Forbes J M & Co LLP Top Holdings and 13F Report (2025) About Forbes J M & Co LLPInvestment ActivityForbes J M & Co LLP has $1.03 billion in total holdings as of March 31, 2025.Forbes J M & Co LLP owns shares of 139 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 3.20% of the portfolio was purchased this quarter.About 1.09% of the portfolio was sold this quarter.This quarter, Forbes J M & Co LLP has purchased 141 new stocks and bought additional shares in 57 stocks.Forbes J M & Co LLP sold shares of 40 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares Gold Trust $85,338,704Microsoft $59,288,721Apple $55,926,559NVIDIA $50,261,225Amazon.com $35,627,136 Largest New Holdings this Quarter 09260d107 - Blackstone $570,722 Holding293792107 - Enterprise Products Partners $290,190 Holding03027x100 - American Tower $229,568 Holding739239101 - Power Co. of Canada $227,072 Holding548661107 - Lowe's Companies $46,646 Holding Largest Purchases this Quarter Eli Lilly and Company 6,481 shares (about $5.35M)iShares Gold Trust 51,814 shares (about $3.05M)GINKGO BIOWORKS HOLDINGS INC CL A 392,832 shares (about $2.24M)Microsoft 3,127 shares (about $1.17M)Energy Select Sector SPDR Fund 12,282 shares (about $1.15M) Largest Sales this Quarter Nestlé 57,404 shares (about $5.81M)SPDR S&P 500 ETF Trust 1,103 shares (about $617.01K)Intuitive Surgical 832 shares (about $412.06K)Technology Select Sector SPDR Fund 1,354 shares (about $279.57K)Financial Select Sector SPDR Fund 4,111 shares (about $204.77K) Sector Allocation Over TimeMap of 500 Largest Holdings ofForbes J M & Co LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIAUiShares Gold Trust$85,338,704$3,054,953 ▲3.7%1,447,4008.3%FinanceMSFTMicrosoft$59,288,721$1,173,845 ▲2.0%157,9395.7%Computer and TechnologyAAPLApple$55,926,559$574,872 ▲1.0%251,7745.4%Computer and TechnologyNVDANVIDIA$50,261,225$1,075,780 ▲2.2%463,7504.9%Computer and TechnologyAMZNAmazon.com$35,627,136$841,330 ▲2.4%187,2553.5%Retail/WholesaleGOOGLAlphabet$35,132,352$707,169 ▲2.1%227,1883.4%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$35,100,381$1,147,753 ▲3.4%375,6063.4%ETFJPMJPMorgan Chase & Co.$23,792,628$603,193 ▲2.6%96,9942.3%FinanceVVisa$23,072,534$236,210 ▲1.0%65,8352.2%Business ServicesPGProcter & Gamble$20,148,927$170,079 ▲0.9%118,2312.0%Consumer StaplesAVGOBroadcom$19,548,792$518,866 ▲2.7%116,7581.9%Computer and TechnologyJNJJohnson & Johnson$19,414,557$696,694 ▲3.7%117,0681.9%MedicalBACBank of America$18,924,054$650,112 ▲3.6%453,4881.8%FinanceABTAbbott Laboratories$18,555,613$567,875 ▲3.2%139,8841.8%MedicalXLKTechnology Select Sector SPDR Fund$18,046,146$279,574 ▼-1.5%87,3991.7%ETFLINDE PLC$17,650,084$555,509 ▲3.2%37,9051.7%COMKOCoca-Cola$17,468,763$516,953 ▲3.0%243,9091.7%Consumer StaplesIBMInternational Business Machines$17,309,223$652,235 ▲3.9%69,6101.7%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$16,712,820$606,801 ▲3.8%86,1531.6%ETFWMTWalmart$16,033,088$394,353 ▲2.5%182,6301.6%Retail/WholesaleNEENextEra Energy$15,506,266$427,963 ▲2.8%218,7371.5%UtilitiesTJXTJX Companies$15,136,208$452,487 ▲3.1%124,2711.5%Retail/WholesaleMRKMerck & Co., Inc.