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