CIK 1067532
FORBES J M & CO LLP
Institutional 13F holdings & portfolio
Holdings
141
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 141
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IAU | ISHARES GOLD TRUST | 1.2M | $1M+ | SH |
| NVDA | NVIDIA CORP | 412K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 158K | $1M+ | SH |
| GOOGL | ALPHABET INC CL A | 228K | $1M+ | SH |
| AAPL | APPLE INC | 246K | $1M+ | SH |
| AMZN | AMAZON.COM INC | 190K | $1M+ | SH |
| AVGO | BROADCOM INC | 119K | $1M+ | SH |
| XLE | SS ENERGY SELECT SECTOR | 766K | $1M+ | SH |
| JPM | JP MORGAN CHASE & CO | 99K | $1M+ | SH |
| BAC | BANK OF AMERICA CORP | 464K | $1M+ | SH |
| XLK | STE ST TECH SELECT SECTOR SPDR ETF | 175K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 117K | $1M+ | SH |
| V | VISA INC CL A | 67K | $1M+ | SH |
| IBM | INTL. BUSINESS MACHINES CORP | 71K | $1M+ | SH |
| WMT | WALMART INC | 185K | $1M+ | SH |
| VIG | VANGUARD DIVIDEND APPREC ETF | 88K | $1M+ | SH |
| TJX | TJX COS INC | 125K | $1M+ | SH |
| MRK | MERCK & CO INC | 171K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 219K | $1M+ | SH |
| ABT | ABBOTT LABS | 140K | $1M+ | SH |
| KO | COCA COLA CO | 249K | $1M+ | SH |
| PG | PROCTER & GAMBLE CO | 119K | $1M+ | SH |
| LIN | LINDE PLC | 39K | $1M+ | SH |
| XLF | ST STRT FINNCIAL SLCT SCTOR SPDR ETF | 269K | $1M+ | SH |
| IJH | ISHARES CORE S&P MID-CAP ETF | 217K | $1M+ | SH |
| SPEM | SPDR PORTFOLIO EMERGING MARKETS ETF | 287K | $1M+ | SH |
| PEP | PEPSICO INC | 92K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE INC | 81K | $1M+ | SH |
| UNP | UNION PAC CORP | 56K | $1M+ | SH |
| ETN | EATON CORP PLC | 40K | $1M+ | SH |
| XLI | STE ST INDUSTRIAL SLCT SCTR SPDR ETF | 82K | $1M+ | SH |
| EMR | EMERSON ELEC CO | 96K | $1M+ | SH |
| LLY | LILLY ELI & CO | 12K | $1M+ | SH |
| XYL | XYLEM INC | 87K | $1M+ | SH |
| PGR | PROGRESSIVE CORP | 49K | $1M+ | SH |
| IXUS | ISHARES CORE INTL STOCK ETF | 123K | $1M+ | SH |
| XLY | STST CNSMRDSCRTNRY SLCTSCTR SPDR ETF | 85K | $1M+ | SH |
| ANET | ARISTA NETWORKS INC | 72K | $1M+ | SH |
| CSCO | CISCO SYSTEMS INC | 122K | $1M+ | SH |
| ECL | ECOLAB INC | 34K | $1M+ | SH |
| HD | HOME DEPOT INC | 25K | $1M+ | SH |
| DNA | GINKGO BIOWORKS HOLDINGS INC CL A | 1.0M | $1M+ | SH |
| NOW | SERVICENOW INC | 55K | $1M+ | SH |
| XLV | STE ST HLTH CR SLCT SECTOR SPDR ETF | 54K | $1M+ | SH |
| ITOT | ISHARES CORE S&P TOTAL U.S. | 56K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS | 201K | $1M+ | SH |
| RIO | RIO TINTO PLC SPONS ADR | 97K | $1M+ | SH |
| PLD | PROLOGIS INC REIT | 61K | $1M+ | SH |
| XLC | STST CMMNCN SRVCS SLCT SCTR SPDR ETF | 64K | $1M+ | SH |
| META | META PLATFORMS INC CL A | 11K | $1M+ | SH |