J.M. Arbour, LLC - Portfolio overview

J.M. Arbour, LLC has 119 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 7.14%
2. AFIF - TWO RDS SHARED TR, 4.87%
3. GOVT - ISHARES TR, 3.12%

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

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