Stock Taper 
FORUM FINANCIAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NextEra Energy, Inc. | NEE | 8.54K | $749.24K |
 The Walt Disney Company | DIS | 8.66K | $833.37K |
 Pursuit Attractions and Hospitality, Inc. | PRSU | 8.81K | $492.94K |
 Hilltop Holdings Inc. | HTH | 9.29K | $360.11K |
 McDonald's Corporation | MCD | 9.36K | $2.53M |
 Fifth Third Bancorp | FITB | 9.91K | $558.43K |
 Borr Drilling Limited | BORR | 10K | $41.3K |
 Prime Medicine, Inc. | PRME | 10K | $36.9K |
 Digi Power X Inc. | DGXX | 10K | $54.5K |
 Venture Global, Inc. | VG | 10.05K | $111.82K |
 The Allstate Corporation | ALL | 10.8K | $2.57M |
 Merck & Co., Inc. | MRK | 10.9K | $1.4M |
 Sweetgreen, Inc. | SG | 11K | $96.91K |
 Red Cat Holdings, Inc. | RCAT | 11K | $117.15K |
 Ambev S.A. | ABEV | 11K | $34.54K |
 C3.ai, Inc. | AI | 11.53K | $104.82K |
 Marriott International, Inc. | MAR | 11.75K | $4.35M |
 Deere & Company | DE | 12.03K | $7.63M |
 Skyworks Solutions, Inc. | SWKS | 12.06K | $817.46K |
 Broadcom Inc. | AVGO | 12.09K | $4.57M |