$15,072,858$230,414 ▲1.6%167,9241.5%MedicalPGRProgressive$13,723,155$378,384 ▲2.8%48,4901.3%FinanceICEIntercontinental Exchange$13,697,190$541,133 ▲4.1%79,4041.3%FinancePEPPepsiCo$13,654,886$332,717 ▲2.5%91,0691.3%Consumer StaplesXLFFinancial Select Sector SPDR Fund$13,391,618$204,769 ▼-1.5%268,8541.3%ETFUNPUnion Pacific$13,087,224$300,261 ▲2.3%55,3981.3%TransportationIJHiShares Core S&P Mid-Cap ETF$12,300,005$587,643 ▲5.0%210,7971.2%ETFHONHoneywell International$12,222,633$445,098 ▲3.8%57,7221.2%Multi-Sector ConglomeratesADBEAdobe$11,910,524$242,007 ▲2.1%31,0551.2%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$10,959,899$520,826 ▲5.0%278,3821.1%ETFXLIIndustrial Select Sector SPDR Fund$10,763,075$164,624 ▼-1.5%82,1171.0%ETFETNEaton$10,740,819$294,936 ▲2.8%39,5131.0%IndustrialsCRMSalesforce$10,181,847$327,936 ▲3.3%37,9411.0%Computer and TechnologyXYLXylem$10,098,909$385,975 ▲4.0%84,5381.0%Business ServicesUNHUnitedHealth Group$10,002,054$262,923 ▲2.7%19,0971.0%MedicalZTSZoetis$9,265,679$257,677 ▲2.9%56,2750.9%MedicalHDHome Depot$9,192,669$274,868 ▲3.1%25,0830.9%Retail/WholesaleVZVerizon Communications$9,006,273$237,324 ▲2.7%198,5510.9%Computer and TechnologyECLEcolab$8,414,582$259,858 ▲3.2%33,1910.8%Basic MaterialsXLYConsumer Discretionary Select Sector SPDR Fund$8,397,381$128,349 ▼-1.5%42,5270.8%FinanceBDXBecton, Dickinson and Company$8,208,136$219,669 ▲2.7%35,8340.8%MedicalXLVHealth Care Select Sector SPDR Fund$7,909,216$121,042 ▼-1.5%54,1690.8%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$7,083,657$45,510 ▲0.6%58,0580.7%ETFLLYEli Lilly and Company$6,997,110$5,352,723 ▲325.5%8,4720.7%MedicalORLYO'Reilly Automotive$6,890,710$226,348 ▲3.4%4,8100.7%Retail/WholesaleBRK.BBerkshire Hathaway$6,745,126$30,357 ▼-0.4%12,6650.7%FinancePLDPrologis$6,650,164$157,400 ▲2.4%59,4880.6%FinanceMETAMeta Platforms$6,486,355$120,459 ▼-1.8%11,2540.6%Computer and TechnologyPANWPalo Alto Networks$6,348,320$270,123 ▲4.4%37,2030.6%Computer and TechnologyGINKGO BIOWORKS HOLDINGS INC CL A$6,239,015$2,239,142 ▲56.0%1,094,5640.6%COMXLCCommunication Services Select Sector SPDR Fund$6,131,905$93,749 ▼-1.5%63,5760.6%ETFRIORio Tinto Group$5,683,928$283,758 ▲5.3%94,6060.6%Basic MaterialsIBBiShares Biotechnology ETF$5,498,037$220,627 ▲4.2%42,9870.5%FinanceARISTA NETWORKS INC$5,458,001$166,427 ▲3.1%70,4440.5%COMXOMExxon Mobil$5,334,605$102,993 ▲2.0%44,8550.5%EnergyNOWServiceNow$4,433,704$117,033 ▲2.7%5,5690.4%Computer and TechnologyTSLATesla$3,495,032$51,314 ▼-1.4%13,4860.3%Auto/Tires/TrucksXLUUtilities Select Sector SPDR Fund$3,372,651$44,866 ▼-1.3%42,7730.3%ETFXLREReal Estate Select Sector SPDR Fund$3,134,732$47,960 ▼-1.5%74,9040.3%ETFADPAutomatic Data Processing$3,084,631$8,249 ▼-0.3%10,0960.3%Business ServicesABBVAbbVie$2,945,013$36,247 ▼-1.2%14,0560.3%MedicalDSIiShares ESG MSCI KLD 400 ETF$2,622,208$7,476 ▲0.3%25,6050.3%ETFGOOGAlphabet$2,524,052$89,520 ▼-3.4%16,1560.2%Computer and TechnologyMCDMcDonald's$2,446,482$14,681 ▼-0.6%7,8320.2%Retail/WholesaleCOSTCostco Wholesale$2,267,035$60,530 ▼-2.6%2,3970.2%Retail/WholesaleCSCOCisco Systems$2,077,159$26,042 ▼-1.2%33,6600.2%Computer and TechnologyGLDMSPDR Gold MiniShares Trust$1,776,9240.0%28,7110.2%FinanceIVViShares Core S&P 500 ETF$1,755,937$14,047 ▲0.8%3,1250.2%ETFMAMastercard$1,578,5860.0%2,8800.2%Business ServicesGLDSPDR Gold Shares$1,553,939$8,356 ▲0.5%5,3930.2%FinanceSYKStryker$1,341,217$16,751 ▼-1.2%3,6030.1%MedicalEMREmerson Electric$1,318,2020.0%12,0230.1%IndustrialsINTUIntuit$1,264,819$192,793 ▼-13.2%2,0600.1%Computer and TechnologyCVXChevron$1,188,094$158,926 ▲15.4%7,1020.1%EnergyACNAccenture$1,176,3910.0%3,7700.1%Computer and TechnologyFIFiserv$1,118,725$56,312 ▼-4.8%5,0660.1%Business ServicesRTXRTX$1,063,124$6,623 ▼-0.6%8,0260.1%AerospaceDISWalt Disney$1,041,581$20,924 ▼-2.0%10,5530.1%Consumer DiscretionaryXLBMaterials Select Sector SPDR Fund$972,004$14,875 ▼-1.5%11,3050.1%ETFCHDChurch & Dwight$937,9670.0%8,5200.1%Consumer StaplesAPDAir Products and Chemicals$920,1500.0%3,1200.1%Basic MaterialsSCHWCharles Schwab$884,564$555,788 ▲169.0%11,3000.1%FinanceBRK.ABerkshire Hathaway$798,4420.0%10.1%FinanceADIAnalog Devices$786,5130.0%3,9000.1%Computer and TechnologyNSRGYNestlé$723,770$5,807,561 ▼-88.9%7,1540.1%Consumer StaplesRYRoyal Bank of Canada$631,2320.0%5,6000.1%FinanceCMCSAComcast$617,005$8,967 ▼-1.4%16,7210.1%Consumer DiscretionaryINTCIntel$612,7390.0%26,9810.1%Computer and TechnologyITWIllinois Tool Works$594,9760.0%2,3990.1%IndustrialsPNCThe PNC Financial Services Group$587,423$4,394 ▲0.8%3,3420.1%FinanceBMYBristol-Myers Squibb$578,429$80,873 ▼-12.3%9,4840.1%MedicalNVCTNuvectis Pharma$576,4300.0%59,0000.1%MedicalBXBlackstone$570,722$570,722 ▲New Holding4,0830.1%FinanceISRGIntuitive Surgical$555,198$412,065 ▼-42.6%1,1210.1%MedicalUSBU.S. Bancorp$535,2230.0%12,6770.1%FinanceCATCaterpillar$524,712$36,278 ▼-6.5%1,5910.1%IndustrialsYUMYum! Brands$509,0600.0%3,2350.0%Retail/WholesalePFEPfizer$508,118$10,795 ▼-2.1%20,0520.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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