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
WULF
Terawulf Inc.

Financial Services
1.25K
+ 10.36%
$2.73 - $6.82 $3.41K - $8.51K
13.3K $36K
CFG
Citizens Financial Group Inc

Financial Services
3
+ 0.02%
$39.73 - $48.36 $119 - $145
12.1K $497K
NTRA
Natera, Inc.

Healthcare
2
+ 0.1%
$132.63 - $177.0 $265 - $354
2.07K $292K
VMC
Vulcan Materials CO

Basic Materials
3
+ 0.2%
$220.9 - $277.54 $663 - $833
1.52K $354K
CNX
Cnx Resources Corp

Energy
23
+ 0.34%
$27.38 - $37.32 $630 - $858
6.79K $213K
PANW
Palo Alto Networks Inc

Technology
20
+ 0.58%
$167.82 - $208.28 $3.36K - $4.17K
3.48K $593K
IEX
Idex Corp

Industrials
3
+ 0.23%
$178.23 - $224.31 $535 - $673
1.29K $232K
CIEN
Ciena Corp

Technology
634
+ 20.79%
$60.43 - $98.18 $38.3K - $62.2K
3.68K $222K
PNR
Pentair PLC

Industrials
18
+ 0.63%
$84.0 - $105.35 $1.51K - $1.9K
2.87K $251K
IVZ
Invesco Ltd.

Financial Services
55
+ 0.33%
$14.82 - $19.34 $815 - $1.06K
16.5K $250K
KBE
Spdr S&P Bank ETF

ETFs
4
+ 0.02%
$51.28 - $59.92 $205 - $240
17K $899K
FIS
Fidelity National Information Services, Inc.

Technology
5
+ 0.07%
$68.12 - $83.42 $341 - $417
6.92K $516K
TFC
Truist Financial Corp

Financial Services
12
+ 0.06%
$39.48 - $48.15 $474 - $578
18.9K $777K
ARES
Ares Management Corp

Financial Services
3
+ 0.21%
$140.19 - $198.28 $421 - $595
1.44K $211K
URI
United Rentals, Inc.

Industrials
22
+ 2.94%
$594.17 - $789.56 $13.1K - $17.4K
771 $483K
CW
Curtiss Wright Corp

Industrials
4
+ 0.33%
$304.82 - $384.07 $1.22K - $1.54K
1.22K $387K
SKX
Skechers Usa Inc

Consumer Cyclical
8
+ 0.18%
$54.98 - $78.24 $440 - $626
4.44K $252K
BURL
Burlington Stores, Inc.

Consumer Cyclical
2
+ 0.2%
$228.41 - $293.71 $457 - $587
993 $236K
CLH
Clean Harbors Inc

Industrials
4
+ 0.28%
$188.14 - $246.1 $753 - $984
1.42K $280K
XPO
Xpo Logistics, Inc.

Industrials
6
+ 0.28%
$106.12 - $148.16 $637 - $889
2.15K $230K
ISRG
Intuitive Surgical Inc

Healthcare
7
+ 0.35%
$476.63 - $610.45 $3.34K - $4.27K
2.01K $993K
FITB
Fifth Third Bancorp

Financial Services
9
+ 0.05%
$37.48 - $44.96 $337 - $405
16.6K $651K
WHR
Whirlpool Corp

Consumer Cyclical
70
+ 2.9%
$88.58 - $133.14 $6.2K - $9.32K
2.48K $223K
CSX
Csx Corp

Industrials
108
+ 0.54%
$29.11 - $33.67 $3.14K - $3.64K
20.2K $594K
GPN
Global Payments Inc

Industrials
6
+ 0.16%
$92.18 - $113.03 $553 - $678
3.87K $378K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
47
+ 1.99%
$186.55 - $250.04 $8.77K - $11.8K
2.41K $485K
HON
Honeywell International Inc

Industrials
92
+ 1.74%
$202.75 - $226.52 $18.7K - $20.8K
5.37K $1.14M
DELL
Dell Technologies Inc.

Technology
44
+ 1.78%
$90.34 - $124.66 $3.97K - $5.49K
2.52K $229K
UTHR
United Therapeutics Corp

Healthcare
5
+ 0.38%
$304.42 - $380.78 $1.52K - $1.9K
1.32K $406K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
40
+ 0.24%
$7.89 - $12.48 $316 - $499
16.8K $150K
SAIA
Saia Inc

Industrials
1
+ 0.17%
$349.29 - $508.47 $349 - $508
602 $210K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
30
+ 4.18%
$283.06 - $421.16 $8.49K - $12.6K
747 $211K
ACM
Aecom

Industrials
11
+ 0.24%
$92.54 - $111.05 $1.02K - $1.22K
4.64K $430K
SYY
Sysco Corp

Consumer Defensive
65
+ 0.13%
$70.0 - $77.13 $4.55K - $5.01K
48.7K $3.65M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
46
+ 1.53%
$203.38 - $274.79 $9.36K - $12.6K
3.06K $627K
TOL
Toll Brothers, Inc.

Consumer Cyclical
8
+ 0.24%
$103.02 - $140.69 $824 - $1.13K
3.37K $355K
IWB
Ishares Tr Russell 1000 ETF

ETFs
117
+ 1.74%
$302.31 - $337.54 $35.4K - $39.5K
6.84K $2.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
6
+ 0.19%
$497.6 - $606.74 $2.99K - $3.64K
3.2K $1.59M
OC
Owens Corning

Industrials
6
+ 0.24%
$137.83 - $191.19 $827 - $1.15K
2.54K $362K
DFAU
Dimensional ETF Tr

ETFs
110
+ 0.3%
$37.84 - $42.29 $4.16K - $4.65K
36.4K $1.4M
ZBRA
Zebra Technologies Corp

Technology
90
+ 9.68%
$271.72 - $421.11 $24.5K - $37.9K
1.02K $288K
AMP
Ameriprise Financial Inc

Financial Services
1
+ 0.07%
$472.29 - $575.13 $472 - $575
1.49K $718K
DDOG
Datadog, Inc.

Technology
118
+ 6.14%
$98.68 - $151.89 $11.6K - $17.9K
2.04K $202K
HUBB
Hubbell Inc

Industrials
20
+ 2.21%
$330.91 - $456.86 $6.62K - $9.14K
924 $305K
DOCU
Docusign, Inc.

Technology
7
+ 0.08%
$74.7 - $97.7 $523 - $684
8.61K $700K
FIX
Comfort Systems Usa Inc

Industrials
2
+ 0.24%
$313.26 - $550.27 $627 - $1.1K
833 $268K
ONTO
Onto Innovation Inc.

Technology
3
+ 0.15%
$121.34 - $224.5 $364 - $674
1.98K $239K
SYF
Synchrony Financial

Financial Services
85
+ 1.01%
$51.9 - $70.63 $4.41K - $6K
8.49K $449K
WDC
Western Digital Corp

Technology
86
+ 1.53%
$40.43 - $72.03 $3.48K - $6.19K
5.7K $230K
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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