FORUM FINANCIAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RDDT | 3K | $623.84K |
 | AME | 3K | $507.22K |
 | PRIM | 3K | $370.38K |
 | BOKF | 3K | $299.66K |
 | BPOP | 3K | $339.24K |
 | VEEV | 3K | $792.74K |
 | MIDD | 3K | $352.53K |
 | HQY | 3K | $250.38K |
 | CCJ | 3K | $221.31K |
 | CAH | 3K | $412.19K |
 | ISRG | 3K | $1.17M |
 | JAZZ | 3K | $343.08K |
 | AGO | 3K | $217.72K |
 | SFBS | 3K | $206.56K |
 | DELL | 3K | $362.50K |
 | LPX | 3K | $227.16K |
 | DOV | 3K | $425.58K |
 | AJG | 3K | $788.29K |
 | VRT | 3K | $382.74K |
 | ORA | 3K | $243.03K |
Reddit, Inc.
RDDT
Shares Held
3K
Value
$623.84K
AMETEK, Inc.
AME
Shares Held
3K
Value
$507.22K
Primoris Services Corporation
PRIM
Shares Held
3K
Value
$370.38K
BOK Financial Corporation
BOKF
Shares Held
3K
Value
$299.66K
Popular, Inc.
BPOP
Shares Held
3K
Value
$339.24K
Veeva Systems Inc.
VEEV
Shares Held
3K
Value
$792.74K
The Middleby Corporation
MIDD
Shares Held
3K
Value
$352.53K
HealthEquity, Inc.
HQY
Shares Held
3K
Value
$250.38K
Cameco Corporation
CCJ
Shares Held
3K
Value
$221.31K
Cardinal Health, Inc.
CAH
Shares Held
3K
Value
$412.19K
Intuitive Surgical, Inc.
ISRG
Shares Held
3K
Value
$1.17M
Jazz Pharmaceuticals plc
JAZZ
Shares Held
3K
Value
$343.08K
Assured Guaranty Ltd.
AGO
Shares Held
3K
Value
$217.72K
ServisFirst Bancshares, Inc.
SFBS
Shares Held
3K
Value
$206.56K
Dell Technologies Inc.
DELL
Shares Held
3K
Value
$362.50K
Louisiana-Pacific Corporation
LPX
Shares Held
3K
Value
$227.16K
Dover Corporation
DOV
Shares Held
3K
Value
$425.58K
Arthur J. Gallagher & Co.
AJG
Shares Held
3K
Value
$788.29K
Vertiv Holdings Co
VRT
Shares Held
3K
Value
$382.74K
Ormat Technologies, Inc.
ORA
Shares Held
3K
Value
$243.03K