FORUM FINANCIAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JEF | 7K | $473.25K |
 | PUK | 7K | $201.02K |
 | WRB | 7K | $545.69K |
 | VSAT | 7K | $207.27K |
 | FLR | 7K | $297.60K |
 | CADE | 7K | $265.18K |
 | UNH | 7K | $2.43M |
 | MCHP | 7K | $447.23K |
 | CHMG | 7K | $364.96K |
 | CGNX | 7K | $313.97K |
 | FIS | 7K | $457.03K |
 | TTEK | 7K | $229.72K |
 | WBS | 7K | $409.01K |
 | TAP | 7K | $308.50K |
 | PNC | 7K | $1.37M |
 | CNX | 7K | $218.51K |
 | RY | 7K | $1.00M |
 | UAL | 7K | $651.44K |
 | DT | 7K | $324.86K |
 | JHG | 7K | $298.26K |
Jefferies Financial Group Inc.
JEF
Shares Held
7K
Value
$473.25K
Prudential plc
PUK
Shares Held
7K
Value
$201.02K
W. R. Berkley Corporation
WRB
Shares Held
7K
Value
$545.69K
Viasat, Inc.
VSAT
Shares Held
7K
Value
$207.27K
Fluor Corporation
FLR
Shares Held
7K
Value
$297.60K
Cadence Bank
CADE
Shares Held
7K
Value
$265.18K
UnitedHealth Group Incorporated
UNH
Shares Held
7K
Value
$2.43M
Microchip Technology Incorporated
MCHP
Shares Held
7K
Value
$447.23K
Chemung Financial Corporation
CHMG
Shares Held
7K
Value
$364.96K
Cognex Corporation
CGNX
Shares Held
7K
Value
$313.97K
Fidelity National Information Services, Inc.
FIS
Shares Held
7K
Value
$457.03K
Tetra Tech, Inc.
TTEK
Shares Held
7K
Value
$229.72K
Webster Financial Corporation
WBS
Shares Held
7K
Value
$409.01K
Molson Coors Beverage Company
TAP
Shares Held
7K
Value
$308.50K
The PNC Financial Services Group, Inc.
PNC
Shares Held
7K
Value
$1.37M
CNX Resources Corporation
CNX
Shares Held
7K
Value
$218.51K
Royal Bank of Canada
RY
Shares Held
7K
Value
$1.00M
United Airlines Holdings, Inc.
UAL
Shares Held
7K
Value
$651.44K
Dynatrace, Inc.
DT
Shares Held
7K
Value
$324.86K
Janus Henderson Group plc
JHG
Shares Held
7K
Value
$298.26K