DD

DF Dent Premier Growth Fund | DFDPX

Mutual Fund
FORUM FUNDS
Last update 2025-06-17 40 Stocks (2 new)
Value $220.00 Mil Turnover 4 %
Countries:
Top Holdings: V(5.90%)AMZN(5.44%)MA(5.34%)HEI.A(4.18%)GOOG(3.94%)
Summary Stock Picks Current Portfolio
DF Dent Premier Growth Fund Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
V
Visa Inc
36,992
12,964.2
0%
5.900
0%
0.000
+5.78%
+12.56%
692,584.2
Credit Services
AMZN
Amazon.com Inc
62,761
11,940.9
0%
5.440
0%
0.000
+24.50%
+5.86%
2,465,647.8
Retail - Cyclical
MA
Mastercard Inc
21,400
11,729.8
0%
5.340
0%
0.000
+5.48%
+7.59%
512,194.7
Credit Services
HEI.A
Heico Corp
43,532
9,184.0
0%
4.180
0%
0.030
+26.52%
+35.29%
38,753.1
Aerospace & Defense
GOOG
Alphabet Inc
55,417
8,657.8
0%
3.940
0%
0.000
+19.81%
+1.70%
2,330,127.5
Interactive Media
TDG
TransDigm Group Inc
6,070
8,396.6
0%
3.820
0%
0.010
+16.84%
+26.13%
89,780.0
Aerospace & Defense
SPGI
S&P Global Inc
16,235
8,249.0
-7.37%
3.760
-0.28%
0.010
+10.82%
+7.29%
163,265.6
Capital Markets
MSFT
Microsoft Corp
21,024
7,892.2
-3.89%
3.590
-0.16%
0.000
+32.27%
+21.78%
3,800,482.7
Software
VEEV
Veeva Systems Inc
28,327
6,561.4
0%
2.990
0%
0.020
+27.90%
+38.53%
47,593.8
Healthcare Providers & Services
WCN
Waste Connections Inc
32,951
6,431.7
-4.17%
2.930
-0.11%
0.010
-4.02%
+10.23%
48,700.9
Waste Management

DF Dent Premier Growth Fund's Historical Top Holdings Breakdowns

DF Dent Premier Growth Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
MKL
Markel Group Inc
2025-03-31
Sold Out
Sold Out
-1.68%
●
1660.14 ($1839.75) 2059.83
$2,003.45
8.90%
Sold Out
0
-2,230
BAH
Booz Allen Hamilton Holding Corp
2025-03-31
New Buy
New Buy
+1.01%
●
102.72 ($120.53) 143.06
$115.33
-4.31%
New holding
21,242
21,242
SITE
SiteOne Landscape Supply Inc
2025-03-31
Sold Out
Sold Out
-0.92%
●
120.25 ($132.62) 147.7
$131.16
-1.10%
Sold Out
0
-16,000
GWRE
Guidewire Software Inc
2025-03-31
Reduce
Reduce
-0.79%
●
166.74 ($194.38) 218.22
$224.12
15.30%
Reduce -25%
32,183
-10,729
MSI
Motorola Solutions Inc
2025-03-31
New Buy
New Buy
+0.78%
●
411.73 ($446.17) 482.1
$424.18
-4.93%
New holding
3,935
3,935
CDNS
Cadence Design Systems Inc
2025-03-31
Add
Add
+0.61%
●
233.96 ($278.09) 324.52
$324.99
16.87%
Add 45.76%
16,689
5,239
ZTS
Zoetis Inc
2025-03-31
Add
Add
+0.49%
●
156.48 ($166.29) 175.67
$153.00
-7.99%
Add 35.17%
24,981
6,500
ASML
ASML Holding NV
2025-03-31
Add
Add
+0.44%
●
662.63 ($727.48) 776.99
$725.08
-0.33%
Add 53.63%
4,194
1,464
ISRG
Intuitive Surgical Inc
2025-03-31
Reduce
Reduce
-0.41%
●
476.78 ($553.02) 610.45
$488.32
-11.70%
Reduce -14.14%
10,965
-1,806
ANSS
Ansys Inc
2025-03-31
Reduce
Reduce
-0.38%
●
316.56 ($335.47) 360.36
$374.30
11.57%
Reduce -12.9%
17,420
-2,580

DF Dent Premier Growth Fund Total Holding History ($B)

To

DF Dent Premier Growth Fund's Asset Allocation

To

DF Dent Premier Growth Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

DF Dent Premier Growth Fund's Hypothetical Growth since 2025-03-31

DF Dent Premier Growth Fund's Yearly Returns

Year Portfolio % % Excess Gain %

DF Dent Premier Growth Fund's Holdings Heat Map

Size field:

DF Dent Premier Growth Fund's Holdings Bubble Chart

DF Dent Premier Growth Fund News

  • 1

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