StockDriftsStockDriftsTop 50 Forbes J M & CO LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.25% | 249.5K | $83.1M | +0.40%(+991) | $58.61(+485.09%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 6.03% | 156.4K | $80.2M | +0.36%(+564) | $76.91(+593.67%) | 2026-09-30 | |
| IAU | ISHARES GOLD TRUST | 5.35% | 911.3K | $71.2M | -0.04%(-358) | $33.67(+131.24%) | 2026-09-30 | |
| AMZN | AMAZON.COM INC | 3.59% | 191.4K | $47.7M | +0.53%(+1.00K) | $89.59(+192.94%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 2.35% | 118.1K | $31.3M | +0.47%(+556) | $90.36(+180.86%) | 2026-09-30 | |
| BAC | BANK OF AMERICA CORP | 1.91% | 467.3K | $25.4M | +0.63%(+2.92K) | $28.71(+75.49%) | 2026-09-30 | |
| KO | COCA COLA CO | 1.63% | 251.2K | $21.6M | +0.53%(+1.32K) | $33.63(+177.75%) | 2026-09-30 | |
| VIG | VANGUARD DIVIDEND APPREC ETF | 1.58% | 90.0K | $21.0M | +0.11%(+96) | $140.45(+71.62%) | 2026-09-30 | |
| WMT | WALMART INC | 1.46% | 187.3K | $19.5M | +0.73%(+1.36K) | $46.97(+152.70%) | 2026-09-30 | |
| ANET | ARISTA NETWORKS INC | 1.43% | 93.6K | $19.1M | +0.56%(+521) | $96.04(+90.50%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.27% | +96.60% | +13.13% | +85.28% |
| Top 20 Holdings Unweighted | +23.53% | +88.49% | +12.11% | +77.10% |
Forbes J M & CO LLP reports $1.33B in US-listed equity holdings across 157 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.3%), MSFT (6.0%) and IAU (5.3%). The top 20 holdings account for 42.85% of reported assets. Its disclosed equity book has returned +96.60% on a three-year cumulative basis. Figures reflect the Q3 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