Stock Taper 
FORUM FINANCIAL MANAGEMENT, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Diodes Incorporated | DIOD | 7.29K | $797.27K |
 Dominion Energy, Inc. | D | 7.27K | $496.56K |
 Philip Morris International Inc. | PM | 7.18K | $1.3M |
 GE Aerospace | GE | 7.08K | $2.65M |
 Gilead Sciences, Inc. | GILD | 7.05K | $890.54K |
 Voyager Technologies, Inc. | VOYG | 6.96K | $224.33K |
 The Southern Company | SO | 6.54K | $625.76K |
 Capital One Financial Corporation | COF | 6.39K | $1.28M |
 Tesla, Inc. | TSLA | 6.28K | $2.64M |
 Western Alliance Bancorporation | WAL | 6.06K | $497.8K |
 BP p.l.c. | BP | 5.93K | $219.05K |
 Stepan Co | SCL | 5.89K | $328.47K |
 ConocoPhillips | COP | 5.88K | $611.03K |
 PepsiCo, Inc. | PEP | 5.65K | $765.38K |
 PayPal Holdings, Inc. | PYPL | 5.53K | $238.88K |
 KKR & Co. Inc. | KKR | 5.46K | $501.32K |
 Union Pacific Corporation | UNP | 5.45K | $1.48M |
 Prudential Financial, Inc. | PRU | 5.35K | $577.71K |
 Eli Lilly and Company | LLY | 5.25K | $6.3M |
 Caterpillar Inc. | CAT | 5.16K | $5.49M |