FORBES J M & CO LLP - Portfolio overview

FORBES J M & CO LLP has 85 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. IAU - ISHARES GOLD TRUST, 13.41%
2. AAPL - APPLE INC, 10.44%
3. MSFT - MICROSOFT CORP, 9.62%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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