Forbes J M & Co LLP holds a diversified book of 159 reported positions worth $1.3B as of Q2 2026 (disclosed Jul 20, 2026, a ~20-day 13F lag). Their largest long position is Nvidia Corp at 6% of the reported non-option book. Cloning the disclosed picks since 2024 would be +32% (+15.9%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 1.7 points over this window.
Growth of $10,000 cloning Forbes J M & Co LLP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~20 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
82% mapped to company sectors
+5 sectors below the cut, 4% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as Forbes J M & Co LLP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 9 / 80 | $4.5B |
| Swiss Re Ltd | 50 / 80 | $1.0B |
| Prospect Hill Management, LLC | 9 / 80 | $243.9M |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| New World Advisors LLC | 41 / 80 | $532.7M |
| Draper Asset Management, LLC | 9 / 80 | $175.7M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 10 / 80 | $402.5M |
| Agave Capital Management Ltd | 8 / 80 | $793.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Forbes J M & Co LLP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corp COM | $82.5M | 412.3K | 6.5% | ▼−0.6% Reduced · −3K sh | |
| 2 | Alphabet Inc CL A COM | $73.2M | 204.9K | 5.8% | ▼−10% Reduced · −24K sh | |
| 3 | Apple Inc COM | $71.9M | 248.5K | 5.7% | ▼~0% Reduced · −50 sh | |
| 4 | Ishares Gold Trust COM | $68.8M | 911.7K | 5.4% | ▼−0.8% Reduced · −7K sh | |
| 5 | Microsoft Corp COM | $58.1M | 155.9K | 4.6% | ▼−0.8% Reduced · −1K sh | |
| 6 | Amazon.com Inc COM | $45.4M | 190.4K | 3.6% | ▼−0.4% Reduced · −763 sh | |
| 7 | Broadcom Inc COM | $44.6M | 118.2K | 3.5% | ▼−0.5% Reduced · −634 sh | |
| 8 | SS Energy Select Sector COM | $40.7M | 765.9K | 3.2% | ▼−0.5% Reduced · −4K sh | |
| 9 | Ste ST Tech Select Sector SPDR ETF COM | $33.3M | 175.0K | 2.6% | —Held | |
| 10 | JP Morgan Chase & Co COM | $32.7M | 99.8K | 2.6% | ▲+0.2% Added · +188 sh | |
| 11 | Johnson & Johnson COM | $29.8M | 117.5K | 2.3% | ▼−0.1% Reduced · −100 sh | |
| 12 | Bank Of America Corp COM | $26.5M | 464.3K | 2.1% | ▼−0.6% Reduced · −3K sh | |
| 13 | Visa Inc CL A COM | $23.0M | 67.0K | 1.8% | ▼−0.3% Reduced · −176 sh | |
| 14 | Merck & Co Inc COM | $22.0M | 171.2K | 1.7% | ▼−0.3% Reduced · −565 sh | |
| 15 | Vanguard Dividend Apprec ETF COM | $21.3M | 90.0K | 1.7% | ▼−0.5% Reduced · −473 sh | |
| 16 | Walmart Inc COM | $21.1M | 185.9K | 1.7% | ▼−0.1% Reduced · −276 sh | |
| 17 | Coca Cola Co COM | $20.3M | 249.9K | 1.6% | ▼−0.3% Reduced · −831 sh | |
| 18 | Linde PLC COM | $20.2M | 38.9K | 1.6% | ▼−0.4% Reduced · −166 sh | |
| 19 | NextEra Energy Inc COM | $19.2M | 218.8K | 1.5% | ▼−0.3% Reduced · −655 sh | |
| 20 | TJX Cos Inc COM | $18.9M | 124.9K | 1.5% | ▼−0.5% Reduced · −690 sh | |
