Stock Taper 
FORUM FINANCIAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 1.79K | $856.7K |
 Biogen Inc. | BIIB | 1.89K | $408.35K |
 Lowe's Companies, Inc. | LOW | 1.9K | $419.4K |
 Digital Realty Trust, Inc. | DLR | 1.97K | $354.13K |
 CVS Health Corp. | CVS | 2.07K | $214.55K |
 Constellation Energy Corporation | CEG | 2.08K | $515.44K |
 Chubb Limited | CB | 2.1K | $717.26K |
 American Electric Power Company, Inc. | AEP | 2.14K | $292.64K |
 Salesforce, Inc. | CRM | 2.29K | $358.62K |
 CoreWeave, Inc. Class A Common Stock | CRWV | 2.43K | $241.46K |
 Adobe Inc. | ADBE | 2.44K | $501.07K |
 Automatic Data Processing, Inc. | ADP | 2.67K | $597.37K |
 Phillips 66 | PSX | 2.67K | $451.01K |
 American Express Company | AXP | 2.77K | $936.98K |
 Applied Materials, Inc. | AMAT | 2.79K | $2.02M |
 Danaher Corporation | DHR | 2.81K | $535.44K |
 The Boeing Company | BA | 2.81K | $609.32K |
 Church & Dwight Co., Inc. | CHD | 2.82K | $273.04K |
 Delta Air Lines, Inc. | DAL | 2.89K | $270.56K |
 Dutch Bros Inc. | BROS | 3.01K | $216.29K |