Forbes J M & CO LLP Incresed Positions in Q3 2025

Forbes J M & CO LLP

  • $1.16 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GOOGL
Alphabet Inc.

Communication Services
1.72K
+ 0.76%
$174.36 - $254.72 $299K - $437K
228K $55.5M
IAU
Ishares Gold Trust

ETFs
9.78K
+ 0.84%
$61.62 - $72.77 $602K - $711K
1.18M $85.7M
AAPL
Apple Inc.

Technology
1.31K
+ 0.53%
$202.38 - $256.87 $264K - $335K
247K $62.8M
NVDA
Nvidia Corp

Technology
3.56K
+ 0.88%
$153.3 - $186.58 $545K - $664K
409K $76.4M
AVGO
Broadcom Inc.

Technology
1.11K
+ 0.95%
$264.74 - $369.57 $294K - $410K
118K $38.8M
CSCO
Cisco Systems, Inc.

Technology
87K
+ 258.52%
$66.2 - $71.79 $5.76M - $6.25M
121K $8.26M
JNJ
Johnson & Johnson

Healthcare
64
+ 0.06%
$155.17 - $185.42 $9.93K - $11.9K
116K $21.5M
MSFT
Microsoft Corp

Technology
714
+ 0.46%
$491.09 - $535.64 $351K - $382K
157K $81.4M
JPM
Jpmorgan Chase & CO

Financial Services
915
+ 0.95%
$282.78 - $316.06 $259K - $289K
97.7K $30.8M
TJX
Tjx Companies Inc

Consumer Cyclical
264
+ 0.21%
$121.35 - $144.54 $32K - $38.2K
124K $17.9M
BAC
Bank Of America Corp

Financial Services
5.66K
+ 1.25%
$44.92 - $52.42 $254K - $296K
459K $23.7M
XLE
Energy Sector Spdr

ETFs
3.17K
+ 0.84%
$84.25 - $91.99 $267K - $292K
379K $33.9M
XYL
Xylem Inc.

Industrials
1.17K
+ 1.39%
$129.67 - $147.5 $152K - $173K
85.6K $12.6M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
820
+ 1.13%
$89.32 - $107.82 $73.2K - $88.4K
73.5K $7.92M
NEE
Nextera Energy Inc

Utilities
169
+ 0.08%
$69.77 - $77.54 $11.8K - $13.1K
217K $16.4M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.49K
+ 1.25%
$42.67 - $46.91 $149K - $164K
282K $13.2M
WMT
Walmart Inc.

Consumer Defensive
1.77K
+ 0.97%
$94.4 - $104.27 $167K - $185K
184K $19M
HD
Home Depot, Inc.

Consumer Cyclical
1
+ 0.0%
$357.4 - $423.42 $357 - $423
25.1K $10.2M
MRK
Merck & Co., Inc.

Healthcare
1.66K
+ 0.99%
$77.6 - $87.37 $129K - $145K
169K $14.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.82K
+ 1.34%
$62.09 - $66.51 $175K - $188K
214K $14M
ETN
Eaton Corp PLC

Industrials
454
+ 1.15%
$342.99 - $392.76 $156K - $178K
39.8K $14.9M
PEP
Pepsico Inc

Consumer Defensive
547
+ 0.6%
$133.81 - $152.16 $73.2K - $83.2K
91.1K $12.8M
IBB
Ishares Biotechnology ETF

ETFs
486
+ 1.14%
$127.63 - $144.37 $62K - $70.2K
43.2K $6.24M
RIO
Rio Tinto PLC

Basic Materials
1.13K
+ 1.19%
$57.66 - $66.01 $64.9K - $74.3K
95.6K $6.31M
IXUS
Ishares Tr

ETFs
1.63K
+ 1.38%
$76.35 - $82.58 $125K - $135K
120K $9.93M
ABBV
Abb Vie Inc.

Healthcare
417
+ 3.15%
$184.85 - $231.54 $77.1K - $96.6K
13.6K $3.16M
PLD
Prologis, Inc.

Real Estate
647
+ 1.09%
$104.08 - $115.35 $67.3K - $74.6K
60.1K $6.89M
MA
Mastercard Inc

Financial Services
914
+ 33.09%
$550.18 - $598.96 $503K - $547K
3.68K $2.09M
BDX
Becton Dickinson & CO

Healthcare
14
+ 0.04%
$172.41 - $199.66 $2.41K - $2.8K
35.9K $6.72M
UNP
Union Pacific Corp

Industrials
568
+ 1.03%
$214.91 - $237.16 $122K - $135K
55.5K $13.1M
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.18K
+ 4.37%
$115.96 - $125.95 $136K - $148K
28.1K $3.54M
GLD
Spdr Gold Trust

ETFs
13
+ 0.24%
$300.96 - $355.47 $3.91K - $4.62K
5.41K $1.92M
ECL
Ecolab Inc.

Basic Materials
456
+ 1.37%
$259.39 - $285.47 $118K - $130K
33.7K $9.23M
VZ
Verizon Communications Inc

Communication Services
2.09K
+ 1.05%
$40.84 - $45.06 $85.3K - $94.1K
201K $8.83M
XOM
Exxon Mobil Corp

Energy
28
+ 0.06%
$105.83 - $117.22 $2.96K - $3.28K
44.9K $5.06M
ORCL
Oracle Corp

Technology
22
+ 0.71%
$218.96 - $328.33 $4.82K - $7.22K
3.12K $878K
AMZN
Amazon Com Inc

Consumer Cyclical
608
+ 0.32%
$211.65 - $238.24 $129K - $145K
189K $41.4M
VIG
Vanguard Dividend Appreciation

ETFs
750
+ 0.86%
N/A
87.8K $16M
PANW
Palo Alto Networks Inc

Technology
807
+ 2.16%
$167.06 - $208.19 $135K - $168K
38.1K $7.76M
BX
Blackstone Inc.

Financial Services
1
+ 0.02%
$152.77 - $188.68 $153 - $189
4.11K $702K
ITW
Illinois Tool Works Inc

Industrials
178
+ 8.01%
$252.31 - $269.41 $44.9K - $48K
2.4K $626K
GE
General Electric CO

Industrials
1
+ 0.06%
$244.75 - $305.63 $245 - $306
1.6K $480K
PNC
Pnc Financial Services Group, Inc.

Financial Services
48
+ 1.65%
$185.88 - $207.44 $8.92K - $9.96K
2.96K $593K
SCHW
Schwab Charles Corp

Financial Services
2
+ 0.02%
$91.03 - $98.69 $182 - $197
11.3K $1.08M
USB
Us Bancorp \De\

Financial Services
108
+ 0.95%
$43.94 - $50.41 $4.75K - $5.44K
11.4K $552K
PWCDF
Power Corp Canada
9
+ 0.14%
$38.12 - $43.26 $343 - $389
6.41K $277K
PFE
Pfizer Inc

Healthcare
68
+ 0.38%
$23.29 - $25.88 $1.58K - $1.76K
17.9K $456K
YUM
Yum Brands Inc

Consumer Cyclical
50
+ 1.55%
$139.5 - $153.94 $6.98K - $7.7K
3.29K $499K
PCAR
Paccar Inc

Industrials
111
+ 4.35%
$92.91 - $102.86 $10.3K - $11.4K
2.66K $261K
Activity Summary
Buys All Purchases 80 New Holdings 3 Increased Positions 77 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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