Stock Taper 
FORUM FINANCIAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Clover Health Investments, Corp. | CLOV | 24.12K | $126.38K |
 Horizon Technology Finance Corporation | HRZN | 24.76K | $117.11K |
 SandRidge Energy, Inc. | SD | 25K | $342.5K |
 Kinder Morgan, Inc. | KMI | 27.78K | $888.25K |
 Exxon Mobil Corporation | XOM | 29.81K | $4.08M |
 Anavex Life Sciences Corp. | AVXL | 30.1K | $77.96K |
 JPMorgan Chase & Co. | JPM | 35.01K | $11.46M |
 Sysco Corporation | SYY | 36.86K | $3.08M |
 Pfizer Inc. | PFE | 38.67K | $931.11K |
 Trinity Capital Inc. | TRIN | 40K | $715.6K |
 Walmart Inc. | WMT | 41.62K | $4.71M |
 Enterprise Products Partners L.P. | EPD | 42.44K | $1.56M |
 Abbott Laboratories | ABT | 45.28K | $4.11M |
 Microsoft Corporation | MSFT | 46.74K | $17.44M |
 AT&T Inc. | T | 46.99K | $972.71K |
 Amazon.com, Inc. | AMZN | 54.66K | $13.03M |
 AbbVie Inc. | ABBV | 54.69K | $13.76M |
 MPLX Lp | MPLX | 62.29K | $3.51M |
 NVIDIA Corporation | NVDA | 69.04K | $13.81M |
 CenterPoint Energy, Inc. | CNP | 70K | $3.08M |