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.
AlphaSMO Research GuideRead Guide
CIK: 0001067532
Total reported value
$1.3B
$1.3B
141 檔
24.1%
During the Q2 2025 filing period, Forbes J M & Co LLP (CIK: 0001067532) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.3B across 141 reported positions.
In Q2 2025, Forbes J M & Co LLP adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.11% | -0.35% | -1.00% | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 6.66% | -1.44% | -19.33% | |
| 3 | ✓ | Stock-Other | 5.86% | — | -12.51% | ||
| 4 | AAPL | Apple Inc | Stock-Tech | 4.60% | +0.32% | -2.58% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.77% | +0.20% | +0.44% | |
| 6 | ✓ | Stock-Other | 3.65% | — | -0.33% | ||
| 7 | ✓ | Stock-Other | 2.94% | — | -0.11% | ||
| 8 | ✓ | Stock-Other | 2.92% | — | +0.17% | ||
| 9 | ✓ | Stock-Other | 2.57% | — | -0.21% | ||
| 10 | ✓ | Stock-Other | 2.13% | — | -0.15% | ||
| 11 | ✓ | Stock-Other | 2.02% | — | — | ||
| 12 | BAC | Bank Of America CORP | Stock-Financials | 1.96% | +0.15% | -0.05% | |
| 13 | IBM | Intl Business Machines CORP | Stock-Tech | 1.88% | +0.06% | +0.12% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.72% | -0.09% | -0.22% | |
| 15 | ABT | Abbott Laboratories | Stock-Healthcare | 1.72% | -0.23% | -1.29% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 1.63% | -0.30% | +0.01% | |
| 17 | ✓ | Stock-Other | 1.63% | — | +0.17% | ||
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.63% | +0.03% | +0.98% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.62% | -0.08% | -0.99% | |
| 20 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.58% | -0.01% | +0.10% | |
| 21 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.40% | -0.21% | -0.38% | |
| 22 | ✓ | Stock-Other | 1.38% | — | -0.98% | ||
| 23 | ✓ | Stock-Other | 1.33% | — | +0.11% | ||
| 24 | ✓ | Stock-Other | 1.29% | — | — | ||
| 25 | ✓ | Stock-Other | 1.28% | — | -0.47% | ||
| 26 | HON | Honeywell International Inc | Stock-Industrials | 1.22% | -0.14% | EXIT | |
| 27 | ✓ | Stock-Other | 1.21% | — | -0.08% | ||
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.20% | +0.07% | +0.16% | |
| 29 | PGR | Progressive CORP | Stock-Financials | 1.18% | +0.02% | +0.11% | |
| 30 | UNP | Union Pacific CORP | Stock-Industrials | 1.16% | +0.04% | -0.82% | |
| 31 | ✓ | Stock-Other | 1.11% | — | -1.58% | ||
| 32 | ✓ | Stock-Other | 1.11% | — | — | ||
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.09% | -0.23% | -0.58% | |
| 34 | ✓ | Stock-Other | 1.09% | — | +0.09% | ||
| 35 | ✓ | Stock-Other | 1.03% | — | +96.12% | ||
| 36 | ✓ | Stock-Other | 1.00% | — | -0.11% | ||
| 37 | ✓ | Stock-Other | 0.93% | — | -1.65% | ||
| 38 | ✓ | Stock-Other | 0.85% | — | — | ||
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.84% | — | +0.02% | |
| 40 | ✓ | Stock-Other | 0.84% | — | — | ||
| 41 | ECL | Ecolab Inc | Stock-Materials | 0.82% | -0.02% | +0.12% | |
| 42 | ✓ | Stock-Other | 0.79% | — | -1.81% | ||
| 43 | ✓ | Stock-Other | 0.79% | — | +0.14% | ||
| 44 | ✓ | Stock-Other | 0.76% | — | -0.41% | ||
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.70% | +0.05% | -1.90% | |
| 46 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.70% | +0.54% | +0.26% | |
| 47 | ✓ | Stock-Other | 0.67% | — | — | ||
| 48 | ANET | Arista Networks Inc | Stock-Tech | 0.66% | +0.48% | -0.10% | |
| 49 | ✓ | Stock-Other | 0.63% | — | — | ||
