FORBES J M & CO LLP 13F Holdings
CIK 0001067532 · BOSTON, MA
As of Sep 30, 2025, FORBES J M & CO LLP reported 140 positions worth
CIK 0001067532 · BOSTON, MA
As of Sep 30, 2025, FORBES J M & CO LLP reported 140 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES GOLD TRUST | IAU | — | 1,177,418 | $85.7M | 7.12% |
| MICROSOFT CORP | MSFT | Technology | 157,067 | $81.4M | 6.76% |
| NVIDIA CORP | NVDA | Technology | 409,314 | $76.4M | 6.35% |
| APPLE INC | AAPL | Technology | 246,592 | $62.8M | 5.22% |
| ALPHABET INC | GOOGL | Communication Services | 228,156 | $55.5M | 4.61% |
| AMAZON.COM INC | AMZN | Equity | 188,687 | $41.4M | 3.44% |
| BROADCOM LTD SHS | AVGO | Technology | 117,739 | $38.8M | 3.23% |
| Select SPDR Energy | XLE | — | 379,416 | $33.9M | 2.82% |
| J P MORGAN CHASE & CO | JPM | Financial Services | 97,707 | $30.8M | 2.56% |
| SELECT SECTOR SPDR TR | XLK | — | 87,399 | $24.6M | 2.05% |
| BANK OF AMERICA CORP | BAC | Financial Services | 458,916 | $23.7M | 1.97% |
| VISA INC CLASS A | V | Financial Services | 66,462 | $22.7M | 1.89% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 115,972 | $21.5M | 1.79% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 70,590 | 9.9M | 1.66% |
| WALMART INC | WMT | Consumer Defensive | 184,430 | 9.0M | 1.58% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 87,751 | 8.9M | 1.57% |
| ABBOTT LABORATORIES | ABT | Healthcare | 139,005 | 8.6M | 1.55% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 118,694 | 8.2M | 1.52% |
| LINDE PLC | LIN | Basic Materials | 38,386 | 8.2M | 1.52% |
| TJX COMPANIES INC | TJX | Consumer Cyclical | 124,057 | 7.9M | 1.49% |
| COCA COLA CO | KO | Consumer Defensive | 246,757 | 6.4M | 1.36% |
| NEXTERA ENERGY INC | NEE | — | 216,773 | 6.4M | 1.36% |
| GINKGO BIOWORKS HOLDINGS INC CL A | DNA | Healthcare | 1,060,341 | 5.5M | 1.28% |
| EATON CORP PLC | ETN | Industrials | 39,781 | 4.9M | 1.24% |
| SELECT SECTOR SPDR TR | XLF | — | 268,854 | 4.5M | 1.20% |