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

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$51.6B
$6.19 Million 0.59% of portfolio
35,913
Q2 2025 Added 0.22%
$97.3B
$5.51 Million 0.52% of portfolio
94,520
Q2 2025 Reduced 0.09%
$0
$5.41 Million 0.51% of portfolio
42,731
Q2 2025 Reduced 0.6%
$465B
$4.83 Million 0.46% of portfolio
44,825
Q2 2025 Reduced 0.07%
$1.01T
$4.28 Million 0.41% of portfolio
13,486
Q1 2025 Reduced 1.45%
$0
$3.49 Million 0.33% of portfolio
42,689
Q2 2025 Reduced 0.2%
$0
$3.13 Million 0.3% of portfolio
26,938
Q2 2025 Added 5.21%
$125B
$3.01 Million 0.29% of portfolio
9,773
Q2 2025 Reduced 3.2%
$0
$3.1 Million 0.29% of portfolio
74,904
Q1 2025 Reduced 1.51%
$1.12T
$2.97 Million 0.28% of portfolio
16,737
Q2 2025 Added 3.6%
$170B
$2.86 Million 0.27% of portfolio
7,383
Q2 2025 Reduced 76.23%
$338B
$2.45 Million 0.23% of portfolio
13,218
Q2 2025 Reduced 5.96%
$422B
$2.38 Million 0.23% of portfolio
2,407
Q2 2025 Added 0.42%
$280B
$2.34 Million 0.22% of portfolio
33,660
Q1 2025 Reduced 1.24%
$221B
$2.23 Million 0.21% of portfolio
7,642
Q2 2025 Reduced 2.43%
$0
$1.94 Million 0.18% of portfolio
3,125
Q1 2025 Added 0.81%
$106B
$1.64 Million 0.16% of portfolio
5,393
Q1 2025 Added 0.54%
$85.4B
$1.6 Million 0.15% of portfolio
12,023
Q3 2024 Reduced 0.62%
$530B
$1.55 Million 0.15% of portfolio
2,762
Q2 2025 Reduced 4.1%
$213B
$1.48 Million 0.14% of portfolio
1,882
Q2 2025 Reduced 8.64%
$147B
$1.32 Million 0.13% of portfolio
3,340
Q2 2025 Reduced 7.3%
$223B
$1.26 Million 0.12% of portfolio
10,174
Q2 2025 Reduced 3.59%
$178B
$1.12 Million 0.11% of portfolio
3,738
Q2 2025 Reduced 0.85%
$223B
$1.17 Million 0.11% of portfolio
7,990
Q2 2025 Reduced 0.45%
$169B
$1.03 Million 0.1% of portfolio
11,300
Q1 2025 Added 169.05%
$0
$992,000 0.09% of portfolio
11,305
Q1 2025 Reduced 1.51%
$296B
$990,000 0.09% of portfolio
6,919
Q2 2025 Reduced 2.58%
$124B
$928,000 0.09% of portfolio
3,900
Q4 2024 Reduced 2.5%
$65.1B
$880,000 0.08% of portfolio
3,120
Q2 2022 Reduced 0.32%
$185B
$736,000 0.07% of portfolio
5,600
Q2 2017 New
$426B
$728,000 0.07% of portfolio
1
Q1 2020 New
$23.6B
$754,000 0.07% of portfolio
7,850
Q2 2025 Reduced 7.86%
$153B
$596,000 0.06% of portfolio
16,721
Q1 2025 Reduced 1.43%
$275B
$657,000 0.06% of portfolio
6,621
Q2 2025 Reduced 7.45%
$122B
$614,000 0.06% of portfolio
4,108
Q2 2025 Added 0.61%
$93.6B
$603,000 0.06% of portfolio
26,936
Q2 2025 Reduced 0.17%
$182B
$609,000 0.06% of portfolio
1,121
Q1 2025 Reduced 42.6%
$0
$608,000 0.06% of portfolio
12,003
Q2 2025 Added 148.46%
$671B
$678,000 0.06% of portfolio
3,102
Q4 2024 Added 43.74%
$67.2B
$512,000 0.05% of portfolio
11,330
Q2 2025 Reduced 10.63%
$79.2B
$541,000 0.05% of portfolio
2,907
Q2 2025 Reduced 13.02%
$0
$504,000 0.05% of portfolio
816
Q1 2025 Reduced 57.48%
$42.1B
$479,000 0.05% of portfolio
3,235
Q3 2024 Reduced 4.35%
$79.5B
$561,000 0.05% of portfolio
4,483
Q2 2025 Reduced 11.51%
$79.2B
$549,000 0.05% of portfolio
2,223
Q2 2025 Reduced 7.34%
$138B
$510,000 0.05% of portfolio
2,436
Q2 2024 Reduced 0.04%
$221B
$495,000 0.05% of portfolio
1,277
Q2 2025 Reduced 19.74%
$91.9B
$550,000 0.05% of portfolio
7,755
Q2 2025 Reduced 0.64%
$51.6B
$419,000 0.04% of portfolio
2,884
Q2 2024 Added 5.8%

Summary

  • Portfolio
  • No. of Stocks 144
  • Current Value $1.05 Billion
  • Prior Value $1 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
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