Forbes J M & CO LLP Reduced Holdings in Q2 2025

Forbes J M & CO LLP

  • $1.05 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
-280K
- 19.33%
$56.1 - $64.74 $15.7M - $18.1M
1.17M $72.8M
ADBE
Adobe Inc.

Technology
-23.7K
- 76.23%
$340.0 - $420.68 $8.05M - $9.96M
7.38K $2.86M
AAPL
Apple Inc.

Technology
-6.49K
- 2.58%
$172.42 - $223.89 $1.12M - $1.45M
245K $50.3M
MRK
Merck & Co., Inc.

Healthcare
-135
- 0.08%
$73.47 - $87.12 $9.92K - $11.8K
168K $13.3M
JNJ
Johnson & Johnson

Healthcare
-1.16K
- 0.99%
$146.36 - $159.82 $170K - $185K
116K $17.7M
PEP
Pepsico Inc

Consumer Defensive
-528
- 0.58%
$128.02 - $151.37 $67.6K - $79.9K
90.5K $12M
PG
Procter & Gamble CO

Consumer Defensive
-257
- 0.22%
$157.66 - $172.39 $40.5K - $44.3K
118K $18.8M
ZTS
Zoetis Inc.

Healthcare
-1.02K
- 1.81%
$144.41 - $170.3 $147K - $174K
55.3K $8.62M
XOM
Exxon Mobil Corp

Energy
-30
- 0.07%
$99.93 - $119.04 $3K - $3.57K
44.8K $4.83M
ABBV
Abb Vie Inc.

Healthcare
-838
- 5.96%
$170.16 - $206.27 $143K - $173K
13.2K $2.45M
UNP
Union Pacific Corp

Industrials
-456
- 0.82%
$208.27 - $238.46 $95K - $109K
54.9K $12.6M
PLD
Prologis, Inc.

Real Estate
-12
- 0.02%
$89.76 - $112.34 $1.08K - $1.35K
59.5K $6.25M
MCD
Mcdonalds Corp

Consumer Cyclical
-190
- 2.43%
$285.55 - $321.23 $54.3K - $61K
7.64K $2.23M
CVX
Chevron Corp

Energy
-183
- 2.58%
$133.73 - $168.51 $24.5K - $30.8K
6.92K $990K
CHD
Church & Dwight CO Inc

Consumer Defensive
-670
- 7.86%
$91.57 - $110.76 $61.4K - $74.2K
7.85K $754K
RIO
Rio Tinto PLC

Basic Materials
-86
- 0.09%
$52.32 - $62.75 $4.5K - $5.4K
94.5K $5.51M
CHKP
Check Point Software Technologies LTD

Technology
-415
- 29.23%
$204.26 - $233.47 $84.8K - $96.9K
1.01K $222K
IBB
Ishares Biotechnology ETF

ETFs
-256
- 0.6%
$112.02 - $129.0 $28.7K - $33K
42.7K $5.41M
PFE
Pfizer Inc

Healthcare
-2.21K
- 11.02%
$21.59 - $24.84 $47.7K - $54.9K
17.8K $432K
FISV
Fiserv Inc

Technology
-583
- 11.51%
N/A
4.48K $561K
ADP
Automatic Data Processing Inc

Industrials
-323
- 3.2%
$276.76 - $326.81 $89.4K - $106K
9.77K $3.01M
NSRGY
Nestle S.A.Spon Adr(Rep Reg Sh

Consumer Defensive
-533
- 7.45%
$97.38 - $108.84 $51.9K - $58K
6.62K $657K
AXSM
Axsome Therapeutics, Inc.

Healthcare
-136
- 3.54%
$95.65 - $116.49 $13K - $15.8K
3.7K $386K
ACN
Accenture PLC

Technology
-32
- 0.85%
$279.23 - $323.21 $8.94K - $10.3K
3.74K $1.12M
ROP
Roper Technologies Inc

Industrials
-75
- 12.16%
$519.19 - $590.78 $38.9K - $44.3K
542 $307K
DHR
Danaher Corp

Healthcare
-168
- 7.03%
$174.64 - $205.16 $29.3K - $34.5K
2.22K $438K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-435
- 13.02%
$149.76 - $186.42 $65.1K - $81.1K
2.91K $541K
ITW
Illinois Tool Works Inc

Industrials
-176
- 7.34%
$218.41 - $252.43 $38.4K - $44.4K
2.22K $549K
EW
Edwards Lifesciences Corp

Healthcare
-816
- 15.44%
$67.07 - $78.22 $54.7K - $63.8K
4.47K $349K
SBUX
Starbucks Corp

Consumer Cyclical
-85
- 2.14%
$79.69 - $99.41 $6.77K - $8.45K
3.89K $356K
CAT
Caterpillar Inc

Industrials
-314
- 19.74%
$273.94 - $388.21 $86K - $122K
1.28K $495K
MA
Mastercard Inc

Financial Services
-118
- 4.1%
$479.92 - $590.74 $56.6K - $69.7K
2.76K $1.55M
USB
Us Bancorp \De\

Financial Services
-1.35K
- 10.63%
$36.4 - $45.76 $49K - $61.6K
11.3K $512K
CINF
Cincinnati Financial Corp

Financial Services
-160
- 7.42%
$126.6 - $151.6 $20.3K - $24.3K
2K $297K
SYK
Stryker Corp

Healthcare
-263
- 7.3%
$337.37 - $395.63 $88.7K - $104K
3.34K $1.32M
CNI
Canadian National Railway CO

Industrials
-400
- 9.5%
$92.66 - $108.13 $37.1K - $43.3K
3.81K $396K
OTIS
Otis Worldwide Corp

Industrials
-23
- 0.82%
$90.88 - $104.3 $2.09K - $2.4K
2.78K $275K
PCAR
Paccar Inc

Industrials
-68
- 2.59%
$86.4 - $99.09 $5.88K - $6.74K
2.55K $242K
IEF
Ishares Barclays

ETFs
-130
- 4.54%
$93.15 - $96.56 $12.1K - $12.6K
2.73K $261K
INTC
Intel Corp

Technology
-45
- 0.17%
$18.13 - $22.69 $816 - $1.02K
26.9K $603K
CRM
Salesforce, Inc.

Technology
-626
- 1.65%
$236.26 - $291.15 $148K - $182K
37.3K $10.2M
Ginkgo Bioworks Holdings Inc Cl A
-17.3K
- 1.58%
N/A
1.08M $0
Arista Networks Inc
-71
- 0.1%
N/A
70.4K $0
NKE
Nike, Inc.

Consumer Cyclical
-50
- 0.64%
$53.27 - $72.04 $2.66K - $3.6K
7.76K $550K
CARR
Carrier Global Corp

Industrials
-30
- 0.49%
$55.55 - $75.83 $1.67K - $2.27K
6.05K $443K
RTX
Raytheon Technologies Corp

Industrials
-36
- 0.45%
$113.75 - $148.48 $4.1K - $5.35K
7.99K $1.17M
XLU
Utilities Sector Spdr

ETFs
-84
- 0.2%
$73.09 - $82.77 $6.14K - $6.95K
42.7K $3.49M
NFLX
Netflix Inc

Communication Services
-5
- 1.57%
$855.86 - $1339.13 $4.28K - $6.7K
314 $420K
TJX
Tjx Companies Inc

Consumer Cyclical
-478
- 0.38%
$119.13 - $135.03 $56.9K - $64.5K
124K $15.3M
Activity Summary
Buys All Purchases 31 New Holdings 4 Increased Positions 27 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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