Forbes J M & Co Llp Portfolio Stock Holdings

According to the SEC 13F filed on October 16, 2026, Forbes J M & Co Llp disclosed 157 stock positions valued at approximately $1.33B as of quarter-end September 30, 2026. The largest holdings include NVIDIA CORP, APPLE INC, and MICROSOFT CORP.

Report Period
September 30, 2026
No. of Stocks
157
Portfolio Value
$1.33B
Holdings by Sector
Forbes J M & Co Llp Portfolio Holdings in Q3 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPNVDATechnology7.12%414,658+2,347+0.57%$94,699,594
APPLE INCAAPLTechnology6.25%249,453+991+0.40%$83,072,838
MICROSOFT CORPMSFTTechnology6.03%156,416+564+0.36%$80,225,766
ISHARES GOLD TRUSTIAUOther5.35%911,314-358-0.04%$71,173,623
ALPHABET INC CL AGOOGLCommunication Services5.31%205,105+193+0.09%$70,572,528
AMAZON.COM INCAMZNConsumer Cyclical3.59%191,368+1,000+0.53%$47,679,337
SS ENERGY SELECT SECTORXLEOther3.56%770,089+4,192+0.55%$47,360,473
BROADCOM INCAVGOTechnology3.14%118,989+820+0.69%$41,787,747
STE ST TECH SELECT SECTOR SPDR ETFXLKOther2.58%174,978--$34,251,943
JP MORGAN CHASE & COJPMFinancial Services2.50%100,322+522+0.52%$33,189,527
JOHNSON & JOHNSONJNJHealthcare2.35%118,080+556+0.47%$31,260,499
BANK OF AMERICA CORPBACFinancial Services1.91%467,266+2,917+0.63%$25,433,288
MERCK & CO INCMRKHealthcare1.88%172,114+928+0.54%$25,009,885
VISA INC CL AVFinancial Services1.82%67,367+374+0.56%$24,206,984
COCA COLA COKOConsumer Defensive1.63%251,209+1,323+0.53%$21,624,071
VANGUARD DIVIDEND APPREC ETFVIGOther1.58%90,047+96+0.11%$21,008,866
WALMART INCWMTConsumer Defensive1.46%187,271+1,362+0.73%$19,461,202
ARISTA NETWORKS INCANETTechnology1.43%93,608+521+0.56%$19,057,653
LINDE PLCLINBasic Materials1.40%39,118+259+0.67%$18,567,359
PROCTER & GAMBLE COPGConsumer Defensive1.32%120,553+547+0.46%$17,513,940
EATON CORP PLCETNIndustrials1.31%40,573+226+0.56%$17,434,624
LILLY ELI & COLLYHealthcare1.30%14,886+3,091+26.21%$17,224,293
NEXTERA ENERGY INCNEEUtilities1.25%220,106+1,269+0.58%$16,670,828
TJX COS INCTJXConsumer Cyclical1.25%125,571+658+0.53%$16,614,299
PALO ALTO NETWORKS INCPANWTechnology1.20%40,164+172+0.43%$15,957,559
ISHARES CORE S&P MID-CAP ETFIJHOther1.18%218,609+1,247+0.57%$15,728,918
UNION PAC CORPUNPIndustrials1.15%56,113+287+0.51%$15,270,031
EMERSON ELEC COEMRIndustrials1.14%97,582+571+0.59%$15,134,968
STATE STREET SPDR PORTFOLIOSPEMOther1.14%291,828+2,004+0.69%$15,105,017
ST STRT FINNCIAL SLCT SCTOR SPDR ETFXLFOther1.08%268,854--$14,356,804
Showing 30 of 157 holdings in the latest reporting period.