FORBES J M & CO LLP
Sector Allocation
- Technology35.5%$471.6M
- Other17.9%$237.4M
- Financials15.1%$201.0M
- Healthcare8.4%$111.3M
- Consumer Discretionary6.5%$86.0M
- Consumer Staples5.6%$73.9M
- Industrials4.8%$64.3M
- Materials2.9%$38.7M
- Utilities1.3%$16.9M
- Communication Services0.8%$10.8M
AUM History
13fpro.ai/research/fund/forbes-j-m-and-co-llp-1067532
Conviction and streaks
Concentrating · top 10 = 45.4%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
NVDA
$94.7MAAPL
$83.1MMSFT
$80.2MIAU
$71.2MGOOGL
$70.6MAMZN
$47.7M- SS$47.4M
AVGO
$41.8M- STE$34.3M
JPM
$33.2MJNJ
$31.3MBAC
$25.4MMRK
$25.0MV
$24.2MKO
$21.6M- VANGUARD$21.0M
WMT
$19.5MANET
$19.1MLIN
$18.6MPG
$17.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/forbes-j-m-and-co-llp-1067532
FORBES J M & CO LLP 13F holdings — Q3 2026
$1.3B portfolio (+4.5% QoQ) · 157 holdings · Q3 2026 13F · top 10 are 45% of the stock portfolio
$94.7M
7.1% of stocks
+0.6%This quarter+0.9%Since filed11+ qtrsHeld$83.1M
6.3% of stocks
+0.4%This quarter+0.1%Since filed11+ qtrsHeld$80.2M
6.0% of stocks
+0.4%This quarter+0.7%Since filed11+ qtrsHeld$71.2M
5.3% of stocks
-0.0%This quarter-3.7%Since filed11+ qtrsHeld$70.6M
5.3% of stocks
+0.1%This quarter-6.7%Since filed11+ qtrsHeld$47.7M
3.6% of stocks
+0.5%This quarter-0.4%Since filed11+ qtrsHeld- 7
SS ENERGY SELECT SECTOR - COM
$47.4M
3.6% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy— $41.8M
3.1% of stocks
+0.7%This quarter+0.1%Since filed11+ qtrsHeld- 9
STE ST TECH SELECT SECTOR SPDR ETF - COM
$34.3M
2.6% of stocks
No changeThis quarter—Since filed—HeldAIQuality—Est. buy— $33.2M
2.5% of stocks
+0.5%This quarter-1.7%Since filed11+ qtrsHeld
All holdings — FORBES J M & CO LLP (Q3 2026)
157 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | JOHNSON & JOHNSON | Healthcare | $31.3M | 2.4% | 118K | +0.5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | BANK OF AMERICA CORP /DE/ | Financials | $25.4M | 1.9% | 467K | +0.6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Merck & Co., Inc. | Healthcare | $25.0M | 1.9% | 172K | +0.5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | VISA INC. | Financials | $24.2M | 1.8% | 67K | +0.6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | COCA COLA CO | Consumer Staples | $21.6M | 1.6% | 251K | +0.5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | VANGUARD DIVIDEND APPREC ETF - COMetf/fund | — | $21.0M | 1.6% | 90K | +0.1% | — | — | 13F |
| 17 | Walmart Inc. | Consumer Staples | $19.5M | 1.5% | 187K | +0.7% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Arista Networks, Inc. | Technology | $19.1M | 1.4% | 94K | +0.6% | 10 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | LINDE PLC | Materials | $18.6M | 1.4% | 39K | +0.7% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | PROCTER & GAMBLE Co | Consumer Staples | $17.5M | 1.3% | 121K | +0.5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Eaton Corp plc | Industrials | $17.4M | 1.3% | 41K | +0.6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | ELI LILLY & Co | Healthcare | $17.2M | 1.3% | 15K | +26% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | NEXTERA ENERGY INC | Utilities | $16.7M | 1.3% | 220K | +0.6% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | TJX COMPANIES INC /DE/ | Consumer Discretionary | $16.6M | 1.3% | 126K | +0.5% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Palo Alto Networks Inc | Technology | $16.0M | 1.2% | 40K | +0.4% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | ISHARES CORE S&P MID-CAP ETF - COM | — | $15.7M | 1.2% | 219K | +0.6% | |||