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.61% | +0.19% | +0.66% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.4% | -1.00% | Trim |
| 2 | AVGO | Broadcom Inc | +1.1% | — | Trim |
| 3 | NVDA | Nvidia CORP | +1% | — | Trim |
| 4 | IXUS | Ishares Core Intl Stock ETF | +0.8% | NEW | New buy |
| 5 | NOW | Servicenow Inc | +0.6% | — | Add |
| 6 | DNA | Ginkgo Bioworks Holdings Inc | +0.5% | — | Trim |
| 7 | AMZN | Amazon.com Inc | +0.3% | +0.44% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | — | Trim |
| 9 | XLK | Ss Technology Select Sector | +0.3% | — | Unchanged |
| 10 | GOOGL | Alphabet Inc-cl A | +0.3% | — | Trim |
| 11 | ETN | Eaton Corporation plc | +0.2% | — | Trim |
| 12 | IBM | Intl Business Machines CORP | +0.2% | +0.12% | Add |
| 13 | BAC | Bank Of America CORP | +0.1% | -0.05% | Trim |
| 14 | META | Meta Platforms Inc-class A | +0.1% | — | Trim |
| 15 | ANET | Arista Networks Inc | +0.1% | -0.10% | Trim |
| 16 | PANW | Palo Alto Networks Inc | +0.1% | +0.26% | Add |
| 17 | WMT | Walmart Inc | +0.1% | +0.01% | Add |
| 18 | XLI | Ss Industrial Select Sector | +0.1% | — | Unchanged |
| 19 | TSLA | Tesla Inc | +0.1% | — | Unchanged |
| 20 | HON | Honeywell International Inc | 0% | -0.69% | Trim |
| 21 | XLY | Ss Consumer Disc Select Sect | 0% | — | Unchanged |
| 22 | XLC | Ss Comm Select Sector Spdr | 0% | — | Unchanged |
| 23 | DSI | Ishares Esg Msci Kld 400 ETF | 0% | +5.21% | Add |
| 24 | SPEM | State Street Sp Ptf Em ETF | 0% | — | Add |
| 25 | GOOG | Alphabet Inc-cl C | 0% | — | Add |
| 26 | XYL | Xylem Inc | 0% | — | Trim |
| 27 | VIG | Vanguard Dividend Apprec ETF | 0% | +0.98% | Add |
| 28 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.16% | Add |
| 29 | ITOT | Ishares Core S&p Total U.s. | 0% | -1.90% | Trim |
| 30 | ICE | Intercontinental Exchange In | — | — | Add |
| 31 | ECL | Ecolab Inc | — | +0.12% | Add |
| 32 | XLF | Ss Financial Select Sector | 0% | — | Unchanged |
| 33 | ABBV | Abbvie Inc | -0.1% | — | Trim |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +2.88% | Add |
| 35 | XOM | Exxon Mobil CORP | -0.1% | — | Trim |
| 36 | XLV | Ss Health Care Select Sector | -0.1% | — | Unchanged |
| 37 | ZTS | Zoetis Inc | -0.1% | — | Trim |
| 38 | UNP | Union Pacific CORP | -0.1% | -0.82% | Trim |
| 39 | NEE | Nextera Energy Inc | -0.1% | — | Trim |
| 40 | PGR | Progressive CORP | -0.2% | +0.11% | Add |
| 41 | BDX | Becton Dickinson And Co | -0.2% | +0.22% | Add |
| 42 | PEP | Pepsico Inc | -0.2% | -0.58% | Trim |
| 43 | PG | Procter & Gamble Co/the | -0.2% | -0.22% | Trim |
| 44 | MRK | Merck & Co. Inc. | -0.3% | — | Trim |
| 45 | JNJ | Johnson & Johnson | -0.3% | -0.99% | Trim |
| 46 | XLE | Ss Energy Select Sector | -0.5% | — | Add |
| 47 | AAPL | Apple Inc | -0.8% | -2.58% | Trim |
| 48 | ADBE | Adobe Inc | -0.9% | — | Trim |
| 49 | UNH | Unitedhealth Group Inc | -1% | EXIT | Sold out |
| 50 | IAU | Ishares Gold Trust | -1.6% | -19.33% | Trim |
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 Q2 2025.
During Q2 2025, Forbes J M & Co LLP's top holdings by market value included MSFT (7.1%)、IAU (6.7%)、 (5.9%). 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 24.1% of total reported equity market value during Q2 2025.
Top New Position Initiated
IXUS
市值: $9.2M
Top Position Liquidated / Trimmed
UNH
前期市值: $10.0M
In Q2 2025, Forbes J M & Co LLP made 43 total portfolio adjustments, initiating 1 new buys, adding to 16 positions, trimming 25 holdings, and fully liquidating 1 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.