FORUM FINANCIAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AVXL | 30K | $268.25K |
 | MU | 30K | $4.94M |
 | ADT | 30K | $257.24K |
 | ROIV | 29K | $433.37K |
 | NVO | 29K | $1.59M |
 | SD | 29K | $322.51K |
 | KVUE | 28K | $452.37K |
 | SLB | 28K | $947.55K |
 | USB | 28K | $1.33M |
 | EQNR | 27K | $663.84K |
 | CSX | 27K | $941.63K |
 | BP | 26K | $906.26K |
 | KDP | 26K | $661.58K |
 | HL | 25K | $303.94K |
 | CTRA | 25K | $582.71K |
 | NVS | 25K | $3.16M |
 | COP | 25K | $2.33M |
 | WMB | 24K | $1.52M |
 | STM | 24K | $672.16K |
 | TFC | 24K | $1.09M |
Anavex Life Sciences Corp.
AVXL
Shares Held
30K
Value
$268.25K
Micron Technology, Inc.
MU
Shares Held
30K
Value
$4.94M
ADT Inc.
ADT
Shares Held
30K
Value
$257.24K
Roivant Sciences Ltd.
ROIV
Shares Held
29K
Value
$433.37K
Novo Nordisk A/S
NVO
Shares Held
29K
Value
$1.59M
SandRidge Energy, Inc.
SD
Shares Held
29K
Value
$322.51K
Kenvue Inc.
KVUE
Shares Held
28K
Value
$452.37K
SLB N.V.
SLB
Shares Held
28K
Value
$947.55K
U.S. Bancorp
USB
Shares Held
28K
Value
$1.33M
Equinor ASA
EQNR
Shares Held
27K
Value
$663.84K
CSX Corporation
CSX
Shares Held
27K
Value
$941.63K
BP p.l.c.
BP
Shares Held
26K
Value
$906.26K
Keurig Dr Pepper Inc.
KDP
Shares Held
26K
Value
$661.58K
Hecla Mining Company
HL
Shares Held
25K
Value
$303.94K
Coterra Energy Inc.
CTRA
Shares Held
25K
Value
$582.71K
Novartis AG
NVS
Shares Held
25K
Value
$3.16M
ConocoPhillips
COP
Shares Held
25K
Value
$2.33M
The Williams Companies, Inc.
WMB
Shares Held
24K
Value
$1.52M
STMicroelectronics N.V.
STM
Shares Held
24K
Value
$672.16K
Truist Financial Corporation
TFC
Shares Held
24K
Value
$1.09M