Stock Taper 
FORUM FINANCIAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Walmart Inc. | WMT | 41.62K | $4.71M |
 Trinity Capital Inc. | TRIN | 40K | $715.6K |
 Pfizer Inc. | PFE | 38.67K | $931.11K |
 Sysco Corporation | SYY | 36.86K | $3.08M |
 JPMorgan Chase & Co. | JPM | 35.01K | $11.46M |
 Anavex Life Sciences Corp. | AVXL | 30.1K | $77.96K |
 Exxon Mobil Corporation | XOM | 29.81K | $4.08M |
 Kinder Morgan, Inc. | KMI | 27.78K | $888.25K |
 SandRidge Energy, Inc. | SD | 25K | $342.5K |
 Horizon Technology Finance Corporation | HRZN | 24.76K | $117.11K |
 Clover Health Investments, Corp. | CLOV | 24.12K | $126.38K |
 Meta Platforms, Inc. | META | 23.25K | $13.1M |
 Intel Corp. | INTC | 22.36K | $3.12M |
 Lucid Group, Inc. | LCID | 22.3K | $149.22K |
 The Coca-Cola Company | KO | 21.84K | $1.77M |
 Apollo Global Management, Inc. | APO | 20.92K | $2.48M |
 Verizon Communications Inc. | VZ | 20.06K | $849.4K |
 Oil-Dri Corporation of America | ODC | 18.05K | $1.84M |
 Nokia Oyj | NOK | 17.72K | $235.31K |
 The Procter & Gamble Company | PG | 17.69K | $2.59M |