Forum Financial Management, LP just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 06-30-2026 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- An addition of 745,593 shares of $TLH (~$74,820,258). This was an increase of ~8% over their previous position.
- A decrease of -636,651 shares of $DFEM (~$25,873,497). This was a decrease of ~4% from their previous position.
- An addition of 267,318 shares of $DFGP (~$14,558,138). This was an increase of ~4% over their previous position.
- A decrease of -124,415 shares of $PLTR (~$14,515,498). This was a decrease of ~89% from their previous position.
- An addition of 477,857 shares of $DFGR (~$13,843,517). This was an increase of ~3% over their previous position.
- A decrease of -33,751 shares of $VTI (~$12,489,220). This was a decrease of ~59% from their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for Forum Financial Management, LP for more details.
