FORUM FINANCIAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GNW | 23K | $206.56K |
 | AI | 23K | $399.15K |
 | HAL | 23K | $565.53K |
 | MRK | 23K | $1.91M |
 | CCL | 23K | $655.07K |
 | BK | 22K | $2.43M |
 | BMY | 22K | $1.00M |
 | KHC | 22K | $570.06K |
 | MDT | 22K | $2.08M |
 | ELAN | 22K | $439.84K |
 | VLY | 22K | $230.00K |
 | CCCS | 22K | $197.26K |
 | MO | 22K | $1.43M |
 | BEPC | 21K | $735.11K |
 | ALL | 21K | $4.55M |
 | VTRS | 21K | $207.95K |
 | SCHW | 21K | $1.98M |
 | VOD | 20K | $237.62K |
 | TM | 20K | $3.91M |
 | CVS | 20K | $1.53M |
Genworth Financial, Inc.
GNW
Shares Held
23K
Value
$206.56K
C3.ai, Inc.
AI
Shares Held
23K
Value
$399.15K
Halliburton Company
HAL
Shares Held
23K
Value
$565.53K
Merck & Co., Inc.
MRK
Shares Held
23K
Value
$1.91M
Carnival Corporation & plc
CCL
Shares Held
23K
Value
$655.07K
The Bank of New York Mellon Corporation
BK
Shares Held
22K
Value
$2.43M
Bristol-Myers Squibb Company
BMY
Shares Held
22K
Value
$1.00M
The Kraft Heinz Company
KHC
Shares Held
22K
Value
$570.06K
Medtronic plc
MDT
Shares Held
22K
Value
$2.08M
Elanco Animal Health Incorporated
ELAN
Shares Held
22K
Value
$439.84K
Valley National Bancorp
VLY
Shares Held
22K
Value
$230.00K
CCC Intelligent Solutions Holdings Inc.
CCCS
Shares Held
22K
Value
$197.26K
Altria Group, Inc.
MO
Shares Held
22K
Value
$1.43M
Brookfield Renewable Corporation
BEPC
Shares Held
21K
Value
$735.11K
The Allstate Corporation
ALL
Shares Held
21K
Value
$4.55M
Viatris Inc.
VTRS
Shares Held
21K
Value
$207.95K
The Charles Schwab Corporation
SCHW
Shares Held
21K
Value
$1.98M
Vodafone Group Public Limited Company
VOD
Shares Held
20K
Value
$237.62K
Toyota Motor Corporation
TM
Shares Held
20K
Value
$3.91M
CVS Health Corporation
CVS
Shares Held
20K
Value
$1.53M