FORUM FINANCIAL MANAGEMENT, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ET | 431K | $7.11M |
 | MFG | 379K | $2.78M |
 | AMGN | 351K | $114.81M |
 | ERIC | 327K | $3.16M |
 | AAPL | 326K | $88.57M |
 | MUFG | 322K | $5.11M |
 | BSM | 300K | $3.99M |
 | SAN | 254K | $2.98M |
 | SMFG | 210K | $4.05M |
 | OSBC | 209K | $4.07M |
 | NOK | 195K | $1.26M |
 | LYG | 182K | $963.52K |
 | NVDA | 163K | $30.32M |
 | T | 157K | $3.89M |
 | OKE | 155K | $11.36M |
 | PLTR | 154K | $27.33M |
 | GOOG | 150K | $46.98M |
 | GOOGL | 141K | $44.14M |
 | AMZN | 128K | $29.53M |
 | PCT | 125K | $1.07M |
Energy Transfer LP
ET
Shares Held
431K
Value
$7.11M
Mizuho Financial Group, Inc.
MFG
Shares Held
379K
Value
$2.78M
Amgen Inc.
AMGN
Shares Held
351K
Value
$114.81M
Telefonaktiebolaget LM Ericsson (publ)
ERIC
Shares Held
327K
Value
$3.16M
Apple Inc.
AAPL
Shares Held
326K
Value
$88.57M
Mitsubishi UFJ Financial Group, Inc.
MUFG
Shares Held
322K
Value
$5.11M
Black Stone Minerals, L.P.
BSM
Shares Held
300K
Value
$3.99M
Banco Santander, S.A.
SAN
Shares Held
254K
Value
$2.98M
Sumitomo Mitsui Financial Group, Inc.
SMFG
Shares Held
210K
Value
$4.05M
Old Second Bancorp, Inc.
OSBC
Shares Held
209K
Value
$4.07M
Nokia Oyj
NOK
Shares Held
195K
Value
$1.26M
Lloyds Banking Group plc
LYG
Shares Held
182K
Value
$963.52K
NVIDIA Corporation
NVDA
Shares Held
163K
Value
$30.32M
AT&T Inc.
T
Shares Held
157K
Value
$3.89M
ONEOK, Inc.
OKE
Shares Held
155K
Value
$11.36M
Palantir Technologies Inc.
PLTR
Shares Held
154K
Value
$27.33M
Alphabet Inc.
GOOG
Shares Held
150K
Value
$46.98M
Alphabet Inc.
GOOGL
Shares Held
141K
Value
$44.14M
Amazon.com, Inc.
AMZN
Shares Held
128K
Value
$29.53M
PureCycle Technologies, Inc.
PCT
Shares Held
125K
Value
$1.07M