BM
| |
Beck, Mack & Oliver Partners Fund | BMPEXMutual Fund | |
| FORUM FUNDS | |
| Last update 2025-06-20 | 24 Stocks (1 new) |
| Value $69.00 Mil | Turnover 5 % |
Beck, Mack & Oliver Partners F... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
APO | Apollo Asset Management, Inc. | 43,000 | 5,888.4 | 0% | 8.570 | 0% | 0.010 | +14.15% | -7.60% | 86,661.4 | Asset Management | |
BX | Blackstone Inc | 37,000 | 5,171.9 | 0% | 7.530 | 0% | 0.000 | +33.31% | +4.92% | 139,383.1 | Asset Management | |
FI | Fiserv Inc | 23,000 | 5,079.1 | 0% | 7.390 | 0% | 0.000 | -20.81% | -31.81% | 77,665.1 | Software | |
AJG | Arthur J. Gallagher & Co | 13,000 | 4,488.1 | 0% | 6.530 | 0% | 0.010 | -6.59% | +9.31% | 79,135.7 | Insurance | |
GOOG | Alphabet Inc | 26,000 | 4,062.0 | 0% | 5.910 | 0% | 0.000 | +19.79% | +1.69% | 2,329,696.9 | Interactive Media | |
RDNT | RadNet Inc | 80,000 | 3,977.6 | 0% | 5.790 | 0% | 0.110 | +10.98% | -19.83% | 4,305.1 | Medical Diagnostics & Research | |
MSFT | Microsoft Corp | 10,500 | 3,941.6 | 0% | 5.740 | 0% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
CACC | Credit Acceptance Corp | 6,000 | 3,098.1 | 0% | 4.510 | 0% | 0.050 | +5.49% | +9.38% | 5,958.3 | Credit Services | |
ASHTF | Ashtead Group PLC | 56,000 | 3,038.0 | +16.67% | 4.420 | +0.63% | 0.010 | +22.73% | +11.39% | 29,092.7 | Business Services | |
SCHW | Charles Schwab Corp | 35,000 | 2,739.8 | 0% | 3.990 | 0% | 0.000 | +21.96% | +31.24% | 175,337.6 | Capital Markets |
Beck, Mack & Oliver Partners Fund's Historical Top Holdings Breakdowns
Beck, Mack & Oliver Partners Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ESGR | Enstar Group Ltd | 2025-03-31 | Reduce Reduce | -3.10% | 324.4 ($329.72) 333.99 | $337.91 | 2.48% | Reduce -77.78% | 2,000 | -7,000 | |
SGI | Somnigroup International Inc | 2025-03-31 | New Buy New Buy | +2.70% | 54.94 ($60.52) 69.15 | $73.88 | 22.08% | New holding | 31,000 | 31,000 | |
FERG | Ferguson Enterprises Inc | 2025-03-31 | Add Add | +1.17% | 155.08 ($173.36) 185.81 | $223.69 | 29.03% | Add 41.67% | 17,000 | 5,000 | |
ABT | Abbott Laboratories | 2025-03-31 | Add Add | +0.77% | 111.1 ($127.27) 140.22 | $125.64 | -1.28% | Add 30.77% | 17,000 | 4,000 | |
ASHTF | Ashtead Group PLC | 2025-03-31 | Add Add | +0.63% | 54.25 ($61.34) 69.12 | $68.17 | 11.14% | Add 16.67% | 56,000 | 8,000 | |
SHW | Sherwin-Williams Co | 2024-12-31 | Sold Out Sold Out | -2.47% | 338.75 ($373.12) 399.71 | $340.21 | -8.82% | Sold Out | 0 | -4,500 | |
ROP | Roper Technologies Inc | 2024-12-31 | New Buy New Buy | +2.14% | 519.85 ($548.94) 575.95 | $560.37 | 2.08% | New holding | 3,000 | 3,000 | |
APO | Apollo Global Management Inc | 2024-12-31 | Reduce Reduce | -1.44% | 131.36 ($158.83) 178.61 | $151.64 | -4.53% | Reduce -15.69% | 43,000 | -8,000 | |
CSGP | CoStar Group Inc | 2024-12-31 | Add Add | +0.79% | 69.84 ($75.53) 81.97 | $92.96 | 23.08% | Add 42.11% | 27,000 | 8,000 | |
FTRE | Fortrea Holdings Inc | 2024-12-31 | Add Add | +0.51% | 16.82 ($19.48) 23.73 | $6.51 | -66.58% | Add 21.05% | 115,000 | 20,000 |
Beck, Mack & Oliver Partners Fund Total Holding History ($B)
Beck, Mack & Oliver Partners Fund's Asset Allocation
Beck, Mack & Oliver Partners Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Beck, Mack & Oliver Partners Fund's Hypothetical Growth since 2025-03-31
Beck, Mack & Oliver Partners Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Beck, Mack & Oliver Partners Fund's Holdings Heat Map
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Beck, Mack & Oliver Partners Fund's Holdings Bubble Chart
Beck, Mack & Oliver Partners Fund News
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