Forbes J M & Co LLP Top Holdings and 13F Report (2026) About Forbes J M & Co LLPInvestment ActivityForbes J M & Co LLP has $1.18 billion in total holdings as of March 31, 2026.Forbes J M & Co LLP owns shares of 150 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 1.65% of the portfolio was purchased this quarter.About 3.51% of the portfolio was sold this quarter.This quarter, Forbes J M & Co LLP has purchased 141 new stocks and bought additional shares in 61 stocks.Forbes J M & Co LLP sold shares of 29 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Gold Trust $81,001,496NVIDIA $72,361,874Alphabet $65,774,461Apple $63,069,860Microsoft $58,141,491 Largest New Holdings this Quarter 032095101 - Amphenol $7,932,000 Holding464287614 - iShares Russell 1000 Growth ETF $495,903 Holding921943858 - Vanguard FTSE Developed Markets ETF $388,325 Holding922908629 - Vanguard Mid-Cap ETF $362,708 Holding219350105 - Corning $303,621 Holding Largest Purchases this Quarter Amphenol 62,778 shares (about $7.93M)Apple 2,225 shares (about $564.68K)Vanguard Dividend Appreciation ETF 2,559 shares (about $550.34K)iShares Russell 1000 Growth ETF 1,163 shares (about $495.90K)NVIDIA 2,593 shares (about $452.22K) Largest Sales this Quarter iShares Gold Trust 264,360 shares (about $23.31M)International Business Machines 31,741 shares (about $7.69M)Adobe 1,275 shares (about $309.93K)Microsoft 660 shares (about $244.31K)BBH SELECT LARGE CAP ETF 15,476 shares (about $232.45K) 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$81,001,496$23,305,978 â–¼-22.3%918,8016.9%FinanceNVDANVIDIA$72,361,874$452,219 â–²0.6%414,9196.1%Computer and TechnologyGOOGLAlphabet$65,774,461$341,621 â–²0.5%228,7335.6%Computer and TechnologyAAPLApple$63,069,860$564,683 â–²0.9%248,5125.3%Computer and TechnologyMSFTMicrosoft$58,141,491$244,312 â–¼-0.4%157,0674.9%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$47,140,918$191,744 â–²0.4%769,5224.0%ETFAMZNAmazon.com$39,806,853$187,860 â–²0.5%191,1313.4%Retail/WholesaleAVGOBroadcom$36,770,717$41,474 â–²0.1%118,8033.1%Computer and TechnologyJPMJPMorgan Chase & Co.$29,301,866$307,691 â–²1.1%99,6122.5%FinanceJNJJohnson & Johnson$28,752,011$224,151 â–²0.8%117,6242.4%MedicalXLKTechnology Select Sector SPDR Fund$23,254,576$23,922 â–²0.1%174,9782.0%ETFWALMART INC$23,139,072$107,626 â–²0.5%186,1852.0%COMBACBank of America$22,764,349$134,891 â–²0.6%466,9611.9%FinanceMRKMerck & Co., Inc.