StockDriftsStockDriftsTop 50 Forbes J M & CO LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.65% | 248.5K | $71.9M | -0.02%(-50) | $57.61(+430.12%) | 2026-06-30 | |
| IAU | ISHARES GOLD TRUST | 5.41% | 911.7K | $68.8M | -0.78%(-7.13K) | $33.67(+146.51%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.57% | 155.9K | $58.1M | -0.77%(-1.22K) | $75.59(+543.05%) | 2026-06-30 | |
| AMZN | AMAZON.COM INC | 3.57% | 190.4K | $45.4M | -0.40%(-763) | $88.78(+195.71%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 2.35% | 117.5K | $29.8M | -0.09%(-100) | $89.56(+190.82%) | 2026-06-30 | |
| BAC | BANK OF AMERICA CORP | 2.08% | 464.3K | $26.5M | -0.56%(-2.61K) | $28.61(+127.52%) | 2026-06-30 | |
| VIG | VANGUARD DIVIDEND APPREC ETF | 1.67% | 90.0K | $21.3M | -0.52%(-473) | $140.29(+74.68%) | 2026-06-30 | |
| WMT | WALMART INC | 1.66% | 185.9K | $21.1M | -0.15%(-276) | $49.32(+133.01%) | 2026-06-30 | |
| KO | COCA COLA CO | 1.6% | 249.9K | $20.3M | -0.33%(-831) | $33.47(+161.76%) | 2026-06-30 | |
| TJX | TJX COS INC | 1.49% | 124.9K | $18.9M | -0.55%(-690) | $67.02(+126.67%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.17% | +82.32% | +11.98% | +76.07% |
| Top 20 Holdings Unweighted | +21.16% | +77.84% | +11.54% | +72.63% |
Forbes J M & CO LLP reports $1.27B in US-listed equity holdings across 159 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (5.7%), IAU (5.4%) and MSFT (4.6%). The top 20 holdings account for 41.3% of reported assets. Its disclosed equity book has returned +82.32% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Forbes J M & CO LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1067532). View Forbes J M & CO LLP’s 13F filings on SEC