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CIK: 0001067532
Total reported value
$1.3B
$1.3B
159 檔
26.7%
At the close of Q2 2026, Forbes J M & Co LLP disclosed equity holdings valued at approximately $1.3B, spread across 159 reported holdings.
In Q2 2026, Forbes J M & Co LLP adopted a defensive or profit-taking posture, trimming 63 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, GOOGL, AAPL) accounted for 26.7% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.49% | +0.63% | -0.63% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.76% | -0.45% | -10.41% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.65% | +0.60% | -0.02% | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 5.41% | -0.06% | -0.78% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.57% | +1.46% | -0.77% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.57% | +0.02% | -0.40% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 3.51% | -0.37% | -0.53% | |
| 8 | XLE | Ss Energy Select Sector | ETF-Other | 3.20% | +0.36% | -0.47% | |
| 9 | XLK | Ss Technology Select Sector | ETF-Tech | 2.62% | -0.04% | — | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.57% | -0.07% | +0.19% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.35% | — | -0.09% | |
| 12 | BAC | Bank Of America CORP | Stock-Financials | 2.08% | -0.17% | -0.56% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.81% | +0.01% | -0.26% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.73% | +0.15% | -0.33% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.67% | -0.09% | -0.52% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 1.66% | -0.20% | -0.15% | |
| 17 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.60% | +0.03% | -0.33% | |
| 18 | LIN | Linde plc | Stock-Materials | 1.59% | -0.19% | -0.43% | |
| 19 | NEE | Nextera Energy Inc | Stock-Utilities | 1.51% | -0.26% | -0.30% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.49% | -0.24% | -0.55% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.38% | -0.06% | -0.36% | |
| 22 | ETN | Eaton Corporation plc | Stock-Industrials | 1.35% | -0.04% | -0.55% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.32% | -0.14% | -0.81% | |
| 24 | ANET | Arista Networks Inc | Stock-Tech | 1.24% | +0.19% | +27.89% | |
| 25 | XLI | Ss Industrial Select Sector | ETF-Other | 1.20% | -0.17% | — | |
| 26 | UNP | Union Pacific CORP | Stock-Industrials | 1.19% | -0.04% | -0.51% | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.18% | -0.04% | -0.70% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 1.15% | -0.14% | +0.30% | |
| 29 | XLF | Ss Financial Select Sector | ETF-Other | 1.13% | -0.05% | — | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.11% | +0.19% | -0.14% | |
| 31 | EMR | Emerson Electric Co | Stock-Industrials | 1.09% | +0.05% | -0.47% | |
| 32 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.07% | +0.13% | +2.44% | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 1.00% | +0.05% | -0.48% | |
| 34 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.98% | -0.10% | -0.29% | |
| 35 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.94% | -0.04% | -0.59% | |
| 36 | APH | Amphenol Corp-cl A | Stock-Tech | 0.87% | -0.07% | +0.38% | |
| 37 | IBM | Intl Business Machines CORP | Stock-Tech | 0.87% | -0.22% | -0.57% | |
| 38 | PGR | Progressive CORP | Stock-Financials | 0.85% | -0.07% | -0.42% | |
| 39 | XYL | Xylem Inc | Stock-Industrials | 0.80% | -0.14% | -0.75% | |
| 40 | ICE | Intercontinental Exchange In | Stock-Financials | 0.79% | +0.15% | -0.69% | |
| 41 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.78% | -0.08% | — | |
| 42 | DNA | Ginkgo Bioworks Holdings Inc | Stock-Other | 0.78% | +0.16% | -2.77% | |
| 43 | ECL | Ecolab Inc | Stock-Materials | 0.75% | -0.04% | -0.39% | |
