FORUM FINANCIAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RJF | 5K | $777.22K |
 | AL | 4K | $284.45K |
 | LMT | 4K | $2.23M |
 | VOYA | 4K | $333.98K |
 | GXO | 4K | $235.20K |
 | TRP | 4K | $241.53K |
 | EBAY | 4K | $398.80K |
 | DOX | 4K | $359.13K |
 | TSCO | 4K | $245.96K |
 | DTM | 4K | $488.53K |
 | CBSH | 4K | $257.98K |
 | PEGA | 4K | $248.06K |
 | TGT | 4K | $386.19K |
 | CP | 4K | $320.01K |
 | TMHC | 4K | $283.31K |
 | URBN | 4K | $306.58K |
 | GPN | 4K | $356.13K |
 | SSB | 4K | $423.06K |
 | MMC | 4K | $862.14K |
 | STX | 4K | $1.01M |
Raymond James Financial, Inc.
RJF
Shares Held
5K
Value
$777.22K
Air Lease Corporation
AL
Shares Held
4K
Value
$284.45K
Lockheed Martin Corporation
LMT
Shares Held
4K
Value
$2.23M
Voya Financial, Inc.
VOYA
Shares Held
4K
Value
$333.98K
GXO Logistics, Inc.
GXO
Shares Held
4K
Value
$235.20K
TC Energy Corporation
TRP
Shares Held
4K
Value
$241.53K
eBay Inc.
EBAY
Shares Held
4K
Value
$398.80K
Amdocs Limited
DOX
Shares Held
4K
Value
$359.13K
Tractor Supply Company
TSCO
Shares Held
4K
Value
$245.96K
DT Midstream, Inc.
DTM
Shares Held
4K
Value
$488.53K
Commerce Bancshares, Inc.
CBSH
Shares Held
4K
Value
$257.98K
Pegasystems Inc.
PEGA
Shares Held
4K
Value
$248.06K
Target Corporation
TGT
Shares Held
4K
Value
$386.19K
Canadian Pacific Kansas City Ltd.
CP
Shares Held
4K
Value
$320.01K
Taylor Morrison Home Corporation
TMHC
Shares Held
4K
Value
$283.31K
Urban Outfitters, Inc.
URBN
Shares Held
4K
Value
$306.58K
Global Payments Inc.
GPN
Shares Held
4K
Value
$356.13K
SouthState Corporation
SSB
Shares Held
4K
Value
$423.06K
Marsh & McLennan Companies, Inc.
MMC
Shares Held
4K
Value
$862.14K
Seagate Technology Holdings plc
STX
Shares Held
4K
Value
$1.01M