Forum Financial Management, LP

CIK 0001911832 · Q2 2026

13F Equity AUM

$7.8B

+10.2% QoQ

Positions

352

-330 QoQ

AUM Rank

#1,256

Top 10%

Skill Alpha (FF)

-3.6%/yr^ns

No Clear Edge

Rank #6,762 · Top 82%

vs S&P -2.5%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 62.2%Top 10: 84.0%Top 20: 92.2%

DFAC24.3%

TLH12.5%

DFAT9.3%

DFEM8.2%

DFIC7.9%

DFGR6.7%

DFGP4.8%

DUHP4.7%

DISV2.9%

DIHP2.8%

Others (341)16.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 351Median: 0.01%Avg: 0.28%

0–0.5%

335(9.8%)

0.5–1%

4(3.5%)

1–3%

4(8.5%)

3–5%

2(9.4%)

5%+

6(68.9%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 351vs 20 funds

0%Low

351

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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