Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FORBES J M & CO LLP (CIK 1067532) reported $1.18B across 149 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IAU ($81.0M, 6.85%), NVDA ($72.4M, 6.12%), GOOGL ($65.8M, 5.56%), AAPL ($63.1M, 5.33%), MSFT ($58.1M, 4.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TRUST | $81.0M | 6.85% | 918,801 | Trimmed |
| 2 | NVDA | NVIDIA CORP | $72.4M | 6.12% | 414,919 | Added |
| 3 | GOOGL | ALPHABET INC CL A | $65.8M | 5.56% | 228,733 | Added |
| 4 | AAPL | APPLE INC | $63.1M | 5.33% | 248,512 | Added |
| 5 | MSFT | MICROSOFT CORP | $58.1M | 4.92% | 157,067 | Trimmed |
| 6 | XLE | SS ENERGY SELECT SECTOR | $47.1M | 3.99% | 769,522 | Added |
| 7 | AMZN | AMAZON.COM INC | $39.8M | 3.37% | 191,131 | Added |
| 8 | AVGO | BROADCOM INC | $36.8M | 3.11% | 118,803 | Added |
| 9 | JPM | JP MORGAN CHASE & CO | $29.3M | 2.48% | 99,612 | Added |
| 10 | JNJ | JOHNSON & JOHNSON | $28.8M | 2.43% | 117,624 | Added |
| 11 | XLK | STE ST TECH SELECT SECTOR SPDR ETF | $23.3M | 1.97% | 174,978 | Added |
| 12 | WMT | WALMART INC | $23.1M | 1.96% | 186,185 | Added |
| 13 | BAC | BANK OF AMERICA CORP | $22.8M | 1.93% | 466,961 | Added |
| 14 | MRK | MERCK & CO INC | $20.7M | 1.75% | 171,751 | Added |
| 15 | V | VISA INC CL A | $20.3M | 1.72% | 67,169 | Added |
| 16 | NEE | NEXTERA ENERGY INC | $20.4M | 1.72% | 219,492 | Added |
| 17 | TJX | TJX COS INC | $20.1M | 1.70% | 125,603 | Added |
| 18 | LIN | LINDE PLC | $19.3M | 1.64% | 39,025 | Added |
| 19 | VIG | VANGUARD DIVIDEND APPREC ETF | $19.4M | 1.64% | 90,424 | Added |
| 20 | KO | COCA COLA CO | $19.1M | 1.61% | 250,717 | Added |
| 21 | PG | PROCTER & GAMBLE CO | $17.4M | 1.47% | 120,440 | Added |
| 22 | IJH | ISHARES CORE S&P MID-CAP ETF | $14.8M | 1.25% | 219,143 | Added |
| 23 | ABT | ABBOTT LABS | $14.5M | 1.23% | 141,209 | Added |
| 24 | ETN | EATON CORP PLC | $14.5M | 1.23% | 40,570 | Added |
| 25 | PEP | PEPSICO INC | $14.3M | 1.21% | 91,913 | Added |
Source: SEC Form 13F filings · as of 2026-03-31