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CIK: 0001067532
Total reported value
$1.3B
$1.3B
140 檔
28.4%
According to the latest 13F quarterly dataset, Forbes J M & Co LLP managed an equity portfolio of $1.3B at the end of Q3 2025, spanning 140 distinct U.S. exchange-listed positions.
In Q3 2025, Forbes J M & Co LLP displayed an active expansion posture, initiating 1 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 7.12% | -1.44% | +0.84% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.76% | -0.35% | +0.46% | |
| 3 | ✓ | Stock-Other | 6.35% | — | +0.88% | ||
| 4 | AAPL | Apple Inc | Stock-Tech | 5.22% | +0.32% | +0.53% | |
| 5 | ✓ | Stock-Other | 4.61% | — | +0.76% | ||
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.44% | +0.20% | +0.32% | |
| 7 | ✓ | Stock-Other | 3.23% | — | +0.95% | ||
| 8 | ✓ | Stock-Other | 2.82% | — | +0.84% | ||
| 9 | ✓ | Stock-Other | 2.56% | — | +0.95% | ||
| 10 | ✓ | Stock-Other | 2.05% | — | — | ||
| 11 | BAC | Bank Of America CORP | Stock-Financials | 1.97% | +0.15% | +1.25% | |
| 12 | ✓ | Stock-Other | 1.89% | — | +1.10% | ||
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.79% | -0.08% | +0.06% | |
| 14 | IBM | Intl Business Machines CORP | Stock-Tech | 1.66% | +0.06% | +1.28% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.58% | -0.30% | +0.97% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.57% | +0.03% | +0.86% | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 1.55% | -0.23% | +0.67% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.52% | -0.09% | +0.61% | |
| 19 | ✓ | Stock-Other | 1.52% | — | +1.10% | ||
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.49% | -0.21% | +0.21% | |
| 21 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.36% | -0.01% | +1.07% | |
| 22 | ✓ | Stock-Other | 1.36% | — | +0.08% | ||
| 23 | ✓ | Stock-Other | 1.28% | — | -1.57% | ||
| 24 | ✓ | Stock-Other | 1.24% | — | +1.15% | ||
| 25 | ✓ | Stock-Other | 1.20% | — | — | ||
| 26 | ✓ | Stock-Other | 1.18% | — | +0.99% | ||
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.16% | +0.07% | +1.34% | |
| 28 | ✓ | Stock-Other | 1.13% | — | +1.33% | ||
| 29 | ✓ | Stock-Other | 1.10% | — | +1.25% | ||
| 30 | UNP | Union Pacific CORP | Stock-Industrials | 1.09% | +0.04% | +1.03% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.06% | -0.23% | +0.60% | |
| 32 | ✓ | Stock-Other | 1.05% | — | — | ||
| 33 | ✓ | Stock-Other | 1.05% | — | +1.39% | ||
| 34 | HON | Honeywell International Inc | Stock-Industrials | 1.01% | -0.14% | EXIT | |
| 35 | PGR | Progressive CORP | Stock-Financials | 1.01% | +0.02% | +0.96% | |
| 36 | ANET | Arista Networks Inc | Stock-Tech | 0.86% | +0.48% | +1.05% | |
| 37 | ✓ | Stock-Other | 0.85% | — | — | ||
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.84% | — | +0.00% | |
| 39 | ✓ | Stock-Other | 0.84% | — | +0.16% | ||
| 40 | ✓ | Stock-Other | 0.83% | — | +1.38% | ||
| 41 | ECL | Ecolab Inc | Stock-Materials | 0.77% | -0.02% | +1.37% | |
| 42 | ✓ | Stock-Other | 0.74% | — | +1.22% | ||
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.74% | +0.19% | +37.36% | |
| 44 | ✓ | Stock-Other | 0.73% | — | +1.05% | ||
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.69% | +0.05% | -0.01% | |
