Forbes J M & CO LLP Portfolio Holdings
Forbes J M & CO LLP
- $1.16 Billion
- Q3 2025
Forbes J M & CO LLP has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.16 Billion distributed in 143 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $85.7M, Microsoft Corp with a value of $81.4M, Nvidia Corp with a value of $76.4M, Apple Inc. with a value of $62.8M, and Alphabet Inc. with a value of $55.5M.
Examining the 13F form we can see an increase of $102M in the current position value, from $1.05B to 1.16B.
Below you can find more details about Forbes J M & CO LLP portfolio as well as his latest detailed transactions.
Portfolio value
$1.16 Billion
Technology: $323 Million
ETFs: $284 Million
Financial Services: $117 Million
Consumer Cyclical: $87.4 Million
Healthcare: $85.4 Million
Communication Services: $78.5 Million
Consumer Defensive: $70.1 Million
Industrials: $63.1 Million
Other: $47.6 Million