FORBES J M & CO LLP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, FORBES J M & CO LLP held in its portfolio 141 assets valued at $1,235,044,098 (i.e. $1.24B).
The most valuable assets in the portfolio included: ISHARES GOLD TRUST ($96.04M), NVIDIA CORP ($76.90M), and MICROSOFT CORP ($76.28M).
The chart below shows the top 10 valuable assets, and the table below shows the top 141 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
FORBES J M & CO LLP - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES GOLD TRUST | 1183161 | 96037178 | COM |
| NVIDIA CORP | 412326 | 76898799 | COM |
| MICROSOFT CORP | 157727 | 76279932 | COM |
| ALPHABET INC CL A | 227545 | 71221585 | COM |
| APPLE INC | 246287 | 66955584 | COM |
| AMAZON.COM INC | 190229 | 43908658 | COM |
| BROADCOM INC | 118669 | 41071341 | COM |
| SS ENERGY SELECT SECTOR | 766392 | 34265386 | COM |
| JP MORGAN CHASE & CO | 98566 | 31759937 | COM |
| BANK OF AMERICA CORP | 464194 | 25530670 | COM |
| STE ST TECH SELECT SECTOR SPDR ETF | 174798 | 25165668 | COM |
| JOHNSON & JOHNSON | 116707 | 24152514 | COM |
| VISA INC CL A | 66918 | 23468812 | COM |
| INTL. BUSINESS MACHINES CORP | 71344 | 21132806 | COM |
| WALMART INC | 185319 | 20646390 | COM |
| VANGUARD DIVIDEND APPREC ETF | 87865 | 19310970 | COM |
| TJX COS INC | 125341 | 19253631 | COM |
| MERCK & CO INC | 170967 | 17995986 | COM |
| NEXTERA ENERGY INC | 218563 | 17546238 | COM |
| ABBOTT LABS | 139534 | 17482215 | COM |
| COCA COLA CO | 248571 | 17377599 | COM |
| PROCTER & GAMBLE CO | 118944 | 17045865 | COM |
| LINDE PLC | 38566 | 16444157 | COM |
| ST STRT FINNCIAL SLCT SCTOR SPDR ETF | 268854 | 14725134 | COM |
| ISHARES CORE S&P MID-CAP ETF | 216846 | 14311836 | COM |
| SPDR PORTFOLIO EMERGING MARKETS ETF | 287113 | 13439760 | COM |
| PEPSICO INC | 91651 | 13153752 | COM |
| INTERCONTINENTAL EXCHANGE INC | 80947 | 13110176 | COM |
| UNION PAC CORP | 55903 | 12931482 | COM |
| EATON CORP PLC | 40143 | 12785947 | COM |
| STE ST INDUSTRIAL SLCT SCTR SPDR ETF | 82117 | 12737989 | COM |
| EMERSON ELEC CO | 95811 | 12716036 | COM |
| LILLY ELI & CO | 11747 | 12624266 | COM |
| XYLEM INC | 86616 | 11795367 | COM |
| PROGRESSIVE CORP | 49215 | 11207240 | COM |
| ISHARES CORE INTL STOCK ETF | 122947 | 10406234 | COM |
| STST CNSMRDSCRTNRY SLCTSCTR SPDR ETF | 85054 | 10156298 | COM |
| ARISTA NETWORKS INC | 72247 | 9466524 | COM |
| CISCO SYSTEMS INC | 122275 | 9418843 | COM |
| ECOLAB INC | 34036 | 8935131 | COM |
| HOME DEPOT INC | 25228 | 8680955 | COM |
| GINKGO BIOWORKS HOLDINGS INC CL A | 1040441 | 8646065 | COM |
| SERVICENOW INC | 54739 | 8385467 | COM |
| STE ST HLTH CR SLCT SECTOR SPDR ETF | 54169 | 8385361 | COM |
| ISHARES CORE S&P TOTAL U.S. | 56115 | 8343739 | COM |
| VERIZON COMMUNICATIONS | 201253 | 8197035 | COM |
| RIO TINTO PLC SPONS ADR | 96978 | 7761149 | COM |
| PROLOGIS INC REIT | 60676 | 7745898 | COM |
| STST CMMNCN SRVCS SLCT SCTR SPDR ETF | 63576 | 7484167 | COM |
| META PLATFORMS INC CL A | 11197 | 7391028 | COM |
| ISHARES BIOTECHNOLOGY ETF | 43700 | 7375249 | COM |
| PALO ALTO NETWORKS INC | 38637 | 7116935 | COM |
| BECTON DICKINSON | 36014 | 6989237 | COM |
| ZOETIS INC | 55418 | 6972693 | COM |
| O'REILLY AUTOMOTIVE INC | 74359 | 6782284 | COM |
| BERKSHIRE HATHAWAY INC-CL B | 12373 | 6219288 | COM |
| TESLA INC | 13340 | 5999265 | COM |
| EXXON MOBIL CORP | 44922 | 5405913 | COM |
| ALPHABET INC CL C | 16009 | 5023624 | COM |
| SS UTILITIES SELECT SECTOR | 85378 | 3644787 | COM |
| ISHARES ESG MSCI KLD 400 ETF | 28142 | 3625534 | COM |
| ABBVIE INC | 13432 | 3069078 | COM |
| STE ST REAL ESTATE SLCT SCT SPDR ETF | 74904 | 3022376 | COM |
