§ 13F · FUND PROFILE
FORBES J M & CO LLP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1093.3T (13F)Positions · 144Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TRUST | 1.18M | $96.0T | 7.8% | ±0% |
| 2 | NVDA | NVIDIA CORP | 412K | $76.9T | 6.2% | +1% |
| 3 | MSFT | MICROSOFT CORP | 158K | $76.3T | 6.2% | ±0% |
| 4 | GOOGL | ALPHABET INC CL A | 228K | $71.2T | 5.8% | ±0% |
| 5 | AAPL | APPLE INC | 246K | $67.0T | 5.4% | ±0% |
| 6 | AMZN | AMAZON.COM INC | 190K | $43.9T | 3.6% | +1% |
| 7 | AVGO | BROADCOM INC | 119K | $41.1T | 3.3% | +1% |
| 8 | — | SS ENERGY SELECT SECTOR | 766K | $34.3T | 2.8% | +102% |
| 9 | JPM | JP MORGAN CHASE & CO | 99K | $31.8T | 2.6% | +1% |
| 10 | BAC | BANK OF AMERICA CORP | 464K | $25.5T | 2.1% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FORBES SIGNAL
AC read
FORBES J M & CO LLP is a Other fund managing $1093278.0 trillion in assets. The fund runs a portfolio of 144 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed