ASCGX
LISANTI SMALL CAP GROWTH FUND
FORUM FUNDS

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
PATTERSON-UTI ENERGY INC 0 36,530 36,530 2.84% $395.62K
MATADOR RESOURCES COMPANY 0 5,060 5,060 2.30% $319.69K
MODINE MFG CO 0 1,275 1,275 1.99% $276.31K
GUARDIAN PHARMACY SERVICES INC 0 7,325 7,325 1.98% $275.86K
FABRINET 0 415 415 1.56% $216.43K
ENSIGN GROUP INC 0 1,035 1,035 1.50% $208.55K
ARGAN INC 0 355 355 1.39% $193.35K
ADTRAN HOLDINGS INC 0 15,270 15,270 1.38% $192.10K
ULTRA CLEAN HOLDINGS INC 0 3,035 3,035 1.36% $188.72K
LATTICE SEMICONDUCTOR CORP 0 1,985 1,985 1.32% $184.13K
SITEONE LANDSCAPE SUPPLY INC 0 1,320 1,320 1.26% $175.71K
KRYSTAL BIOTECH INC 0 625 625 1.16% $161.45K
MKS INSTRUMENTS INC 0 690 690 1.14% $158.57K
APOGEE THERAPEUTICS INC 0 1,770 1,770 1.07% $148.98K
FIRSTCASH HOLDINGS INC 0 765 765 1.03% $143.82K
WAYSTAR HOLDING CORP 0 5,835 5,835 1.01% $140.68K
ONTO INNOVATION INC 0 680 680 1.00% $139.45K
CAVA GROUP INC 0 1,695 1,695 0.99% $137.13K
MIRUM PHARMACEUTICALS INC 0 1,480 1,480 0.98% $136.72K
UNIVERSAL TECHNI 0 3,730 3,730 0.97% $134.65K
PROPETRO HOLDING CORP 0 9,045 9,045 0.94% $130.34K
Silicon Motion Technology Corp. SPONSORED ADR 0 1,140 1,140 0.92% $128.01K
AXSOME THERAPEUTICS INC 0 755 755 0.92% $127.61K
MAGNITE INC 0 10,415 10,415 0.89% $123.73K
HALOZYME THERAPEUTICS INC 0 1,880 1,880 0.87% $121.50K
OLLIES BARGAIN OUTLET HOLDINGS INC 0 1,270 1,270 0.84% $116.89K
FRESHPET INC 0 1,865 1,865 0.79% $109.96K
HEALTHCARE SERVS 0 5,875 5,875 0.78% $108.98K
BRIDGEBIO PHARMA INC 0 1,425 1,425 0.76% $105.82K
FORMFACTOR INC 0 990 990 0.69% $96.02K
SHAKE SHACK INC - CLASS A 0 1,055 1,055 0.67% $93.34K
INSTALLED BUILDING PRODUCTS INC 0 340 340 0.65% $90.15K
FIREFLY AEROSPACE INC 0 3,125 3,125 0.64% $88.97K
WEATHERFORD INTE 0 840 840 0.57% $79.45K
ALIGNMENT HEALTHCARE INC 0 4,435 4,435 0.56% $78.14K
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 0 335 335 0.53% $74.39K
VIAVI SOLUTIONS INC 0 2,135 2,135 0.51% $71.05K
POWELL INDUSTRIES INC 0 130 130 0.51% $70.34K
FIGS INC-CLASS A 0 4,635 4,635 0.49% $68.46K
WARBY PARKER INC 0 2,875 2,875 0.44% $60.58K
KINIKSA PHARMACE 0 920 920 0.32% $44.30K
ESCO TECHNOLOGIES INC 0 155 155 0.31% $43.61K
DIANTHUS THERAPEUTICS INC 0 345 345 0.21% $28.95K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
ALPHATEC HOLDINGS INC 15,360 0 -15,360 0.00% -$323.17K
HURON CONSULTING GROUP INC 1,850 0 -1,850 0.00% -$319.88K
TRANSMEDICS GROUP INC 2,330 0 -2,330 0.00% -$283.44K
HERC HOLDINGS INC 1,560 0 -1,560 0.00% -$231.47K
NEWAMSTERDAM PHARMA CO NV COMMON STOCK 6,595 0 -6,595 0.00% -$231.35K
PIPER SANDLER COS 680 0 -680 0.00% -$231.00K
PEGASYSTEMS INC 3,840 0 -3,840 0.00% -$229.32K
XOMETRY INC-A 3,545 0 -3,545 0.00% -$210.82K
CALIX NETWORKS INC 3,925 0 -3,925 0.00% -$207.75K
EVERQUOTE INC CL A 7,670 0 -7,670 0.00% -$207.09K
COASTAL FINANCIAL CORP/WA 1,785 0 -1,785 0.00% -$204.54K
MIRION TECHNOLOGIES INC-A 8,645 0 -8,645 0.00% -$202.47K
LUMENTUM HOLDINGS INC 540 0 -540 0.00% -$199.04K
MP MATERIALS CORP 3,915 0 -3,915 0.00% -$197.79K
IMPINJ INC 1,125 0 -1,125 0.00% -$195.76K
WAYFAIR INC- A 1,940 0 -1,940 0.00% -$194.80K
GENEDX HOLDINGS CORP-A 1,485 0 -1,485 0.00% -$193.14K
CYTOKINETICS INC 3,015 0 -3,015 0.00% -$191.57K
ARS PHARMACEUTICALS INC 15,880 0 -15,880 0.00% -$185.00K
On Holding AG 3,895 0 -3,895 0.00% -$181.04K
MERITAGE HOMES CORP 2,720 0 -2,720 0.00% -$178.98K
CREDO TECHNOLOGY 1,220 0 -1,220 0.00% -$175.55K
BLOOM ENERGY CORP CL A 1,980 0 -1,980 0.00% -$172.04K
BJ'S RESTAURANTS INC 4,285 0 -4,285 0.00% -$168.83K
BRAZE INC-A 4,785 0 -4,785 0.00% -$164.08K
DUTCH BROS INC-A 2,655 0 -2,655 0.00% -$162.54K
PLANET FITNESS INC CL A 1,495 0 -1,495 0.00% -$162.16K
GUARDANT HEALTH INC 1,565 0 -1,565 0.00% -$159.85K
ABERCROMBIE & FI 1,130 0 -1,130 0.00% -$142.23K
MACYS INC 5,720 0 -5,720 0.00% -$126.13K
Camtek, Ltd./Israel 1,185 0 -1,185 0.00% -$126.02K
IRHYTHM TECHNOLOGIES INC 695 0 -695 0.00% -$123.32K
DYNE THERAPEUTICS INC 6,265 0 -6,265 0.00% -$122.54K
STEVEN MADDEN LTD 2,870 0 -2,870 0.00% -$119.51K
APPLIED INDU TEC 445 0 -445 0.00% -$114.26K
GLAUKOS CORP 970 0 -970 0.00% -$109.52K
CRINETICS PHARMACEUTICALS INC 2,320 0 -2,320 0.00% -$108.00K
ANI PHARMACEUTICALS INC 1,230 0 -1,230 0.00% -$97.10K
REPLIGEN CORP 565 0 -565 0.00% -$92.58K
ADAPTIVE BIOTECHNOLOGIES CORP 5,690 0 -5,690 0.00% -$92.41K
D-WAVE QUANTUM INC 3,395 0 -3,395 0.00% -$88.78K
ADMA BIOLOGICS INC 4,500 0 -4,500 0.00% -$82.08K
URBAN OUTFITTERS 1,065 0 -1,065 0.00% -$80.15K
BETA BIONICS INC 2,320 0 -2,320 0.00% -$70.69K
NEWHOLD INVESTMENT CORP 9,195 0 -9,195 0.00% -$65.84K
SI-BONE INC 3,170 0 -3,170 0.00% -$62.51K
PROCEPT BIOROBOTICS CORP 1,960 0 -1,960 0.00% -$61.66K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
FIRST AM-TR OB-X 350,727 637,630 286,902 4.58% $286.90K
STERLING INFRASTRUCTURE INC 305 605 300 1.77% $153.00K
SOLARIS OIL IN-A 3,185 3,955 770 1.61% $77.08K
PLANET LABS PBC A 5,650 7,180 1,530 1.44% $89.26K
AMPRIUS TECHNOLOGIES INC 8,015 11,370 3,355 1.38% $128.46K
IONIS PHARMACEUTICALS INC 905 2,465 1,560 1.33% $113.50K
ASTRONICS CORP 980 1,715 735 0.82% $61.29K
HEARTFLOW INC 2,405 3,885 1,480 0.68% $24.42K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
BRIGHTSPRING HEALTH SERVICES INC 8,370 7,890 -480 2.42% $22.74K
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC 5,770 5,440 -330 2.25% $11.58K
RBC BEARINGS INC 545 515 -30 2.01% $35.31K
ADV ENERGY INDS 1,115 810 -305 1.88% $27.95K
LIGAND PHARMACEUTICALS 1,670 1,285 -385 1.84% -$59.20K
MASTEC INC 810 765 -45 1.77% $70.06K
DIGITALOCEAN HOLDINGS INC 4,125 2,570 -1,555 1.58% $21.96K
KARMAN HOLDINGS INC 2,730 2,575 -155 1.48% $6.37K
NLIGHT INC 5,705 3,600 -2,105 1.48% -$8.72K
NEXTRACKER INC CL A 2,700 1,675 -1,025 1.45% -$33.28K
PALVELLA THERAPEUTICS INC 1,675 1,580 -95 1.42% $21.62K
NATIONAL VISION HOLDINGS INC 8,010 7,550 -460 1.41% -$11.27K
DYCOM INDUSTRIES INC 825 570 -255 1.39% -$85.64K
FIVE BELOW INC 1,690 835 -855 1.37% -$127.55K
CARPENTER TECHNOLOGY CORP 1,165 465 -700 1.32% -$183.51K
MERCURY SYSTEMS INC 5,270 2,445 -2,825 1.28% -$206.50K
JFROG LTD 5,965 3,785 -2,180 1.28% -$194.94K
AXOGEN INC 5,945 4,620 -1,325 1.10% -$41.52K
TTM TECHNOLOGIES INC 2,835 1,570 -1,265 1.10% -$42.67K
KRATOS DEFENSE and SEC SOLTN INC 2,520 2,165 -355 1.10% -$38.64K
CONSTRUCTION PARTNERS INC CL A 2,440 1,350 -1,090 1.08% -$114.85K
KLAVIYO INC-A 9,585 7,525 -2,060 1.05% -$164.79K
VSE CORP 1,355 765 -590 1.01% -$93.04K
SITIME CORP 935 400 -535 0.99% -$192.09K
ALLIENT INC 2,250 2,120 -130 0.90% $4.33K
PDF SOLUTIONS INC 5,760 3,680 -2,080 0.87% -$43.96K
TANDEM DIABETES CARE INC 10,730 5,335 -5,395 0.74% -$133.57K
ENOVA INTL INC 1,730 750 -980 0.73% -$170.08K
BOOT BARN HOLDINGS INC 1,700 605 -1,095 0.64% -$211.45K
CECO ENVIRONMNTL 4,515 1,390 -3,125 0.60% -$187.41K
TARSUS PHARMACEUTICALS INC 2,610 1,175 -1,435 0.59% -$131.28K
PATRICK INDUSTRIES INC 780 735 -45 0.59% -$2.94K
SEMTECH CORP 1,690 1,030 -660 0.57% -$45.34K
JOHN BEAN TECHNOLOGIES CORP 1,744 539 -1,205 0.50% -$193.85K
ZETA GLOBAL HOLDINGS CORP 6,055 3,825 -2,230 0.44% -$62.33K
HINGE HEALTH INC 2,235 1,465 -770 0.41% -$47.33K
CLEAR SECURE INC 2,225 1,130 -1,095 0.39% -$23.35K
TRAVERE THERAPEUTICS INC 5,345 1,630 -3,715 0.35% -$155.81K

No positions in this category.

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