FORUM FINANCIAL MANAGEMENT, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ET | 402K | $7.76M |
 | AMGN | 348K | $122.43M |
 | BSM | 300K | $4.54M |
 | AAPL | 257K | $65.24M |
 | OSBC | 206K | $4.15M |
 | OKE | 147K | $13.26M |
 | PLTR | 139K | $20.35M |
 | BZAI | 115K | $210.19K |
 | GOOG | 110K | $31.53M |
 | BTBT | 100K | $131.00K |
 | GOOGL | 95K | $27.44M |
 | CNP | 70K | $3.02M |
 | MPLX | 62K | $3.55M |
 | MDAI | 61K | $88.94K |
 | NVDA | 55K | $9.56M |
 | AMZN | 54K | $11.27M |
 | ABBV | 54K | $11.70M |
 | T | 54K | $1.55M |
 | MSFT | 48K | $17.71M |
 | ABT | 47K | $4.81M |
Energy Transfer LP
ET
Shares Held
402K
Value
$7.76M
Amgen Inc.
AMGN
Shares Held
348K
Value
$122.43M
Black Stone Minerals, L.P.
BSM
Shares Held
300K
Value
$4.54M
Apple Inc.
AAPL
Shares Held
257K
Value
$65.24M
Old Second Bancorp, Inc.
OSBC
Shares Held
206K
Value
$4.15M
ONEOK, Inc.
OKE
Shares Held
147K
Value
$13.26M
Palantir Technologies Inc.
PLTR
Shares Held
139K
Value
$20.35M
Blaize Holdings Inc.
BZAI
Shares Held
115K
Value
$210.19K
Alphabet Inc.
GOOG
Shares Held
110K
Value
$31.53M
Bit Digital, Inc.
BTBT
Shares Held
100K
Value
$131.00K
Alphabet Inc.
GOOGL
Shares Held
95K
Value
$27.44M
CenterPoint Energy, Inc.
CNP
Shares Held
70K
Value
$3.02M
MPLX Lp
MPLX
Shares Held
62K
Value
$3.55M
Spectral AI, Inc.
MDAI
Shares Held
61K
Value
$88.94K
NVIDIA Corporation
NVDA
Shares Held
55K
Value
$9.56M
Amazon.com, Inc.
AMZN
Shares Held
54K
Value
$11.27M
AbbVie Inc.
ABBV
Shares Held
54K
Value
$11.70M
AT&T Inc.
T
Shares Held
54K
Value
$1.55M
Microsoft Corporation
MSFT
Shares Held
48K
Value
$17.71M
Abbott Laboratories
ABT
Shares Held
47K
Value
$4.81M