FORUM FINANCIAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | META | 38K | $27.97M |
 | CLOV | 37K | $113.95K |
 | CVX | 37K | $5.72M |
 | KEY | 36K | $680.97K |
 | JNJ | 36K | $6.59M |
 | SHEL | 34K | $2.45M |
 | AVGO | 34K | $11.30M |
 | TEF | 34K | $172.92K |
 | DIS | 34K | $3.89M |
 | RIVN | 34K | $493.77K |
 | HPE | 33K | $819.32K |
 | C | 33K | $3.38M |
 | MS | 33K | $5.26M |
 | PG | 33K | $5.05M |
 | HLN | 32K | $288.44K |
 | NFBK | 32K | $376.09K |
 | LCID | 31K | $744.22K |
 | E | 31K | $1.07M |
 | SNAP | 30K | $234.34K |
 | RF | 30K | $797.19K |
Meta Platforms, Inc.
META
Shares Held
38K
Value
$27.97M
Clover Health Investments, Corp.
CLOV
Shares Held
37K
Value
$113.95K
Chevron Corporation
CVX
Shares Held
37K
Value
$5.72M
KeyCorp
KEY
Shares Held
36K
Value
$680.97K
Johnson & Johnson
JNJ
Shares Held
36K
Value
$6.59M
Shell plc
SHEL
Shares Held
34K
Value
$2.45M
Broadcom Inc.
AVGO
Shares Held
34K
Value
$11.30M
Telefónica, S.A.
TEF
Shares Held
34K
Value
$172.92K
The Walt Disney Company
DIS
Shares Held
34K
Value
$3.89M
Rivian Automotive, Inc.
RIVN
Shares Held
34K
Value
$493.77K
Hewlett Packard Enterprise Company
HPE
Shares Held
33K
Value
$819.32K
Citigroup Inc.
C
Shares Held
33K
Value
$3.38M
Morgan Stanley
MS
Shares Held
33K
Value
$5.26M
The Procter & Gamble Company
PG
Shares Held
33K
Value
$5.05M
Haleon plc
HLN
Shares Held
32K
Value
$288.44K
Northfield Bancorp, Inc.
NFBK
Shares Held
32K
Value
$376.09K
Lucid Group, Inc.
LCID
Shares Held
31K
Value
$744.22K
Eni S.p.A.
E
Shares Held
31K
Value
$1.07M
Snap Inc.
SNAP
Shares Held
30K
Value
$234.34K
Regions Financial Corporation
RF
Shares Held
30K
Value
$797.19K