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 |
|---|---|---|---|---|
| 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
Holdings in ODC
Shares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $825,341 | 12,680 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $637,688 | 13,030 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $795,351 | 13,030 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $768,639 | 13,030 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $598,337 | 13,030 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $285,487 | 6,515 | Shares | Sole | 2025-02-20 | |
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