THE BEEHIVE FUND

THE BEEHIVE FUND is a registered fund series of FORUM FUNDS (series S000023255). Net assets $172.8M as of 2024-09-30.

Profile

Advisers

Top holdings (32 reported)

Showing 15 of 32 holdings by value.

HoldingTickerValue% of fund
Microsoft Corp$20.9M1209.84%
Apple Inc$10.9M632.77%
Oracle Corp$10.2M590.39%
Thermo Fisher Scientific Inc$8.7M504.83%
Chubb Ltd$8.3M480.77%
Alphabet Inc$8.2M472.63%
Alphabet Inc$7.5M435.66%
Intercontinental Exchange Inc$6.9M399.35%
JPMorgan Chase & Co$6.7M385.79%
Mondelez International Inc$6.0M349.40%
Fiserv Inc$5.5M318.32%
Berkshire Hathaway Inc$5.4M312.22%
Elevance Health Inc$5.4M311.57%
Aon PLC$5.3M306.80%
Fidelity National Information$4.7M269.78%

Net asset history

Report dateNet assets
2024-09-30$172.8M
2024-06-30$163.5M
2024-03-31$164.0M
2023-12-31$159.1M
2023-09-30$151.7M
2023-06-30$156.9M
2023-03-31$145.6M
2022-12-31$135.9M

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