Forbes J M & CO LLP Portfolio Holdings

Forbes J M & CO LLP

  • $1 Billion
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$37.8B
$372,000 0.04% of portfolio
4,991
Q4 2023 Reduced 2.33%
$47.1B
$257,000 0.03% of portfolio
2,472
Q1 2024 Reduced 3.89%
$65.3B
$284,000 0.03% of portfolio
6,000
Q2 2017 New
$19.2B
$255,000 0.03% of portfolio
1,869
Q1 2024 Reduced 2.04%
$34.3B
$255,000 0.03% of portfolio
2,621
Q1 2025 Reduced 7.09%
$41.4B
$289,000 0.03% of portfolio
2,804
Q4 2024 Reduced 1.82%
$54.8B
$321,000 0.03% of portfolio
5,110
Q3 2024 Added 2.55%
$17.7B
$341,000 0.03% of portfolio
2,865
Q3 2024 Reduced 2.88%
$23.4B
$318,000 0.03% of portfolio
2,156
Q3 2024 New
$179B
$258,000 0.03% of portfolio
1,680
Q4 2023 New
$29B
$323,000 0.03% of portfolio
1,420
Q2 2024 Reduced 6.58%
$172B
$289,000 0.03% of portfolio
569
Q2 2023 New
$69.4B
$290,000 0.03% of portfolio
8,500
Q1 2025 New
$100B
$227,000 0.02% of portfolio
2,472
Q3 2024 New
$103B
$229,000 0.02% of portfolio
1,055
Q1 2025 New
$140B
$46,000 0.0% of portfolio
200
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 142
  • Current Value $1 Billion
  • Prior Value $1.01 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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