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Portfolio (Quarterly) Guide ↗

Forum Financial Management, LP

· CIK 0001911832
13F Portfolio $7.7B AUM 1,127 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 58 New 271 Added 198 Reduced 54 Exited
Page 50 of 51  ·  1,012 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 CIFR CIPHER MINING INC Financial Services 11,819.0 $174K 0.00% +2K +14.8% $14.76 +45.8%
982 UEC URANIUM ENERGY CORP Energy 14,557.0 $170K 0.00% $11.68 +9.2%
983 AG FIRST MAJESTIC SILVER CORP Basic Materials 10,085.0 $168K 0.00% NEW $16.66 +19.4%
984 MRCC MONROE CAP CORP Financial Services 26,336.0 $168K 0.00% +12K +77.5% $6.37 -20.3%
985 RIG TRANSOCEAN LTD Energy 39,704.0 $164K 0.00% +28K +238.6% $4.13 +77.7%
986 GTM ZOOMINFO TECHNOLOGIES INC Technology 13,743.0 $140K 0.00% $10.17 -64.9%
987 AUR AURORA INNOVATION INC Technology 36,165.0 $139K 0.00% -6K -15.2% $3.84 +86.7%
988 TELEFONICA S A 34,039.0 $138K 0.00% $4.05
989 LUMN LUMEN TECHNOLOGIES INC Communication Services 17,569.0 $137K 0.00% NEW $7.77 +21.5%
990 AEGON LTD 17,657.0 $136K 0.00% $7.71
991 AWF ALLIANCEBERNSTEIN GLOBAL HIG Financial Services 12,058.0 $129K 0.00% $10.69 -4.2%
992 CCC CCC INTELLIGENT SOLUTIONS HL Technology 15,417.0 $123K 0.00% -6K -28.8% $7.95 -42.9%
993 AVXL ANAVEX LIFE SCIENCES CORP Healthcare 30,140.0 $107K 0.00% $3.56 -23.9%
994 CLSK CLEANSPARK INC Technology 10,405.0 $105K 0.00% $10.12 +55.7%
995 CLOV CLOVER HEALTH INVESTMENTS CO Healthcare 40,198.0 $94K 0.00% +3K +8.0% $2.35 +53.2%
996 RCAT RED CAT HLDGS INC Technology 11,000.0 $87K 0.00% NEW $7.93 +12.7%
997 MDAI SPECTRAL AI INC Healthcare 60,501.0 $86K 0.00% $1.42 +85.9%
998 SG SWEETGREEN INC Consumer Cyclical 12,035.0 $81K 0.00% $6.76 +33.3%
999 GBTG GLOBAL BUSINESS TRAVEL GROUP Technology 10,283.0 $79K 0.00% $7.65 +23.3%
1000 NUVEEN CR STRATEGIES INCOME 15,000.0 $75K 0.00% $5.02
Page 50 of 51  ·  1,012 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 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%