Institutions / Forbes J M & Co LLP
Forbes J M & Co LLP
CIK 1067532 ยท Institution ยท as of Mar 31, 2026
Portfolio value
$1.18B
Positions
150
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$1.18B-4.3%Positions
150+6.4%Top holdings
Mar 31, 2026View all 150 โ
| Company | Value | % of portfolio |
|---|---|---|
| iShares Gold Trust | $81.00M | 6.9% |
| Nvidia Corp | $72.36M | 6.1% |
| Alphabet Inc Cl a | $65.77M | 5.6% |
| Apple Inc. | $63.07M | 5.3% |
| Microsoft Corp | $58.14M | 4.9% |
| Ss Energy Select Sector | $47.14M | 4.0% |
| Amazon.com Inc | $39.81M | 3.4% |
| Broadcom Inc | $36.77M | 3.1% |
| Jp Morgan Chase & Co | $29.30M | 2.5% |
| Johnson & Johnson | $28.75M | 2.4% |
| Ste St Tech Select Sector SPDR ETF | $23.25M | 2.0% |
| Walmart Inc. | $23.14M | 2.0% |
| Bank of America Corp /De | $22.76M | 1.9% |
| Merck & Co Inc | $20.66M | 1.7% |
| Nextera Energy Inc | $20.39M | 1.7% |
| Visa Inc Cl a | $20.30M | 1.7% |
| TJX Cos Inc/The | $20.06M | 1.7% |
| Vanguard Dividend Apprec ETF | $19.45M | 1.6% |
| Linde PLC | $19.35M | 1.6% |
| Coca Cola Co | $19.07M | 1.6% |
| PROCTER & GAMBLE Co | $17.40M | 1.5% |
| iShares Core S&P Mid-Cap ETF | $14.80M | 1.3% |
| Eaton Corp PLC | $14.51M | 1.2% |
| Abbott Laboratories | $14.50M | 1.2% |
| Pepsico Inc | $14.27M | 1.2% |
Activity
Mar 31, 2026View full history โ
InsidersInstitutions
This fund's 13F position changes โ what it's buying and selling.| Date | Action | Company | Value | Shares ฮ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | 464285204 Common stock | $-23.31M | -264K -22.34% | 918,801 6.85% of portfolio | medium |
| Q1 2026 as of | Exit | 81762p102 Common stock | $-8.39M | -55K -100.00% | 0 | medium |
| Q1 2026 as of | New | Amphenol Corp /De Common stock | $7.93M | +63K | 62,778 0.67% of portfolio | medium |
| Q1 2026 as of | Trim | International Business Machines Corp Common stock | $-7.69M | -32K -44.49% | 39,603 0.81% of portfolio | medium |
| Q1 2026 as of | Add | Apple Inc. Common stock | $564.7K | +2K +0.90% | 248,512 5.33% of portfolio | low |
| Q1 2026 as of | Add | 921908844 Common stock | $550.3K | +3K +2.91% | 90,424 1.64% of portfolio | low |
| Q1 2026 as of | New | 464287614 Common stock | $495.9K | +1K | 1,163 0.04% of portfolio | low |
| Q1 2026 as of | Add | 67066g104 Common stock | $452.2K | +3K +0.63% | 414,919 6.12% of portfolio | low |
| Q1 2026 as of | New | 921943858 Common stock | $388.3K | +6K | 6,060 0.03% of portfolio | low |
| Q1 2026 as of | New | 922908629 Common stock | $362.7K | +1K | 1,263 0.03% of portfolio | low |