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
Canadian Pacific Kansas City
418
+ 10.94%
N/A
4.24K $0
Primo Brands Corporation
3.08K
+ 39.08%
N/A
10.9K $0
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
127
+ 5.51%
$107.83 - $119.94 $13.7K - $15.2K
2.43K $262K
Labcorp Holdings Inc
80
+ 3.76%
N/A
2.21K $0
Lam Research Corp
347
+ 5.85%
N/A
6.28K $0
Te Connectivity PLC
308
+ 8.56%
N/A
3.91K $0
Dimensional ETF Trust
288K
+ 2.03%
N/A
14.5M $0
Bunge Global Sa
637
+ 19.4%
N/A
3.92K $0
Ge Healthcare Technologies I
248
+ 3.21%
N/A
7.97K $0
Kenvue Inc
2.03K
+ 8.87%
N/A
24.9K $0
UHALB
Amerco Com Ser N
437
+ 8.69%
N/A
5.46K $0
ABC
Amerisourcebergen Corp

Healthcare
4
+ 0.29%
N/A
1.36K $251K
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
193
+ 0.19%
N/A
103K $0
Manager Directed Portfolios
17K
+ 1.42%
N/A
1.22M $0
Smurfit Westrock PLC
5.81K
+ 59.0%
N/A
15.6K $0
Dimensional ETF Trust
359
+ 2.18%
N/A
16.9K $0
Schwab Strategic Tr
684
+ 7.12%
N/A
10.3K $0
SJM
J M Smucker CO

Consumer Defensive
642
+ 20.62%
$94.41 - $118.52 $60.6K - $76.1K
3.76K $368K
Corpay Inc
131
+ 15.58%
N/A
972 $0
DFSU
Dimensional ETF Tr Dimen Us Su
19.7K
+ 4.98%
N/A
416K $0
CRH.L
Crh PLC

Basic Materials
4
+ 0.06%
N/A
7.19K $0
Maplebear Inc
506
+ 9.29%
N/A
5.95K $0
Veralto Corp
294
+ 13.26%
N/A
2.51K $0
Ishares Bitcoin Trust ETF
3K
+ 63.26%
N/A
7.75K $0
Jacobs Solutions Inc
176
+ 5.97%
N/A
3.12K $0
Arista Networks Inc
142
+ 1.56%
N/A
9.25K $0
Dimensional ETF Trust
286K
+ 5.09%
N/A
5.9M $0
DFSE
Dimensional ETF Tr Dimen Emrgn
528
+ 0.13%
N/A
396K $0
OTIS
Otis Worldwide Corp

Industrials
111
+ 3.76%
$90.88 - $104.3 $10.1K - $11.6K
3.07K $303K
EXC
Exelon Corp

Utilities
299
+ 5.85%
$42.2 - $47.37 $12.6K - $14.2K
5.41K $234K
AIZ
Assurant, Inc.

Financial Services
87
+ 6.1%
$179.73 - $211.56 $15.6K - $18.4K
1.51K $298K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
780
+ 3.34%
$32.56 - $35.71 $25.4K - $27.9K
24.2K $798K
KMX
Carmax Inc

Consumer Cyclical
697
+ 15.02%
$62.27 - $82.77 $43.4K - $57.7K
5.34K $358K
EXPD
Expeditors International Of Washington Inc

Industrials
101
+ 3.87%
$102.84 - $122.24 $10.4K - $12.3K
2.71K $310K
BOKF
Bok Financial Corp

Financial Services
122
+ 5.16%
$87.86 - $103.42 $10.7K - $12.6K
2.49K $242K
SWBI
Smith & Wesson Brands, Inc.

Industrials
142
+ 1.25%
$8.48 - $10.88 $1.2K - $1.54K
11.5K $99K
ORI
Old Republic International Corp

Financial Services
10
+ 0.11%
$35.25 - $39.79 $353 - $398
9.02K $346K
ZTS
Zoetis Inc.

Healthcare
147
+ 4.18%
$144.41 - $170.3 $21.2K - $25K
3.66K $571K
UTHR
United Therapeutics Corp

Healthcare
72
+ 5.46%
$276.47 - $328.4 $19.9K - $23.6K
1.39K $399K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
9.18K
+ 1475.08%
$87.84 - $1441.89 $806K - $13.2M
9.8K $883K
SBUX
Starbucks Corp

Consumer Cyclical
1.2K
+ 6.53%
$79.69 - $99.41 $95.9K - $120K
19.7K $1.8M
TSCO
Tractor Supply CO

Consumer Cyclical
1
+ 0.03%
$47.86 - $55.77 $47.9 - $55.8
3.83K $201K
GMED
Globus Medical Inc

Healthcare
628
+ 18.13%
$55.82 - $75.5 $35.1K - $47.4K
4.09K $241K
PRI
Primerica, Inc.

Financial Services
2
+ 0.17%
$244.39 - $290.62 $489 - $581
1.18K $322K
UFPI
Ufp Industries Inc

Basic Materials
78
+ 2.73%
$94.93 - $109.1 $7.4K - $8.51K
2.94K $292K
LPX
Louisiana Pacific Corp

Industrials
5
+ 0.2%
$81.16 - $95.48 $406 - $477
2.56K $219K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
772
+ 6.98%
$6.01 - $8.06 $4.64K - $6.22K
11.8K $71K
G
Genpact LTD

Technology
305
+ 6.44%
$40.65 - $50.56 $12.4K - $15.4K
5.04K $221K
HES
Hess Corp

Energy
389
+ 11.63%
$126.32 - $161.29 $49.1K - $62.7K
3.73K $517K
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
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