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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 9 of 51  ·  1,012 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 70,543.0 $1.6M 0.02% $23.31 -2.6%
162 SBUX STARBUCKS CORP Consumer Cyclical 19,393.0 $1.6M 0.02% -758.0 -3.8% $84.21 +26.5%
163 MET METLIFE INC Financial Services 20,595.0 $1.6M 0.02% +6K +42.8% $78.94 +6.8%
164 VXUS VANGUARD STAR FDS 21,493.0 $1.6M 0.02% +6K +39.9% $75.44 +12.1%
165 TAK TAKEDA PHARMACEUTICAL CO LTD Healthcare 102,334.0 $1.6M 0.02% $15.59 +7.0%
166 VIG VANGUARD SPECIALIZED FUNDS 7,166.0 $1.6M 0.02% +182.0 +2.6% $219.79 +5.1%
167 PEP PEPSICO INC Consumer Defensive 10,890.0 $1.6M 0.02% +277.0 +2.6% $143.52 +3.7%
168 PCAR PACCAR INC Industrials 14,231.0 $1.6M 0.02% +893.0 +6.7% $109.51 -0.2%
169 TJX TJX COS INC NEW Consumer Cyclical 9,990.0 $1.5M 0.02% $153.61 +3.6%
170 TXN TEXAS INSTRS INC Technology 8,718.0 $1.5M 0.02% -1K -12.0% $173.49 +75.7%
171 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.02% $754800.00
172 ETN EATON CORP PLC Industrials 4,723.0 $1.5M 0.02% -81.0 -1.7% $318.51 +19.8%
173 GLW CORNING INC Technology 17,036.0 $1.5M 0.02% -317.0 -1.8% $87.56 +119.2%
174 ISRG INTUITIVE SURGICAL INC Healthcare 2,608.0 $1.5M 0.02% -16.0 -0.6% $566.36 -22.3%
175 APD AIR PRODS & CHEMS INC Basic Materials 5,972.0 $1.5M 0.02% -468.0 -7.3% $247.02 +17.5%
176 USB US BANCORP DEL Financial Services 27,510.0 $1.5M 0.02% $53.36 +2.1%
177 WMB WILLIAMS COS INC Energy 24,239.0 $1.5M 0.02% +188.0 +0.8% $60.11 +29.6%
178 NVO NOVO-NORDISK A S Healthcare 28,571.0 $1.5M 0.02% $50.88 -12.8%
179 ADBE ADOBE INC Technology 4,142.0 $1.4M 0.02% $349.99 -30.3%
180 BA BOEING CO Industrials 6,665.0 $1.4M 0.02% -1K -17.7% $217.12 +1.1%
Page 9 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%