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FORBES J M & CO LLP 13F holdings

Filed 2026-07-20 · FORBES J M & CO LLP · 161 positions · $1.3B

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TickerCompanySharesValue% of portfolio
NVDANVIDIA CORP412.3K$82.5M6.5%
GOOGLALPHABET INC CL A204.9K$73.2M5.8%
AAPLAPPLE INC248.5K$71.9M5.7%
IAUISHARES GOLD TRUST911.7K$68.8M5.4%
MSFTMICROSOFT CORP155.9K$58.1M4.6%
AMZNAMAZON.COM INC190.4K$45.4M3.6%
AVGOBROADCOM INC118.2K$44.6M3.5%
XLESS ENERGY SELECT SECTOR765.9K$40.7M3.2%
XLKSTE ST TECH SELECT SECTOR SPDR ETF175.0K$33.3M2.6%
JPMJP MORGAN CHASE & CO99.8K$32.7M2.6%
JNJJOHNSON & JOHNSON117.5K$29.8M2.3%
BACBANK OF AMERICA CORP464.3K$26.5M2.1%
VVISA INC CL A67.0K$23.0M1.8%
MRKMERCK & CO INC171.2K$22.0M1.7%
VIGVANGUARD DIVIDEND APPREC ETF90.0K$21.3M1.7%
WMTWALMART INC185.9K$21.1M1.7%
KOCOCA COLA CO249.9K$20.3M1.6%
LINLINDE PLC38.9K$20.2M1.6%
NEENEXTERA ENERGY INC218.8K$19.2M1.5%
TJXTJX COS INC124.9K$18.9M1.5%
PGPROCTER & GAMBLE CO120.0K$17.6M1.4%
ETNEATON CORP PLC40.3K$17.2M1.4%
IJHISHARES CORE S&P MID-CAP ETF217.4K$16.8M1.3%
ANETARISTA NETWORKS INC93.1K$15.8M1.2%
XLISTE ST INDUSTRIAL SLCT SCTR SPDR ETF82.1K$15.2M1.2%
UNPUNION PAC CORP55.8K$15.2M1.2%
SPEMSTATE STREET SPDR PORTFOLIO289.8K$15.0M1.2%
CSCOCISCO SYSTEMS INC124.2K$14.6M1.1%
XLFST STRT FINNCIAL SLCT SCTOR SPDR ETF268.9K$14.4M1.1%
LLYLILLY ELI & CO11.8K$14.1M1.1%
EMREMERSON ELEC CO97.0K$13.9M1.1%
PANWPALO ALTO NETWORKS INC40.0K$13.6M1.1%
ABTABBOTT LABS140.5K$12.8M1.0%
PEPPEPSICO INC91.6K$12.4M1.0%
IXUSISHARES CORE INTL STOCK ETF124.7K$11.9M0.9%
APHAMPHENOL CORP CL A63.0K$11.1M0.9%
IBMINTL. BUSINESS MACHINES CORP39.4K$11.1M0.9%
PGRPROGRESSIVE CORP49.5K$10.8M0.9%
XYLXYLEM INC86.6K$10.2M0.8%
ICEINTERCONTINENTAL EXCHANGE INC81.5K$10.0M0.8%
XLYSTST CNSMRDSCRTNRY SLCTSCTR SPDR ETF85.1K$10.0M0.8%
DNAGINKGO BIOWORKS HOLDINGS INC CL A999.9K$9.9M0.8%
ECLECOLAB INC34.1K$9.5M0.7%
RIORIO TINTO PLC SPONS ADR97.5K$9.3M0.7%
ITOTISHARES CORE S&P TOTAL U.S.56.3K$9.2M0.7%
HDHOME DEPOT INC25.6K$9.0M0.7%
XLVSTE ST HLTH CR SLCT SECTOR SPDR ETF54.2K$8.6M0.7%
VZVERIZON COMMUNICATIONS202.9K$8.6M0.7%
IBBISHARES BIOTECHNOLOGY ETF43.4K$8.2M0.6%
PLDPROLOGIS INC REIT60.9K$8.2M0.6%
ORLYO'REILLY AUTOMOTIVE INC74.5K$6.9M0.5%
XLCSTST CMMNCN SRVCS SLCT SCTR SPDR ETF63.6K$6.8M0.5%
BRK-BBERKSHIRE HATHAWAY INC-CL B12.9K$6.5M0.5%
METAMETA PLATFORMS INC CL A11.2K$6.3M0.5%
EXMOCEXXON MOBIL CORP45.2K$6.2M0.5%
TSLATESLA INC13.5K$5.7M0.4%
GOOGALPHABET INC CL C15.8K$5.6M0.4%
BDXBECTON DICKINSON36.4K$5.5M0.4%
DSIISHARES ESG MSCI KLD 400 ETF29.5K$4.2M0.3%
XLUSS UTILITIES SELECT SECTOR85.4K$3.9M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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