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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$110M
$576,000 0.06% of portfolio
59,000
Q4 2024 Added 21.9%

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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