FORUM FINANCIAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DHI | 6K | $985.98K |
 | VLO | 6K | $985.47K |
 | WEC | 6K | $663.13K |
 | COST | 6K | $5.36M |
 | TMUS | 6K | $1.38M |
 | WSFS | 6K | $309.24K |
 | OKTA | 6K | $524.25K |
 | ALK | 6K | $280.61K |
 | BE | 6K | $475.12K |
 | MKC | 6K | $374.83K |
 | DG | 6K | $578.86K |
 | D | 6K | $340.99K |
 | UBSI | 6K | $206.78K |
 | USFD | 6K | $424.94K |
 | TRMB | 6K | $452.34K |
 | CSGP | 6K | $466.23K |
 | ARMK | 6K | $212.01K |
 | TROW | 5K | $563.29K |
 | BMO | 5K | $710.90K |
 | SNV | 5K | $267.73K |
D.R. Horton, Inc.
DHI
Shares Held
6K
Value
$985.98K
Valero Energy Corporation
VLO
Shares Held
6K
Value
$985.47K
WEC Energy Group, Inc.
WEC
Shares Held
6K
Value
$663.13K
Costco Wholesale Corporation
COST
Shares Held
6K
Value
$5.36M
T-Mobile US, Inc.
TMUS
Shares Held
6K
Value
$1.38M
WSFS Financial Corporation
WSFS
Shares Held
6K
Value
$309.24K
Okta, Inc.
OKTA
Shares Held
6K
Value
$524.25K
Alaska Air Group, Inc.
ALK
Shares Held
6K
Value
$280.61K
Bloom Energy Corporation
BE
Shares Held
6K
Value
$475.12K
McCormick & Company, Incorporated
MKC
Shares Held
6K
Value
$374.83K
Dollar General Corporation
DG
Shares Held
6K
Value
$578.86K
Dominion Energy, Inc.
D
Shares Held
6K
Value
$340.99K
United Bankshares, Inc.
UBSI
Shares Held
6K
Value
$206.78K
US Foods Holding Corp.
USFD
Shares Held
6K
Value
$424.94K
Trimble Inc.
TRMB
Shares Held
6K
Value
$452.34K
CoStar Group, Inc.
CSGP
Shares Held
6K
Value
$466.23K
Aramark
ARMK
Shares Held
6K
Value
$212.01K
T. Rowe Price Group, Inc.
TROW
Shares Held
5K
Value
$563.29K
Bank of Montreal
BMO
Shares Held
5K
Value
$710.90K
Synovus Financial Corp.
SNV
Shares Held
5K
Value
$267.73K