EdgeMarket › What Forbes J M & Co Llp reported owning
What Forbes J M & Co Llp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.2BPositions
150Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IAU ISHARES GOLD TRUST | 81.0M | 6.9% | 918.8K | 86.79 | +37.5% |
| NVDA NVIDIA CORP | 72.4M | 6.1% | 414.9K | 214.72 | +22.4% |
| GOOGL Alphabet Inc. | 65.8M | 5.6% | 228.7K | 344.82 | +73.0% |
| AAPL Apple Inc. | 63.1M | 5.3% | 248.5K | 309.35 | +36.9% |
| MSFT MICROSOFT CORP | 58.1M | 4.9% | 157.1K | 483.24 | -4.4% |
| XLE State Street Energy Select Sector SPDR ETF | 47.1M | 4.0% | 769.5K | 63.64 | +48.3% |
| AMZN AMAZON COM INC | 39.8M | 3.4% | 191.1K | 258.63 | +15.6% |
| AVGO Broadcom Inc. | 36.8M | 3.1% | 118.8K | 368.45 | +26.5% |
| JPM JPMORGAN CHASE & CO | 29.3M | 2.5% | 99.6K | 351.58 | +20.3% |
| JNJ JOHNSON & JOHNSON | 28.8M | 2.4% | 117.6K | 270.24 | +51.1% |
| XLK State Street Technology Select Sector SPDR ETF | 23.3M | 2.0% | 175.0K | 183.31 | +41.1% |
| WMT Walmart Inc. | 23.1M | 2.0% | 186.2K | 103.70 | +1.1% |
| BAC BANK OF AMERICA CORP /DE/ | 22.8M | 1.9% | 467.0K | 61.69 | +27.6% |
| MRK Merck & Co., Inc. | 20.7M | 1.7% | 171.8K | 152.55 | +80.2% |
| NEE NEXTERA ENERGY INC | 20.4M | 1.7% | 219.5K | 83.65 | +9.8% |
| V VISA INC. | 20.3M | 1.7% | 67.2K | 371.04 | +7.9% |
| TJX TJX COMPANIES INC /DE/ | 20.1M | 1.7% | 125.6K | 140.53 | +1.6% |
| VIG Vanguard Div Appreciation ETF | 19.4M | 1.6% | 90.4K | 243.91 | +16.2% |
| LIN LINDE PLC | 19.3M | 1.6% | 39.0K | 487.57 | +1.1% |
| KO COCA COLA CO | 19.1M | 1.6% | 250.7K | 91.10 | +28.9% |
| PG PROCTER & GAMBLE Co | 17.4M | 1.5% | 120.4K | 144.68 | -9.3% |
| IJH iShares Core S&P Mid-Cap ETF | 14.8M | 1.3% | 219.1K | 76.77 | +20.8% |
| ETN Eaton Corp plc | 14.5M | 1.2% | 40.6K | 419.20 | +21.1% |
| ABT ABBOTT LABORATORIES | 14.5M | 1.2% | 141.2K | 116.64 | -11.9% |
| PEP PEPSICO INC | 14.3M | 1.2% | 91.9K | 143.48 | -4.8% |
| SPEM State Street SPDR Portfolio Emerging Markets E | 13.7M | 1.2% | 291.9K | 52.38 | +18.1% |
| UNP UNION PACIFIC CORP | 13.6M | 1.2% | 56.1K | 308.05 | +36.5% |
| XLI State Street Industrial Select Sector SPDR ETF | 13.3M | 1.1% | 82.1K | 180.25 | +19.2% |
| XLF State Street Financial Select Sector SPDR ETF | 13.3M | 1.1% | 268.9K | 57.48 | +8.7% |
| ICE Intercontinental Exchange, Inc. | 12.9M | 1.1% | 82.0K | 161.25 | -11.1% |
| EMR EMERSON ELECTRIC CO | 12.8M | 1.1% | 97.5K | 157.26 | +20.1% |
| IXUS iShares Core MSCI Total International Stock ET | 10.9M | 0.9% | 125.5K | 97.94 | +22.5% |
| LLY ELI LILLY & Co | 10.9M | 0.9% | 11.8K | 1,255.40 | +78.0% |
| XYL Xylem Inc. | 10.4M | 0.9% | 87.2K | 113.42 | -20.1% |
| VZ VERIZON COMMUNICATIONS INC | 10.2M | 0.9% | 203.8K | 49.45 | +9.7% |
| PGR PROGRESSIVE CORP/OH/ | 9.9M | 0.8% | 49.7K | 219.28 | -13.2% |
| CSCO CISCO SYSTEMS, INC. | 9.6M | 0.8% | 123.8K | 111.04 | +65.5% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 9.6M | 0.8% | 39.6K | 235.68 | -2.8% |
| XLY State Street Consumer Discretionary Select Sec | 9.3M | 0.8% | 85.1K | 118.02 | +3.7% |
| RIO RIO TINTO PLC | 9.2M | 0.8% | 98.1K | 105.30 | +73.7% |
| ECL ECOLAB INC. | 9.1M | 0.8% | 34.2K | 281.63 | -1.3% |
| ANET Arista Networks, Inc. | 8.9M | 0.8% | 72.8K | 188.65 | +43.5% |
| HD HOME DEPOT, INC. | 8.4M | 0.7% | 25.6K | 335.61 | -16.5% |
| PLD Prologis, Inc. | 8.1M | 0.7% | 61.1K | 141.80 | +28.7% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 8.0M | 0.7% | 56.5K | 167.97 | +20.5% |
| XLV State Street Health Care Select Sector SPDR ET | 7.9M | 0.7% | 54.2K | 174.62 | +27.0% |
| APH AMPHENOL CORP /DE/ | 7.9M | 0.7% | 62.8K | 157.01 | +44.5% |
| XOM ExxonMobil Holdings Corp | 7.6M | 0.6% | 44.8K | 165.11 | +52.1% |
| IBB iShares Biotechnology ETF | 7.4M | 0.6% | 43.7K | 213.56 | +54.3% |
| XLC State Street Communication Services Select Sec | 7.0M | 0.6% | 63.6K | 111.40 | +1.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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