Forbes J M & CO LLP Portfolio Holdings

Forbes J M & CO LLP

  • $1 Billion
  • Q3 2024

Forbes J M & CO LLP has filed its 13F form on October 24, 2024 for Q3 2024 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 $68.8M, Microsoft Corp with a value of $66.5M, Nvidia Corp with a value of $59.4M, Apple Inc. with a value of $57M, and Alphabet Inc. with a value of $36.5M.

Examining the 13F form we can see an increase of $44.1M in the current position value, from $960M 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
Technology: $268 Million
ETFs: $235 Million
Financial Services: $94.1 Million
Healthcare: $91.3 Million
Consumer Defensive: $80.8 Million
Consumer Cyclical: $70.7 Million
Industrials: $58.5 Million
Communication Services: $55.9 Million
Other: $48.8 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$73.5M
$304,000 0.03% of portfolio
48,401
Q3 2024 Added 2.07%

Summary

  • Portfolio
  • No. of Stocks 142
  • Current Value $1 Billion
  • Prior Value $960 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 24, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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