Forum Financial Management, LP Asset Management

Forum Financial Management, LP

  • $6.44 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$87B
$2.43 Million 0.04% of portfolio
22,303
Q3 2025 Added 6.44%
$109B
$1.49 Million 0.02% of portfolio
8,694
Q3 2025 Added 21.17%
$105B
$1.42 Million 0.02% of portfolio
10,953
Q3 2025 Added 9.55%
$26.3B
$842,000 0.01% of portfolio
6,259
Q3 2025 Added 7.54%
$51.7B
$707,000 0.01% of portfolio
1,441
Q3 2025 Reduced 1.5%
$75.8B
$700,000 0.01% of portfolio
5,254
Q3 2025 Added 2.18%
$42.9B
$631,000 0.01% of portfolio
5,444
Q3 2025 Added 22.04%
$19.8B
$624,000 0.01% of portfolio
7,535
Q3 2025 Added 8.68%
$23.7B
$563,000 0.01% of portfolio
5,488
Q3 2025 Added 1.07%
$21B
$558,000 0.01% of portfolio
8,908
Q3 2025 Added 10.99%
$20.8B
$524,000 0.01% of portfolio
16,364
Q3 2025 Added 0.02%
$10.7B
$439,000 0.01% of portfolio
19,139
Q3 2025 Added 10.46%
$4.29B
$410,000 0.01% of portfolio
15,735
Q1 2025 New
$11.7B
$349,000 0.01% of portfolio
15,091
Q3 2025 Added 8.54%
$9.29B
$330,000 0.01% of portfolio
1,385
Q3 2025 Added 0.07%
$6.94B
$298,000 0.0% of portfolio
6,701
Q3 2025 Added 10.0%
$0
$241,000 0.0% of portfolio
8,169
Q2 2025 New
$26B
$236,000 0.0% of portfolio
1,482
Q3 2025 Added 0.07%
$4.48B
$221,000 0.0% of portfolio
3,418
Q3 2025 Added 0.12%
$0
$135,000 0.0% of portfolio
12,058
Q3 2024 New
$151M
$103,000 0.0% of portfolio
14,836
Q2 2025 New
$0
$79,000 0.0% of portfolio
15,000
Q1 2025 New
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