| 46 | ✓ | Stock-Other | 0.69% | — | +258.52% | ||
| 47 | ✓ | Stock-Other | 0.69% | — | +0.21% | ||
| 48 | ✓ | Stock-Other | 0.67% | — | +0.45% | ||
| 49 | ✓ | Stock-Other | 0.66% | — | +1.13% | ||
| 50 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.64% | +0.54% | +2.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +1.5% | +0.88% | Trim | |
| 2 | ✓ | +1.3% | +0.95% | Add | |
| 3 | ✓ | +1.2% | +0.76% | Add | |
| 4 | MSFT | Microsoft CORP | +1% | +0.46% | Trim |
| 5 | ✓ | +0.7% | -1.57% | Trim | |
| 6 | ✓ | +0.5% | +258.52% | Add | |
| 7 | ✓ | +0.4% | +0.16% | Add | |
| 8 | ANET | Arista Networks Inc | +0.3% | +1.05% | Add |
| 9 | ✓ | +0.3% | — | Unchanged | |
| 10 | ✓ | +0.3% | +0.95% | Add | |
| 11 | ✓ | +0.2% | +1.15% | Add | |
| 12 | ✓ | +0.2% | -0.53% | Trim | |
| 13 | BAC | Bank Of America CORP | +0.1% | +1.25% | Add |
| 14 | ✓ | +0.1% | -4.15% | Trim | |
| 15 | ✓ | +0.1% | +1.39% | Add | |
| 16 | LLY | Eli Lilly & Co | +0.1% | +37.36% | Add |
| 17 | ✓ | +0.1% | +0.21% | Trim | |
| 18 | ✓ | 0% | +1.25% | Add | |
| 19 | ✓ | 0% | — | Unchanged | |
| 20 | ✓ | 0% | — | Unchanged | |
| 21 | DSI | Ishares Esg Msci Kld 400 ETF | 0% | +4.37% | Add |
| 22 | WMT | Walmart Inc | 0% | +0.97% | Add |
| 23 | PANW | Palo Alto Networks Inc | 0% | +2.16% | Add |
| 24 | TJX | Tjx Companies Inc | 0% | +0.21% | Trim |
| 25 | ✓ | 0% | — | Unchanged | |
| 26 | ITOT | Ishares Core S&p Total U.s. | — | -0.01% | Trim |
| 27 | AMZN | Amazon.com Inc | 0% | +0.32% | Add |
| 28 | ✓ | 0% | +1.13% | Add | |
| 29 | IBB | Ishares Biotechnology ETF | 0% | +1.14% | Add |
| 30 | IBM | Intl Business Machines CORP | 0% | +1.28% | Add |
| 31 | IJH | Ishares Core S&p Midcap ETF | 0% | +1.34% | Add |
| 32 | VIG | Vanguard Dividend Apprec ETF | -0.1% | +0.86% | Add |
| 33 | HD | Home Depot Inc | -0.1% | +0.00% | Add |
| 34 | ECL | Ecolab Inc | -0.1% | +1.37% | Add |
| 35 | JNJ | Johnson & Johnson | -0.1% | +0.06% | Trim |
| 36 | ✓ | -0.1% | — | Unchanged | |
| 37 | ✓ | -0.1% | +0.08% | Trim | |
| 38 | AAPL | Apple Inc | -0.2% | +0.53% | Trim |
| 39 | ✓ | -0.2% | +0.45% | Trim | |
| 40 | BDX | Becton Dickinson And Co | -0.2% | +0.04% | Add |
| 41 | ✓ | -0.3% | +1.22% | Trim | |
| 42 | PEP | Pepsico Inc | -0.3% | +0.60% | Add |
| 43 | ✓ | -0.3% | +0.99% | Add | |
| 44 | PGR | Progressive CORP | -0.3% | +0.96% | Add |
| 45 | KO | Coca-cola Co/the | -0.3% | +1.07% | Add |
| 46 | PG | Procter & Gamble Co/the | -0.4% | +0.61% | Add |
| 47 | ✓ | -0.6% | +0.84% | Add | |
| 48 | ✓ | -0.9% | -3.28% | Trim | |
| 49 | ✓ | — | EXIT | Sold out | |
| 50 | ✓ | — | NEW | New buy |
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 140 disclosed positions in Q3 2025.
During Q3 2025, Forbes J M & Co LLP's top holdings by market value included IAU (7.1%)、MSFT (6.8%)、 (6.3%). The largest single position, IAU, 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 IAU, MSFT, ) accounted for 28.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
市值: $9.9M
Top Position Liquidated / Trimmed
前期市值: $10.0M
In Q3 2025, Forbes J M & Co LLP made 45 total portfolio adjustments, initiating 1 new buys, adding to 29 positions, trimming 14 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.
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