Forbes J M & CO LLP Portfolio Holdings
Forbes J M & CO LLP
- $1.28 Billion
- Q4 2025
Forbes J M & CO LLP has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $1.28 Billion distributed in 144 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $91.1M, Microsoft Corp with a value of $80M, Nvidia Corp with a value of $76.9M, Energy Sector Spdr with a value of $70.5M, and Apple Inc. with a value of $65.9M.
Examining the 13F form we can see an increase of $127M in the current position value, from $1.16B to 1.28B.
Below you can find more details about Forbes J M & CO LLP portfolio as well as his latest detailed transactions.
Portfolio value
$1.28 Billion
ETFs: $368 Million
Technology: $357 Million
Financial Services: $113 Million
Healthcare: $90.3 Million
Consumer Cyclical: $88.7 Million
Communication Services: $84.4 Million
Consumer Defensive: $71.2 Million
Industrials: $60.7 Million
Other: $50.4 Million