SEC Form 13F

FORBES J M & CO LLP 13F Holdings

Inspect FORBES J M & CO LLP's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-07-21T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-07-21
Reported value
$1,272,118,857
Positions
159

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Step 1 of 3

Disclosed positions

FORBES J M & CO LLP: source evidence dated 2026-07-21T03:59:59.999Z.

Issuer
NVIDIA CORP
Ticker
NVDA
Class
COM
Reported value
$82,499,308
Reported amount
412,311
Unit
SH
Option
None
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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001140361-26-028924
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Step 3 of 3

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Disclosed positions

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NVIDIA CORPNVDACOM$82,499,308412,311SHNone
ALPHABET INC CL AGOOGLCOM$73,229,401204,912SHNone
APPLE INCAAPLCOM$71,894,964248,462SHNone
ISHARES GOLD TRUSTIAUCOM$68,840,353911,672SHNone
MICROSOFT CORPMSFTCOM$58,135,913155,852SHNone
AMAZON.COM INCAMZNCOM$45,372,309190,368SHNone
BROADCOM INCAVGOCOM$44,638,340118,169SHNone
SS ENERGY SELECT SECTORXLECOM$40,676,790765,897SHNone
STE ST TECH SELECT SECTOR SPDR ETFXLKCOM$33,336,809174,978SHNone
JP MORGAN CHASE & COJPMCOM$32,667,53499,800SHNone
JOHNSON & JOHNSONJNJCOM$29,847,570117,524SHNone
BANK OF AMERICA CORPBACCOM$26,458,606464,349SHNone
VISA INC CL AVCOM$22,984,62866,993SHNone
MERCK & CO INCMRKCOM$21,997,401171,186SHNone
VANGUARD DIVIDEND APPREC ETFVIGCOM$21,284,20689,951SHNone
WALMART INCWMTCOM$21,056,053185,909SHNone
COCA COLA COKOCOM$20,308,235249,886SHNone
LINDE PLCLINCOM$20,165,48938,859SHNone
NEXTERA ENERGY INCNEECOM$19,207,323218,837SHNone
TJX COS INCTJXCOM$18,924,319124,913SHNone
PROCTER & GAMBLE COPGCOM$17,597,680120,006SHNone
EATON CORP PLCETNCOM$17,192,66440,347SHNone
ISHARES CORE S&P MID-CAP ETFIJHCOM$16,760,784217,362SHNone
ARISTA NETWORKS INCANETCOM$15,813,62093,087SHNone
STE ST INDUSTRIAL SLCT SCTR SPDR ETFXLICOM$15,210,53282,117SHNone
UNION PAC CORPUNPCOM$15,184,67255,826SHNone
STATE STREET SPDR PORTFOLIOSPEMCOM$15,007,087289,824SHNone
CISCO SYSTEMS INCCSCOCOM$14,589,707124,210SHNone
ST STRT FINNCIAL SLCT SCTOR SPDR ETFXLFCOM$14,413,263268,854SHNone
LILLY ELI & COLLYCOM$14,147,27711,795SHNone
EMERSON ELEC COEMRCOM$13,887,12597,011SHNone
PALO ALTO NETWORKS INCPANWCOM$13,638,07239,992SHNone
ABBOTT LABSABTCOM$12,751,511140,528SHNone
PEPSICO INCPEPCOM$12,408,46291,643SHNone
ISHARES CORE INTL STOCK ETFIXUSCOM$11,904,231124,730SHNone
AMPHENOL CORP CL AAPHCOM$11,111,15763,017SHNone
INTL. BUSINESS MACHINES CORPIBMCOM$11,072,92539,376SHNone
PROGRESSIVE CORPPGRCOM$10,816,11549,513SHNone
XYLEM INCXYLCOM$10,232,73086,564SHNone
INTERCONTINENTAL EXCHANGE INCICECOM$10,027,30981,450SHNone
STST CNSMRDSCRTNRY SLCTSCTR SPDR ETFXLYCOM$9,975,13385,054SHNone
GINKGO BIOWORKS HOLDINGS INC CL ADNACOM$9,909,118999,911SHNone
ECOLAB INCECLCOM$9,495,02934,080SHNone
RIO TINTO PLC SPONS ADRRIOCOM$9,252,63797,468SHNone
ISHARES CORE S&P TOTAL U.S.ITOTCOM$9,246,59456,289SHNone
HOME DEPOT INCHDCOM$9,036,01425,621SHNone
STE ST HLTH CR SLCT SECTOR SPDR ETFXLVCOM$8,594,45454,169SHNone
VERIZON COMMUNICATIONSVZCOM$8,592,818202,948SHNone
ISHARES BIOTECHNOLOGY ETFIBBCOM$8,248,73043,371SHNone
PROLOGIS INC REITPLDCOM$8,243,34960,850SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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