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
ARMK
Aramark

Industrials
5.52K
New
$30.39 - $42.1 $168K - $232K
5.52K $231K
GTES
Gates Industrial Corp PLC

Industrials
10K
New
$15.56 - $23.13 $156K - $232K
10K $230K
DOCS
Doximity, Inc.

Healthcare
3.69K
New
$50.71 - $61.34 $187K - $226K
3.69K $226K
SNEX
Stone X Group Inc.

Financial Services
2.49K
New
$69.59 - $94.15 $173K - $234K
2.49K $226K
VMI
Valmont Industries Inc

Industrials
694
New
$263.86 - $333.86 $183K - $232K
694 $226K
LRN
Stride, Inc.

Consumer Defensive
1.55K
New
$124.45 - $160.72 $193K - $250K
1.55K $225K
CALM
Cal Maine Foods Inc

Consumer Defensive
2.25K
New
$90.17 - $103.07 $203K - $232K
2.25K $224K
RRX
Regal Rexnord Corp

Industrials
1.54K
New
$94.06 - $147.0 $145K - $227K
1.54K $223K
GFS
Globalfoundries Inc.

Technology
5.85K
New
$30.37 - $40.03 $178K - $234K
5.85K $223K
BLD
Top Build Corp

Industrials
686
New
$275.93 - $326.59 $189K - $224K
686 $222K
ILMN
Illumina, Inc.

Healthcare
2.32K
New
$70.3 - $95.41 $163K - $221K
2.32K $221K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
2.02K
New
$90.58 - $109.05 $183K - $221K
2.02K $220K
ERIE
Erie Indemnity CO

Financial Services
635
New
$340.45 - $423.93 $216K - $269K
635 $220K
RMBS
Rambus Inc

Technology
3.43K
New
$42.9 - $64.02 $147K - $220K
3.43K $219K
MP
Mp Materials Corp.

Basic Materials
6.61K
New
$18.77 - $37.74 $124K - $250K
6.61K $219K
TYL
Tyler Technologies Inc

Technology
370
New
$521.68 - $592.84 $193K - $219K
370 $219K
IESC
Ies Holdings, Inc.

Industrials
736
New
$160.58 - $296.23 $118K - $218K
736 $218K
VCTR
Victory Capital Holdings, Inc.

Financial Services
3.41K
New
$51.28 - $64.94 $175K - $222K
3.41K $217K
CNM
Core & Main, Inc.

Industrials
3.58K
New
$44.53 - $60.36 $159K - $216K
3.58K $216K
SANM
Sanmina Corp

Technology
2.19K
New
$67.3 - $98.07 $148K - $215K
2.19K $214K
EAT
Brinker International, Inc

Consumer Cyclical
1.19K
New
$128.68 - $181.78 $153K - $217K
1.19K $214K
COLB
Columbia Banking System, Inc.

Financial Services
9.11K
New
$20.71 - $25.63 $189K - $233K
9.11K $212K
RL
Ralph Lauren Corp

Consumer Cyclical
771
New
$182.34 - $286.22 $141K - $221K
771 $211K
NWS
News Corp New Cl B Com Stk (De

Communication Services
6.13K
New
$27.41 - $34.31 $168K - $210K
6.13K $210K
DAR
Darling Ingredients Inc.

Consumer Defensive
5.55K
New
$27.63 - $38.64 $153K - $215K
5.55K $210K
VOT
Vanguard Mid Cap Growth Index

ETFs
738
New
$216.28 - $284.39 $160K - $210K
738 $209K
SLGN
Silgan Holdings Inc

Consumer Cyclical
3.86K
New
$45.48 - $56.15 $176K - $217K
3.86K $209K
RDN
Radian Group Inc

Financial Services
5.81K
New
$30.48 - $36.53 $177K - $212K
5.81K $209K
PRIM
Primoris Services Corp

Industrials
2.69K
New
$52.66 - $80.05 $142K - $216K
2.69K $209K
PEGA
Pegasystems Inc

Technology
3.85K
New
$49.95 - $103.29 $192K - $398K
3.85K $208K
TTEK
Tetra Tech Inc

Industrials
5.81K
New
$28.01 - $36.25 $163K - $210K
5.81K $208K
TOST
Toast, Inc.

Technology
4.68K
New
$30.03 - $45.23 $141K - $212K
4.68K $207K
PHYS
Sprott Physical Gold Trust

Financial Services
8.17K
New
$22.82 - $26.29 $186K - $215K
8.17K $207K
HLI
Houlihan Lokey, Inc.

Financial Services
1.14K
New
$141.59 - $182.75 $162K - $209K
1.14K $205K
ALLE
Allegion PLC

Industrials
1.42K
New
$118.52 - $145.64 $169K - $207K
1.42K $205K
IWC
Russell Micro Cap ETF

ETFs
1.61K
New
$97.43 - $127.66 $156K - $205K
1.61K $204K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.05K
New
$83.54 - $100.04 $171K - $205K
2.05K $203K
SIGI
Selective Insurance Group Inc

Financial Services
2.35K
New
$82.37 - $92.83 $193K - $218K
2.35K $203K
CVLT
Commvault Systems Inc

Technology
1.17K
New
$139.35 - $190.99 $162K - $223K
1.17K $203K
UBSI
United Bankshares Inc

Financial Services
5.55K
New
$31.5 - $37.32 $175K - $207K
5.55K $202K
HAS
Hasbro, Inc.

Consumer Cyclical
2.75K
New
$50.71 - $73.82 $139K - $203K
2.75K $202K
CNO
Cno Financial Group, Inc.

Financial Services
5.25K
New
$36.12 - $42.37 $190K - $223K
5.25K $202K
TTMI
Ttm Technologies Inc

Technology
4.94K
New
$17.57 - $40.82 $86.8K - $202K
4.94K $201K
MT
Arcelor Mittal

Basic Materials
6.34K
New
$23.47 - $31.65 $149K - $201K
6.34K $200K
MIR
Mirion Technologies, Inc.

Industrials
9.32K
New
$12.7 - $21.71 $118K - $202K
9.32K $200K
IQLT
Ishares Msci Intl Quality Fact

ETFs
4.65K
New
$35.9 - $43.76 $167K - $203K
4.65K $200K
AVAV
Aero Vironment Inc

Industrials
702
New
$111.65 - $284.95 $78.4K - $200K
702 $200K
IEMG
Ishares Inc

ETFs
3.45K
New
N/A
3.45K $184K
RIOT
Riot Blockchain, Inc.

Technology
13.4K
New
$6.29 - $11.3 $84.1K - $151K
13.4K $151K
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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