| 27 | $UNP | UNION PACIFIC CORP | Industrials | $15.3M | 1.1% | 56K | +0.5% | |||
| 28 | $EMR | EMERSON ELECTRIC CO | Industrials | $15.1M | 1.1% | 98K | +0.6% | |||
| 29 | — | STATE STREET SPDR PORTFOLIO - COM | — | $15.1M | 1.1% | 292K | +0.7% | |||
| 30 | — | ST STRT FINNCIAL SLCT SCTOR SPDR ETF - COM | — | $14.4M | 1.1% | 269K | — | |||
| 31 | $ABT | ABBOTT LABORATORIES | Healthcare | $14.0M | 1.1% | 141K | +0.6% | |||
| 32 | — | STE ST INDUSTRIAL SLCT SCTR SPDR ETF - COM | — | $13.7M | 1.0% | 82K | — | |||
| 33 | $CSCO | CISCO SYSTEMS, INC. | Technology | $13.4M | 1.0% | 125K | +0.6% | |||
| 34 | $DNA | Ginkgo Bioworks Holdings, Inc. | Healthcare | $12.5M | 0.9% | 977K | -2% | |||
| 35 | $ICE | Intercontinental Exchange, Inc. | Financials | $12.5M | 0.9% | 82K | +0.6% | |||
| 36 | — | ISHARES CORE INTL STOCK ETF - COM | — | $11.9M | 0.9% | 125K | +0.6% | |||
| 37 | $PEP | PEPSICO INC | Consumer Staples | $11.7M | 0.9% | 92K | +0.6% | |||
| 38 | $APH | AMPHENOL CORP /DE/ | Technology | $10.7M | 0.8% | 127K | +101% | |||
| 39 | — | STE ST HLTH CR SLCT SECTOR SPDR ETF - COM | — | $10.3M | 0.8% | 61K | +13% | |||
| 40 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $10.3M | 0.8% | 50K | +0.5% | |||
| 41 | $ECL | ECOLAB INC. | Materials | $9.4M | 0.7% | 34K | +0.6% | |||
| 42 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $9.4M | 0.7% | 204K | +0.6% | |||
| 43 | — | ISHARES CORE S&P TOTAL U.S. - COM | — | $9.3M | 0.7% | 56K | -0.4% | |||
| 44 | — | STST CNSMRDSCRTNRY SLCTSCTR SPDR ETF - COM | — | $9.3M | 0.7% | 85K | — | |||
| 45 | $RIO | RIO TINTO PLC | Materials | $9.2M | 0.7% | 98K | +0.6% | |||
| 46 | — | ISHARES BIOTECHNOLOGY ETF - COM | — | $9.2M | 0.7% | 44K | +0.6% | |||
| 47 | $XYL | Xylem Inc. | Industrials | $8.8M | 0.7% | 87K | +0.7% | |||
| 48 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $8.7M | 0.7% | 39K | -0.0% | |||
| 49 | $META | Meta Platforms, Inc. | Technology | $8.1M | 0.6% | 11K | +0.2% | |||
| 50 | $PLD | Prologis, Inc. | Real Estate | $7.9M | 0.6% | 61K | +0.5% | |||
| 51 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $7.3M | 0.6% | 26K | +0.8% | |||
| 52 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $7.3M | 0.6% | 45K | -0.3% | |||
| 53 | — | STST CMMNCN SRVCS SLCT SCTR SPDR ETF - COM | — | $7.1M | 0.5% | 64K | — | |||
| 54 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $6.9M | 0.5% | 46K | +181% | |||
| 55 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $6.4M | 0.5% | 13K | +0.2% | |||
| 56 | $ORLY | O REILLY AUTOMOTIVE INC | Consumer Discretionary | $6.4M | 0.5% | 75K | +0.5% | |||
| 57 | $GOOG | Alphabet Inc. | Technology | $5.4M | 0.4% | 16K | -0.0% | |||
| 58 | $TSLA | Tesla, Inc. | Consumer Discretionary | $4.8M | 0.4% | 14K | +0.3% | |||
| 59 | — | ISHARES ESG MSCI KLD 400 ETF - COM | — | $4.4M | 0.3% | 30K | +1.0% | |||
