13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
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CIK: 0001067532
Total reported value
$1.3B
$1.3B
133 檔
22.3%
According to the latest 13F quarterly dataset, Forbes J M & Co LLP managed an equity portfolio of $1.3B at the end of Q2 2024, spanning 133 distinct U.S. exchange-listed positions.
During Q2 2024, Forbes J M & Co LLP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.14% | -0.35% | +1.42% | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 6.26% | -1.44% | +1.94% | |
| 3 | ✓ | Stock-Other | 6.18% | — | +910.95% | ||
| 4 | AAPL | Apple Inc | Stock-Tech | 5.28% | +0.32% | +1.61% | |
| 5 | ✓ | Stock-Other | 4.15% | — | +1.35% | ||
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.57% | +0.20% | +1.59% | |
| 7 | ✓ | Stock-Other | 3.41% | — | +1.14% | ||
| 8 | ✓ | Stock-Other | 2.37% | — | +1.72% | ||
| 9 | ✓ | Stock-Other | 2.09% | — | +1.92% | ||
| 10 | ✓ | Stock-Other | 2.06% | — | -0.61% | ||
| 11 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.01% | -0.09% | +1.78% | |
| 12 | ✓ | Stock-Other | 1.89% | — | +1.09% | ||
| 13 | BAC | Bank Of America CORP | Stock-Financials | 1.79% | +0.15% | +1.57% | |
| 14 | ✓ | Stock-Other | 1.75% | — | +2.32% | ||
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.70% | -0.08% | +1.27% | |
| 16 | ✓ | Stock-Other | 1.69% | — | +0.62% | ||
| 17 | ✓ | Stock-Other | 1.66% | — | +0.92% | ||
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.62% | -0.30% | +2.21% | |
| 19 | ✓ | Stock-Other | 1.55% | — | +1.34% | ||
| 20 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.55% | -0.01% | +1.08% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.55% | +0.03% | +0.43% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.53% | -0.23% | +2.69% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 1.45% | -0.23% | +1.30% | |
| 24 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.36% | -0.21% | +1.47% | |
| 25 | UNP | Union Pacific CORP | Stock-Industrials | 1.27% | +0.04% | +2.31% | |
| 26 | ✓ | Stock-Other | 1.23% | — | +0.29% | ||
| 27 | HON | Honeywell International Inc | Stock-Industrials | 1.22% | -0.14% | EXIT | |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.20% | +0.07% | +1.08% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 1.19% | +0.06% | +1.30% | |
| 30 | ✓ | Stock-Other | 1.15% | — | -0.60% | ||
| 31 | ✓ | Stock-Other | 1.14% | — | +2.65% | ||
| 32 | ✓ | Stock-Other | 1.07% | — | +1.45% | ||
| 33 | ✓ | Stock-Other | 1.04% | — | -0.55% | ||
| 34 | ✓ | Stock-Other | 1.03% | — | +1.80% | ||
| 35 | PGR | Progressive CORP | Stock-Financials | 1.00% | +0.02% | +0.53% | |
| 36 | ✓ | Stock-Other | 1.00% | — | +3.41% | ||
| 37 | ✓ | Stock-Other | 0.99% | — | +2.53% | ||
| 38 | ✓ | Stock-Other | 0.97% | — | +1.22% | ||
| 39 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.86% | -0.05% | +3.03% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.86% | — | -0.05% | |
| 41 | ✓ | Stock-Other | 0.83% | — | +2.55% | ||
| 42 | ✓ | Stock-Other | 0.82% | — | -0.60% | ||
| 43 | ✓ | Stock-Other | 0.81% | — | -0.60% | ||
| 44 | ECL | Ecolab Inc | Stock-Materials | 0.78% | -0.02% | +1.35% | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.71% | +0.05% | -0.07% | |
| 46 | NSRGY | Nestle Sa-spons Adr | Stock-Other | 0.70% | — | +3.61% | |
| 47 | ✓ | Stock-Other | 0.67% | — | +1.65% | ||
| 48 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.61% | +0.54% | +0.44% | |
| 49 | ANETEUR | Arista Networks Inc | Stock-Other | 0.61% | — | — | |
| 50 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.61% | -0.04% | +0.92% |
According to official SEC Form 13F filings, Forbes J M & Co LLP reported a total U.S. public equity portfolio value of $1.3B across 133 disclosed positions in Q2 2024.
During Q2 2024, Forbes J M & Co LLP's top holdings by market value included MSFT (7.1%)、IAU (6.3%)、 (6.2%). The largest single position, MSFT, represented 7.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, IAU, ) accounted for 22.3% of total reported equity market value during Q2 2024.
In Q2 2024, Forbes J M & Co LLP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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