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
MGRC
Mcgrath Rentcorp

Industrials
49
+ 2.29%
$101.45 - $118.14 $4.97K - $5.79K
2.19K $254K
KNSL
Kinsale Capital Group, Inc.

Financial Services
36
+ 8.72%
$419.99 - $501.97 $15.1K - $18.1K
449 $217K
PB
Prosperity Bancshares Inc

Financial Services
284
+ 8.34%
$63.76 - $73.75 $18.1K - $20.9K
3.69K $259K
CNX
Cnx Resources Corp

Energy
13
+ 0.19%
$28.13 - $34.85 $366 - $453
6.8K $229K
EMN
Eastman Chemical CO

Basic Materials
824
+ 23.99%
$72.7 - $88.29 $59.9K - $72.8K
4.26K $317K
TRV
Travelers Companies, Inc.

Financial Services
5
+ 0.11%
$233.83 - $276.34 $1.17K - $1.38K
4.43K $1.19M
CNC
Centene Corp

Healthcare
1.17K
+ 15.38%
$53.4 - $64.29 $62.6K - $75.3K
8.79K $477K
FTV
Fortive Corp

Technology
3.15K
+ 44.25%
$52.13 - $74.29 $164K - $234K
10.3K $535K
MET
Metlife Inc

Financial Services
151
+ 1.12%
$68.42 - $82.49 $10.3K - $12.5K
13.6K $1.09M
FDS
Factset Research Systems Inc

Financial Services
42
+ 6.83%
$398.85 - $473.32 $16.8K - $19.9K
657 $293K
CNHI
Cnh Industrial N.V.

Industrials
1.28K
+ 3.48%
N/A
38.1K $397K
MLI
Mueller Industries Inc

Industrials
19
+ 0.49%
$68.45 - $79.6 $1.3K - $1.51K
3.91K $310K
THG
Hanover Insurance Group, Inc.

Financial Services
104
+ 8.04%
$150.66 - $178.04 $15.7K - $18.5K
1.4K $237K
CMC
Commercial Metals CO

Basic Materials
8
+ 0.18%
$39.2 - $50.67 $314 - $405
4.36K $213K
PHM
Pultegroup Inc

Consumer Cyclical
8
+ 0.19%
$92.02 - $106.54 $736 - $852
4.23K $446K
GATX
Gatx Corp

Industrials
92
+ 6.88%
$141.27 - $159.24 $13K - $14.7K
1.43K $219K
ESNT
Essent Group Ltd.

Financial Services
5
+ 0.13%
$52.78 - $61.24 $264 - $306
3.92K $238K
JEPI
J P Morgan Exchange Traded Fd

ETFs
211
+ 4.74%
$51.14 - $57.0 $10.8K - $12K
4.67K $265K
LUV
Southwest Airlines CO

Industrials
939
+ 5.52%
$24.04 - $34.36 $22.6K - $32.3K
17.9K $581K
HOMB
Home Bancshares Inc

Financial Services
339
+ 4.62%
$25.05 - $29.62 $8.49K - $10K
7.68K $218K
ADT
Adt Inc.

Industrials
80
+ 0.27%
$7.54 - $8.6 $603 - $688
29.5K $250K
HL
Hecla Mining CO

Basic Materials
50
+ 0.2%
$4.54 - $6.45 $227 - $323
25.1K $150K
STLD
Steel Dynamics Inc

Basic Materials
109
+ 2.47%
N/A
4.52K $443K
NVO
Novo Nordisk A S

Healthcare
286
+ 1.2%
$58.08 - $81.05 $16.6K - $23.2K
24K $1.66M
HRL
Hormel Foods Corp

Consumer Defensive
652
+ 4.16%
$29.11 - $31.44 $19K - $20.5K
16.3K $493K
DPZ
Dominos Pizza Inc

Consumer Cyclical
29
+ 6.07%
$430.72 - $497.52 $12.5K - $14.4K
507 $228K
PFG
Principal Financial Group Inc

Financial Services
486
+ 7.54%
$69.56 - $86.19 $33.8K - $41.9K
6.93K $550K
CHK
Chesapeake Energy Corp

Energy
90
+ 2.24%
N/A
4.12K $352K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
17
+ 0.4%
$53.93 - $61.5 $917 - $1.05K
4.3K $264K
AIT
Applied Industrial Technologies Inc

Industrials
1
+ 0.1%
$206.03 - $243.28 $206 - $243
984 $228K
GPS
Gap Inc

Consumer Cyclical
334
+ 2.46%
N/A
13.9K $280K
INGR
Ingredion Inc

Consumer Defensive
44
+ 1.77%
$123.22 - $140.95 $5.42K - $6.2K
2.53K $342K
CL
Colgate Palmolive CO

Consumer Defensive
211
+ 4.36%
$87.57 - $96.0 $18.5K - $20.3K
5.06K $459K
RRC
Range Resources Corp

Energy
8
+ 0.1%
$32.1 - $43.23 $257 - $346
8.08K $328K
FDX
Fedex Corp

Industrials
331
+ 7.87%
$198.07 - $245.17 $65.6K - $81.2K
4.54K $1.03M
AJG
Arthur J. Gallagher & Co.

Financial Services
188
+ 8.64%
$310.86 - $348.77 $58.4K - $65.6K
2.36K $756K
STZ
Constellation Brands, Inc.

Consumer Defensive
232
+ 15.02%
$160.0 - $195.62 $37.1K - $45.4K
1.78K $289K
VIG
Vanguard Dividend Appreciation

ETFs
28
+ 0.4%
N/A
6.99K $1.27M
AR
Antero Resources Corp

Energy
153
+ 1.62%
$31.92 - $43.78 $4.88K - $6.7K
9.6K $386K
SCI
Service Corp International

Consumer Cyclical
18
+ 0.63%
$73.58 - $81.65 $1.32K - $1.47K
2.89K $235K
UNM
Unum Group

Financial Services
98
+ 1.56%
$70.48 - $82.91 $6.91K - $8.13K
6.39K $516K
LNC
Lincoln National Corp

Financial Services
363
+ 5.84%
$28.95 - $37.27 $10.5K - $13.5K
6.57K $227K
DGX
Quest Diagnostics Inc

Healthcare
25
+ 1.14%
N/A
2.23K $305K
FAF
First American Financial Corp

Financial Services
318
+ 8.11%
$54.11 - $67.0 $17.2K - $21.3K
4.24K $260K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
380
+ 11.83%
$212.1 - $244.27 $80.6K - $92.8K
3.59K $785K
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
8
+ 0.08%
$26.63 - $32.97 $213 - $264
10.6K $321K
RPM
Rpm International Inc

Basic Materials
168
+ 6.19%
$96.97 - $117.58 $16.3K - $19.8K
2.88K $316K
BR
Broadridge Financial Solutions, Inc.

Technology
1
+ 0.12%
$217.22 - $246.25 $217 - $246
833 $202K
Linde PLC
287
+ 6.77%
N/A
4.53K $0
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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