Long-term investor
Forum Financial Management, LP @forumfinancialmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001911832).
Record
- Tracked since 2025-06-30 (474 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days +0.1% · 6 months -0.1% · 1 year +1.3% · all +1.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V708 · 24.7% · long · since 2025-09-30
- 464288653 · 12.3% · long · since 2025-09-30
- 25434V609 · 9.0% · long · since 2025-09-30
- 25434V732 · 8.2% · long · since 2025-09-30
- 25434V799 · 8.2% · long · since 2025-09-30
- 25434V658 · 6.5% · long · since 2025-09-30
- 25434V583 · 4.8% · long · since 2025-09-30
- 25239Y196 · 4.8% · long · since 2026-09-30
- 25434V781 · 3.2% · long · since 2025-09-30
- 25434V765 · 2.8% · long · since 2025-09-30
- AMGN · 1.9% · long · since 2025-09-30
- 25434V401 · 1.2% · long · since 2025-09-30