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MONONGAHELA ALL CAP VALUE FUND

FORUM FUNDS

Assets: $30M Net: $30M Series: S000040732 EDGAR ↗
+57
New
57
Positions
Period:
vs
Compare:
← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Williams-Sonoma Inc 969904101 Apr 2024 5,500 $1.6M 5.23% EC
2 N/A TMPXX Apr 2024 1,512,880 $1.5M 5.01% STIV
3 Rockwell Automation Inc 773903109 Apr 2024 4,000 $1.1M 3.59% EC
4 Westinghouse Air Brake Technol 929740108 Apr 2024 6,500 $1.0M 3.47% EC
5 Merck & Co Inc 58933Y105 Apr 2024 8,000 $1.0M 3.43% EC
6 MetLife Inc 59156R108 Apr 2024 14,500 $1.0M 3.42% EC
7 Curtiss-Wright Corp 231561101 Apr 2024 4,000 $1.0M 3.36% EC
8 Hologic Inc 436440101 Apr 2024 13,000 $985K 3.26% EC
9 H&R Block Inc 093671105 Apr 2024 20,000 $945K 3.13% EC
10 Hubbell Inc 443510607 Apr 2024 2,500 $926K 3.07% EC
11 Emerson Electric Co 291011104 Apr 2024 8,500 $916K 3.04% EC
12 Lindsay Corp 535555106 Apr 2024 7,750 $900K 2.98% EC
13 ONEOK Inc 682680103 Apr 2024 10,500 $831K 2.75% EC
14 Revvity Inc 714046109 Apr 2024 8,000 $820K 2.72% EC
15 Baxter International Inc 071813109 Apr 2024 20,000 $807K 2.68% EC
16 General Mills Inc 370334104 Apr 2024 10,000 $705K 2.34% EC
17 WK Kellogg Co 92942W107 Apr 2024 30,000 $700K 2.32% EC
18 Texas Instruments Inc 882508104 Apr 2024 3,500 $617K 2.05% EC
19 Kimberly-Clark Corp 494368103 Apr 2024 4,500 $614K 2.04% EC
20 Kulicke & Soffa Industries Inc 501242101 Apr 2024 13,250 $613K 2.03% EC
21 Archer-Daniels-Midland Co 039483102 Apr 2024 10,000 $587K 1.94% EC
22 F5 Inc 315616102 Apr 2024 3,500 $579K 1.92% EC
23 NetScout Systems Inc 64115T104 Apr 2024 30,000 $578K 1.92% EC
24 Old Republic International Cor 680223104 Apr 2024 17,500 $523K 1.73% EC
25 Phillips 66 718546104 Apr 2024 3,500 $501K 1.66% EC
26 Target Corp 87612E106 Apr 2024 3,000 $483K 1.60% EC
27 Zimmer Biomet Holdings Inc 98956P102 Apr 2024 4,000 $481K 1.59% EC
28 Procter & Gamble Co/The 742718109 Apr 2024 2,750 $449K 1.49% EC
29 Equitable Holdings Inc 29452E101 Apr 2024 12,000 $443K 1.47% EC
30 Corning Inc 219350105 Apr 2024 12,500 $417K 1.38% EC
31 El Pollo Loco Holdings Inc 268603107 Apr 2024 47,500 $405K 1.34% EC
32 PPG Industries Inc 693506107 Apr 2024 3,000 $387K 1.28% EC
33 eBay Inc 278642103 Apr 2024 7,500 $387K 1.28% EC
34 Fortune Brands Innovations Inc 34964C106 Apr 2024 5,000 $366K 1.21% EC
35 Gorman-Rupp Co/The 383082104 Apr 2024 10,500 $348K 1.15% EC
36 Mohawk Industries Inc 608190104 Apr 2024 3,000 $346K 1.15% EC
37 Kenvue Inc 49177J102 Apr 2024 17,500 $329K 1.09% EC
38 PNC Financial Services Group I 693475105 Apr 2024 2,000 $307K 1.02% EC
39 Intel Corp 458140100 Apr 2024 10,000 $305K 1.01% EC
40 Abbott Laboratories 002824100 Apr 2024 2,750 $291K 0.97% EC
41 Alico Inc 016230104 Apr 2024 10,350 $289K 0.96% EC
42 Coherent Corp 19247G107 Apr 2024 5,000 $273K 0.91% EC
43 MillerKnoll Inc 600544100 Apr 2024 10,053 $256K 0.85% EC
44 WEC Energy Group Inc 92939U106 Apr 2024 3,000 $248K 0.82% EC
45 Air Products and Chemicals Inc 009158106 Apr 2024 1,000 $236K 0.78% EC
46 Lamb Weston Holdings Inc 513272104 Apr 2024 2,500 $208K 0.69% EC
47 Hasbro Inc 418056107 Apr 2024 3,250 $199K 0.66% EC
48 Garrett Motion Inc 366505105 Apr 2024 20,000 $191K 0.63% EC
49 Tapestry Inc 876030107 Apr 2024 4,500 $180K 0.60% EC
50 Cognizant Technology Solutions 192446102 Apr 2024 2,500 $164K 0.54% EC
51 Tootsie Roll Industries Inc 890516107 Apr 2024 5,000 $149K 0.49% EC
52 TREASURY BILL 912797GK7 Apr 2024 150,000 $148K 0.49% DBT
53 McCormick & Co Inc/MD 579780206 Apr 2024 1,500 $114K 0.38% EC
54 Hurco Cos Inc 447324104 Apr 2024 6,000 $109K 0.36% EC
55 TREASURY BILL 912797FH5 Apr 2024 100,000 $100K 0.33% DBT
56 Kirin Holdings Co Ltd 497350306 Apr 2024 5,000 $73K 0.24% EC
57 United-Guardian Inc 910571108 Apr 2024 2,500 $21K 0.07% EC