Forum Financial Management, LP
Forum Financial Management, LP reported 352 positions worth $7.79B as of June 30, 2026 (13F filed July 23, 2026). Largest holding: DFAC (24.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFAC | SH | $1.89B | 24.27% | 42,594,541 | — | — | |
| ▸ 2 | TLH | SH | $971.5M | 12.48% | 9,680,967 | — | — | |
| ▸ 3 | DFAT | SH | $725.8M | 9.32% | 10,383,581 | — | — | |
| ▸ 4 | DFEM | SH | $640.8M | 8.23% | 15,767,639 | — | — | |
| ▸ 5 | DFIC | SH | $613.6M | 7.88% | 16,467,379 | — | — | |
| ▸ 6 | DFGR | SH | $521.5M | 6.70% | 17,999,719 | — | — | |
| ▸ 7 | DFGP | SH | $370.7M | 4.76% | 6,807,681 | — | — | |
| ▸ 8 | DUHP | SH | $361.8M | 4.65% | 8,669,488 | — | — | |
| ▸ 9 | DISV | SH | $226.5M | 2.91% | 5,642,966 | — | — | |
| ▸ 10 | DIHP | SH | $217.1M | 2.79% | 6,360,733 | — | — |
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Frequently Asked Questions
What stocks does Forum Financial Management, LP hold as of Q2 2026?
Forum Financial Management, LP reported 352 positions worth $7.79B in its Q2 2026 13F filing. Largest positions: DFAC (24.3%), TLH (12.5%), DFAT (9.3%), DFEM (8.2%) and DFIC (7.9%).
What did Forum Financial Management, LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Forum Financial Management, LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.