account_balance
Investment manager · 13F filer · SEC CIK 1067532
Forbes J M & Co LLP
Reported value$1.27Bas of Jun 30, 2026
Positions159 10 new, 1 sold out
Top 10 weight43.3%NVDA alone is 6%
FiledJul 2020 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corp
6.5%
GOOGLAlphabet Inc Cl A
5.8%Trimmed −10%
AAPLApple Inc
5.7%
IAUiShares Gold Trust
5.4%
MSFTMicrosoft Corp
4.6%
AMZNAmazon.com Inc
3.6%
AVGOBroadcom Inc
3.5%
XLESs Energy Select Sector
3.2%
XLKSte St Tech Select Sector SPDR ETF
2.6%
JPMJp Morgan Chase & Co
2.6%
JNJJohnson & Johnson
2.3%
BACBank of America Corp
2.1%
NVDANvidia Corp
6.5%
GOOGLAlphabet Inc Cl A
5.8%Trimmed −10%
AAPLApple Inc
5.7%
IAUiShares Gold Trust
5.4%
MSFTMicrosoft Corp
4.6%
AMZN3.6%AVGO3.5%XLE3.2%XLK2.6%JPM2.6%JNJ2.3%BAC2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Corp 6.5% HeldGOOGL Alphabet Inc Cl A 5.8% Trimmed −10%AAPL Apple Inc 5.7% HeldIAU iShares Gold Trust 5.4% HeldMSFT Microsoft Corp 4.6% HeldAMZN Amazon.com Inc 3.6% HeldAVGO Broadcom Inc 3.5% HeldXLE Ss Energy Select Sector 3.2% HeldXLK Ste St Tech Select Sector SPDR ETF 2.6% HeldJPM Jp Morgan Chase & Co 2.6% HeldJNJ Johnson & Johnson 2.3% HeldBAC Bank of America Corp 2.1% Held
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