FORUM FINANCIAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AGCO | 3K | $301.35K |
 | GD | 3K | $957.94K |
 | CTAS | 3K | $576.37K |
 | OSK | 3K | $363.68K |
 | NRG | 3K | $453.97K |
 | JBL | 3K | $608.51K |
 | WHR | 3K | $219.89K |
 | DUK | 3K | $345.80K |
 | TRGP | 3K | $467.11K |
 | PWR | 3K | $1.15M |
 | DCI | 3K | $227.13K |
 | OC | 3K | $390.57K |
 | PSN | 3K | $228.86K |
 | HALO | 3K | $201.10K |
 | TKR | 3K | $205.54K |
 | SFM | 3K | $296.26K |
 | COOP | 3K | $573.77K |
 | UFPI | 3K | $254.29K |
 | CFR | 3K | $344.69K |
 | UMBF | 3K | $321.79K |
AGCO Corporation
AGCO
Shares Held
3K
Value
$301.35K
General Dynamics Corporation
GD
Shares Held
3K
Value
$957.94K
Cintas Corporation
CTAS
Shares Held
3K
Value
$576.37K
Oshkosh Corporation
OSK
Shares Held
3K
Value
$363.68K
NRG Energy, Inc.
NRG
Shares Held
3K
Value
$453.97K
Jabil Inc.
JBL
Shares Held
3K
Value
$608.51K
Whirlpool Corporation
WHR
Shares Held
3K
Value
$219.89K
Duke Energy Corporation
DUK
Shares Held
3K
Value
$345.80K
Targa Resources Corp.
TRGP
Shares Held
3K
Value
$467.11K
Quanta Services, Inc.
PWR
Shares Held
3K
Value
$1.15M
Donaldson Company, Inc.
DCI
Shares Held
3K
Value
$227.13K
Owens Corning
OC
Shares Held
3K
Value
$390.57K
Parsons Corporation
PSN
Shares Held
3K
Value
$228.86K
Halozyme Therapeutics, Inc.
HALO
Shares Held
3K
Value
$201.10K
The Timken Company
TKR
Shares Held
3K
Value
$205.54K
Sprouts Farmers Market, Inc.
SFM
Shares Held
3K
Value
$296.26K
Mr. Cooper Group Inc.
COOP
Shares Held
3K
Value
$573.77K
UFP Industries, Inc.
UFPI
Shares Held
3K
Value
$254.29K
Cullen/Frost Bankers, Inc.
CFR
Shares Held
3K
Value
$344.69K
UMB Financial Corporation
UMBF
Shares Held
3K
Value
$321.79K