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%
$1.24B$1.21B$1.18BQ4 '25Q1 '26

Positions

150+6.4%
150146141Q4 '25Q1 '26

Top holdings

CompanyClassValueShares% of portfolio
iShares Gold Trustโ€”$81.00M918,8016.9%
Nvidia Corpโ€”$72.36M414,9196.1%
Alphabet Inc Cl aโ€”$65.77M228,7335.6%
Apple Inc.โ€”$63.07M248,5125.3%
Microsoft Corpโ€”$58.14M157,0674.9%
Ss Energy Select Sectorโ€”$47.14M769,5224.0%
Amazon.com Incโ€”$39.81M191,1313.4%
Broadcom Incโ€”$36.77M118,8033.1%
Jp Morgan Chase & Coโ€”$29.30M99,6122.5%
Johnson & Johnsonโ€”$28.75M117,6242.4%
Ste St Tech Select Sector SPDR ETFโ€”$23.25M174,9782.0%
Walmart Inc.โ€”$23.14M186,1852.0%
Bank of America Corp /Deโ€”$22.76M466,9611.9%
Merck & Co Incโ€”$20.66M171,7511.7%
Nextera Energy Incโ€”$20.39M219,4921.7%
Visa Inc Cl aโ€”$20.30M67,1691.7%
TJX Cos Inc/Theโ€”$20.06M125,6031.7%
Vanguard Dividend Apprec ETFโ€”$19.45M90,4241.6%
Linde PLCโ€”$19.35M39,0251.6%
Coca Cola Coโ€”$19.07M250,7171.6%
PROCTER & GAMBLE Coโ€”$17.40M120,4401.5%
iShares Core S&P Mid-Cap ETFโ€”$14.80M219,1431.3%
Eaton Corp PLCโ€”$14.51M40,5701.2%
Abbott Laboratoriesโ€”$14.50M141,2091.2%
Pepsico Incโ€”$14.27M91,9131.2%

Activity

InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
DateActionCompanyValueShares ฮ”Position afterImpact
Q1 2026
as of
Trim464285204
Common stock
$-23.31M-264K
-22.34%
918,801
6.85% of portfolio
medium
Q1 2026
as of
Exit81762p102
Common stock
$-8.39M-55K
-100.00%
0
medium
Q1 2026
as of
NewAmphenol Corp /De
Common stock
$7.93M+63K
62,778
0.67% of portfolio
medium
Q1 2026
as of
TrimInternational Business Machines Corp
Common stock
$-7.69M-32K
-44.49%
39,603
0.81% of portfolio
medium
Q1 2026
as of
AddApple Inc.
Common stock
$564.7K+2K
+0.90%
248,512
5.33% of portfolio
low
Q1 2026
as of
Add921908844
Common stock
$550.3K+3K
+2.91%
90,424
1.64% of portfolio
low
Q1 2026
as of
New464287614
Common stock
$495.9K+1K
1,163
0.04% of portfolio
low
Q1 2026
as of
Add67066g104
Common stock
$452.2K+3K
+0.63%
414,919
6.12% of portfolio
low
Q1 2026
as of
New921943858
Common stock
$388.3K+6K
6,060
0.03% of portfolio
low
Q1 2026
as of
New922908629
Common stock
$362.7K+1K
1,263
0.03% of portfolio
low