| 21 | Procter & Gamble Co COM | $17.6M | 120.0K | 1.4% | ▼−0.4% Reduced · −434 sh | |
| 22 | Eaton Corp PLC COM | $17.2M | 40.3K | 1.4% | ▼−0.5% Reduced · −223 sh | |
| 23 | Ishares Core S&P Mid-Cap ETF COM | $16.8M | 217.4K | 1.3% | ▼−0.8% Reduced · −2K sh | |
| 24 | Arista Networks Inc COM | $15.8M | 93.1K | 1.2% | ▲+28% Added · +20K sh | |
| 25 | Ste ST Industrial SLCT SCTR SPDR ETF COM | $15.2M | 82.1K | 1.2% | —Held | |
| 26 | Union Pac Corp COM | $15.2M | 55.8K | 1.2% | ▼−0.5% Reduced · −284 sh | |
| 27 | State Street SPDR Portfolio COM | $15.0M | 289.8K | 1.2% | ▼−0.7% Reduced · −2K sh | |
| 28 | Cisco Systems Inc COM | $14.6M | 124.2K | 1.1% | ▲+0.3% Added · +369 sh | |
| 29 | ST STRT Finncial SLCT Sctor SPDR ETF COM | $14.4M | 268.9K | 1.1% | —Held | |
| 30 | Lilly Eli & Co COM | $14.1M | 11.8K | 1.1% | ▼−0.1% Reduced · −17 sh | |
| 31 | Emerson Elec Co COM | $13.9M | 97.0K | 1.1% | ▼−0.5% Reduced · −459 sh | |
| 32 | Palo Alto Networks Inc COM | $13.6M | 40.0K | 1.1% | ▲+2.4% Added · +953 sh | |
| 33 | Abbott Labs COM | $12.8M | 140.5K | 1.0% | ▼−0.5% Reduced · −681 sh | |
| 34 | Pepsico Inc COM | $12.4M | 91.6K | 1.0% | ▼−0.3% Reduced · −270 sh | |
| 35 | Ishares Core Intl Stock ETF COM | $11.9M | 124.7K | 0.9% | ▼−0.6% Reduced · −744 sh | |
| 36 | Amphenol Corp CL A COM | $11.1M | 63.0K | 0.9% | ▲+0.4% Added · +239 sh | |
| 37 | Intl. Business Machines Corp COM | $11.1M | 39.4K | 0.9% | ▼−0.6% Reduced · −227 sh | |
| 38 | Progressive Corp COM | $10.8M | 49.5K | 0.9% | ▼−0.4% Reduced · −207 sh | |
| 39 | Xylem Inc COM | $10.2M | 86.6K | 0.8% | ▼−0.7% Reduced · −653 sh | |
| 40 | Intercontinental Exchange Inc COM | $10.0M | 81.5K | 0.8% | ▼−0.7% Reduced · −564 sh | |
| 41 | STST Cnsmrdscrtnry SLCTSCTR SPDR ETF COM | $10.0M | 85.1K | 0.8% | —Held | |
| 42 | Ginkgo Bioworks Holdings Inc CL A COM | $9.9M | 999.9K | 0.8% | ▼−2.8% Reduced · −28K sh | |
| 43 | Ecolab Inc COM | $9.5M | 34.1K | 0.7% | ▼−0.4% Reduced · −132 sh | |
| 44 | Rio Tinto PLC Spons ADR COM | $9.3M | 97.5K | 0.7% | ▼−0.7% Reduced · −653 sh | |
| 45 | Ishares Core S&P Total U.S. COM | $9.2M | 56.3K | 0.7% | ▼−0.4% Reduced · −221 sh | |
| 46 | Home Depot Inc COM | $9.0M | 25.6K | 0.7% | ▲+0.2% Added · +54 sh | |
| 47 | Ste ST HLTH CR SLCT Sector SPDR ETF COM | $8.6M | 54.2K | 0.7% | —Held | |
| 48 | Verizon Communications COM | $8.6M | 202.9K | 0.7% | ▼−0.4% Reduced · −853 sh | |
| 49 | Ishares Biotechnology ETF COM | $8.2M | 43.4K | 0.6% | ▼−0.7% Reduced · −316 sh | |
| 50 | Prologis Inc REIT COM | $8.2M | 60.9K | 0.6% | ▼−0.4% Reduced · −259 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1067532/holdings"
Use Arkolith to show FORBES J M & CO LLP's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| No filings ingested yet | ||||||
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.