Forum Financial Management, LP Reduced Holdings in Q1 2025

Forum Financial Management, LP

  • $5.28 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Veralto Corp
-18
- 0.81%
N/A
2.22K $0
Brookfield Corp
-851
- 16.02%
N/A
4.46K $0
NLOK
Norton Life Lock Inc.

Technology
-14
- 0.14%
N/A
10.3K $220K
DFSU
Dimensional ETF Tr Dimen Us Su
-2.39K
- 0.6%
N/A
396K $0
Brookfield Renewable Corp
-3
- 0.01%
N/A
21.4K $0
MOH
Molina Healthcare, Inc.

Healthcare
-110
- 11.16%
$266.57 - $333.27 $29.3K - $36.7K
876 $288K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-61
- 1.06%
$71.17 - $73.66 $4.34K - $4.49K
5.71K $419K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-2.85K
- 14.45%
$9.19 - $12.93 $26.2K - $36.9K
16.9K $188K
COF
Capital One Financial Corp

Financial Services
-3
- 0.05%
$163.87 - $209.82 $492 - $629
5.65K $1.01M
NSC
Norfolk Southern Corp

Industrials
-29
- 0.53%
$227.69 - $259.76 $6.6K - $7.53K
5.44K $1.29M
FOX
Fox Corp Cl B (De)

Communication Services
-807
- 11.59%
$45.64 - $54.23 $36.8K - $43.8K
6.16K $324K
D
Dominion Energy, Inc

Utilities
-10
- 0.25%
$52.85 - $57.43 $529 - $574
3.95K $221K
JCI
Johnson Controls International PLC

Industrials
-13
- 0.14%
$76.12 - $90.6 $990 - $1.18K
8.98K $719K
CAH
Cardinal Health Inc

Healthcare
-345
- 11.64%
$118.02 - $137.77 $40.7K - $47.5K
2.62K $360K
C
Citigroup Inc

Financial Services
-81
- 0.27%
$67.23 - $84.63 $5.45K - $6.86K
30.3K $2.15M
MTG
Mgic Investment Corp

Financial Services
-3
- 0.02%
$22.56 - $25.71 $67.7 - $77.1
13.5K $333K
X
United States Steel Corp

Basic Materials
-1.02K
- 14.42%
$30.47 - $43.0 $31K - $43.7K
6.03K $254K
THC
Tenet Healthcare Corp

Healthcare
-31
- 1.26%
$119.51 - $144.98 $3.7K - $4.49K
2.44K $327K
TPR
Tapestry, Inc.

Consumer Cyclical
-104
- 2.04%
$65.63 - $89.21 $6.83K - $9.28K
4.99K $350K
HLN
Haleon PLC

Healthcare
-33
- 0.11%
$9.02 - $10.67 $298 - $352
30.7K $315K
VOD
Vodafone Group Public LTD CO

Communication Services
-53
- 0.2%
$8.05 - $9.86 $427 - $523
27K $252K
FOXA
Fox Corp

Communication Services
-523
- 7.84%
$47.9 - $58.0 $25.1K - $30.3K
6.15K $347K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-100
- 0.31%
$25.44 - $27.95 $2.54K - $2.8K
32.2K $871K
SPGI
S&P Global Inc.

Financial Services
-6
- 0.2%
$478.26 - $543.77 $2.87K - $3.26K
2.98K $1.51M
UL
Unilever PLC

Consumer Defensive
-83
- 0.71%
$54.72 - $60.29 $4.54K - $5K
11.6K $693K
WTW
Willis Towers Watson PLC

Financial Services
-1
- 0.08%
$306.61 - $340.78 $307 - $341
1.2K $404K
MIDD
Middleby Corp

Industrials
-44
- 1.71%
$133.93 - $172.89 $5.89K - $7.61K
2.52K $383K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.01K
- 7.74%
$56.12 - $68.15 $56.6K - $68.8K
12K $815K
EOG
Eog Resources Inc

Energy
-49
- 0.61%
$120.54 - $138.05 $5.91K - $6.76K
8.03K $1.03M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-37
- 2.53%
$233.07 - $290.7 $8.62K - $10.8K
1.43K $385K
SO
Southern CO

Utilities
-9
- 0.18%
$80.96 - $92.96 $729 - $837
5.1K $468K
KMI
Kinder Morgan, Inc.

Energy
-795
- 1.25%
$26.1 - $31.22 $20.7K - $24.8K
62.6K $1.79M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-27
- 0.12%
$30.38 - $34.94 $820 - $943
23.4K $800K
MMM
3 M CO

Industrials
-38
- 1.2%
$129.7 - $155.12 $4.93K - $5.89K
3.13K $459K
GL
Globe Life Inc.

Financial Services
-5
- 0.19%
$111.2 - $131.72 $556 - $659
2.65K $349K
KR
Kroger CO

Consumer Defensive
-12
- 0.13%
$58.36 - $67.72 $700 - $813
8.9K $602K
CTAS
Cintas Corp

Industrials
-49
- 1.6%
$182.09 - $208.14 $8.92K - $10.2K
3K $617K
MU
Micron Technology Inc

Technology
-221
- 0.72%
$86.89 - $109.38 $19.2K - $24.2K
30.3K $2.63M
YUM
Yum Brands Inc

Consumer Cyclical
-27
- 0.87%
$123.25 - $162.53 $3.33K - $4.39K
3.07K $483K
DVN
Devon Energy Corp

Energy
-1
- 0.01%
$33.15 - $38.55 $33.2 - $38.6
14.6K $544K
EQNR
Equinor Asa

Energy
-38
- 0.15%
$22.37 - $26.45 $850 - $1.01K
24.9K $658K
HOOD
Robinhood Markets, Inc.

Technology
-261
- 1.44%
$35.63 - $65.28 $9.3K - $17K
17.9K $743K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-779
- 3.63%
$35.35 - $42.74 $27.5K - $33.3K
20.7K $854K
RSG
Republic Services, Inc.

Industrials
-24
- 1.17%
$200.09 - $242.16 $4.8K - $5.81K
2.03K $491K
VEA
Vanguard Ftse Developed Market

ETFs
-2.47K
- 3.61%
$47.4 - $52.99 $117K - $131K
65.9K $3.35M
AJG
Arthur J. Gallagher & Co.

Financial Services
-172
- 7.33%
$275.89 - $345.24 $47.5K - $59.4K
2.18K $750K
WEC
Wec Energy Group, Inc.

Utilities
-34
- 0.58%
$92.12 - $108.98 $3.13K - $3.71K
5.78K $630K
WM
Waste Management Inc

Industrials
-11
- 0.35%
$200.54 - $233.78 $2.21K - $2.57K
3.14K $726K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-34
- 1.05%
$208.48 - $244.03 $7.09K - $8.3K
3.21K $783K
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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