+ 0.43%
$68.67 - $81.85 $893 - $1.06K
3.06K $212K
IFF
International Flavors & Fragrances Inc

Basic Materials
247
+ 6.32%
$76.48 - $87.72 $18.9K - $21.7K
4.15K $322K
CG
Carlyle Group Inc.

Financial Services
844
+ 12.91%
$40.03 - $56.96 $33.8K - $48.1K
7.38K $321K
USFD
Us Foods Holding Corp.

Consumer Defensive
5
+ 0.1%
$63.38 - $72.02 $317 - $360
5.15K $337K
MHK
Mohawk Industries Inc

Consumer Cyclical
16
+ 0.7%
$110.92 - $130.83 $1.77K - $2.09K
2.31K $263K
CRL
Charles River Laboratories International, Inc.

Healthcare
285
+ 18.21%
$150.52 - $190.14 $42.9K - $54.2K
1.85K $278K
KEX
Kirby Corp

Industrials
2
+ 0.09%
$95.1 - $112.81 $190 - $226
2.2K $222K
Activity Summary
Buys All Purchases 486 New Holdings 117 Increased Positions 369 Sells All Sells 277 Reductions 277 Sold out 0 Options Calls 0 Puts 0
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