Stock Taper 
FORUM FINANCIAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Maplebear Inc. | CART | 4.87K | $230.64K |
 Omega Healthcare Investors, Inc. | OHI | 4.84K | $231.01K |
 CME Group Inc. | CME | 4.8K | $1.06M |
 Citigroup Inc. | C | 4.79K | $669.81K |
 International Business Machines Corporation | IBM | 4.78K | $1.34M |
 Duke Energy Corporation | DUK | 4.73K | $598.48K |
 Blackstone Inc. | BX | 4.72K | $554.93K |
 Enbridge Inc. | ENB | 4.5K | $243.73K |
 WEC Energy Group, Inc. | WEC | 4.32K | $504.68K |
 The TJX Companies, Inc. | TJX | 4.25K | $644.12K |
 PACCAR Inc | PCAR | 4.17K | $500.37K |
 Lockheed Martin Corporation | LMT | 4.13K | $2.1M |
 O'Reilly Automotive, Inc. | ORLY | 4.08K | $375.82K |
 Advanced Micro Devices, Inc. | AMD | 3.96K | $2.3M |
 Universal Display Corporation | OLED | 3.89K | $337.1K |
 Wintrust Financial Corporation | WTFC | 3.83K | $614.75K |
 The Charles Schwab Corporation | SCHW | 3.78K | $348.94K |
 Micron Technology, Inc. | MU | 3.66K | $4.23M |
 RTX Corporation | RTX | 3.63K | $689.39K |
 U.S. Bancorp | USB | 3.6K | $217.46K |