FORUM FINANCIAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BUD | 9K | $519.08K |
 | BX | 9K | $1.49M |
 | RRC | 9K | $323.48K |
 | ASB | 8K | $218.25K |
 | NEE | 8K | $640.39K |
 | LLY | 8K | $6.46M |
 | FTNT | 8K | $708.99K |
 | BTSG | 8K | $248.78K |
 | TEM | 8K | $670.86K |
 | SHOP | 8K | $1.23M |
 | CMG | 8K | $323.08K |
 | NCLH | 8K | $202.04K |
 | CMA | 8K | $561.56K |
 | DOCU | 8K | $587.39K |
 | KD | 8K | $243.51K |
 | BA | 8K | $1.75M |
 | FNF | 8K | $489.43K |
 | AXP | 8K | $2.69M |
 | HOMB | 8K | $227.56K |
 | HIMS | 8K | $455.86K |
Anheuser-Busch InBev SA/NV
BUD
Shares Held
9K
Value
$519.08K
Blackstone Inc.
BX
Shares Held
9K
Value
$1.49M
Range Resources Corporation
RRC
Shares Held
9K
Value
$323.48K
Associated Banc-Corp
ASB
Shares Held
8K
Value
$218.25K
NextEra Energy, Inc.
NEE
Shares Held
8K
Value
$640.39K
Eli Lilly and Company
LLY
Shares Held
8K
Value
$6.46M
Fortinet, Inc.
FTNT
Shares Held
8K
Value
$708.99K
BrightSpring Health Services, Inc. Common Stock
BTSG
Shares Held
8K
Value
$248.78K
Tempus AI, Inc.
TEM
Shares Held
8K
Value
$670.86K
Shopify Inc.
SHOP
Shares Held
8K
Value
$1.23M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
8K
Value
$323.08K
Norwegian Cruise Line Holdings Ltd.
NCLH
Shares Held
8K
Value
$202.04K
Comerica Incorporated
CMA
Shares Held
8K
Value
$561.56K
DocuSign, Inc.
DOCU
Shares Held
8K
Value
$587.39K
Kyndryl Holdings, Inc.
KD
Shares Held
8K
Value
$243.51K
The Boeing Company
BA
Shares Held
8K
Value
$1.75M
Fidelity National Financial, Inc.
FNF
Shares Held
8K
Value
$489.43K
American Express Company
AXP
Shares Held
8K
Value
$2.69M
Home Bancshares, Inc.
HOMB
Shares Held
8K
Value
$227.56K
Hims & Hers Health, Inc.
HIMS
Shares Held
8K
Value
$455.86K