Forbes J M & CO LLP Portfolio Holdings

Forbes J M & CO LLP

  • $1.16 Billion
  • Q3 2025

Forbes J M & CO LLP has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.16 Billion distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $85.7M, Microsoft Corp with a value of $81.4M, Nvidia Corp with a value of $76.4M, Apple Inc. with a value of $62.8M, and Alphabet Inc. with a value of $55.5M.

Examining the 13F form we can see an increase of $102M in the current position value, from $1.05B to 1.16B.

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

Portfolio value $1.16 Billion
Technology: $323 Million
ETFs: $284 Million
Financial Services: $117 Million
Consumer Cyclical: $87.4 Million
Healthcare: $85.4 Million
Communication Services: $78.5 Million
Consumer Defensive: $70.1 Million
Industrials: $63.1 Million
Other: $47.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$65.3B
$85.7 Million 7.41% of portfolio
1,177,418
Q3 2025 Added 0.84%
$3.78T
$81.4 Million 7.04% of portfolio
157,067
Q3 2025 Added 0.46%
$465B
$76.4 Million 6.61% of portfolio
409,314
Q3 2025 Added 0.88%
$4.3T
$62.8 Million 5.43% of portfolio
246,592
Q3 2025 Added 0.53%
$1.65T
$55.5 Million 4.8% of portfolio
228,156
Q3 2025 Added 0.76%
$2.39T
$41.4 Million 3.58% of portfolio
188,687
Q3 2025 Added 0.32%
$139B
$38.8 Million 3.36% of portfolio
117,739
Q3 2025 Added 0.95%
$0
$33.9 Million 2.93% of portfolio
379,416
Q3 2025 Added 0.84%
$881B
$30.8 Million 2.67% of portfolio
97,707
Q3 2025 Added 0.95%
$0
$24.6 Million 2.13% of portfolio
87,399
Q1 2025 Reduced 1.53%
$413B
$23.7 Million 2.05% of portfolio
458,916
Q3 2025 Added 1.25%
$533B
$22.7 Million 1.96% of portfolio
66,462
Q3 2025 Added 1.1%
$522B
$21.5 Million 1.86% of portfolio
115,972
Q3 2025 Added 0.06%
$266B
$19.9 Million 1.72% of portfolio
70,590
Q3 2025 Added 1.28%
$279B
$19 Million 1.64% of portfolio
184,430
Q3 2025 Added 0.97%
$228B
$18.6 Million 1.61% of portfolio
139,005
Q3 2025 Added 0.67%
$170B
$17.9 Million 1.55% of portfolio
124,057
Q3 2025 Added 0.21%
$168B
$16.4 Million 1.42% of portfolio
216,773
Q3 2025 Added 0.08%
$306B
$16.4 Million 1.42% of portfolio
246,757
Q3 2025 Added 1.07%
$0
$16 Million 1.38% of portfolio
87,751
Q3 2025 Added 0.86%
$140B
$14.9 Million 1.29% of portfolio
39,781
Q3 2025 Added 1.15%
$0
$14.5 Million 1.25% of portfolio
268,854
Q1 2025 Reduced 1.51%
$235B
$14.2 Million 1.23% of portfolio
169,447
Q3 2025 Added 0.99%
$0
$14 Million 1.21% of portfolio
213,957
Q3 2025 Added 1.34%
$84.9B
$13.6 Million 1.17% of portfolio
80,545
Q3 2025 Added 1.33%
$0
$13.2 Million 1.14% of portfolio
282,138
Q3 2025 Added 1.25%
$136B
$13.1 Million 1.13% of portfolio
55,510
Q3 2025 Added 1.03%
$204B
$12.8 Million 1.11% of portfolio
91,088
Q3 2025 Added 0.6%
$0
$12.7 Million 1.1% of portfolio
82,117
Q1 2025 Reduced 1.51%
$25.7B
$12.6 Million 1.09% of portfolio
85,616
Q3 2025 Added 1.39%
$132B
$12.1 Million 1.05% of portfolio
49,009
Q3 2025 Added 0.96%
$132B
$12.2 Million 1.05% of portfolio
57,886
Q3 2025 Added 0.98%
$367B
$10.2 Million 0.88% of portfolio
25,090
Q3 2025 Added 0.0%
$0
$10.2 Million 0.88% of portfolio
42,527
Q1 2025 Reduced 1.51%
$169B
$10.1 Million 0.87% of portfolio
10,940
Q3 2025 Added 0.16%
$0
$9.93 Million 0.86% of portfolio
120,221
Q3 2025 Added 1.38%
$73.7B
$9.23 Million 0.8% of portfolio
33,687
Q3 2025 Added 1.37%
$237B
$8.95 Million 0.77% of portfolio
37,770
Q3 2025 Added 1.22%
$971B
$8.94 Million 0.77% of portfolio
11,714
Q3 2025 Added 37.36%
$172B
$8.83 Million 0.76% of portfolio
200,917
Q3 2025 Added 1.05%
$0
$8.3 Million 0.72% of portfolio
56,952
Q3 2025 Reduced 0.01%
$1.37T
$8.25 Million 0.71% of portfolio
11,231
Q3 2025 Added 0.21%
$319B
$8.26 Million 0.71% of portfolio
120,679
Q3 2025 Added 258.52%
$55.6B
$8.12 Million 0.7% of portfolio
55,505
Q3 2025 Added 0.45%
$6.2B
$7.92 Million 0.68% of portfolio
73,450
Q3 2025 Added 1.13%
$61.4B
$7.76 Million 0.67% of portfolio
38,108
Q3 2025 Added 2.16%
$0
$7.54 Million 0.65% of portfolio
54,169
Q1 2025 Reduced 1.51%
$0
$7.53 Million 0.65% of portfolio
63,576
Q1 2025 Reduced 1.51%
$114B
$6.89 Million 0.6% of portfolio
60,123
Q3 2025 Added 1.09%

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $1.16 Billion
  • Prior Value $1.05 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 77 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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