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CIK: 0001067532
Total reported value
$1.3B
$1.3B
141 檔
22.6%
According to the latest 13F quarterly dataset, Forbes J M & Co LLP managed an equity portfolio of $1.3B at the end of Q4 2024, spanning 141 distinct U.S. exchange-listed positions.
In Q4 2024, Forbes J M & Co LLP displayed an active expansion posture, initiating 7 new positions and adding to 61 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 6.65% | -0.06% | +0.82% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.28% | +1.46% | +0.18% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.01% | +0.60% | +1.87% | |
| 4 | ✓ | Stock-Other | 5.87% | — | -7.19% | ||
| 5 | ✓ | Stock-Other | 4.06% | — | +1.27% | ||
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.86% | +0.02% | +1.91% | |
| 7 | ✓ | Stock-Other | 3.00% | — | +0.41% | ||
| 8 | ✓ | Stock-Other | 2.54% | — | +0.14% | ||
| 9 | ✓ | Stock-Other | 2.18% | — | -16.89% | ||
| 10 | ✓ | Stock-Other | 1.99% | — | — | ||
| 11 | ✓ | Stock-Other | 1.98% | — | +1.73% | ||
| 12 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.89% | -0.06% | -0.30% | |
| 13 | BAC | Bank Of America CORP | Stock-Financials | 1.85% | -0.17% | +0.38% | |
| 14 | ✓ | Stock-Other | 1.58% | — | +1.61% | ||
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.57% | — | +0.23% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.56% | -0.09% | +0.53% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 1.55% | -0.20% | -22.68% | |
| 18 | ✓ | Stock-Other | 1.48% | — | +0.12% | ||
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 1.48% | +0.05% | +0.31% | |
| 20 | ✓ | Stock-Other | 1.47% | — | +0.19% | ||
| 21 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.42% | +0.03% | +0.33% | |
| 22 | IBM | Intl Business Machines CORP | Stock-Tech | 1.42% | -0.22% | +0.49% | |
| 23 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.40% | -0.24% | +0.08% | |
| 24 | ✓ | Stock-Other | 1.30% | — | +2.34% | ||
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.30% | -0.10% | +0.29% | |
| 26 | ✓ | Stock-Other | 1.27% | — | — | ||
| 27 | ✓ | Stock-Other | 1.23% | — | +0.35% | ||
| 28 | HON | Honeywell International Inc | Stock-Industrials | 1.21% | — | +0.44% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.20% | -0.14% | +0.58% | |
| 30 | UNP | Union Pacific CORP | Stock-Industrials | 1.19% | -0.04% | +0.36% | |
| 31 | ✓ | Stock-Other | 1.18% | — | +0.25% | ||
| 32 | ✓ | Stock-Other | 1.09% | — | +0.46% | ||
| 33 | PGR | Progressive CORP | Stock-Financials | 1.09% | -0.07% | +0.42% | |
| 34 | ✓ | Stock-Other | 1.06% | — | -0.05% | ||
| 35 | ✓ | Stock-Other | 0.98% | — | +0.66% | ||
| 36 | ✓ | Stock-Other | 0.93% | — | — | ||
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.91% | -0.16% | +0.01% | |
| 38 | ✓ | Stock-Other | 0.91% | — | +0.44% | ||
| 39 | ✓ | Stock-Other | 0.91% | — | +0.24% | ||
| 40 | ✓ | Stock-Other | 0.86% | — | +0.20% | ||
| 41 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.76% | -0.36% | +0.01% | |
| 42 | ✓ | Stock-Other | 0.74% | — | +0.34% | ||
| 43 | ✓ | Stock-Other | 0.73% | — | — | ||
| 44 | ANET | Arista Networks Inc | Stock-Tech | 0.73% | +0.19% | — | |
| 45 | ECL | Ecolab Inc | Stock-Materials | 0.73% | -0.04% | +0.39% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.71% | -0.03% | -0.65% | |
| 47 | ✓ | Stock-Other | 0.66% | — | +461.39% | ||
| 48 | ✓ | Stock-Other | 0.65% | — | +2.07% | ||
| 49 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.62% | +0.13% | +101.13% | |
