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
LFST
Life Stance Health Group, Inc.

Healthcare
11
+ 0.07%
$6.6 - $8.17 $72.6 - $89.9
15K $99K
PH
Parker Hannifin Corp

Industrials
45
+ 3.3%
$591.65 - $707.05 $26.6K - $31.8K
1.41K $857K
ATI
Allegheny Technologies Inc

Industrials
10
+ 0.26%
$50.0 - $65.86 $500 - $659
3.91K $203K
JXN
Jackson Financial Inc.

Financial Services
10
+ 0.29%
$79.36 - $97.88 $794 - $979
3.46K $289K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
776
+ 16.36%
$43.49 - $58.8 $33.7K - $45.6K
5.52K $239K
HQY
Healthequity, Inc.

Healthcare
59
+ 2.64%
$84.32 - $114.51 $4.97K - $6.76K
2.29K $202K
CPB
Campbell Soup CO

Consumer Defensive
2
+ 0.03%
$37.29 - $42.04 $74.6 - $84.1
6.3K $251K
MLI
Mueller Industries Inc

Industrials
1
+ 0.03%
$76.14 - $82.67 $76.1 - $82.7
3.89K $296K
RNR
Renaissancere Holdings LTD

Financial Services
1
+ 0.07%
$226.55 - $263.22 $227 - $263
1.39K $334K
AIT
Applied Industrial Technologies Inc

Industrials
3
+ 0.31%
$218.93 - $269.18 $657 - $808
983 $221K
PFGC
Performance Food Group CO

Consumer Defensive
54
+ 1.67%
$74.86 - $90.93 $4.04K - $4.91K
3.28K $258K
CMC
Commercial Metals CO

Basic Materials
12
+ 0.28%
$43.22 - $53.05 $519 - $637
4.36K $200K
UFPI
Ufp Industries Inc

Basic Materials
4
+ 0.14%
$103.91 - $118.67 $416 - $475
2.86K $306K
SWK
Stanley Black & Decker, Inc.

Industrials
17
+ 0.35%
$76.43 - $90.41 $1.3K - $1.54K
4.83K $371K
EFX
Equifax Inc

Industrials
1
+ 0.07%
$235.63 - $278.34 $236 - $278
1.44K $351K
CADE
Cadence Bank

Financial Services
319
+ 5.08%
$29.1 - $35.93 $9.28K - $11.5K
6.6K $200K
MORN
Morningstar, Inc.

Financial Services
27
+ 4.08%
$282.49 - $334.73 $7.63K - $9.04K
689 $206K
OMC
Omnicom Group Inc.

Communication Services
16
+ 0.3%
$79.43 - $88.34 $1.27K - $1.41K
5.31K $439K
CLF
Cleveland Cliffs Inc.

Basic Materials
45
+ 0.33%
$8.22 - $12.02 $370 - $541
13.8K $113K
FNB
Fnb Corp

Financial Services
29
+ 0.22%
$13.08 - $15.95 $379 - $463
13.3K $178K
MET
Metlife Inc

Financial Services
42
+ 0.31%
$77.7 - $87.0 $3.26K - $3.65K
13.5K $1.08M
GPI
Group 1 Automotive Inc

Consumer Cyclical
15
+ 2.51%
$375.96 - $484.08 $5.64K - $7.26K
612 $233K
RPM
Rpm International Inc

Basic Materials
5
+ 0.18%
$114.03 - $128.31 $570 - $642
2.72K $314K
FANG
Diamondback Energy, Inc.

Energy
2
+ 0.04%
$139.9 - $180.18 $280 - $360
4.96K $793K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
1
+ 0.04%
$141.31 - $175.89 $141 - $176
2.33K $334K
WBS
Webster Financial Corp

Financial Services
3
+ 0.05%
$47.55 - $61.41 $143 - $184
5.87K $302K
KD
Kyndryl Holdings, Inc.

Technology
51
+ 0.72%
$31.32 - $43.45 $1.6K - $2.22K
7.17K $225K
TXT
Textron Inc

Industrials
30
+ 0.57%
$70.19 - $81.2 $2.11K - $2.44K
5.33K $384K
ZION
Zions Bancorporation, National Association

Financial Services
13
+ 0.25%
$47.0 - $59.03 $611 - $767
5.14K $256K
SNV
Synovus Financial Corp

Financial Services
5
+ 0.1%
$43.7 - $56.87 $219 - $284
4.97K $232K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
2
+ 0.05%
$68.37 - $87.97 $137 - $176
4.1K $281K
HAL
Halliburton CO

Energy
86
+ 0.64%
$24.15 - $29.9 $2.08K - $2.57K
13.6K $344K
WAL
Western Alliance Bancorporation

Financial Services
14
+ 0.39%
$72.65 - $94.0 $1.02K - $1.32K
3.62K $278K
TRMB
Trimble Inc.

Technology
18
+ 0.36%
$65.52 - $77.49 $1.18K - $1.39K
5.07K $332K
ESI
Element Solutions Inc

Basic Materials
27
+ 0.29%
$22.61 - $27.55 $610 - $744
9.25K $209K
CSL
Carlisle Companies Inc

Industrials
1
+ 0.11%
$326.43 - $408.24 $326 - $408
895 $304K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
7
+ 0.32%
$93.57 - $120.35 $655 - $842
2.21K $210K
EXP
Eagle Materials Inc

Basic Materials
3
+ 0.27%
$207.49 - $262.13 $622 - $786
1.11K $247K
FICO
Fair Isaac Corp

Technology
6
+ 2.23%
$1695.35 - $2030.47 $10.2K - $12.2K
275 $507K
SPXC
Spx Corp

Industrials
4
+ 0.24%
$128.78 - $154.37 $515 - $617
1.67K $215K
LPX
Louisiana Pacific Corp

Industrials
5
+ 0.2%
$89.37 - $118.15 $447 - $591
2.55K $234K
PAYO
Payoneer Global Inc.

Technology
575
+ 4.75%
$7.04 - $11.04 $4.05K - $6.35K
12.7K $92K
ZM
Zoom Video Communications, Inc.

Technology
39
+ 0.92%
$72.23 - $88.64 $2.82K - $3.46K
4.26K $314K
MTZ
Mastec Inc

Industrials
78
+ 3.86%
$108.66 - $160.79 $8.48K - $12.5K
2.1K $244K
INCY
Incyte Corp

Healthcare
14
+ 0.39%
$60.0 - $75.26 $840 - $1.05K
3.59K $217K
VTHR
Vanguard Russell 3000 ETF

ETFs
7
+ 0.29%
$243.2 - $272.04 $1.7K - $1.9K
2.44K $602K
WCC
Wesco International Inc

Industrials
28
+ 2.06%
$155.3 - $199.95 $4.35K - $5.6K
1.38K $214K
AYI
Acuity Brands Inc

Industrials
3
+ 0.26%
$257.8 - $337.07 $773 - $1.01K
1.14K $299K
SNX
Td Synnex Corp

Technology
9
+ 0.36%
$103.96 - $144.69 $936 - $1.3K
2.52K $262K
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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