$20,659,928$94,307 â–²0.5%171,7511.7%MedicalNEENextEra Energy$20,386,417$86,286 â–²0.4%219,4921.7%UtilitiesVVisa$20,301,159$75,862 â–²0.4%67,1691.7%Business ServicesTJXTJX Companies$20,058,799$41,841 â–²0.2%125,6031.7%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$19,446,585$550,339 â–²2.9%90,4241.6%ETFLINDE PLC$19,347,034$227,554 â–²1.2%39,0251.6%COMKOCocaCola$19,067,028$163,203 â–²0.9%250,7171.6%Consumer StaplesPGProcter & Gamble$17,396,354$216,082 â–²1.3%120,4401.5%Consumer StaplesIJHiShares Core S&P Mid-Cap ETF$14,798,727$155,116 â–²1.1%219,1431.3%ETFETNEaton$14,510,672$152,725 â–²1.1%40,5701.2%IndustrialsABTAbbott Laboratories$14,497,928$171,972 â–²1.2%141,2091.2%MedicalPEPPepsiCo$14,273,170$40,686 â–²0.3%91,9131.2%Consumer StaplesSPEMSPDR Portfolio Emerging Markets ETF$13,691,762$223,292 â–²1.7%291,8731.2%ETFUNPUnion Pacific$13,613,408$50,222 â–²0.4%56,1101.2%TransportationXLIIndustrial Select Sector SPDR Fund$13,280,7820.0%82,1171.1%ETFXLFFinancial Select Sector SPDR Fund$13,273,3220.0%268,8541.1%ETFICEIntercontinental Exchange$12,899,162$167,818 â–²1.3%82,0141.1%FinanceEMREmerson Electric$12,770,519$217,362 â–²1.7%97,4701.1%IndustrialsIXUSiShares Core MSCI Total International Stock ETF$10,871,067$218,939 â–²2.1%125,4740.9%ManufacturingLLYEli Lilly and Company$10,864,323$59,785 â–²0.6%11,8120.9%MedicalXYLXylem$10,422,431$71,819 â–²0.7%87,2170.9%Business ServicesVZVerizon Communications$10,230,810$127,910 â–²1.3%203,8010.9%Computer and TechnologyPGRProgressive$9,856,493$100,111 â–²1.0%49,7200.8%FinanceCSCOCisco Systems$9,608,823$121,506 â–²1.3%123,8410.8%Computer and TechnologyIBMInternational Business Machines$9,599,371$7,693,701 â–¼-44.5%39,6030.8%Computer and TechnologyXLYConsumer Discretionary Select Sector SPDR Fund$9,269,1850.0%85,0540.8%FinanceRIORio Tinto$9,153,708$106,630 â–²1.2%98,1210.8%Basic MaterialsECLEcolab$9,101,076$46,820 â–²0.5%34,2120.8%Basic MaterialsARISTA NETWORKS INC$8,937,033$66,547 â–²0.8%72,7890.8%COMHDHome Depot$8,408,731$111,494 â–²1.3%25,5670.7%Retail/WholesalePLDPrologis$8,077,388$57,234 â–²0.7%61,1090.7%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$8,048,719$56,260 â–²0.7%56,5100.7%ETFXLVHealth Care Select Sector SPDR Fund$7,941,7170.0%54,1690.7%ETFAPHAmphenol$7,932,000$7,932,000 â–²New Holding62,7780.7%Computer and TechnologyXOMExxonMobil$7,598,902$22,565 â–¼-0.3%44,7890.6%EnergyIBBiShares Biotechnology ETF$7,376,550$2,195 â–¼0.0%43,6870.6%FinanceXLCCommunication Services Select Sector SPDR Fund$7,048,0350.0%63,5760.6%ETFORLYO'Reilly Automotive$6,912,911$48,832 â–²0.7%74,8880.6%Retail/WholesaleZTSZoetis$6,606,639$55,677 â–²0.8%55,8890.6%MedicalMETAMeta Platforms$6,417,582$11,443 â–²0.2%11,2170.5%Computer and TechnologyGINKGO BIOWORKS HOLDINGS INC CL A$6,304,037$73,867 â–¼-1.2%1,028,3910.5%COMPANWPalo Alto Networks$6,258,732$64,449 â–²1.0%39,0390.5%Computer and TechnologyBRK.BBerkshire Hathaway$6,178,326$249,184 â–²4.2%12,8930.5%FinanceBDXBecton, Dickinson and Company$5,726,002$63,521 