Forbes J M & CO LLP has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1 Billion distributed in 142 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $85.3M, Microsoft Corp with a value of $59.3M, Apple Inc. with a value of $55.9M, Nvidia Corp with a value of $50.3M, and Amazon Com Inc with a value of $35.6M.
Examining the 13F form we can see an decrease of $6M in the current position value, from $1.01B to 1B.
Below you can find more details about Forbes J M & CO LLP portfolio as well as his latest detailed transactions.
Portfolio value
$1 Billion
ETFs: $253 Million
Technology: $243 Million
Financial Services: $107 Million
Healthcare: $95.6 Million
Consumer Cyclical: $74.6 Million
Consumer Defensive: $71.5 Million
Industrials: $56.1 Million
Communication Services: $55.1 Million
Other: $45.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions