FORUM FINANCIAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CMC | 5K | $280.67K |
 | TPR | 5K | $552.75K |
 | OHI | 5K | $204.56K |
 | PHM | 5K | $637.13K |
 | ETN | 5K | $1.80M |
 | HSY | 5K | $893.08K |
 | GS | 5K | $3.80M |
 | BRO | 5K | $443.35K |
 | LOW | 5K | $1.19M |
 | FDX | 5K | $1.11M |
 | COHR | 5K | $504.72K |
 | FAF | 5K | $300.71K |
 | TRV | 5K | $1.30M |
 | ASTS | 5K | $228.03K |
 | WAL | 5K | $400.56K |
 | INCY | 5K | $391.31K |
 | GBCI | 5K | $223.93K |
 | EWBC | 5K | $485.63K |
 | SO | 5K | $431.87K |
 | AFRM | 5K | $330.39K |
Commercial Metals Company
CMC
Shares Held
5K
Value
$280.67K
Tapestry, Inc.
TPR
Shares Held
5K
Value
$552.75K
Omega Healthcare Investors, Inc.
OHI
Shares Held
5K
Value
$204.56K
PulteGroup, Inc.
PHM
Shares Held
5K
Value
$637.13K
Eaton Corporation plc
ETN
Shares Held
5K
Value
$1.80M
The Hershey Company
HSY
Shares Held
5K
Value
$893.08K
The Goldman Sachs Group, Inc.
GS
Shares Held
5K
Value
$3.80M
Brown & Brown, Inc.
BRO
Shares Held
5K
Value
$443.35K
Lowe's Companies, Inc.
LOW
Shares Held
5K
Value
$1.19M
FedEx Corporation
FDX
Shares Held
5K
Value
$1.11M
Coherent, Inc.
COHR
Shares Held
5K
Value
$504.72K
First American Financial Corporation
FAF
Shares Held
5K
Value
$300.71K
The Travelers Companies, Inc.
TRV
Shares Held
5K
Value
$1.30M
AST SpaceMobile, Inc.
ASTS
Shares Held
5K
Value
$228.03K
Western Alliance Bancorporation
WAL
Shares Held
5K
Value
$400.56K
Incyte Corporation
INCY
Shares Held
5K
Value
$391.31K
Glacier Bancorp, Inc.
GBCI
Shares Held
5K
Value
$223.93K
East West Bancorp, Inc.
EWBC
Shares Held
5K
Value
$485.63K
The Southern Company
SO
Shares Held
5K
Value
$431.87K
Affirm Holdings, Inc.
AFRM
Shares Held
5K
Value
$330.39K