FORUM FINANCIAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MFG | 379K | $2.54M |
 | AMGN | 351K | $98.94M |
 | AAPL | 328K | $83.52M |
 | ERIC | 327K | $2.70M |
 | MUFG | 322K | $5.13M |
 | SAN | 254K | $2.67M |
 | OSBC | 215K | $3.72M |
 | SMFG | 210K | $3.51M |
 | NOK | 195K | $938.19K |
 | LYG | 182K | $825.35K |
 | T | 167K | $4.71M |
 | NVDA | 157K | $29.31M |
 | GOOG | 148K | $36.16M |
 | PLTR | 148K | $27.06M |
 | GOOGL | 142K | $34.43M |
 | PCT | 125K | $1.64M |
 | BAC | 122K | $6.31M |
 | SONY | 119K | $3.41M |
 | PFE | 118K | $3.00M |
 | AMZN | 118K | $25.89M |
Mizuho Financial Group, Inc.
MFG
Shares Held
379K
Value
$2.54M
Amgen Inc.
AMGN
Shares Held
351K
Value
$98.94M
Apple Inc.
AAPL
Shares Held
328K
Value
$83.52M
Telefonaktiebolaget LM Ericsson (publ)
ERIC
Shares Held
327K
Value
$2.70M
Mitsubishi UFJ Financial Group, Inc.
MUFG
Shares Held
322K
Value
$5.13M
Banco Santander, S.A.
SAN
Shares Held
254K
Value
$2.67M
Old Second Bancorp, Inc.
OSBC
Shares Held
215K
Value
$3.72M
Sumitomo Mitsui Financial Group, Inc.
SMFG
Shares Held
210K
Value
$3.51M
Nokia Oyj
NOK
Shares Held
195K
Value
$938.19K
Lloyds Banking Group plc
LYG
Shares Held
182K
Value
$825.35K
AT&T Inc.
T
Shares Held
167K
Value
$4.71M
NVIDIA Corporation
NVDA
Shares Held
157K
Value
$29.31M
Alphabet Inc.
GOOG
Shares Held
148K
Value
$36.16M
Palantir Technologies Inc.
PLTR
Shares Held
148K
Value
$27.06M
Alphabet Inc.
GOOGL
Shares Held
142K
Value
$34.43M
PureCycle Technologies, Inc.
PCT
Shares Held
125K
Value
$1.64M
Bank of America Corporation
BAC
Shares Held
122K
Value
$6.31M
Sony Group Corporation
SONY
Shares Held
119K
Value
$3.41M
Pfizer Inc.
PFE
Shares Held
118K
Value
$3.00M
Amazon.com, Inc.
AMZN
Shares Held
118K
Value
$25.89M