FORUM FINANCIAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | EXC | 5K | $245.18K |
 | HIG | 5K | $726.44K |
 | STT | 5K | $631.56K |
 | TDS | 5K | $212.80K |
 | ADP | 5K | $1.57M |
 | UHAL-B | 5K | $272.01K |
 | MA | 5K | $3.03M |
 | SSNC | 5K | $471.85K |
 | MTDR | 5K | $238.71K |
 | OMF | 5K | $298.96K |
 | CL | 5K | $423.12K |
 | HSIC | 5K | $351.23K |
 | LBRDK | 5K | $336.03K |
 | APO | 5K | $700.20K |
 | CI | 5K | $1.51M |
 | CNO | 5K | $207.76K |
 | ZWS | 5K | $245.87K |
 | Z | 5K | $402.74K |
 | HOLX | 5K | $352.37K |
 | CF | 5K | $467.85K |
Exelon Corporation
EXC
Shares Held
5K
Value
$245.18K
The Hartford Financial Services Group, Inc.
HIG
Shares Held
5K
Value
$726.44K
State Street Corporation
STT
Shares Held
5K
Value
$631.56K
Telephone and Data Systems, Inc.
TDS
Shares Held
5K
Value
$212.80K
Automatic Data Processing, Inc.
ADP
Shares Held
5K
Value
$1.57M
U-Haul Holding Company
UHAL-B
Shares Held
5K
Value
$272.01K
Mastercard Incorporated
MA
Shares Held
5K
Value
$3.03M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
5K
Value
$471.85K
Matador Resources Company
MTDR
Shares Held
5K
Value
$238.71K
OneMain Holdings, Inc.
OMF
Shares Held
5K
Value
$298.96K
Colgate-Palmolive Company
CL
Shares Held
5K
Value
$423.12K
Henry Schein, Inc.
HSIC
Shares Held
5K
Value
$351.23K
Liberty Broadband Corporation
LBRDK
Shares Held
5K
Value
$336.03K
Apollo Global Management, Inc.
APO
Shares Held
5K
Value
$700.20K
Cigna Corporation
CI
Shares Held
5K
Value
$1.51M
CNO Financial Group, Inc.
CNO
Shares Held
5K
Value
$207.76K
Zurn Elkay Water Solutions Corporation
ZWS
Shares Held
5K
Value
$245.87K
Zillow Group, Inc. Class C
Z
Shares Held
5K
Value
$402.74K
Hologic, Inc.
HOLX
Shares Held
5K
Value
$352.37K
CF Industries Holdings, Inc.
CF
Shares Held
5K
Value
$467.85K