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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$77.8 Million 7.38% of portfolio
156,353
Q2 2025 Reduced 1.0%
$456B
$64.1 Million 6.08% of portfolio
405,757
Q2 2025 Reduced 12.51%
$3.69T
$50.3 Million 4.78% of portfolio
245,286
Q2 2025 Reduced 2.58%
$2.26T
$41.3 Million 3.92% of portfolio
188,079
Q2 2025 Added 0.44%
$1.21T
$39.9 Million 3.79% of portfolio
226,439
Q2 2025 Reduced 0.33%
$127B
$32.1 Million 3.05% of portfolio
116,630
Q2 2025 Reduced 0.11%
$859B
$28.1 Million 2.66% of portfolio
96,792
Q2 2025 Reduced 0.21%
$551B
$23.3 Million 2.21% of portfolio
65,739
Q2 2025 Reduced 0.15%
$381B
$21.4 Million 2.04% of portfolio
453,261
Q2 2025 Reduced 0.05%
$210B
$20.5 Million 1.95% of portfolio
69,696
Q2 2025 Added 0.12%
$368B
$18.8 Million 1.78% of portfolio
117,974
Q2 2025 Reduced 0.22%
$229B
$18.8 Million 1.78% of portfolio
138,076
Q2 2025 Reduced 1.29%
$281B
$17.9 Million 1.69% of portfolio
182,657
Q2 2025 Added 0.01%
$452B
$17.7 Million 1.68% of portfolio
115,908
Q2 2025 Reduced 0.99%
$306B
$17.3 Million 1.64% of portfolio
244,149
Q2 2025 Added 0.1%
$155B
$15.3 Million 1.45% of portfolio
123,793
Q2 2025 Reduced 0.38%
$102B
$14.6 Million 1.38% of portfolio
79,489
Q2 2025 Added 0.11%
$145B
$14 Million 1.33% of portfolio
39,327
Q2 2025 Reduced 0.47%
$146B
$13.4 Million 1.27% of portfolio
57,326
Q2 2025 Reduced 0.69%
$203B
$13.3 Million 1.26% of portfolio
167,789
Q2 2025 Reduced 0.08%
$142B
$13 Million 1.23% of portfolio
48,544
Q2 2025 Added 0.11%
$135B
$12.6 Million 1.2% of portfolio
54,942
Q2 2025 Reduced 0.82%
$202B
$12 Million 1.13% of portfolio
90,541
Q2 2025 Reduced 0.58%
$172B
$11.2 Million 1.07% of portfolio
10,922
Q2 2025 Added 96.12%
$25.8B
$10.9 Million 1.04% of portfolio
84,446
Q2 2025 Reduced 0.11%
$232B
$10.2 Million 0.97% of portfolio
37,315
Q2 2025 Reduced 1.65%
$405B
$9.2 Million 0.87% of portfolio
25,089
Q2 2025 Added 0.02%
$78.8B
$8.95 Million 0.85% of portfolio
33,231
Q2 2025 Added 0.12%
$70.1B
$8.62 Million 0.82% of portfolio
55,254
Q2 2025 Reduced 1.81%
$182B
$8.6 Million 0.82% of portfolio
198,828
Q2 2025 Added 0.14%
$1.78T
$8.27 Million 0.78% of portfolio
11,208
Q2 2025 Reduced 0.41%
$52.5B
$7.63 Million 0.72% of portfolio
37,301
Q2 2025 Added 0.26%
$608B
$6.65 Million 0.63% of portfolio
8,528
Q2 2025 Added 0.66%
$6.4B
$6.55 Million 0.62% of portfolio
72,630
Q2 2025 Added 1,409.98%
$621B
$6.33 Million 0.6% of portfolio
13,030
Q2 2025 Added 2.88%
$96.8B
$6.25 Million 0.59% of portfolio
59,476
Q2 2025 Reduced 0.02%
$55.6B
$6.19 Million 0.59% of portfolio
35,913
Q2 2025 Added 0.22%
$102B
$5.51 Million 0.52% of portfolio
94,520
Q2 2025 Reduced 0.09%
$442B
$4.83 Million 0.46% of portfolio
44,825
Q2 2025 Reduced 0.07%
$1.08T
$4.28 Million 0.41% of portfolio
13,486
Q1 2025 Reduced 1.45%
$124B
$3.01 Million 0.29% of portfolio
9,773
Q2 2025 Reduced 3.2%
$1.24T
$2.97 Million 0.28% of portfolio
16,737
Q2 2025 Added 3.6%
$157B
$2.86 Million 0.27% of portfolio
7,383
Q2 2025 Reduced 76.23%
$351B
$2.45 Million 0.23% of portfolio
13,218
Q2 2025 Reduced 5.96%
$439B
$2.38 Million 0.23% of portfolio
2,407
Q2 2025 Added 0.42%
$293B
$2.34 Million 0.22% of portfolio
33,660
Q1 2025 Reduced 1.24%
$222B
$2.23 Million 0.21% of portfolio
7,642
Q2 2025 Reduced 2.43%
$78.6B
$1.6 Million 0.15% of portfolio
12,023
Q3 2024 Reduced 0.62%
$548B
$1.55 Million 0.15% of portfolio
2,762
Q2 2025 Reduced 4.1%

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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