§ 13F · FUND PROFILE
FORBES J M & CO LLP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.2B (13F)Positions · 143Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TRUST | 919K | $81M | 6.9% | −22% |
| 2 | NVDA | NVIDIA CORP | 415K | $72M | 6.1% | +1% |
| 3 | GOOGL | ALPHABET INC CL A | 229K | $66M | 5.6% | +1% |
| 4 | AAPL | APPLE INC | 249K | $63M | 5.3% | +1% |
| 5 | MSFT | MICROSOFT CORP | 157K | $58M | 4.9% | ±0% |
| 6 | — | SS ENERGY SELECT SECTOR | 770K | $47M | 4.0% | ±0% |
| 7 | AMZN | AMAZON.COM INC | 191K | $40M | 3.4% | ±0% |
| 8 | AVGO | BROADCOM INC | 119K | $37M | 3.1% | ±0% |
| 9 | JPM | JP MORGAN CHASE & CO | 100K | $29M | 2.5% | +1% |
| 10 | JNJ | JOHNSON & JOHNSON | 118K | $29M | 2.4% | +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 $1.2 billion in assets. The fund runs a portfolio of 143 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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