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Forum Financial Management, LP

· CIK 0001911832
13F Portfolio $7.3B AUM Filed Oct 24, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1008 New
Page 4 of 51  ·  1,008 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WFC WELLS FARGO CO NEW Financial Services 59,484.0 $5.0M 0.07% NEW $83.82 -12.0%
62 MU MICRON TECHNOLOGY INC Technology 29,541.0 $4.9M 0.07% NEW $167.32 +363.8%
63 SAP SAP SE Technology 18,390.0 $4.9M 0.07% NEW $267.21 -38.6%
64 TTE TOTALENERGIES SE Energy 79,459.0 $4.7M 0.07% NEW $59.69 +53.2%
65 T AT&T INC Communication Services 166,915.0 $4.7M 0.07% NEW $28.24 -12.7%
66 ORCL ORACLE CORP Technology 16,365.0 $4.6M 0.06% NEW $281.23 -30.4%
67 ALL ALLSTATE CORP Financial Services 21,195.0 $4.5M 0.06% NEW $214.65 +1.3%
68 DFSV DIMENSIONAL ETF TRUST 141,766.0 $4.5M 0.06% NEW $31.84 +14.5%
69 BHP BHP GROUP LTD Basic Materials 75,967.0 $4.2M 0.06% NEW $55.75 +51.4%
70 CBOE CBOE GLOBAL MKTS INC Financial Services 17,066.0 $4.2M 0.06% NEW $245.25 +48.0%
71 V VISA INC Financial Services 11,999.0 $4.1M 0.06% NEW $341.37 -5.5%
72 NFLX NETFLIX INC Communication Services 3,374.0 $4.0M 0.06% NEW $1198.92 -92.7%
73 TM TOYOTA MOTOR CORP Consumer Cyclical 20,477.0 $3.9M 0.05% NEW $191.09 -0.3%
74 DIS DISNEY WALT CO Communication Services 33,965.0 $3.9M 0.05% NEW $114.50 -7.9%
75 MAR MARRIOTT INTL INC NEW Consumer Cyclical 14,917.0 $3.9M 0.05% NEW $260.45 +35.7%
76 AVUS AMERICAN CENTY ETF TR 35,636.0 $3.9M 0.05% NEW $108.70 +14.4%
77 GS GOLDMAN SACHS GROUP INC Financial Services 4,772.0 $3.8M 0.05% NEW $796.24 +21.7%
78 COF CAPITAL ONE FINL CORP Financial Services 17,770.0 $3.8M 0.05% NEW $212.58 -12.6%
79 OSBC OLD SECOND BANCORP INC ILL Financial Services 215,371.0 $3.7M 0.05% NEW $17.28 +19.8%
80 VEA VANGUARD TAX-MANAGED FDS 62,095.0 $3.7M 0.05% NEW $59.92 +15.3%
Page 4 of 51  ·  1,008 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.3%
Financial Services 18.3%
Healthcare 16.7%
Communication Services 11.0%
Consumer Cyclical 7.8%
Industrials 7.6%
Energy 4.8%
Consumer Defensive 4.2%
Basic Materials 2.2%
Utilities 1.0%