| 60 | $ABBV | AbbVie Inc. | Healthcare | $3.8M | 0.3% | 14K | +0.2% | |||
| 61 | — | SS UTILITIES SELECT SECTOR - COM | — | $3.4M | 0.3% | 85K | — | |||
| 62 | $INTC | INTEL CORP | Technology | $3.2M | 0.2% | 27K | -0.2% | |||
| 63 | $STT | STATE STREET CORP | Financials | $3.1M | 0.2% | 75K | — | |||
| 64 | — | ISHARES CORE S&P 500 ETF - COM | — | $2.5M | 0.2% | 3,210 | — | |||
| 65 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $2.5M | 0.2% | 9,526 | -0.1% | |||
| 66 | $GLDM | World Gold Trust | Financials | $2.4M | 0.2% | 29K | — | |||
| 67 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.2M | 0.2% | 2,419 | +0.5% | |||
| 68 | $MA | Mastercard Inc | Financials | $2.1M | 0.2% | 3,740 | -0.4% | |||
| 69 | $GLD | SPDR GOLD TRUST | Financials | $2.1M | 0.1% | 5,409 | — | |||
| 70 | $MCD | MCDONALDS CORP | Consumer Discretionary | $1.7M | 0.1% | 7,553 | +0.1% | |||
| 71 | $CAT | CATERPILLAR INC | Industrials | $1.5M | 0.1% | 1,907 | +1% | |||
| 72 | $ADI | ANALOG DEVICES INC | Technology | $1.4M | 0.1% | 3,569 | — | |||
| 73 | $CVX | CHEVRON CORP | Energy | $1.4M | 0.1% | 6,763 | +0.3% | |||
| 74 | $RTX | RTX Corp | Industrials | $1.4M | 0.1% | 7,439 | +0.1% | |||
| 75 | $ADBE | ADOBE INC. | Technology | $1.3M | 0.1% | 5,275 | +0.5% | |||
| 76 | $NVCT | Nuvectis Pharma, Inc. | Healthcare | $1.2M | 0.1% | 59K | — | |||
| 77 | $CRM | Salesforce, Inc. | Technology | $1.1M | 0.1% | 4,958 | +1% | |||
| 78 | — | ST STRT MATRIALS SLCT SCTR SPDR ETF - COM | — | $1.1M | 0.1% | 23K | — | |||
| 79 | $RY | ROYAL BANK OF CANADA | Financials | $1.1M | 0.1% | 5,600 | — | |||
| 80 | $IBIT | iShares Bitcoin Trust ETF | Financials | $1.0M | 0.1% | 21K | — | |||
| 81 | $SCHW | SCHWAB CHARLES CORP | Financials | $913K | 0.1% | 9,341 | +0.6% | |||
| 82 | $BDX | BECTON DICKINSON & CO | Healthcare | $877K | 0.1% | 4,901 | -87% | |||
| 83 | — | AKRE FOCUS ETF - COM | — | $872K | 0.1% | 17K | — | |||
| 84 | $SPY | SPDR S&P 500 ETF TRUST | — | $868K | 0.1% | 1,138 | — | |||
| 85 | $APD | Air Products & Chemicals, Inc. | Materials | $854K | 0.1% | 3,070 | — | |||
| 86 | $DIS | Walt Disney Co | Communication Services | $836K | 0.1% | 7,972 | -0.2% | |||
| 87 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $809K | 0.1% | 3,833 | +0.5% | |||
| 88 | — | JPMORGAN ULTRA-SHORT INCOME ETF - COM | — | $805K | 0.1% | 16K | — | |||
| 89 | — | BBH SELECT LARGE CAP ETF - COM | — | $757K | 0.1% | 44K | — | |||
| 90 | $SYK | STRYKER CORP | Healthcare | $750K | 0.1% | 2,724 | — | |||
| 91 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $747K | 0.1% | 1 | — | |||
| 92 | $STT | STATE STREET CORP | Financials | $745K | 0.1% | 4,269 | — | |||
| 93 | $AXSM | Axsome Therapeutics, Inc. | Healthcare | $683K | 0.1% | 3,704 | — | |||
| 94 | $CHD | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $677K | 0.1% | 7,188 | — | |||
| 95 | $ACN | Accenture plc | Technology | $668K | 0.1% | 3,643 | — | |||
| 96 | $USB | US BANCORP DE | Financials | $665K | 0.1% | 12K | +1% | |||
| 97 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $663K | 0.1% | 2,985 | — | |||
| 98 | $CINF | CINCINNATI FINANCIAL CORP | Financials | $635K | 0.1% | 3,983 | — | |||
| 99 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $617K | 0.1% | 2,399 | — | |||
