Forum Financial Management, LP Incresed Positions in Q3 2025

Forum Financial Management, LP

  • $6.44 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JXN
Jackson Financial Inc.

Financial Services
1
+ 0.04%
$84.06 - $103.8 $84.1 - $104
2.82K $285K
BURL
Burlington Stores, Inc.

Consumer Cyclical
58
+ 6.13%
$237.02 - $301.35 $13.7K - $17.5K
1K $255K
ROLL
Rbc Bearings Inc

Industrials
143
+ 23.99%
N/A
739 $181K
BALL
Ball Corp

Consumer Cyclical
1.43K
+ 21.65%
$48.47 - $59.71 $69.1K - $85.1K
8.01K $403K
APG
A Pi Group Corp

Industrials
3.83K
+ 65.4%
$33.09 - $36.34 $127K - $139K
9.69K $332K
ZI
Zoom Info Technologies Inc.

Technology
3.26K
+ 31.11%
N/A
13.7K $139K
NLOK
Norton Life Lock Inc.

Technology
1.52K
+ 13.36%
N/A
12.9K $276K
MTB
M&T Bank Corp

Financial Services
116
+ 4.05%
$183.74 - $204.05 $21.3K - $23.7K
2.98K $588K
COIN
Coinbase Global, Inc.

Technology
181
+ 8.38%
$297.99 - $419.78 $53.9K - $76K
2.34K $789K
ARW
Arrow Electronics Inc

Technology
373
+ 20.56%
$114.66 - $133.24 $42.8K - $49.7K
2.19K $264K
LII
Lennox International Inc

Industrials
98
+ 21.59%
$516.18 - $664.54 $50.6K - $65.1K
552 $292K
SPXC
Spx Corp

Industrials
1
+ 0.06%
$168.95 - $204.31 $169 - $204
1.68K $313K
FCNCA
First Citizens Bancshares Inc

Financial Services
48
+ 14.81%
$1789.16 - $2158.23 $85.9K - $104K
372 $665K
AJG
Arthur J. Gallagher & Co.

Financial Services
182
+ 7.7%
$284.17 - $319.49 $51.7K - $58.1K
2.55K $788K
ABC
Amerisourcebergen Corp

Healthcare
165
+ 12.13%
N/A
1.53K $282K
EMR
Emerson Electric CO

Industrials
330
+ 5.6%
$128.6 - $149.63 $42.4K - $49.4K
6.22K $816K
TTWO
Take Two Interactive Software Inc

Communication Services
1
+ 0.05%
$217.37 - $259.96 $217 - $260
1.98K $511K
ESNT
Essent Group Ltd.

Financial Services
301
+ 7.67%
$55.69 - $65.48 $16.8K - $19.7K
4.22K $268K
GATX
Gatx Corp

Industrials
1
+ 0.07%
$149.23 - $176.97 $149 - $177
1.43K $249K
AAL
American Airlines Group Inc.

Industrials
2.68K
+ 16.79%
N/A
18.7K $206K
TXT
Textron Inc

Industrials
103
+ 2.11%
$77.02 - $87.21 $7.93K - $8.98K
4.99K $421K
PR
Permian Resources Corporation

Energy
3.43K
+ 21.13%
$12.8 - $14.51 $43.9K - $49.8K
19.7K $251K
NXPI
Nxp Semiconductors N.V.

Technology
1
+ 0.03%
$205.16 - $239.07 $205 - $239
3.13K $712K
CORT
Corcept Therapeutics Inc

Healthcare
1
+ 0.03%
$67.17 - $83.9 $67.2 - $83.9
3.02K $250K
OMF
One Main Holdings, Inc.

Financial Services
546
+ 11.5%
$55.61 - $62.61 $30.4K - $34.2K
5.3K $298K
EQNR
Equinor Asa

Energy
1.96K
+ 7.77%
$23.7 - $27.1 $46.5K - $53.2K
27.2K $663K
GNW
Genworth Financial Inc

Financial Services
20
+ 0.09%
$7.26 - $9.11 $145 - $182
23.2K $206K
CBSH
Commerce Bancshares Inc

Financial Services
601
+ 16.17%
$58.61 - $66.11 $35.2K - $39.7K
4.32K $257K
SNEX
Stone X Group Inc.

Financial Services
1
+ 0.04%
$81.94 - $104.56 $81.9 - $105
2.49K $251K
INGR
Ingredion Inc

Consumer Defensive
483
+ 19.11%
$121.01 - $138.21 $58.4K - $66.8K
3.01K $367K
MTG
Mgic Investment Corp

Financial Services
568
+ 4.22%
$25.06 - $28.92 $14.2K - $16.4K
14K $398K
SCHA
Schwab Strategic Tr Us Small C

ETFs
13
+ 0.14%
$25.29 - $28.33 $329 - $368
9.31K $259K
TMUS
T Mobile Us, Inc.

Communication Services
73
+ 1.28%
$226.02 - $259.01 $16.5K - $18.9K
5.78K $1.38M
PANW
Palo Alto Networks Inc

Technology
131
+ 3.38%
$167.06 - $208.19 $21.9K - $27.3K
4.01K $816K
AL
Air Lease Corp

Industrials
1
+ 0.02%
$54.35 - $64.28 $54.4 - $64.3
4.47K $284K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2
+ 0.22%
$435.72 - $463.74 $871 - $927
906 $420K
WRB
Berkley W R Corp

Financial Services
1
+ 0.01%
$67.78 - $76.62 $67.8 - $76.6
7.12K $545K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
103
+ 5.39%
$109.55 - $124.15 $11.3K - $12.8K
2.01K $235K
DKNG
Draft Kings Inc.

Consumer Cyclical
1.75K
+ 22.21%
$37.4 - $48.23 $65.5K - $84.5K
9.64K $360K
HBAN
Huntington Bancshares Inc

Financial Services
6
+ 0.01%
$15.87 - $17.88 $95.2 - $107
42.8K $738K
FHN
First Horizon Corp

Financial Services
10
+ 0.06%
$21.16 - $23.23 $212 - $232
15.5K $350K
CDW
Cdw Corp

Technology
344
+ 20.05%
$156.97 - $182.84 $54K - $62.9K
2.06K $328K
USFD
Us Foods Holding Corp.

Consumer Defensive
308
+ 5.88%
$76.35 - $84.68 $23.5K - $26.1K
5.55K $424K
TTEK
Tetra Tech Inc

Industrials
1.08K
+ 18.55%
$33.1 - $38.34 $35.6K - $41.3K
6.88K $229K
GDDY
Go Daddy Inc.

Technology
628
+ 40.83%
$133.35 - $178.59 $83.7K - $112K
2.17K $296K
OKE
Oneok Inc

Energy
1.62K
+ 14.05%
$71.36 - $83.47 $115K - $135K
13.1K $957K
AME
Ametek Inc

Industrials
1
+ 0.04%
$176.44 - $192.03 $176 - $192
2.7K $507K
PGR
Progressive Corp

Financial Services
557
+ 9.25%
$238.61 - $264.3 $133K - $147K
6.58K $1.62M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.91K
+ 12.59%
$65.64 - $78.22 $125K - $149K
17K $1.14M
Activity Summary
Buys All Purchases 732 New Holdings 111 Increased Positions 621 Sells All Sells 173 Reductions 173 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email