Forbes J M & Co LLP 13F Holdings · Q2 2026
Forbes J M & Co LLP reported 159 securities worth $1.27B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (6.49%), GOOGL (5.76%), AAPL (5.65%). Among its top 25 positions this quarter: 2 added, 21 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | $82.5M | 6.49% | 412,311 | Trimmed |
| 2 | GOOGL | ALPHABET INC CL A | $73.2M | 5.76% | 204,912 | Trimmed |
| 3 | AAPL | APPLE INC | $71.9M | 5.65% | 248,462 | Trimmed |
| 4 | IAU | ISHARES GOLD TRUST | $68.8M | 5.41% | 911,672 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $58.1M | 4.57% | 155,852 | Trimmed |
| 6 | AMZN | AMAZON.COM INC | $45.4M | 3.57% | 190,368 | Trimmed |
| 7 | AVGO | BROADCOM INC | $44.6M | 3.51% | 118,169 | Trimmed |
| 8 | XLE | SS ENERGY SELECT SECTOR | $40.7M | 3.20% | 765,897 | Trimmed |
| 9 | XLK | STE ST TECH SELECT SECTOR SPDR ETF | $33.3M | 2.62% | 174,978 | Hold |
| 10 | JPM | JP MORGAN CHASE & CO | $32.7M | 2.57% | 99,800 | Added |
| 11 | JNJ | JOHNSON & JOHNSON | $29.8M | 2.35% | 117,524 | Trimmed |
| 12 | BAC | BANK OF AMERICA CORP | $26.5M | 2.08% | 464,349 | Trimmed |
| 13 | V | VISA INC CL A | $23.0M | 1.81% | 66,993 | Trimmed |
| 14 | MRK | MERCK & CO INC | $22.0M | 1.73% | 171,186 | Trimmed |
| 15 | VIG | VANGUARD DIVIDEND APPREC ETF | $21.3M | 1.67% | 89,951 | Trimmed |
| 16 | WMT | WALMART INC | $21.1M | 1.66% | 185,909 | Trimmed |
| 17 | KO | COCA COLA CO | $20.3M | 1.60% | 249,886 | Trimmed |
| 18 | LIN | LINDE PLC | $20.2M | 1.59% | 38,859 | Trimmed |
| 19 | NEE | NEXTERA ENERGY INC | $19.2M | 1.51% | 218,837 | Trimmed |
| 20 | TJX | TJX COS INC | $18.9M | 1.49% | 124,913 | Trimmed |
| 21 | PG | PROCTER & GAMBLE CO | $17.6M | 1.38% | 120,006 | Trimmed |
| 22 | ETN | EATON CORP PLC | $17.2M | 1.35% | 40,347 | Trimmed |
| 23 | IJH | ISHARES CORE S&P MID-CAP ETF | $16.8M | 1.32% | 217,362 | Trimmed |
| 24 | ANET | ARISTA NETWORKS INC | $15.8M | 1.24% | 93,087 | Added |
| 25 | XLI | STE ST INDUSTRIAL SLCT SCTR SPDR ETF | $15.2M | 1.20% | 82,117 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR