Forum Financial Management, LP New Holdings in Q2 2025

Forum Financial Management, LP

  • $5.76 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MEAR
Blackrock Short Maturity Munic

ETFs
10.5K
New
$49.74 - $50.27 $522K - $528K
10.5K $527K
NVR
Nvr Inc

Consumer Cyclical
58
New
$6700.0 - $7410.93 $389K - $430K
58 $428K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
8.04K
New
$25.35 - $64.65 $204K - $520K
8.04K $400K
AKAM
Akamai Technologies Inc

Technology
4.21K
New
N/A
4.21K $382K
NTAP
Net App, Inc.

Technology
3.5K
New
$76.1 - $106.55 $266K - $373K
3.5K $373K
EPAM
Epam Systems, Inc.

Technology
1.97K
New
N/A
1.97K $365K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.71K
New
$114.78 - $133.31 $311K - $362K
2.71K $361K
CRDO
Credo Technology Group Holding LTD

Technology
3.76K
New
$33.3 - $95.05 $125K - $357K
3.76K $347K
WAT
Waters Corp

Healthcare
992
New
$307.71 - $366.67 $305K - $364K
992 $346K
DLTR
Dollar Tree, Inc.

Consumer Defensive
3.49K
New
$67.22 - $100.51 $235K - $351K
3.49K $345K
DG
Dollar General Corp

Consumer Defensive
2.89K
New
$86.02 - $114.95 $248K - $332K
2.89K $330K
STRL
Sterling Construction CO Inc

Industrials
1.33K
New
$104.96 - $231.51 $140K - $308K
1.33K $307K
CDW
Cdw Corp

Technology
1.72K
New
$144.49 - $190.68 $248K - $327K
1.72K $306K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
2.97K
New
$100.35 - $100.71 $298K - $299K
2.97K $299K
FN
Fabrinet

Technology
1.01K
New
$171.03 - $298.93 $173K - $302K
1.01K $297K
MPWR
Monolithic Power Systems Inc

Technology
404
New
$455.19 - $737.73 $184K - $298K
404 $295K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
6.34K
New
$27.82 - $46.45 $176K - $295K
6.34K $294K
LITE
Lumentum Holdings Inc.

Technology
3.07K
New
$49.56 - $95.06 $152K - $292K
3.07K $291K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.73K
New
$136.63 - $176.62 $236K - $305K
1.73K $291K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
3.65K
New
$60.22 - $80.1 $220K - $292K
3.65K $291K
MDB
Mongo Db, Inc.

Technology
1.38K
New
$145.85 - $225.38 $201K - $310K
1.38K $288K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
2.01K
New
$87.64 - $143.29 $177K - $289K
2.01K $288K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
2.14K
New
$103.49 - $133.44 $221K - $285K
2.14K $281K
WWD
Woodward, Inc.

Industrials
1.14K
New
$157.29 - $247.55 $179K - $282K
1.14K $279K
PAYC
Paycom Software, Inc.

Technology
1.18K
New
$193.07 - $265.71 $227K - $313K
1.18K $272K
DUOL
Duolingo, Inc.

Technology
656
New
$292.88 - $540.68 $192K - $355K
656 $268K
BBY
Best Buy CO Inc

Consumer Cyclical
4.01K
New
$56.17 - $75.73 $225K - $303K
4.01K $268K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
1.04K
New
$160.63 - $257.78 $167K - $268K
1.04K $267K
PCTY
Paylocity Holding Corp

Technology
1.46K
New
$172.54 - $201.04 $252K - $293K
1.46K $264K
ROIV
Roivant Sciences Ltd.

Healthcare
23.4K
New
$9.08 - $11.62 $213K - $272K
23.4K $264K
PSTG
Pure Storage, Inc.

Technology
4.58K
New
$37.18 - $57.58 $170K - $264K
4.58K $263K
AL
Air Lease Corp

Industrials
4.47K
New
$40.46 - $58.71 $181K - $262K
4.47K $261K
URBN
Urban Outfitters Inc

Consumer Cyclical
3.58K
New
$43.24 - $75.26 $155K - $269K
3.58K $259K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.14K
New
$141.37 - $228.57 $161K - $261K
1.14K $258K
U
Unity Software Inc.

Technology
10.6K
New
$16.75 - $26.24 $177K - $278K
10.6K $256K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.06K
New
$183.31 - $241.46 $195K - $257K
1.06K $256K
ROKU
Roku, Inc

Communication Services
2.9K
New
$55.1 - $87.89 $160K - $255K
2.9K $254K
EVR
Evercore Inc.

Financial Services
926
New
$163.77 - $271.5 $152K - $251K
926 $250K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
4.36K
New
N/A
4.36K $250K
DY
Dycom Industries Inc

Industrials
1K
New
$138.96 - $245.71 $139K - $246K
1K $245K
ITT
Itt Inc.

Industrials
1.57K
New
$112.67 - $157.95 $177K - $248K
1.57K $245K
BWXT
Bwx Technologies, Inc.

Industrials
1.68K
New
$89.24 - $144.06 $150K - $242K
1.68K $242K
MAT
Mattel Inc

Consumer Cyclical
12.1K
New
$14.55 - $20.12 $176K - $243K
12.1K $238K
GNRC
Generac Holdings Inc.

Industrials
1.65K
New
$101.92 - $143.21 $168K - $236K
1.65K $236K
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.3K
New
$20.42 - $25.3 $190K - $235K
9.3K $235K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.69K
New
$104.34 - $138.68 $176K - $235K
1.69K $234K
NDSN
Nordson Corp

Industrials
1.09K
New
$167.51 - $223.5 $183K - $244K
1.09K $234K
TTD
Trade Desk, Inc.

Technology
3.23K
New
$45.27 - $79.4 $146K - $257K
3.23K $232K
ARW
Arrow Electronics Inc

Technology
1.81K
New
$90.32 - $128.28 $164K - $233K
1.81K $231K
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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