§ 13F · FUND PROFILE
FORBES J M & CO LLP.
AUM · $1.3B (13F)Positions · 161Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 412K | $82M | 6.5% | −1% |
| 2 | GOOGL | ALPHABET INC CL A | 205K | $73M | 5.8% | −10% |
| 3 | AAPL | APPLE INC | 248K | $72M | 5.7% | ±0% |
| 4 | IAU | ISHARES GOLD TRUST | 912K | $69M | 5.4% | −1% |
| 5 | MSFT | MICROSOFT CORP | 156K | $58M | 4.6% | −1% |
| 6 | AMZN | AMAZON.COM INC | 190K | $45M | 3.6% | ±0% |
| 7 | AVGO | BROADCOM INC | 118K | $45M | 3.5% | −1% |
| 8 | — | SS ENERGY SELECT SECTOR | 766K | $41M | 3.2% | ±0% |
| 9 | CRM | STE ST TECH SELECT SECTOR SPDR ETF | 175K | $33M | 2.6% | ±0% |
| 10 | JPM | JP MORGAN CHASE & CO | 100K | $33M | 2.6% | ±0% |
§ 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 $1.3 billion in assets. The fund runs a portfolio of 161 positions.
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