| 44 | RIO | Rio Tinto Plc-spon Adr | Stock-Materials | 0.73% | -0.04% | -0.67% | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.73% | -0.03% | -0.39% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.71% | -0.16% | +0.21% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-Other | 0.68% | +0.10% | — | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.68% | +0.02% | -0.42% | |
| 49 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.65% | +0.04% | -0.72% | |
| 50 | PLD | Prologis Inc | Stock-Real Estate | 0.65% | -0.05% | -0.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | +0.7% | — | Unchanged |
| 2 | PANW | Palo Alto Networks Inc | +0.5% | +2.44% | Add |
| 3 | ANET | Arista Networks Inc | +0.5% | +27.89% | Add |
| 4 | AVGO | Broadcom Inc | +0.4% | -0.53% | Trim |
| 5 | NVDA | Nvidia CORP | +0.4% | -0.63% | Trim |
| 6 | CSCO | Cisco Systems Inc | +0.3% | +0.30% | Add |
| 7 | AAPL | Apple Inc | +0.3% | -0.02% | Trim |
| 8 | DNA | Ginkgo Bioworks Holdings Inc | +0.3% | -2.77% | Trim |
| 9 | ✓ | +0.2% | NEW | New buy | |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | -10.41% | Trim |
| 11 | AMZN | Amazon.com Inc | +0.2% | -0.40% | Trim |
| 12 | APH | Amphenol Corp-cl A | +0.2% | +0.38% | Add |
| 13 | LLY | Eli Lilly & Co | +0.2% | -0.14% | Trim |
| 14 | INTC | Intel CORP | +0.2% | -0.37% | Trim |
| 15 | BAC | Bank Of America CORP | +0.2% | -0.56% | Trim |
| 16 | ETN | Eaton Corporation plc | +0.1% | -0.55% | Trim |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +0.19% | Add |
| 18 | V | Visa Inc-class A Shares | +0.1% | -0.26% | Trim |
| 19 | XLI | Ss Industrial Select Sector | +0.1% | — | Unchanged |
| 20 | CAT | Caterpillar Inc | +0.1% | +35.61% | Add |
| 21 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -0.81% | Trim |
| 22 | ✓ | +0.1% | NEW | New buy | |
| 23 | ✓ | +0.1% | NEW | New buy | |
| 24 | IBM | Intl Business Machines CORP | +0.1% | -0.57% | Trim |
| 25 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | NEW | New buy |
| 26 | ITOT | Ishares Core S&p Total U.s. | +0.1% | -0.39% | Trim |
| 27 | NVCT | Nuvectis Pharma Inc | +0.1% | — | Unchanged |
| 28 | UNP | Union Pacific CORP | 0% | -0.51% | Trim |
| 29 | GOOG | Alphabet Inc-cl C | 0% | -5.28% | Trim |
| 30 | VIG | Vanguard Dividend Apprec ETF | 0% | -0.52% | Trim |
| 31 | IBB | Ishares Biotechnology ETF | 0% | -0.72% | Trim |
| 32 | TSLA | Tesla Inc | 0% | +1.20% | Add |
| 33 | DSI | Ishares Esg Msci Kld 400 ETF | 0% | +0.85% | Add |
| 34 | WDC | Western Digital CORP | 0% | NEW | New buy |
| 35 | SPEM | State Street Sp Ptf Em ETF | 0% | -0.70% | Trim |
| 36 | IXUS | Ishares Core Intl Stock ETF | 0% | -0.59% | Trim |
| 37 | PGR | Progressive CORP | 0% | -0.42% | Trim |
| 38 | ABBV | Abbvie Inc | 0% | +0.11% | Add |
| 39 | GLW | Corning Inc | 0% | +18.63% | Add |
| 40 | LRCX | Lam Research CORP | 0% | — | Unchanged |
| 41 | ADI | Analog Devices Inc | 0% | +2.09% | Add |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 0% | NEW | New buy |
| 43 | AXSM | Axsome Therapeutics Inc | 0% | — | Unchanged |
| 44 | MS | Morgan Stanley | 0% | NEW | New buy |
| 45 | PRGS | Progress Software CORP | 0% | NEW | New buy |
| 46 | TD | Toronto-dominion Bank | 0% | NEW | New buy |
| 47 | AMT | American Tower CORP | 0% | NEW | New buy |
| 48 | XLF | Ss Financial Select Sector | 0% | — | Unchanged |
| 49 | EMR | Emerson Electric Co | 0% | -0.47% | Trim |
| 50 | XLV | Ss Health Care Select Sector | 0% | — | 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 159 disclosed positions in Q2 2026.
During Q2 2026, Forbes J M & Co LLP's top holdings by market value included NVDA (6.5%)、GOOGL (5.8%)、AAPL (5.7%). The largest single position, NVDA, represented 6.5% 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.
Top New Position Initiated
市值: $2.8M
Top Position Liquidated / Trimmed
HON
前期市值: $1.7M
In Q2 2026, Forbes J M & Co LLP made 103 total portfolio adjustments, initiating 10 new buys, adding to 29 positions, trimming 63 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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