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 $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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