Forum Financial Management, LP New Holdings in Q3 2025

Forum Financial Management, LP

  • $6.44 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
STM
St Microelectronics N.V.

Technology
23.8K
New
$24.77 - $33.41 $589K - $795K
23.8K $672K
VGT
Vanguard Information Technolog

ETFs
868
New
$656.44 - $753.15 $570K - $654K
868 $648K
BE
Bloom Energy Corp

Industrials
5.62K
New
$22.13 - $86.27 $124K - $485K
5.62K $475K
TER
Teradyne, Inc

Technology
3.04K
New
$90.15 - $137.64 $274K - $419K
3.04K $418K
CRL
Charles River Laboratories International, Inc.

Healthcare
2.13K
New
$145.57 - $178.99 $310K - $381K
2.13K $333K
CGNX
Cognex Corp

Technology
6.93K
New
$31.85 - $46.54 $221K - $323K
6.93K $313K
IONQ
Ion Q, Inc.

Technology
5K
New
$36.79 - $75.14 $184K - $376K
5K $307K
QRVO
Qorvo, Inc.

Technology
3.25K
New
$83.6 - $96.31 $272K - $313K
3.25K $296K
MKSI
Mks Instruments Inc

Technology
2.32K
New
$89.62 - $129.92 $208K - $302K
2.32K $287K
MOD
Modine Manufacturing CO

Consumer Cyclical
2.02K
New
$90.02 - $158.57 $182K - $321K
2.02K $287K
FIVE
Five Below, Inc

Consumer Cyclical
1.81K
New
$128.78 - $155.44 $233K - $281K
1.81K $279K
ALGN
Align Technology Inc

Healthcare
2.2K
New
$124.88 - $207.19 $275K - $457K
2.2K $275K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
5.09K
New
$52.62 - $61.93 $268K - $315K
5.09K $275K
PFSI
Penny Mac Financial Services, Inc.

Financial Services
2.21K
New
$93.14 - $127.13 $206K - $281K
2.21K $273K
ARGX
Argenx Se

Healthcare
365
New
$538.64 - $768.0 $197K - $280K
365 $269K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
2K
New
$96.73 - $137.09 $194K - $274K
2K $265K
REZI
Resideo Technologies, Inc.

Industrials
6.1K
New
$23.08 - $43.18 $141K - $263K
6.1K $263K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.75K
New
$134.94 - $145.86 $236K - $256K
1.75K $255K
ONTO
Onto Innovation Inc.

Technology
1.97K
New
$90.0 - $136.73 $177K - $270K
1.97K $254K
WYNN
Wynn Resorts LTD

Consumer Cyclical
1.96K
New
$101.96 - $132.43 $200K - $260K
1.96K $251K
WMS
Advanced Drainage Systems, Inc.

Industrials
1.79K
New
$110.89 - $148.5 $198K - $265K
1.79K $247K
LFUS
Littelfuse Inc

Technology
950
New
$228.23 - $271.17 $217K - $258K
950 $246K
ZWS
Zurn Water Solutions Corp

Industrials
5.23K
New
$36.48 - $47.94 $191K - $251K
5.23K $245K
ORA
Ormat Technologies, Inc.

Utilities
2.53K
New
$84.64 - $96.25 $214K - $243K
2.53K $243K
TRP
Tc Energy Corp

Energy
4.44K
New
$46.58 - $54.41 $207K - $242K
4.44K $241K
MRCY
Mercury Systems Inc

Industrials
3.11K
New
$50.09 - $77.4 $156K - $240K
3.11K $240K
MTDR
Matador Resources CO

Energy
5.31K
New
$44.93 - $52.55 $239K - $279K
5.31K $238K
ABCB
Ameris Bancorp

Financial Services
3.24K
New
$65.68 - $76.41 $212K - $247K
3.24K $237K
WTS
Watts Water Technologies Inc

Industrials
844
New
$247.02 - $285.86 $208K - $241K
844 $235K
GXO
Gxo Logistics, Inc.

Industrials
4.45K
New
$48.07 - $54.59 $214K - $243K
4.45K $235K
LECO
Lincoln Electric Holdings Inc

Industrials
997
New
$210.22 - $247.76 $210K - $247K
997 $235K
ENS
Ener Sys

Industrials
2.08K
New
$86.09 - $112.96 $179K - $235K
2.08K $234K
SITM
Sitime Corp

Technology
771
New
$190.16 - $318.05 $147K - $245K
771 $232K
ESLT
Elbit Systems LTD

Industrials
454
New
$429.99 - $509.8 $195K - $231K
454 $231K
RVMD
Revolution Medicines, Inc.

Healthcare
4.96K
New
$34.7 - $46.7 $172K - $232K
4.96K $231K
PIPR
Piper Sandler Companies

Financial Services
661
New
$284.8 - $369.4 $188K - $244K
661 $229K
LVS
Las Vegas Sands Corp

Consumer Cyclical
4.27K
New
$47.38 - $57.71 $202K - $246K
4.27K $229K
PSN
Parsons Corp

Industrials
2.76K
New
$72.77 - $82.92 $201K - $229K
2.76K $228K
ASTS
Ast Space Mobile, Inc.

Communication Services
4.65K
New
$36.91 - $60.06 $171K - $279K
4.65K $228K
DCI
Donaldson CO Inc

Industrials
2.78K
New
$69.82 - $82.14 $194K - $228K
2.78K $227K
AWI
Armstrong World Industries Inc

Industrials
1.16K
New
$163.99 - $199.13 $190K - $231K
1.16K $227K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
3.86K
New
$48.04 - $60.86 $186K - $235K
3.86K $224K
IBKR
Interactive Brokers Group, Inc.

Financial Services
3.26K
New
$56.32 - $68.81 $184K - $224K
3.26K $224K
GBCI
Glacier Bancorp, Inc.

Financial Services
4.6K
New
$42.86 - $50.13 $197K - $231K
4.6K $223K
VBR
Vanguard Small Cap Value ETF

ETFs
1.06K
New
$195.41 - $212.37 $208K - $226K
1.06K $222K
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.59K
New
$27.61 - $29.15 $210K - $221K
7.59K $221K
HWC
Hancock Whitney Corp

Financial Services
3.54K
New
$57.63 - $64.31 $204K - $228K
3.54K $221K
CCJ
Cameco Corp

Energy
2.64K
New
$70.47 - $86.89 $186K - $229K
2.64K $221K
W
Wayfair Inc.

Consumer Cyclical
2.47K
New
$51.99 - $90.17 $128K - $222K
2.47K $220K
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
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