Portfolio (Quarterly)
Guide ↗
Forum Financial Management, LP
· CIK 0001911832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | TTE | TOTALENERGIES SE | Energy | 79,459 | $4.7M | 0.07% | SOLD |
| 2 | UL | UNILEVER PLC | Consumer Defensive | 12,607 | $747K | 0.01% | SOLD |
| 3 | — | MR COOPER GROUP INC | — | 2,722 | $574K | 0.01% | SOLD |
| 4 | — | CORPAY INC | — | 1,709 | $492K | 0.01% | SOLD |
| 5 | — | AMCOR PLC | — | 58,605 | $479K | 0.01% | SOLD |
| 6 | HRL | HORMEL FOODS CORP | Consumer Defensive | 16,149 | $400K | 0.01% | SOLD |
| 7 | WSO | WATSCO INC | Industrials | 885 | $358K | 0.01% | SOLD |
| 8 | CDW | CDW CORP | Technology | 2,060 | $328K | 0.00% | SOLD |
| 9 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | Technology | 1,045 | $311K | 0.00% | SOLD |
| 10 | CABO | CABLE ONE INC | Communication Services | 1,740 | $308K | 0.00% | SOLD |
| 11 | LII | LENNOX INTL INC | Industrials | 552 | $292K | 0.00% | SOLD |
| 12 | HUBS | HUBSPOT INC | Technology | 623 | $291K | 0.00% | SOLD |
| 13 | ATR | APTARGROUP INC | Healthcare | 2,113 | $282K | 0.00% | SOLD |
| 14 | CRWV | COREWEAVE INC | Technology | 2,021 | $277K | 0.00% | SOLD |
| 15 | CORT | CORCEPT THERAPEUTICS INC | Healthcare | 3,020 | $251K | 0.00% | SOLD |
| 16 | VRSK | VERISK ANALYTICS INC | Industrials | 997 | $251K | 0.00% | SOLD |
| 17 | DOCS | DOXIMITY INC | Healthcare | 3,416 | $250K | 0.00% | SOLD |
| 18 | PB | PROSPERITY BANCSHARES INC | Financial Services | 3,712 | $246K | 0.00% | SOLD |
| 19 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 4,325 | $246K | 0.00% | SOLD |
| 20 | KD | KYNDRYL HLDGS INC | Technology | 8,109 | $244K | 0.00% | SOLD |
Sector Allocation
Technology
25.0%
Financial Services
18.0%
Healthcare
17.6%
Communication Services
11.5%
Consumer Cyclical
7.7%
Industrials
7.1%
Energy
6.1%
Consumer Defensive
3.8%
Basic Materials
2.1%
Utilities
0.9%