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 51–100 of 141
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IBB | ISHARES BIOTECHNOLOGY ETF | 44K | $1M+ | SH |
| PANW | PALO ALTO NETWORKS INC | 39K | $1M+ | SH |
| BDX | BECTON DICKINSON | 36K | $1M+ | SH |
| ZTS | ZOETIS INC | 55K | $1M+ | SH |
| ORLY | O'REILLY AUTOMOTIVE INC | 74K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC-CL B | 12K | $1M+ | SH |
| TSLA | TESLA INC | 13K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 45K | $1M+ | SH |
| GOOG | ALPHABET INC CL C | 16K | $1M+ | SH |
| XLU | SS UTILITIES SELECT SECTOR | 85K | $1M+ | SH |
| DSI | ISHARES ESG MSCI KLD 400 ETF | 28K | $1M+ | SH |
| ABBV | ABBVIE INC | 13K | $1M+ | SH |
| XLRE | STE ST REAL ESTATE SLCT SCT SPDR ETF | 75K | $1M+ | SH |
| GLDM | SPDR GOLD MINISHARES TRUST ETF | 29K | $1M+ | SH |
| ADP | AUTOMATIC DATA PROCESSING INC | 9K | $1M+ | SH |
| ADBE | ADOBE INC | 7K | $1M+ | SH |
| MCD | MCDONALDS CORP | 7K | $1M+ | SH |
| GLD | SPDR GOLD TRUST | 5K | $1M+ | SH |
| MA | MASTERCARD INC CL A | 4K | $1M+ | SH |
| COST | COSTCO WHOLESALE CORP | 2K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 3K | $1M+ | SH |
| HON | HONEYWELL INTERNATIONAL INC | 8K | $1M+ | SH |
| CRM | SALESFORCE INC | 6K | $1M+ | SH |
| RTX | RTX CORPORATION | 7K | $1M+ | SH |
| AKRE | AKRE FOCUS ETF | 20K | $1M+ | SH |
| DIS | DISNEY WALT CO NEW | 10K | $1M+ | SH |
| INTU | INTUIT INC | 2K | $1M+ | SH |
| XLB | ST STRT MATRIALS SLCT SCTR SPDR ETF | 23K | $1M+ | SH |
| CVX | CHEVRON CORPORATION | 7K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 3K | $1M+ | SH |
| INTC | INTEL CORP | 27K | $500K+ | SH |
| ACN | ACCENTURE PLC CL A | 4K | $500K+ | SH |
| BBHL | BBH SELECT LARGE CAP ETF | 59K | $500K+ | SH |
| RY | ROYAL BANK OF CANADA | 6K | $500K+ | SH |
| SCHW | CHARLES SCHWAB CORP | 10K | $500K+ | SH |
| ADI | ANALOG DEVICES INC | 3K | $500K+ | SH |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 16K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| APD | AIR PRODUCTS & CHEMICALS INC | 3K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC CL A | 1 | $500K+ | SH |
| AXSM | AXSOME THERAPEUTICS INC | 4K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 1K | $500K+ | SH |
| BX | BLACKSTONE INC | 4K | $500K+ | SH |
| PNC | PNC FINANCIAL SERVICES GROUP | 3K | $500K+ | SH |
| — | NESTLE SA SPONS ADR | 6K | $500K+ | SH |
| USB | US BANCORP NEW | 11K | $500K+ | SH |
| ITW | ILLINOIS TOOL WKS INC | 2K | $500K+ | SH |
| CHD | CHURCH & DWIGHT INC | 7K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TRUST | 834 | $500K+ | SH |
| STT | STATE STREET CORP | 4K | $500K+ | SH |