â–²1.1%36,4180.5%MedicalTSLATesla$4,968,439$9,294 â–²0.2%13,3650.4%Auto/Tires/TrucksGOOGAlphabet$4,788,841$196,499 â–²4.3%16,6940.4%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$3,917,9960.0%85,3780.3%ETFDSIiShares ESG MSCI KLD 400 ETF$3,550,746$140,217 â–²4.1%29,2990.3%ETFABBVAbbVie$3,141,426$220,100 â–²7.5%14,4440.3%MedicalXLREReal Estate Select Sector SPDR Fund$3,058,3300.0%74,9040.3%ETFGLDMSPDR Gold MiniShares Trust$2,707,5680.0%29,2110.2%FinanceCOSTCostco Wholesale$2,398,4070.0%2,4070.2%Retail/WholesaleMCDMcDonald's$2,334,965$62,158 â–²2.7%7,5130.2%Retail/WholesaleGLDSPDR Gold Shares$2,326,1480.0%5,4060.2%FinanceIVViShares Core S&P 500 ETF$2,096,804$8,492 â–²0.4%3,2100.2%ETFADPAutomatic Data Processing$1,959,874$40,433 â–²2.1%9,6460.2%Computer and TechnologyMAMastercard$1,890,214$55,962 â–²3.1%3,7830.2%Business ServicesHONHoneywell International$1,707,883$56,055 â–¼-3.2%7,5560.1%Multi-Sector ConglomeratesRTXRTX$1,421,287$24,884 â–¼-1.7%7,3680.1%AerospaceCVXChevron$1,399,472$26,276 â–²1.9%6,7640.1%EnergyADBEAdobe$1,324,543$309,927 â–¼-19.0%5,4490.1%Computer and TechnologyINTCIntel$1,182,507$5,516 â–¼-0.5%26,7960.1%Computer and TechnologyXLBMaterials Select Sector SPDR Fund$1,129,8220.0%22,6100.1%ETFADIAnalog Devices$1,112,2170.0%3,4960.1%Computer and TechnologyCATCaterpillar$984,7590.0%1,3900.1%IndustrialsCRMSalesforce$959,484$87,362 â–¼-8.3%5,1400.1%Computer and TechnologySYKStryker$921,695$15,444 â–¼-1.6%2,8050.1%MedicalRYRoyal Bank Of Canada$905,9680.0%5,6000.1%FinanceSCHWCharles Schwab$898,731$5,733 â–²0.6%9,5630.1%FinanceAPDAir Products and Chemicals$891,804$14,524 â–¼-1.6%3,0700.1%Basic MaterialsAKRE FOCUS ETF$875,090$193,114 â–¼-18.1%16,5580.1%COMJPSTJPMorgan Ultra-Short Income ETF$809,1020.0%15,9870.1%ETFDISWalt Disney$802,845$174,833 â–¼-17.9%8,3300.1%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$740,087$197,703 â–²36.5%1,1380.1%FinanceACNAccenture$722,370$6,147 â–¼-0.8%3,6430.1%Computer and TechnologyBRK.ABerkshire Hathaway$718,1400.0%10.1%FinanceINTUIntuit$706,9410.0%1,6350.1%Computer and TechnologyCHDChurch & Dwight$670,784$24,077 â–²3.7%7,1880.1%Consumer StaplesBBH SELECT LARGE CAP ETF$658,807$232,449 â–¼-26.1%43,8620.1%COMCINFCincinnati Financial$626,725$312,654 â–²99.5%3,9830.1%FinanceAXSMAxsome Therapeutics$626,0500.0%3,7040.1%MedicalITWIllinois Tool Works$624,4360.0%2,3990.1%IndustrialsPNCThe PNC Financial Services Group$614,9060.0%2,9550.1%FinanceUSBU.S. Bancorp$594,8900.0%11,4380.1%FinanceBXBlackstone$584,609$114,990 â–²24.5%5,0840.0%FinanceBMYBristol Myers Squibb$574,4770.0%9,4720.0%MedicalNSRGYNestle$565,465$50,838 â–¼-8.2%5,7060.0%Consumer StaplesShowing largest 100 holdings. 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