Forum Financial Management, LP
Top Portfolio Positions
204 positions ·
$531,074,104 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AMGN |
Amgen Inc
Healthcare
|
347,970 | $122,433,244 | 23.05% | |
| 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 NFBK
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $407,824 | 30,120 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $364,296 | 31,872 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $376,089 | 31,872 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $365,890 | 31,872 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $347,723 | 31,872 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $370,352 | 31,872 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $369,715 | 31,872 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $302,146 | 31,872 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $309,795 | 31,872 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $400,949 | 31,872 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $301,190 | 31,872 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $349,954 | 31,872 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $375,452 | 31,872 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $501,346 | 31,872 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $456,088 | 31,872 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $410,653 | 31,516 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $452,569 | 31,516 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $509,298 | 31,516 | Shares | Sole | 2022-02-18 | |
| No 13F history on record for this holder in this stock. | ||||||