FJ
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FORBES J M & CO LLP13F | |
| FORBES J M & CO LLP | |
| Last update 2025-05-06 | 139 Stocks (5 new) |
| Value $1.03 Bil | Turnover 3 % |
FORBES J M & CO LLP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IAU | iShares Gold Trust | 1,447,400 | 85,338.7 | +3.71% | 8.270 | +0.30% | 0.190 | +6.90% | +27.09% | 47,403.2 | ||
MSFT | Microsoft Corp | 157,939 | 59,288.7 | +2.02% | 5.740 | +0.11% | 0.000 | +29.13% | +17.32% | 3,661,345.4 | Software | |
AAPL | Apple Inc | 251,774 | 55,926.6 | +1.04% | 5.420 | +0.06% | 0.000 | -6.72% | -16.77% | 3,105,456.9 | Hardware | |
NVDA | NVIDIA Corp | 463,750 | 50,261.2 | +2.19% | 4.870 | +0.10% | 0.000 | +39.68% | +14.58% | 3,752,025.7 | Semiconductors | |
AMZN | Amazon.com Inc | 187,255 | 35,627.1 | +2.42% | 3.450 | +0.08% | 0.000 | +15.29% | +0.99% | 2,352,159.0 | Retail - Cyclical | |
GOOGL | Alphabet Inc | 227,188 | 35,132.3 | +2.05% | 3.400 | +0.07% | 0.000 | +11.93% | -7.02% | 2,137,050.4 | Interactive Media | |
XLE | The Energy Select Sector SPDR Fund | 375,606 | 35,100.4 | +3.38% | 3.400 | +0.11% | 0.120 | -8.35% | +1.36% | 27,067.6 | ||
JPM | JPMorgan Chase & Co | 96,994 | 23,792.6 | +2.60% | 2.300 | +0.06% | 0.000 | +19.94% | +22.55% | 807,215.8 | Banks | |
V | Visa Inc | 65,835 | 23,072.5 | +1.03% | 2.230 | +0.02% | 0.000 | +2.88% | +12.94% | 694,938.2 | Credit Services | |
PG | Procter & Gamble Co | 118,231 | 20,148.9 | +0.85% | 1.950 | +0.02% | 0.010 | -4.62% | -2.37% | 379,065.6 | Consumer Packaged Goods |
FORBES J M & CO LLP's Historical Top Holdings Breakdowns
FORBES J M & CO LLP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
LLY | Eli Lilly and Co | 2025-03-31 | Add Add | +0.52% | 725.72 ($832.09) 929.72 | $778.32 | -6.46% | Add 325.51% | 8,472 | 6,481 | |
NSRGY | Nestle SA | 2025-03-31 | Reduce Reduce | -0.45% | 80.4 ($91.85) 103.55 | $99.84 | 8.70% | Reduce -88.92% | 7,154 | -57,404 | |
IAU | iShares Gold Trust | 2025-03-31 | Add Add | +0.30% | 49.74 ($54.09) 58.96 | $62.93 | 16.34% | Add 3.71% | 1,447,400 | 51,814 | |
DNA | Ginkgo Bioworks Holdings Inc | 2025-03-31 | Add Add | +0.22% | 5.7 ($10.19) 16.36 | $11.36 | 11.48% | Add 55.98% | 1,094,564 | 392,832 | |
XLE | The Energy Select Sector SPDR Fund | 2025-03-31 | Add Add | +0.11% | 85.7 ($90.17) 93.96 | $85.48 | -5.20% | Add 3.38% | 375,606 | 12,282 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.11% | 375.39 ($407.71) 447.2 | $492.61 | 20.82% | Add 2.02% | 157,939 | 3,127 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.10% | 106.98 ($126.74) 149.43 | $153.85 | 21.39% | Add 2.19% | 463,750 | 9,926 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +0.08% | 190.26 ($217) 242.06 | $221.56 | 2.10% | Add 2.42% | 187,255 | 4,422 | |
GOOGL | Alphabet Inc | 2025-03-31 | Add Add | +0.07% | 154.33 ($181.36) 206.38 | $175.59 | -3.18% | Add 2.05% | 227,188 | 4,573 | |
JNJ | Johnson & Johnson | 2025-03-31 | Add Add | +0.07% | 142.06 ($156.47) 167.7 | $156.02 | -0.29% | Add 3.72% | 117,068 | 4,201 |
FORBES J M & CO LLP Total Holding History ($B)
FORBES J M & CO LLP's Asset Allocation
FORBES J M & CO LLP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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FORBES J M & CO LLP's Hypothetical Growth since 2025-03-31
FORBES J M & CO LLP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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FORBES J M & CO LLP's Holdings Heat Map
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FORBES J M & CO LLP's Holdings Bubble Chart
FORBES J M & CO LLP News
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