Forbes J M & Co LLP holds a diversified book of 159 stocks worth $1.3B as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Space Exploration Technologies CL A and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 6% of the equity book. Cloning the disclosed picks since 2024 would be +29% (+15.6%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show FORBES J M & CO LLP's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Forbes J M & Co LLP's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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.
80% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 161 | $1.3B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 16, 2026 | 153 | $1.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 144 | $1.2B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 143 | $1.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 18, 2025 | 144 | $1.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 142 | $1.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 145 | $1.0B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 142 | $1.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.