| SPDR GOLD MINISHARES TRUST ETF | 29211 | 2493743 | COM |
| AUTOMATIC DATA PROCESSING INC | 9447 | 2430052 | COM |
| ADOBE INC | 6724 | 2353333 | COM |
| MCDONALDS CORP | 7313 | 2235072 | COM |
| ISHARES CORE S&P 500 ETF | 3197 | 2189753 | COM |
| SPDR GOLD TRUST | 5406 | 2142452 | COM |
| MASTERCARD INC CL A | 3671 | 2095700 | COM |
| COSTCO WHOLESALE CORP | 2407 | 2075652 | COM |
| HONEYWELL INTERNATIONAL INC | 7804 | 1522482 | COM |
| SALESFORCE INC | 5608 | 1485615 | COM |
| RTX CORPORATION | 7497 | 1374950 | COM |
| AKRE FOCUS ETF | 20212 | 1324088 | COM |
| DISNEY WALT CO NEW | 10144 | 1154083 | COM |
| INTUIT INC | 1635 | 1083057 | COM |
| ST STRT MATRIALS SLCT SCTR SPDR ETF | 22610 | 1025363 | COM |
| CHEVRON CORPORATION | 6637 | 1011545 | COM |
| STRYKER CORPORATION | 2852 | 1002392 | COM |
| INTEL CORP | 26921 | 993385 | COM |
| ACCENTURE PLC CL A | 3674 | 985734 | COM |
| BBH SELECT LARGE CAP ETF | 59338 | 956534 | COM |
| ROYAL BANK OF CANADA | 5600 | 954744 | COM |
| CHARLES SCHWAB CORP | 9502 | 949345 | COM |
| ANALOG DEVICES INC | 3496 | 948115 | COM |
| JPMORGAN ULTRA-SHORT INCOME ETF | 15987 | 808782 | COM |
| CATERPILLAR INC | 1390 | 796289 | COM |
| AIR PRODUCTS & CHEMICALS INC | 3120 | 770702 | COM |
| BERKSHIRE HATHAWAY INC CL A | 1 | 754800 | COM |
| AXSOME THERAPEUTICS INC | 3704 | 676499 | COM |
| INTUITIVE SURGICAL INC | 1112 | 629792 | COM |
| BLACKSTONE INC | 4084 | 629508 | COM |
| PNC FINANCIAL SERVICES GROUP | 2955 | 616797 | COM |
| NESTLE SA SPONS ADR | 6219 | 614313 | COM |
| US BANCORP NEW | 11438 | 610332 | COM |
| ILLINOIS TOOL WKS INC | 2399 | 590874 | COM |
| CHURCH & DWIGHT INC | 6930 | 581080 | COM |
| SPDR S&P 500 ETF TRUST | 834 | 568721 | COM |
| STATE STREET CORP | 4269 | 550744 | COM |
| BOEING CO | 2436 | 528904 | COM |
| BRISTOL MYERS SQUIBB CO | 9472 | 510920 | COM |
| YUM BRANDS INC | 3328 | 503460 | COM |
| 3M CO | 3104 | 496950 | COM |
| NIKE INC-CLASS B | 7755 | 494071 | COM |
| COMCAST CORP CL A | 16504 | 493305 | COM |
| GE AEROSPACE | 1596 | 491616 | COM |
| ORACLE CORPORATION | 2402 | 468174 | COM |
| NUVECTIS PHARMA INC | 59000 | 445450 | COM |
| BANK OF NOVA SCOTIA HALIFAX | 6000 | 442140 | COM |
| PFIZER INC | 17686 | 440381 | COM |
| DANAHER CORP | 1750 | 400610 | COM |
| WEYERHAEUSER CO REIT | 15442 | 365821 | COM |
| GENUINE PARTS CO | 2865 | 352280 | COM |
| CORTEVA INC | 5107 | 342322 | COM |
| POWER CORP OF CANADA | 6409 | 341215 | COM |
| BIOGEN INC | 1869 | 328925 | COM |
| S&P GLOBAL INC | 627 | 327664 | COM |
| STARBUCKS CORP | 3881 | 326819 | COM |
| CINCINNATI FINANCIAL CORP | 1996 | 325987 | COM |
| CARRIER GLOBAL CORP | 6053 | 319841 | COM |
| NETFLIX INC | 3280 | 307533 | COM |
| PROGRESS SOFTWARE CORP | 7120 | 305875 | COM |
| CANADIAN NATIONAL RAILWAY CO | 3090 | 305446 | COM |
| PACCAR INC | 2664 | 291735 | COM |
| FISERV INC | 4343 | 291719 | COM |
| QUALCOMM INC | 1680 | 287364 | COM |
| EDWARDS LIFESCIENCES CORP | 3316 | 282689 | COM |
| ENTERPRISE PRODS PARTNERS LP | 8500 | 272510 | COM |
| INVESCO QQQ TRUST SERIES 1 | 439 | 269682 | COM |
| PAYCHEX INC | 2386 | 267661 | COM |
| ISHARES 7-10 YEAR TREASURY B | 2732 | 262709 | COM |
| LAM RESEARCH CORPORATION | 1496 | 256085 | COM |
| OTIS WORLDWIDE CORP | 2806 | 245104 | COM |
| TARGET CORP | 2472 | 241638 | COM |
| UNITED RENTALS INC | 290 | 234703 | COM |
| SOUTHERN COMPANY | 2488 | 216954 | COM |
| SPDR S&P MIDCAP 400 ETF TRUST | 358 | 215974 | COM |
| MORGAN STANLEY | 1186 | 210551 | COM |
| QNITY ELECTRONICS INC | 2490 | 203308 | COM |
| DUPONT DE NEMOURS INC | 4988 | 200518 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.