FORUM FINANCIAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SU | 10K | $402.13K |
 | CRM | 10K | $2.26M |
 | EXEL | 10K | $393.88K |
 | DINO | 9K | $495.56K |
 | TSN | 9K | $513.71K |
 | OVV | 9K | $379.64K |
 | PSX | 9K | $1.28M |
 | ALLY | 9K | $366.68K |
 | ORI | 9K | $397.05K |
 | BWA | 9K | $410.49K |
 | MIR | 9K | $216.71K |
 | UNP | 9K | $2.20M |
 | BNS | 9K | $593.62K |
 | ANET | 9K | $1.32M |
 | JCI | 9K | $987.79K |
 | KR | 9K | $603.90K |
 | CG | 9K | $558.53K |
 | ACGL | 9K | $808.13K |
 | FAST | 9K | $432.34K |
 | RKLB | 9K | $417.39K |
Suncor Energy Inc.
SU
Shares Held
10K
Value
$402.13K
Salesforce, Inc.
CRM
Shares Held
10K
Value
$2.26M
Exelixis, Inc.
EXEL
Shares Held
10K
Value
$393.88K
HF Sinclair Corporation
DINO
Shares Held
9K
Value
$495.56K
Tyson Foods, Inc.
TSN
Shares Held
9K
Value
$513.71K
Ovintiv Inc.
OVV
Shares Held
9K
Value
$379.64K
Phillips 66
PSX
Shares Held
9K
Value
$1.28M
Ally Financial Inc.
ALLY
Shares Held
9K
Value
$366.68K
Old Republic International Corporation
ORI
Shares Held
9K
Value
$397.05K
BorgWarner Inc.
BWA
Shares Held
9K
Value
$410.49K
Mirion Technologies, Inc.
MIR
Shares Held
9K
Value
$216.71K
Union Pacific Corporation
UNP
Shares Held
9K
Value
$2.20M
The Bank of Nova Scotia
BNS
Shares Held
9K
Value
$593.62K
Arista Networks, Inc.
ANET
Shares Held
9K
Value
$1.32M
Johnson Controls International plc
JCI
Shares Held
9K
Value
$987.79K
The Kroger Co.
KR
Shares Held
9K
Value
$603.90K
The Carlyle Group Inc.
CG
Shares Held
9K
Value
$558.53K
Arch Capital Group Ltd.
ACGL
Shares Held
9K
Value
$808.13K
Fastenal Company
FAST
Shares Held
9K
Value
$432.34K
Rocket Lab USA, Inc.
RKLB
Shares Held
9K
Value
$417.39K