| 50 | ✓ | Stock-Other | 0.60% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ANET | Arista Networks Inc | +0.7% | NEW | New buy |
| 2 | AVGO | Broadcom Inc | +0.6% | — | Add |
| 3 | AMZN | Amazon.com Inc | +0.6% | +1.91% | Add |
| 4 | DNA | Ginkgo Bioworks Holdings Inc | +0.6% | — | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.5% | — | Add |
| 6 | AAPL | Apple Inc | +0.4% | +1.87% | Add |
| 7 | V | Visa Inc-class A Shares | +0.3% | — | Add |
| 8 | CRM | Salesforce Inc | +0.2% | — | Add |
| 9 | TSLA | Tesla Inc | +0.2% | — | Add |
| 10 | BAC | Bank Of America CORP | +0.2% | +0.38% | Add |
| 11 | HON | Honeywell International Inc | +0.1% | +0.44% | Add |
| 12 | XLY | Ss Consumer Disc Select Sect | +0.1% | — | Unchanged |
| 13 | NOW | Servicenow Inc | +0.1% | — | Add |
| 14 | NVDA | Nvidia CORP | +0.1% | — | Trim |
| 15 | ISRG | Intuitive Surgical Inc | +0.1% | — | Add |
| 16 | XLF | Ss Financial Select Sector | +0.1% | — | Unchanged |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | — | Add |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | — | Add |
| 19 | RWJ | Invesco S&p Smallcap 600 | +0.1% | NEW | New buy |
| 20 | UNM | Unum Group | 0% | NEW | New buy |
| 21 | NFLX | Netflix Inc | 0% | NEW | New buy |
| 22 | XLK | Ss Technology Select Sector | 0% | — | Unchanged |
| 23 | PANW | Palo Alto Networks Inc | 0% | +101.13% | Add |
| 24 | XLC | Ss Comm Select Sector Spdr | 0% | — | Unchanged |
| 25 | INTU | Intuit Inc | 0% | +28.46% | Add |
| 26 | SCHW | Schwab (charles) CORP | 0% | NEW | New buy |
| 27 | TJX | Tjx Companies Inc | 0% | +0.08% | Add |
| 28 | META | Meta Platforms Inc-class A | 0% | — | Add |
| 29 | TSCO | Tractor Supply Company | 0% | NEW | New buy |
| 30 | BMY | Bristol-myers Squibb Co | 0% | +34.67% | Add |
| 31 | LMT | Lockheed Martin CORP | 0% | +114.12% | Add |
| 32 | ADP | Automatic Data Processing | 0% | -0.01% | Trim |
| 33 | DIS | Walt Disney Co/the | 0% | -0.86% | Trim |
| 34 | REGN | Regeneron Pharmaceuticals | 0% | — | Add |
| 35 | FISV | Fiserv Inc | 0% | — | Unchanged |
| 36 | CSCO | Cisco Systems Inc | 0% | — | Trim |
| 37 | ORLY | O'reilly Automotive Inc | 0% | — | Add |
| 38 | EMR | Emerson Electric Co | 0% | — | Unchanged |
| 39 | ORCL | Oracle CORP | 0% | — | Add |
| 40 | COST | Costco Wholesale CORP | 0% | — | Add |
| 41 | LLY | Eli Lilly & Co | 0% | +23.74% | Add |
| 42 | CAT | Caterpillar Inc | 0% | +30.15% | Add |
| 43 | MA | Mastercard Inc - A | 0% | — | Unchanged |
| 44 | MPT | Medical Properties Trust Inc | 0% | NEW | New buy |
| 45 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 46 | ITOT | Ishares Core S&p Total U.s. | — | -0.65% | Trim |
| 47 | 6D8 | Dupont De Nemours Inc | — | — | Unchanged |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | — | +2.63% | Add |
| 49 | BA | Boeing Co/the | — | — | Unchanged |
| 50 | EW | Edwards Lifesciences CORP | — | — | Unchanged |
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 141 disclosed positions in Q4 2024.
During Q4 2024, Forbes J M & Co LLP's top holdings by market value included IAU (6.7%)、MSFT (6.3%)、AAPL (6.0%). The largest single position, IAU, represented 6.7% 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 IAU, MSFT, AAPL) accounted for 22.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
ANET
市值: $7.5M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $6.5M
In Q4 2024, Forbes J M & Co LLP made 95 total portfolio adjustments, initiating 7 new buys, adding to 61 positions, trimming 23 holdings, and fully liquidating 4 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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