Forum Financial Management, LP New Holdings in Q1 2025

Forum Financial Management, LP

  • $5.28 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BALL
Ball Corp

Consumer Cyclical
5.65K
New
$49.04 - $56.53 $277K - $319K
5.65K $294K
AUR
Aurora Innovation, Inc.

Technology
42.7K
New
$6.1 - $10.19 $260K - $435K
42.7K $287K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.15K
New
$80.53 - $147.57 $173K - $317K
2.15K $284K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
10.8K
New
$25.27 - $28.3 $274K - $306K
10.8K $281K
UMBF
Umb Financial Corp

Financial Services
2.71K
New
$98.0 - $122.56 $266K - $333K
2.71K $274K
CPNG
Coupang, Inc.

Consumer Cyclical
12.4K
New
$21.34 - $25.52 $264K - $316K
12.4K $271K
AVIV
American Centy ETF Tr Avantis
4.79K
New
$51.51 - $58.54 $247K - $280K
4.79K $271K
WST
West Pharmaceutical Services Inc

Healthcare
1.2K
New
$199.11 - $347.87 $239K - $418K
1.2K $268K
GOLD
Barrick Gold Corp

Basic Materials
13.7K
New
$15.45 - $19.56 $212K - $269K
13.7K $266K
ACI
Albertsons Companies, Inc.

Consumer Defensive
12K
New
$19.58 - $22.02 $234K - $263K
12K $263K
AEM
Agnico Eagle Mines LTD

Basic Materials
2.42K
New
$79.66 - $108.41 $193K - $262K
2.42K $262K
DKNG
Draft Kings Inc.

Consumer Cyclical
7.85K
New
$33.21 - $53.49 $261K - $420K
7.85K $260K
AVXL
Anavex Life Sciences Corp.

Healthcare
30.1K
New
$7.85 - $13.46 $237K - $406K
30.1K $258K
GMED
Globus Medical Inc

Healthcare
3.46K
New
$69.68 - $93.32 $241K - $323K
3.46K $253K
CLX
Clorox CO

Consumer Defensive
1.72K
New
$141.76 - $162.89 $244K - $281K
1.72K $253K
AGCO
Agco Corp

Industrials
2.71K
New
$88.82 - $106.69 $241K - $289K
2.71K $251K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
11.2K
New
$21.77 - $22.56 $244K - $253K
11.2K $251K
RGLD
Royal Gold Inc

Basic Materials
1.51K
New
$132.55 - $163.51 $200K - $247K
1.51K $246K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
2.45K
New
$89.88 - $110.11 $220K - $270K
2.45K $246K
AVY
Avery Dennison Corp

Industrials
1.38K
New
$174.58 - $195.91 $242K - $271K
1.38K $246K
GTLS
Chart Industries Inc

Industrials
1.68K
New
$141.99 - $218.35 $238K - $366K
1.68K $241K
G
Genpact LTD

Technology
4.74K
New
$42.88 - $55.54 $203K - $263K
4.74K $238K
BWA
Borgwarner Inc

Consumer Cyclical
8.26K
New
$27.78 - $32.9 $229K - $272K
8.26K $236K
EXC
Exelon Corp

Utilities
5.11K
New
$37.3 - $46.08 $191K - $236K
5.11K $235K
AA
Alcoa Corp

Basic Materials
7.69K
New
$30.5 - $39.53 $235K - $304K
7.69K $234K
INSM
Insmed Inc

Healthcare
3.07K
New
$65.25 - $83.83 $200K - $257K
3.07K $233K
AMG
Affiliated Managers Group, Inc.

Financial Services
1.38K
New
$154.65 - $189.71 $214K - $262K
1.38K $232K
THG
Hanover Insurance Group, Inc.

Financial Services
1.29K
New
$147.13 - $174.61 $190K - $226K
1.29K $224K
LNC
Lincoln National Corp

Financial Services
6.21K
New
$30.06 - $39.23 $187K - $244K
6.21K $223K
FLR
Fluor Corp

Industrials
6.18K
New
$34.29 - $55.28 $212K - $342K
6.18K $221K
DPZ
Dominos Pizza Inc

Consumer Cyclical
478
New
$402.33 - $489.71 $192K - $234K
478 $219K
VFC
V F Corp

Consumer Cyclical
14K
New
$15.52 - $26.93 $217K - $377K
14K $217K
ACIW
Aci Worldwide, Inc.

Technology
3.86K
New
$50.38 - $57.35 $194K - $221K
3.86K $211K
NYT
New York Times CO

Communication Services
4.27K
New
$46.9 - $55.89 $200K - $239K
4.27K $211K
ATR
Aptargroup, Inc.

Healthcare
1.41K
New
$141.7 - $159.83 $200K - $226K
1.41K $209K
ZS
Zscaler, Inc.

Technology
1.06K
New
$181.66 - $216.87 $192K - $229K
1.06K $209K
EXLS
Exl Service Holdings, Inc.

Technology
4.42K
New
$44.13 - $51.8 $195K - $229K
4.42K $208K
BAX
Baxter International Inc

Healthcare
6.1K
New
$29.26 - $36.57 $178K - $223K
6.1K $208K
SEIC
Sei Investments CO

Financial Services
2.68K
New
$72.08 - $86.58 $193K - $232K
2.68K $207K
GATX
Gatx Corp

Industrials
1.34K
New
$149.94 - $167.38 $200K - $224K
1.34K $207K
PPC
Pilgrims Pride Corp

Consumer Defensive
3.79K
New
$44.52 - $55.93 $169K - $212K
3.79K $206K
FCFS
First Cash Holdings, Inc.

Financial Services
1.7K
New
$102.59 - $120.32 $174K - $204K
1.7K $204K
PEN
Penumbra Inc

Healthcare
762
New
$237.28 - $303.76 $181K - $231K
762 $203K
BR
Broadridge Financial Solutions, Inc.

Technology
832
New
$221.46 - $244.83 $184K - $204K
832 $201K
KNSL
Kinsale Capital Group, Inc.

Financial Services
413
New
$416.48 - $494.72 $172K - $204K
413 $201K
TDS
Telephone & Data Systems Inc

Communication Services
5.17K
New
$32.18 - $40.31 $166K - $208K
5.17K $200K
NTR
Nutrien Ltd.

Basic Materials
4.04K
New
$45.28 - $53.84 $183K - $217K
4.04K $200K
RAVI
Flexshares Tr Ready Access Var

ETFs
2.66K
New
$75.2 - $75.58 $200K - $201K
2.66K $200K
EHC
Encompass Health Corp

Healthcare
1.98K
New
$91.05 - $102.2 $181K - $203K
1.98K $200K
Activity Summary
Buys All Purchases 486 New Holdings 117 Increased Positions 369 Sells All Sells 277 Reductions 277 Sold out 0 Options Calls 0 Puts 0
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