Forbes J M & Co LLP
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| STATE STREET CORPORATION | $540.3K | 0.0% |
| Yum! Brands Inc | $517.4K | 0.0% |
| INTUITIVE SURGICAL INC | $512.6K | 0.0% |
| ISHARES RUSSELL 1000 GROWTH ETF | $495.9K | 0.0% |
| PFIZER INC | $486.1K | 0.0% |
| The Boeing Company | $484.8K | 0.0% |
| COMCAST CORP CL A | $470.2K | 0.0% |
| NUVECTIS PHARMA INC | $456.1K | 0.0% |
| GENERAL ELECTRIC CO | $452.9K | 0.0% |
| 3M CO | $450.8K | 0.0% |
| CORTEVA INC | $425.4K | 0.0% |
| BANK OF NOVA SCOTIA HALIFAX | $415.9K | 0.0% |
| NIKE, Inc. | $409.6K | 0.0% |
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD | $397.3K | 0.0% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | $388.3K | 0.0% |
| VANGUARD MID-CAP ETF | $362.7K | 0.0% |
| Weyerhaeuser Co | $354.1K | 0.0% |
| ORACLE CORPORATION | $353.4K | 0.0% |
| BIOGEN INC | $342.6K | 0.0% |
| STARBUCKS CORP | $336.9K | 0.0% |
| DANAHER CORP /DE | $335.6K | 0.0% |
| LAM RESEARCH CORP | $319.6K | 0.0% |
| CANADIAN NATIONAL RAILWAY CO | $317.6K | 0.0% |
| NETFLIX INC | $315.4K | 0.0% |
| CARRIER GLOBAL CORP | $312.7K | 0.0% |
| POWER CORP OF CANADA | $308.1K | 0.0% |
| PACCAR INC | $307.7K | 0.0% |
| CORNING INC /NY | $303.6K | 0.0% |
| GENUINE PARTS CO | $303.0K | 0.0% |
| TARGET CORP | $299.6K | 0.0% |
| QNITY ELECTRONICS INC | $285.9K | 0.0% |
| VANGUARD FTSE EMERGING MARKETS ETF | $285.1K | 0.0% |
| EDWARDS LIFESCIENCES CORP | $265.5K | 0.0% |
| ISHARES 7-10 YEAR TREASURY B | $258.1K | 0.0% |
| INVESCO QQQ TRUST SERIES 1 | $253.4K | 0.0% |
| S&P GLOBAL INC | $251.0K | 0.0% |
| LOCKHEED MARTIN CORP | $249.6K | 0.0% |
| SOUTHERN CO | $240.1K | 0.0% |
| FISERV INC | $237.6K | 0.0% |
| GE VERNOVA LLC | $235.7K | 0.0% |
| DUPONT DE NEMOURS INC | $227.3K | 0.0% |
| VANGUARD FTSE ALL-WORLD EX-US | $227.2K | 0.0% |
| ISHARES RUSSELL 1000 VALUE ETF | $224.4K | 0.0% |
| ST ST SPDR S&P MIDCAP 400 ETF TRUST | $220.8K | 0.0% |
| PAYCHEX INC | $219.8K | 0.0% |
| BWX TECHNOLOGIES INC | $216.8K | 0.0% |
| QUALCOMM INC/DE | $216.3K | 0.0% |
| OTIS WORLDWIDE CORP | $216.3K | 0.0% |
| United Rentals Inc | $211.3K | 0.0% |
| VANGUARD SMALL-CAP ETF | $200.4K | 0.0% |