Notify me when FORBES J M & CO LLP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 141 | $1,235,044,098 | +$64,849,686 | -$20,309,616 | +$44,540,070 | IAU, NVDA, MSFT, GOOGL, AAPL | 13F-HR | 21 Jan 2026, 11:28 |
| Q3 2025 | 140 | $1,203,321,514 | +$17,864,571 | -$2,850,029 | +$15,014,542 | IAU, MSFT, NVDA, AAPL, GOOGL | 13F-HR | 28 Oct 2025, 11:00 |
| Q2 2025 | 141 | $1,093,277,952 | +$22,908,766 | -$51,637,679 | -$28,728,913 | MSFT, IAU, NVDA, AAPL, AMZN | 13F-HR | 18 Jul 2025, 11:59 |
| Q1 2025 | 139 | $1,032,505,731 | +$33,026,626 | -$11,208,845 | +$21,817,781 | IAU, MSFT, AAPL, NVDA, AMZN | 13F-HR | 06 May 2025, 12:16 |
| Q4 2024 | 141 | $1,038,979,596 | +$27,220,368 | -$21,676,388 | +$5,543,980 | IAU, MSFT, AAPL, NVDA, GOOGL | 13F-HR | 28 Jan 2025, 13:48 |
| Q3 2024 | 138 | $1,023,935,313 | +$21,262,430 | -$6,833,145 | +$14,429,285 | IAU, MSFT, NVDA, AAPL, GOOGL | 13F-HR | 24 Oct 2024, 14:35 |
| Q2 2024 | 133 | $975,932,113 | +$78,180,914 | -$9,985,287 | +$68,195,627 | MSFT, IAU, NVDA, AAPL, GOOGL | 13F-HR | 30 Jul 2024, 15:11 |
| Q1 2024 | 131 | $922,573,196 | +$24,647,182 | -$25,434,812 | -$787,630 | MSFT, IAU, NVDA, AAPL, XLE | 13F-HR | 11 Apr 2024, 13:37 |
| Q4 2023 | 127 | $860,614,608 | +$11,770,634 | -$1,661,949 | +$10,108,685 | MSFT, IAU, AAPL, GOOGL, XLE | 13F-HR | 08 Feb 2024, 08:45 |
| Q3 2023 | 125 | $769,381,610 | +$12,839,241 | -$18,626,369 | -$5,787,128 | MSFT, IAU, AAPL, XLE, GOOGL | 13F-HR | 02 Nov 2023, 16:33 |
| Q2 2023 | 125 | $803,660,000 | +$98,740,532 | -$82,314,200 | +$16,426,332 | MSFT, IAU, AAPL, XLE, NVDA | 13F-HR | 03 Aug 2023, 14:30 |
| Q1 2023 | 108 | $731,234,000 | +$39,035,347 | -$31,490,059 | +$7,545,288 | IAU, MSFT, AAPL, VIG, MRK | 13F-HR | 15 May 2023, 14:10 |
| Q4 2022 | 107 | $692,928,000 | +$51,744,244 | -$56,509,509 | -$4,765,265 | IAU, MSFT, VIG, AAPL, MRK | 13F-HR | 14 Feb 2023, 17:20 |
| Q3 2022 | 109 | $639,254,000 | +$36,863,927 | -$13,508,608 | +$23,355,319 | IAU, MSFT, AAPL, AMZN, GOOGL | 13F-HR | 14 Nov 2022, 11:31 |
| Q2 2022 | 114 | $679,461,000 | +$60,583,216 | -$49,396,661 | +$11,186,555 | IAU, MSFT, AAPL, GOOGL, AMZN | 13F-HR | 22 Jul 2022, 14:19 |
| Q1 2022 | 117 | $790,812,000 | +$24,321,490 | -$52,414,427 | -$28,092,937 | IAU, MSFT, AAPL, AMZN, GOOGL | 13F-HR | 09 May 2022, 12:57 |
| Q4 2021 | 117 | $870,637,000 | +$26,330,914 | -$21,815,782 | +$4,515,132 | MSFT, AAPL, IAU, GOOGL, AMZN | 13F-HR | 11 Feb 2022, 15:08 |
| Q3 2021 | 114 | $792,262,000 | +$25,489,759 | -$14,146,437 | +$11,343,322 | MSFT, IAU, AAPL, AMZN, GOOGL | 13F-HR | 05 Nov 2021, 11:50 |
| Q2 2021 | 121 | $792,730,000 | +$88,021,184 | -$64,074,523 | +$23,946,661 | MSFT, IAU, AAPL, AMZN, ADBE | 13F-HR | 03 Aug 2021, 16:30 |
| Q1 2021 | 107 | $717,496,000 | +$32,672,660 | -$3,294,922 | +$29,377,738 | IAU, MSFT, AAPL, AMZN, ADBE | 13F-HR | 14 May 2021, 12:51 |
| Q4 2020 | 107 | $680,078,000 | +$41,919,559 | -$11,897,151 | +$30,022,408 | IAU, MSFT, AAPL, AMZN, ADBE | 13F-HR | 11 Feb 2021, 15:17 |
| Q3 2020 | 102 | $622,115,000 | +$49,951,447 | -$18,240,943 | +$31,710,504 | IAU, MSFT, ADBE, AMZN, AAPL | 13F-HR | 13 Nov 2020, 11:15 |
| Q2 2020 | 97 | $560,619,000 | +$42,197,840 | -$10,849,491 | +$31,348,349 | IAU, MSFT, ADBE, AMZN, AAPL | 13F-HR | 07 Aug 2020, 18:03 |
| Q1 2020 | 90 | $447,954,000 | +$54,476,872 | -$128,214,324 | -$73,737,452 | MSFT, NEE, ADBE, ZTS, IAU | 13F-HR | 15 May 2020, 16:43 |
