Forbes J M & CO LLP Portfolio Holdings

Forbes J M & CO LLP

  • $1.05 Billion
  • Q2 2025

Forbes J M & CO LLP has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.05 Billion distributed in 144 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $77.8M, Ishares Gold Trust with a value of $72.8M, Nvidia Corp with a value of $64.1M, Apple Inc. with a value of $50.3M, and Amazon Com Inc with a value of $41.3M.

Examining the 13F form we can see an increase of $52.3M in the current position value, from $1B to 1.05B.

Below you can find more details about Forbes J M & CO LLP portfolio as well as his latest detailed transactions.

Portfolio value $1.05 Billion
Technology: $286 Million
ETFs: $258 Million
Financial Services: $114 Million
Consumer Cyclical: $80.5 Million
Healthcare: $78.3 Million
Consumer Defensive: $69.9 Million
Communication Services: $62 Million
Industrials: $61.5 Million
Other: $44.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.8T
$77.8 Million 7.38% of portfolio
156,353
Q2 2025 Reduced 1.0%
$58.5B
$72.8 Million 6.91% of portfolio
1,167,641
Q2 2025 Reduced 19.33%
$424B
$64.1 Million 6.08% of portfolio
405,757
Q2 2025 Reduced 12.51%
$3.84T
$50.3 Million 4.78% of portfolio
245,286
Q2 2025 Reduced 2.58%
$2.36T
$41.3 Million 3.92% of portfolio
188,079
Q2 2025 Added 0.44%
$1.5T
$39.9 Million 3.79% of portfolio
226,439
Q2 2025 Reduced 0.33%
$140B
$32.1 Million 3.05% of portfolio
116,630
Q2 2025 Reduced 0.11%
$0
$31.9 Million 3.03% of portfolio
376,244
Q2 2025 Added 0.17%
$914B
$28.1 Million 2.66% of portfolio
96,792
Q2 2025 Reduced 0.21%
$566B
$23.3 Million 2.21% of portfolio
65,739
Q2 2025 Reduced 0.15%
$0
$22.1 Million 2.1% of portfolio
87,399
Q1 2025 Reduced 1.53%
$412B
$21.4 Million 2.04% of portfolio
453,261
Q2 2025 Reduced 0.05%
$232B
$20.5 Million 1.95% of portfolio
69,696
Q2 2025 Added 0.12%
$380B
$18.8 Million 1.78% of portfolio
117,974
Q2 2025 Reduced 0.22%
$235B
$18.8 Million 1.78% of portfolio
138,076
Q2 2025 Reduced 1.29%
$283B
$17.9 Million 1.69% of portfolio
182,657
Q2 2025 Added 0.01%
$290B
$17.3 Million 1.64% of portfolio
244,149
Q2 2025 Added 0.1%
$0
$15.8 Million 1.5% of portfolio
87,001
Q2 2025 Added 0.98%
$163B
$15.3 Million 1.45% of portfolio
123,793
Q2 2025 Reduced 0.38%
$138B
$15 Million 1.43% of portfolio
216,604
Q2 2025 Reduced 0.98%
$96.2B
$14.6 Million 1.38% of portfolio
79,489
Q2 2025 Added 0.11%
$0
$14.1 Million 1.34% of portfolio
268,854
Q1 2025 Reduced 1.51%
$145B
$14 Million 1.33% of portfolio
39,327
Q2 2025 Reduced 0.47%
$142B
$13.4 Million 1.27% of portfolio
57,326
Q2 2025 Reduced 0.69%
$206B
$13.3 Million 1.26% of portfolio
167,789
Q2 2025 Reduced 0.08%
$0
$13.1 Million 1.24% of portfolio
211,136
Q2 2025 Added 0.16%
$143B
$13 Million 1.23% of portfolio
48,544
Q2 2025 Added 0.11%
$134B
$12.6 Million 1.2% of portfolio
54,942
Q2 2025 Reduced 0.82%
$0
$12.1 Million 1.15% of portfolio
82,117
Q1 2025 Reduced 1.51%
$195B
$12 Million 1.13% of portfolio
90,541
Q2 2025 Reduced 0.58%
$0
$11.9 Million 1.13% of portfolio
278,646
Q2 2025 Added 0.09%
$192B
$11.2 Million 1.07% of portfolio
10,922
Q2 2025 Added 96.12%
$25.4B
$10.9 Million 1.04% of portfolio
84,446
Q2 2025 Reduced 0.11%
$242B
$10.2 Million 0.97% of portfolio
37,315
Q2 2025 Reduced 1.65%
$0
$9.24 Million 0.88% of portfolio
42,527
Q1 2025 Reduced 1.51%
$427B
$9.2 Million 0.87% of portfolio
25,089
Q2 2025 Added 0.02%
$0
$9.17 Million 0.87% of portfolio
118,590
Q2 2025 New
$75.6B
$8.95 Million 0.85% of portfolio
33,231
Q2 2025 Added 0.12%
$68.8B
$8.62 Million 0.82% of portfolio
55,254
Q2 2025 Reduced 1.81%
$186B
$8.6 Million 0.82% of portfolio
198,828
Q2 2025 Added 0.14%
$1.75T
$8.27 Million 0.78% of portfolio
11,208
Q2 2025 Reduced 0.41%
$0
$7.69 Million 0.73% of portfolio
56,957
Q2 2025 Reduced 1.9%
$60.8B
$7.63 Million 0.72% of portfolio
37,301
Q2 2025 Added 0.26%
$0
$7.3 Million 0.69% of portfolio
54,169
Q1 2025 Reduced 1.51%
$0
$6.9 Million 0.65% of portfolio
63,576
Q1 2025 Reduced 1.51%
$722B
$6.65 Million 0.63% of portfolio
8,528
Q2 2025 Added 0.66%
$6.57B
$6.55 Million 0.62% of portfolio
72,630
Q2 2025 Added 1,409.98%
$644B
$6.33 Million 0.6% of portfolio
13,030
Q2 2025 Added 2.88%
$105B
$6.25 Million 0.59% of portfolio
59,476
Q2 2025 Reduced 0.02%

Summary

  • Portfolio
  • No. of Stocks 144
  • Current Value $1.05 Billion
  • Prior Value $1 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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