Universe · entity
FORBES J M & CO LLP
Institutional manager (13F) · CIK 1067532
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.1B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES GOLD TRUST | $81M | 918,801 |
| 2 | NVIDIA CORP | $72M | 414,919 |
| 3 | ALPHABET INC CL A | $66M | 228,733 |
| 4 | APPLE INC | $63M | 248,512 |
| 5 | MICROSOFT CORP | $58M | 157,067 |
| 6 | SS ENERGY SELECT SECTOR | $47M | 769,522 |
| 7 | AMAZON.COM INC | $40M | 191,131 |
| 8 | BROADCOM INC | $37M | 118,803 |
| 9 | JP MORGAN CHASE & CO | $29M | 99,612 |
| 10 | JOHNSON & JOHNSON | $29M | 117,624 |
| 11 | STE ST TECH SELECT SECTOR SPDR ETF | $23M | 174,978 |
| 12 | WALMART INC | $23M | 186,185 |
| 13 | BANK OF AMERICA CORP | $23M | 466,961 |
| 14 | MERCK & CO INC | $21M | 171,751 |
| 15 | NEXTERA ENERGY INC | $20M | 219,492 |
| 16 | VISA INC CL A | $20M | 67,169 |
| 17 | TJX COS INC | $20M | 125,603 |
| 18 | VANGUARD DIVIDEND APPREC ETF | $19M | 90,424 |
| 19 | LINDE PLC | $19M | 39,025 |
| 20 | COCA COLA CO | $19M | 250,717 |
| 21 | PROCTER & GAMBLE CO | $17M | 120,440 |
| 22 | ISHARES CORE S&P MID-CAP ETF | $15M | 219,143 |
| 23 | EATON CORP PLC | $15M | 40,570 |
| 24 | ABBOTT LABS | $14M | 141,209 |
| 25 | PEPSICO INC | $14M | 91,913 |
| 26 | STATE STREET SPDR PORTFOLIO | $14M | 291,873 |
| 27 | UNION PAC CORP | $14M | 56,110 |
| 28 | STE ST INDUSTRIAL SLCT SCTR SPDR ETF | $13M | 82,117 |
| 29 | ST STRT FINNCIAL SLCT SCTOR SPDR ETF | $13M | 268,854 |
| 30 | INTERCONTINENTAL EXCHANGE INC | $13M | 82,014 |
| 31 | EMERSON ELEC CO | $13M | 97,470 |
| 32 | ISHARES CORE INTL STOCK ETF | $11M | 125,474 |
| 33 | LILLY ELI & CO | $11M | 11,812 |
| 34 | XYLEM INC | $10M | 87,217 |
| 35 | VERIZON COMMUNICATIONS | $10M | 203,801 |
| 36 | PROGRESSIVE CORP | $10M | 49,720 |
| 37 | CISCO SYSTEMS INC | $10M | 123,841 |
| 38 | INTL. BUSINESS MACHINES CORP | $10M | 39,603 |
| 39 | STST CNSMRDSCRTNRY SLCTSCTR SPDR ETF | $9M | 85,054 |
| 40 | RIO TINTO PLC SPONS ADR | $9M | 98,121 |
| 41 | ECOLAB INC | $9M | 34,212 |
| 42 | ARISTA NETWORKS INC | $9M | 72,789 |
| 43 | HOME DEPOT INC | $8M | 25,567 |
| 44 | PROLOGIS INC REIT | $8M | 61,109 |
| 45 | ISHARES CORE S&P TOTAL U.S. | $8M | 56,510 |
| 46 | STE ST HLTH CR SLCT SECTOR SPDR ETF | $8M | 54,169 |
| 47 | AMPHENOL CORP CL A | $8M | 62,778 |
| 48 | EXXON MOBIL CORP | $8M | 44,789 |
| 49 | ISHARES BIOTECHNOLOGY ETF | $7M | 43,687 |
| 50 | STST CMMNCN SRVCS SLCT SCTR SPDR ETF | $7M | 63,576 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.