| 100 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $601K | 0.1% | 9,636 | +0.9% | |||
| 101 | $HONA | Honeywell Aerospace Inc. | Industrials | $590K | 0.0% | 3,805 | -0.2% | |||
| 102 | — | ISHARES RUSSELL 1000 GROWTH ETF - COM | — | $583K | 0.0% | 4,652 | — | |||
| 103 | $BX | Blackstone Inc. | Financials | $559K | 0.0% | 4,983 | -2% | |||
| 104 | $BNS | BANK OF NOVA SCOTIA | Financials | $545K | 0.0% | 6,000 | — | |||
| 105 | $ZTS | Zoetis Inc. | Healthcare | $543K | 0.0% | 7,770 | +0.9% | |||
| 106 | $MMM | 3M CO | Healthcare | $539K | 0.0% | 3,285 | -0.2% | |||
| 107 | — | NESTLE SA SPONS ADR - COM | — | $535K | 0.0% | 5,892 | +2% | |||
| 108 | $PFE | PFIZER INC | Healthcare | $500K | 0.0% | 18K | +1% | |||
| 109 | $GE | GENERAL ELECTRIC CO | Industrials | $499K | 0.0% | 1,597 | +1% | |||
| 110 | $LRCX | LAM RESEARCH CORP | Technology | $491K | 0.0% | 1,496 | — | |||
| 111 | $BA | BOEING CO | Industrials | $455K | 0.0% | 2,445 | +0.4% | |||
| 112 | $YUM | YUM BRANDS INC | Consumer Discretionary | $454K | 0.0% | 3,328 | — | |||
| 113 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $431K | 0.0% | 1,061 | -5% | |||
| 114 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - COM | — | $428K | 0.0% | 6,064 | — | |||
| 115 | $BIIB | BIOGEN INC. | Healthcare | $422K | 0.0% | 1,869 | — | |||
| 116 | $GLW | CORNING INC /NY | Materials | $412K | 0.0% | 2,679 | +1% | |||
| 117 | — | POWER CORP OF CANADA - COM | — | $407K | 0.0% | 6,409 | — | |||
| 118 | $CTVA | Corteva, Inc. | Consumer Staples | $399K | 0.0% | 5,132 | -0.5% | |||
| 119 | — | VNGRD MRNGSTR MD-CAP ETF-USD - COM | — | $396K | 0.0% | 5,052 | — | |||
| 120 | $DHR | DANAHER CORP /DE/ | Healthcare | $396K | 0.0% | 1,788 | +1% | |||
| 121 | $CCZ | COMCAST CORP | Communication Services | $393K | 0.0% | 18K | -0.5% | |||
| 122 | $TGT | TARGET CORP | Consumer Staples | $389K | 0.0% | 2,481 | +0.4% | |||
| 123 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $386K | 0.0% | 11K | +3% | |||
| 124 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $360K | 0.0% | 2,865 | — | |||
| 125 | $INTU | INTUIT INC. | Technology | $347K | 0.0% | 1,260 | — | |||
| 126 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $346K | 0.0% | 3,679 | -2% | |||
| 127 | $CNI | CANADIAN NATIONAL RAILWAY CO | Industrials | $339K | 0.0% | 2,853 | -8% | |||
| 128 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $325K | 0.0% | 439 | — | |||
| 129 | $ORCL | ORACLE CORP | Technology | $315K | 0.0% | 2,297 | +0.7% | |||
| 130 | — | VANGUARD FTSE EMERGING MARKETS ETF - COM | — | $313K | 0.0% | 5,277 | — | |||
| 131 | $Q | Qnity Electronics, Inc. | Technology | $312K | 0.0% | 2,480 | -0.5% | |||
| 132 | $CARR | CARRIER GLOBAL Corp | Industrials | $310K | 0.0% | 5,649 | +2% | |||
| 133 | $QCOM | QUALCOMM INC/DE | Technology | $309K | 0.0% | 1,680 | — | |||
| 134 | $PCAR | PACCAR INC | Industrials | $298K | 0.0% | 2,711 | +2% | |||
| 135 | $URI | UNITED RENTALS, INC. | Industrials | $290K | 0.0% | 290 | — | |||
| 136 | $EW | Edwards Lifesciences Corp | Healthcare | $286K | 0.0% | 3,316 | — | |||
| 137 | $PRGS | PROGRESS SOFTWARE CORP /MA | Technology | $285K | 0.0% | 7,120 | — | |||
| 138 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $280K | 0.0% | 613 | -0.2% | |||
