Stock Taper

FORUM FINANCIAL MANAGEMENT, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Adobe Inc.ADBE2.44K$501.07K
CoreWeave, Inc. Class A Common StockCRWV2.43K$241.46K
Salesforce, Inc.CRM2.29K$358.62K
American Electric Power Company, Inc.AEP2.14K$292.64K
Chubb LimitedCB2.1K$717.26K
Constellation Energy CorporationCEG2.08K$515.44K
CVS Health Corp.CVS2.07K$214.55K
Digital Realty Trust, Inc.DLR1.97K$354.13K
Lowe's Companies, Inc.LOW1.9K$419.4K
Biogen Inc.BIIB1.89K$408.35K
Taiwan Semiconductor Manufacturing Company LimitedTSM1.79K$856.7K
GE Vernova Inc.GEV1.77K$2.08M
Graham Holdings CompanyGHC1.74K$1.99M
QUALCOMM IncorporatedQCOM1.66K$305.98K
Welltower Inc.WELL1.63K$369.96K
KLA CorporationKLAC1.53K$461.62K
Seagate Technology Holdings plcSTX1.51K$1.46M
Cloudflare, Inc.NET1.5K$367.43K
Analog Devices, Inc.ADI1.41K$558.84K
Yum! Brands, Inc.YUM1.34K$213.73K