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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 5 of 51  ·  1,008 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MCD MCDONALDS CORP Consumer Cyclical 12,017.0 $3.7M 0.05% NEW $303.89 -9.5%
82 VUG VANGUARD INDEX FDS 7,569.0 $3.6M 0.05% NEW $479.55 -81.8%
83 CAT CATERPILLAR INC Industrials 7,552.0 $3.6M 0.05% NEW $477.19 +86.2%
84 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 209,587.0 $3.5M 0.05% NEW $16.74 +29.7%
85 SONY SONY GROUP CORP Technology 118,617.0 $3.4M 0.05% NEW $28.79 -23.2%
86 SHV ISHARES TR 30,628.0 $3.4M 0.05% NEW $110.49 -0.2%
87 C CITIGROUP INC Financial Services 33,320.0 $3.4M 0.05% NEW $101.50 +21.6%
88 WTM WHITE MTNS INS GROUP LTD Financial Services 2,016.0 $3.4M 0.05% NEW $1671.52 +26.4%
89 SYY SYSCO CORP Consumer Defensive 40,909.0 $3.4M 0.05% NEW $82.34 -11.3%
90 GE GE AEROSPACE Industrials 11,195.0 $3.4M 0.05% NEW $300.82 -3.1%
91 DB DEUTSCHE BANK A G Financial Services 94,166.0 $3.3M 0.05% NEW $35.41 -10.4%
92 CSCO CISCO SYS INC Technology 48,572.0 $3.3M 0.04% NEW $68.42 +68.9%
93 INTC INTEL CORP Technology 98,370.0 $3.3M 0.04% NEW $33.55 +245.5%
94 VZ VERIZON COMMUNICATIONS INC Communication Services 74,539.0 $3.3M 0.04% NEW $43.95 +7.1%
95 SNY SANOFI SA Healthcare 69,279.0 $3.3M 0.04% NEW $47.20 -9.2%
96 NVS NOVARTIS AG Healthcare 24,607.0 $3.2M 0.04% NEW $128.24 +16.8%
97 HSBC HSBC HLDGS PLC Financial Services 44,246.0 $3.1M 0.04% NEW $70.98 +27.8%
98 AMD ADVANCED MICRO DEVICES INC Technology 18,924.0 $3.1M 0.04% NEW $161.79 +162.1%
99 MA MASTERCARD INCORPORATED Financial Services 5,333.0 $3.0M 0.04% NEW $568.83 -13.9%
100 QQQ INVESCO QQQ TR Financial Services 5,035.0 $3.0M 0.04% NEW $600.40 +18.1%
Page 5 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%