Stock Taper 
FORUM FINANCIAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 PACCAR Inc | PCAR | 4.17K | $500.37K |
 The TJX Companies, Inc. | TJX | 4.25K | $644.12K |
 WEC Energy Group, Inc. | WEC | 4.32K | $504.68K |
 Enbridge Inc. | ENB | 4.5K | $243.73K |
 Blackstone Inc. | BX | 4.72K | $554.93K |
 Duke Energy Corporation | DUK | 4.73K | $598.48K |
 International Business Machines Corporation | IBM | 4.78K | $1.34M |
 Citigroup Inc. | C | 4.79K | $669.81K |
 CME Group Inc. | CME | 4.8K | $1.06M |
 Omega Healthcare Investors, Inc. | OHI | 4.84K | $231.01K |
 Maplebear Inc. | CART | 4.87K | $230.64K |
 Caterpillar Inc. | CAT | 5.16K | $5.49M |
 Eli Lilly and Company | LLY | 5.25K | $6.3M |
 Prudential Financial, Inc. | PRU | 5.35K | $577.71K |
 Union Pacific Corporation | UNP | 5.45K | $1.48M |
 KKR & Co. Inc. | KKR | 5.46K | $501.32K |
 PayPal Holdings, Inc. | PYPL | 5.53K | $238.88K |
 PepsiCo, Inc. | PEP | 5.65K | $765.38K |
 ConocoPhillips | COP | 5.88K | $611.03K |
 Stepan Co | SCL | 5.89K | $328.47K |