Forum Financial Management, LP has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 409 distinct positions held by the firm, which is headquartered in Lombard, Illinois.
The report identifies Allison Tronnes as the Chief Compliance Officer responsible for the filing, which was submitted on October 16, 2026. The filing details a portfolio consisting of common stock and exchange-traded funds, with no options or convertible securities reported.
The holdings include a mix of large-cap technology companies, energy firms, and various exchange-traded funds. Notable positions include Apple Inc. with 240,088 shares, Microsoft Corporation with 49,205 shares, and NVIDIA Corporation with 59,454 shares. The portfolio also includes significant stakes in Alphabet Inc., Amazon.com Inc., and Meta Platforms Inc. Additionally, the filing lists substantial holdings in energy companies such as ExxonMobil Holdings Corp. and Chevron Corporation, as well as various ETFs tracking global and domestic markets.
