FORBES J M & CO LLP

CIK 0001067532 · BOSTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source

FORBES J M & CO LLP reported 159 positions worth $1.27B as of June 30, 2026 (13F filed July 20, 2026). Largest holding: NVDA (6.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.27B
2026 Q2
Positions
159
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
43.3%
Est. Net Flow (Q)
2026 Q2
10 / 159 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPSH$82.5M6.49%412,311
2GOOGLALPHABET INC CL ASH$73.2M5.76%204,912
3AAPLAPPLE INCSH$71.9M5.65%248,462
4IAUISHARES GOLD TRUSTSH$68.8M5.41%911,672
5MSFTMICROSOFT CORPSH$58.1M4.57%155,852
6AMZNAMAZON.COM INCSH$45.4M3.57%190,368
7AVGOBROADCOM INCSH$44.6M3.51%118,169
8XLESS ENERGY SELECT SECTORSH$40.7M3.20%765,897
9XLKSTE ST TECH SELECT SECTOR SPDR ETFSH$33.3M2.62%174,978
10JPMJP MORGAN CHASE & COSH$32.7M2.57%99,800

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does FORBES J M & CO LLP hold as of Q2 2026?

FORBES J M & CO LLP reported 159 positions worth $1.27B in its Q2 2026 13F filing. Largest positions: NVDA (6.5%), GOOGL (5.8%), AAPL (5.7%), IAU (5.4%) and MSFT (4.6%).

What did FORBES J M & CO LLP buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did FORBES J M & CO LLP sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.