| Q4 2019 | 106 | $611,186,000 | +$58,809,017 | -$6,356,787 | +$52,452,230 | MSFT, ZTS, ADBE, DIS, NEE | 13F-HR | 07 Feb 2020, 15:20 |
| Q3 2019 | 102 | $519,868,000 | +$17,256,708 | -$14,487,601 | +$2,769,107 | NEE, MSFT, ZTS, DIS, V | 13F-HR | 07 Nov 2019, 12:18 |
| Q2 2019 | 103 | $518,064,000 | +$56,048,164 | -$25,146,330 | +$30,901,834 | MSFT, NEE, DIS, ZTS, ADBE | 13F-HR | 02 Aug 2019, 14:42 |
| Q1 2019 | 101 | $466,806,000 | +$14,601,194 | -$23,624,513 | -$9,023,319 | PG, MSFT, NEE, PFE, ADBE | 13F-HR | 07 May 2019, 11:54 |
| Q4 2018 | 101 | $423,257,000 | +$28,164,557 | -$35,295,436 | -$7,130,879 | PG, MSFT, NEE, ADBE, CRM | 13F-HR | 25 Jan 2019, 15:17 |
| Q3 2018 | 105 | $461,711,000 | +$24,463,824 | -$27,369,769 | -$2,905,945 | PG, ADBE, CRM, V, ZTS | 13F-HR | 02 Nov 2018, 10:33 |
| Q2 2018 | 105 | $446,726,000 | +$13,006,751 | -$12,973,623 | +$33,128 | PG, MSFT, ADBE, CRM, NEE | 13F-HR | 10 Aug 2018, 11:31 |
| Q1 2018 | 107 | $425,185,000 | +$29,064,471 | -$30,401,994 | -$1,337,523 | PG, MSFT, ADBE, NEE, ZTS | 13F-HR | 18 Apr 2018, 16:06 |
| Q4 2017 | 110 | $433,049,000 | +$39,776,517 | -$29,030,222 | +$10,746,295 | PG, MSFT, JNJ, NEE, USB | 13F-HR | 09 Feb 2018, 11:44 |
| Q3 2017 | 104 | $400,951,000 | +$16,641,007 | -$24,162,094 | -$7,521,087 | PG, MSFT, V, ADBE, JNJ | 13F-HR | 13 Nov 2017, 10:37 |
| Q2 2017 | 107 | $392,797,000 | +$2,133,886 | -$5,217,549 | -$3,083,663 | PG, ADBE, MSFT, PEP, ZTS | 13F-HR | 10 Aug 2017, 15:33 |
| Q1 2017 | 108 | $383,174,000 | +$13,949,010 | -$15,699,758 | -$1,750,748 | PG, ADBE, MSFT, PEP, JNJ | 13F-HR | 12 May 2017, 16:36 |
| Q4 2016 | 107 | $363,281,000 | +$5,190,318 | -$6,815,339 | -$1,625,021 | PG, XOM, MSFT, PEP, USB | 13F-HR | 15 Feb 2017, 11:44 |
| Q3 2016 | 104 | $366,047,000 | +$19,522,636 | -$20,817,122 | -$1,294,486 | PG, XOM, PEP, MSFT, JNJ | 13F-HR | 14 Nov 2016, 12:54 |
| Q2 2016 | 102 | $361,396,000 | +$36,249,452 | -$31,240,834 | +$5,008,618 | PG, XOM, PEP, PFE, JNJ | 13F-HR | 05 Aug 2016, 14:50 |
| Q1 2016 | 97 | $350,244,000 | +$14,380,632 | -$39,562,400 | -$25,181,768 | PG, XOM, GE, PEP, MSFT | 13F-HR | 13 May 2016, 11:13 |
| Q4 2015 | 99 | $373,880,000 | +$30,387,206 | -$29,706,523 | +$680,683 | PG, MSFT, ADBE, GE, XOM | 13F-HR | 12 Feb 2016, 13:40 |
| Q3 2015 | 102 | $351,482,000 | +$7,007,734 | -$6,106,065 | +$901,669 | PG, MSFT, XOM, DIS, ADBE | 13F-HR | 12 Nov 2015, 15:56 |
| Q2 2015 | 105 | $371,440,000 | +$17,978,078 | -$23,889,681 | -$5,911,603 | PG, XOM, DIS, MSFT, IJR | 13F-HR | 24 Jul 2015, 13:47 |
| Q1 2015 | 95 | $377,237,000 | +$6,747,482 | -$13,693,420 | -$6,945,938 | PG, XOM, DIS, MRK, MSFT | 13F-HR | 15 May 2015, 13:24 |
| Q4 2014 | 93 | $381,605,000 | +$31,647,182 | -$58,148,416 | -$26,501,234 | PG, XOM, JNJ, DIS, AAPL | 13F-HR | 11 Feb 2015, 10:33 |
| Q3 2014 | 90 | $395,636,000 | +$11,315,297 | -$9,939,842 | +$1,375,455 | PG, XOM, DIS, JNJ, MSFT | 13F-HR | 12 Nov 2014, 15:34 |
| Q2 2014 | 93 | $401,961,000 | +$25,693,578 | -$3,780,754 | +$21,912,824 | XOM, PG, JNJ, DIS, ADBE | 13F-HR | 04 Aug 2014, 16:27 |
| Q1 2014 | 87 | $384,679,000 | +$23,433,154 | -$38,791,293 | -$15,358,139 | XOM, PG, JNJ, DIS, ADBE | 13F-HR | 09 May 2014, 14:48 |
| Q4 2013 | 89 | $395,354,000 | $0 | $0 | $0 | PG, XOM, JNJ, DIS, GE | 13F-HR | 13 Feb 2014, 12:04 |