Forum Financial Management, LP Reduced Holdings in Q3 2025

Forum Financial Management, LP

  • $6.44 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
-265
- 2.6%
$181.46 - $212.2 $48.1K - $56.2K
9.94K $1.97M
NTNX
Nutanix, Inc.

Technology
-455
- 9.82%
$66.06 - $81.12 $30.1K - $36.9K
4.18K $310K
PTC
Ptc Inc.

Technology
-599
- 23.37%
$173.07 - $216.53 $104K - $130K
1.96K $398K
XLV
Select Sector Spdr Fund Health

ETFs
-419
- 11.9%
$129.01 - $139.72 $54.1K - $58.5K
3.1K $431K
IEX
Idex Corp

Industrials
-142
- 9.63%
$157.53 - $185.69 $22.4K - $26.4K
1.33K $216K
UHS
Universal Health Services Inc

Healthcare
-412
- 22.55%
$154.95 - $204.44 $63.8K - $84.2K
1.42K $289K
SWKS
Skyworks Solutions, Inc.

Technology
-1.01K
- 6.25%
$67.52 - $82.97 $68.4K - $84K
15.2K $1.17M
UFPI
Ufp Industries Inc

Basic Materials
-219
- 7.45%
$91.8 - $108.49 $20.1K - $23.8K
2.72K $254K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-27
- 0.8%
$185.65 - $214.38 $5.01K - $5.79K
3.34K $669K
ZTS
Zoetis Inc.

Healthcare
-4
- 0.11%
$141.13 - $159.19 $565 - $637
3.66K $535K
ZM
Zoom Video Communications, Inc.

Technology
-837
- 11.36%
$69.77 - $86.83 $58.4K - $72.7K
6.53K $539K
ALIT
Alight, Inc.

Technology
-84
- 0.59%
$3.07 - $5.98 $258 - $502
14.1K $46K
JBHT
Hunt J B Transport Services Inc

Industrials
-117
- 6.09%
$130.65 - $154.66 $15.3K - $18.1K
1.81K $242K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-593
- 12.71%
$55.61 - $57.37 $33K - $34K
4.07K $232K
TT
Trane Technologies PLC

Industrials
-1
- 0.05%
$398.96 - $472.54 $399 - $473
1.99K $840K
UNM
Unum Group

Financial Services
-96
- 1.5%
$68.55 - $82.12 $6.58K - $7.88K
6.3K $489K
OMC
Omnicom Group Inc.

Communication Services
-917
- 18.61%
$70.41 - $81.53 $64.6K - $74.8K
4.01K $327K
FANG
Diamondback Energy, Inc.

Energy
-350
- 7.98%
$134.53 - $152.5 $47.1K - $53.4K
4.03K $577K
EPAM
Epam Systems, Inc.

Technology
-125
- 6.35%
N/A
1.84K $341K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-663
- 14.17%
$53.81 - $57.52 $35.7K - $38.1K
4.02K $231K
ONB
Old National Bancorp

Financial Services
-1.56K
- 7.16%
$20.4 - $23.47 $31.9K - $36.7K
20.3K $445K
SJM
J M Smucker CO

Consumer Defensive
-535
- 14.25%
$102.24 - $113.2 $54.7K - $60.6K
3.22K $349K
TDY
Teledyne Technologies Inc

Technology
-194
- 14.81%
$509.51 - $586.04 $98.8K - $114K
1.12K $654K
NKE
Nike, Inc.

Consumer Cyclical
-46
- 0.46%
$69.24 - $79.24 $3.19K - $3.65K
9.97K $695K
YUM
Yum Brands Inc

Consumer Cyclical
-187
- 5.73%
$139.5 - $153.94 $26.1K - $28.8K
3.08K $467K
INSM
Insmed Inc

Healthcare
-921
- 33.42%
$96.14 - $147.2 $88.5K - $136K
1.84K $264K
ADM
Archer Daniels Midland CO

Consumer Defensive
-1.64K
- 13.41%
$53.54 - $64.21 $88K - $106K
10.6K $634K
GIS
General Mills Inc

Consumer Defensive
-1
- 0.01%
$48.44 - $53.83 $48.4 - $53.8
7.55K $380K
PCAR
Paccar Inc

Industrials
-570
- 4.1%
$92.91 - $102.86 $53K - $58.6K
13.3K $1.31M
CNX
Cnx Resources Corp

Energy
-1
- 0.01%
$28.11 - $35.2 $28.1 - $35.2
6.8K $218K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-1
- 0.19%
$361.83 - $435.43 $362 - $435
519 $201K
CLVT
Clarivate PLC

Technology
-93
- 0.51%
$3.62 - $4.53 $337 - $421
18.3K $69K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
-3
- 0.03%
$5.32 - $6.82 $16 - $20.5
11.8K $63K
IEMG
Ishares Inc

ETFs
-115
- 3.34%
N/A
3.33K $178K
ALLY
Ally Financial Inc.

Financial Services
-185
- 1.94%
$36.95 - $44.58 $6.84K - $8.25K
9.35K $366K
VIG
Vanguard Dividend Appreciation

ETFs
-10
- 0.14%
N/A
6.98K $1.27M
Ge Healthcare Technologies I
-235
- 2.95%
N/A
7.74K $0
Veralto Corp
-3
- 0.12%
N/A
2.51K $0
DFSI
Dimensional ETF Tr Dimen Intl
-2.16K
- 0.75%
N/A
287K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-1.25K
- 1.21%
N/A
102K $0
Reddit Inc
-15
- 0.55%
N/A
2.71K $0
Smurfit Westrock PLC
-1.63K
- 10.42%
N/A
14K $0
Ge Vernova Inc
-47
- 1.48%
N/A
3.13K $0
UHALB
Amerco Com Ser N
-120
- 2.2%
N/A
5.34K $0
Ea Series Trust
-9.38K
- 1.4%
N/A
659K $0
Bunge Global Sa
-29
- 0.74%
N/A
3.89K $0
Ss Innovations International
-5K
- 8.55%
N/A
53.5K $0
Arista Networks Inc
-219
- 2.37%
N/A
9.03K $0
MMM
3 M CO

Industrials
-45
- 1.47%
$144.41 - $160.2 $6.5K - $7.21K
3.01K $466K
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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