| 139 | — | ISHARES RUSSELL 1000 VALUE ETF - COM | — | $260K | 0.0% | 1,050 | — | |||
| 140 | $GEV | GE Vernova Inc. | Industrials | $257K | 0.0% | 270 | +3% | |||
| 141 | $WY | WEYERHAEUSER CO | Real Estate | $254K | 0.0% | 13K | -3% | |||
| 142 | — | VANGUARD FTSE ALL-WORLD EX-US - COM | — | $251K | 0.0% | 3,025 | — | |||
| 143 | $NKE | NIKE, Inc. | Consumer Discretionary | $248K | 0.0% | 7,005 | -20% | |||
| 144 | $PAYX | PAYCHEX INC | Technology | $246K | 0.0% | 2,500 | — | |||
| 145 | — | ISHARES 7-10 YEAR TREASURY B - COM | — | $236K | 0.0% | 2,637 | -1% | |||
| 146 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $235K | 0.0% | 358 | — | |||
| 147 | $MS | MORGAN STANLEY | Financials | $235K | 0.0% | 1,249 | +5% | |||
| 148 | $WDC | WESTERN DIGITAL CORP | Technology | $227K | 0.0% | 500 | — | |||
| 149 | $NFLX | NETFLIX INC | Communication Services | $227K | 0.0% | 3,265 | +2% | |||
| 150 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $227K | 0.0% | 1,386 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 1 new, 75 added to, 25 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (1)
$WATWATERS CORP /DE/$211K
first bought this quarter
Added to (75)
$APHAMPHENOL CORP /DE/+101%
now $10.7M · held 3 qtrs
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP+181%now $6.9M · held 2 qtrs, 2 adds in a row
$LLYELI LILLY & Co+26%
now $17.2M · held 11+ qtrs
- STE ST HLTH CR SLCT SECTOR SPDR ETF - COM+13%
now $10.3M
now $94.7M · held 11+ qtrs
now $83.1M · held 11+ qtrs
+69 more in the Excel export
Trimmed (25)
$BDXBECTON DICKINSON & CO-87%
now $877K · held 11+ qtrs
$DNAGinkgo Bioworks Holdings, Inc.-2%
now $12.5M · held 9 qtrs, 6 trims in a row
$NKENIKE, Inc.-20%
now $248K · held 11+ qtrs
- ISHARES CORE S&P TOTAL U.S. - COM-0.4%
now $9.3M
$CNICANADIAN NATIONAL RAILWAY CO-8%
now $339K · held 11+ qtrs
now $71.2M · held 11+ qtrs
+19 more in the Excel export
Holdings by quarter
Every 13F FORBES J M & CO LLP has filed, 42 earlier quarters. Pick one to see what it held then.
Is it too late to follow FORBES J M & LLP?
Q3 2026 13F filed with the SEC on Oct 16, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of FORBES J M & LLP's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-1.0%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 5% over the last 4
Top 10 weight
45%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
FORBES J M & CO LLP disclosed 157 positions worth $1.3B in its Form 13F-HR for Q3 2026, led by $NVDA (NVIDIA CORP) at 7.1% of the equity portfolio, followed by $AAPL and $MSFT. During the quarter the fund opened 1 new position and exited 3 — including a new stake in $WAT and a full exit from $FISV. The portfolio is most concentrated in Technology (35.5% of disclosed assets). All figures are sourced directly from FORBES J M & CO LLP’s Form 13F-HR filing with the SEC under CIK 1067532.
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AI-Powered Hedge Fund Analysis: FORBES J M & CO LLP
13F Pro is an AI hedge fund tracker and stock research platform. For FORBES J M & CO LLP (SEC CIK: 1067532), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in FORBES J M & CO LLP's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.