Portfolio (Quarterly)
Guide ↗
Forum Financial Management, LP
· CIK 0001911832| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | FDS | FACTSET RESH SYS INC | Financial Services | 845 | $242K | 0.00% | SOLD |
| 22 | MTDR | MATADOR RES CO | Energy | 5,313 | $239K | 0.00% | SOLD |
| 23 | LRN | STRIDE INC | Consumer Defensive | 1,586 | $236K | 0.00% | SOLD |
| 24 | LOAR | LOAR HOLDINGS INC | Industrials | 2,913 | $233K | 0.00% | SOLD |
| 25 | PCTY | PAYLOCITY HLDG CORP | Technology | 1,459 | $232K | 0.00% | SOLD |
| 26 | PSN | PARSONS CORP DEL | Industrials | 2,760 | $229K | 0.00% | SOLD |
| 27 | GBTC | GRAYSCALE BITCOIN TRUST ETF | Financial Services | 2,546 | $229K | 0.00% | SOLD |
| 28 | MOH | MOLINA HEALTHCARE INC | Healthcare | 1,185 | $227K | 0.00% | SOLD |
| 29 | LW | LAMB WESTON HLDGS INC | Consumer Defensive | 3,863 | $224K | 0.00% | SOLD |
| 30 | GBCI | GLACIER BANCORP INC NEW | Financial Services | 4,601 | $224K | 0.00% | SOLD |
| 31 | DRS | LEONARDO DRS INC | Industrials | 4,924 | $224K | 0.00% | SOLD |
| 32 | MTCH | MATCH GROUP INC NEW | Communication Services | 6,162 | $218K | 0.00% | SOLD |
| 33 | IEX | IDEX CORP | Industrials | 1,332 | $217K | 0.00% | SOLD |
| 34 | — | INTERPUBLIC GROUP COS INC | — | 7,612 | $212K | 0.00% | SOLD |
| 35 | CALM | CAL MAINE FOODS INC | Consumer Defensive | 2,255 | $212K | 0.00% | SOLD |
| 36 | AOS | SMITH A O CORP | Industrials | 2,885 | $212K | 0.00% | SOLD |
| 37 | NWS | NEWS CORP NEW | Communication Services | 6,127 | $212K | 0.00% | SOLD |
| 38 | CVLT | COMMVAULT SYS INC | Technology | 1,115 | $210K | 0.00% | SOLD |
| 39 | NEU | NEWMARKET CORP | Basic Materials | 254 | $210K | 0.00% | SOLD |
| 40 | TEAM | ATLASSIAN CORPORATION | Technology | 1,302 | $208K | 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%