Stock Taper 
FORUM FINANCIAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Allstate Corporation | ALL | 10.8K | $2.57M |
 Venture Global, Inc. | VG | 10.05K | $111.82K |
 Prime Medicine, Inc. | PRME | 10K | $36.9K |
 Borr Drilling Limited | BORR | 10K | $41.3K |
 Digi Power X Inc. | DGXX | 10K | $54.5K |
 Fifth Third Bancorp | FITB | 9.91K | $558.43K |
 McDonald's Corporation | MCD | 9.36K | $2.53M |
 Hilltop Holdings Inc. | HTH | 9.29K | $360.11K |
 Pursuit Attractions and Hospitality, Inc. | PRSU | 8.81K | $492.94K |
 The Walt Disney Company | DIS | 8.66K | $833.37K |
 NextEra Energy, Inc. | NEE | 8.54K | $749.24K |
 The Williams Companies, Inc. | WMB | 8.41K | $625.13K |
 MetLife, Inc. | MET | 8.33K | $704.82K |
 Tempus AI, Inc. | TEM | 8.31K | $481.57K |
 Old National Bancorp | ONB | 8.03K | $207.93K |
 United Parcel Service, Inc. | UPS | 7.81K | $839.34K |
 Kimberly-Clark Corporation | KMB | 7.77K | $853.16K |
 Morgan Stanley | MS | 7.47K | $1.56M |
 Oracle Corporation | ORCL | 7.39K | $1.08M |
 Exelon Corporation | EXC | 7.37K | $343.73K |