Stock Taper

FORUM FINANCIAL MANAGEMENT, LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Wells Fargo & CompanyWFC16.24K$1.34M
Palantir Technologies Inc.PLTR14.72K$1.72M
Netflix, Inc.NFLX14.55K$1.04M
Starbucks CorporationSBUX14.5K$1.48M
Altria Group, Inc.MO14.41K$1.04M
Chevron CorporationCVX13.67K$2.27M
Bank of America CorporationBAC13.42K$764.51K
Johnson & JohnsonJNJ12.63K$3.21M
Cisco Systems, Inc.CSCO12.59K$1.48M
Rivian Automotive, Inc.RIVN12.54K$217.49K
The Home Depot, Inc.HD12.53K$4.42M
Broadcom Inc.AVGO12.09K$4.57M
Skyworks Solutions, Inc.SWKS12.06K$817.46K
Deere & CompanyDE12.03K$7.63M
Marriott International, Inc.MAR11.75K$4.35M
C3.ai, Inc.AI11.53K$104.82K
Red Cat Holdings, Inc.RCAT11K$117.15K
Sweetgreen, Inc.SG11K$96.91K
Ambev S.A.ABEV11K$34.54K
Merck & Co., Inc.MRK10.9K$1.4M