Forum Financial Management, LP
CIK
1911832
City
LOMBARD
State / Country
IL
Top Portfolio Positions
204 positions ·
$530,901,640 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AMGN |
Amgen Inc
Healthcare
|
347,970 | $122,433,244 | 23.06% | |
| AAPL |
Apple Inc.
Technology
|
257,073 | $65,242,554 | 12.29% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
95,436 | $27,443,576 | 5.17% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
139,136 | $20,352,813 | 3.83% | |
| MSFT |
Microsoft Corp
Technology
|
47,850 | $17,712,633 | 3.34% | |
| OKE |
Oneok Inc /New/
Energy
|
146,703 | $13,260,484 | 2.50% | |
| META |
Meta Platforms, Inc.
Communication Services
|
22,629 | $12,946,729 | 2.44% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
41,016 | $12,065,266 | 2.27% | |
| ABBV |
AbbVie Inc.
Healthcare
|
53,784 | $11,697,482 | 2.20% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
54,121 | $11,271,779 | 2.12% |
Portfolio Trend
18 quarters · across all stocks
Holdings in AWF
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $122,629 | 12,058 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $128,900 | 12,058 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $135,170 | 12,058 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $132,999 | 12,058 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $129,382 | 12,058 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $129,382 | 12,058 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $136,737 | 12,058 | Shares | Sole | 2024-10-29 | |
| No 13F history on record for this holder in this stock. | ||||||