FORBES J M & CO LLP

CIK: 0001067532SEC EDGAR →

Portfolio Value

$1.1M

Holdings

141

As of

Q4 2025

New Positions

141

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

ISHARES GOLD TRUST

1,183,161$96K
8.42%
2

MICROSOFT CORP

157,727$76K
6.67%
3

NVIDIA CORP

412,326$76K
6.67%
4

ALPHABET INC CL A

227,545$71K
6.23%
5

APPLE INC

246,287$66K
5.79%
6

AMAZON.COM INC

190,229$43K
3.77%
7

BROADCOM INC

118,669$41K
3.60%
8

SS ENERGY SELECT SECTOR

766,392$34K
2.98%
9

JP MORGAN CHASE & CO

98,566$31K
2.72%
10

STE ST TECH SELECT SECTOR SPDR ETF

174,798$25K
2.19%

Quarterly Changes

Top Buys

IAU*NEW
$96K
MSFTNEW
$76K
NVDANEW
$76K
ALPHABET INC CL ANEW
$71K
AAPLNEW
$66K

Top Sells

No sells this quarter

New Positions (141)

$96K · 1.2M shares
$76K · 158K shares
$76K · 412K shares
ALPHABET INC CL A
$71K · 228K shares
$66K · 246K shares
$43K · 190K shares
$41K · 119K shares
$34K · 766K shares
JP MORGAN CHASE & CO
$31K · 99K shares
$25K · 464K shares
$25K · 175K shares
$24K · 117K shares
$23K · 67K shares
$21K · 71K shares
$20K · 185K shares
$19K · 88K shares
$19K · 125K shares
$17K · 119K shares
$17K · 219K shares
$17K · 249K shares
$17K · 171K shares
$17K · 140K shares
$16K · 39K shares
$14K · 217K shares
$14K · 269K shares
INTERCONTINENTAL EXCHANGE INC
$13K · 81K shares
SPDR PORTFOLIO EMERGING MARKETS ETF
$13K · 287K shares
$13K · 92K shares
$12K · 56K shares
$12K · 96K shares
STE ST INDUSTRIAL SLCT SCTR SPDR ETF
$12K · 82K shares
$12K · 40K shares
$11K · 49K shares
$11K · 87K shares
$10K · 123K shares
$10K · 85K shares
$9K · 72K shares
$9K · 122K shares
$8K · 1.0M shares
$8K · 201K shares
$8K · 54K shares
$8K · 55K shares
$8K · 25K shares
$8K · 56K shares
$8K · 34K shares
PROLOGIS INC REIT
$7K · 61K shares
STST CMMNCN SRVCS SLCT SCTR SPDR ETF
$7K · 64K shares
$7K · 97K shares
$7K · 39K shares
$7K · 44K shares
$6K · 36K shares
$6K · 74K shares
$6K · 55K shares
$5K · 45K shares
ALPHABET INC CL C
$5K · 16K shares
$5K · 13K shares
$3K · 13K shares
$3K · 85K shares
$3K · 28K shares
$3K · 75K shares
$2K · 7K shares
$2K · 5K shares
$2K · 29K shares
$2K · 7K shares
$2K · 9K shares
$1K · 23K shares
$1K · 7K shares
AKRE FOCUS ETF
$1K · 20K shares
$1K · 8K shares
$1K · 7K shares
$1K · 3K shares
$1K · 10K shares
$1K · 6K shares
$0 · 4K shares
$0 · 3K shares
$0 · 18K shares
$0 · 4K shares
$0 · 1K shares
$0 · 1 shares
$0 · 2K shares
$0 · 12K shares
$0 · 3K shares
$0 · 2K shares
$0 · 1K shares
$0 · 3K shares
$0 · 2K shares
$0 · 17K shares
$0 · 3K shares
$0 · 627 shares
$0 · 2K shares
$0 · 3K shares
$0 · 4K shares
$0 · 1K shares
$0 · 834 shares
$0 · 2K shares
$0 · 2K shares
$0 · 6K shares
$0 · 11K shares
$0 · 2K shares
$0 · 3K shares
$0 · 9K shares
$0 · 3K shares
$0 · 3K shares
$0 · 6K shares
$0 · 27K shares
$0 · 3K shares
$0 · 9K shares
$0 · 15K shares
$0 · 2K shares
$0 · 2K shares
$0 · 6K shares
$0 · 290 shares
$0 · 2K shares
$0 · 4K shares
$0 · 6K shares
$0 · 2K shares
$0 · 4K shares
$0 · 2K shares
$0 · 10K shares
$0 · 6K shares
$0 · 59K shares
$0 · 4K shares
$0 · 7K shares
BBH SELECT LARGE CAP ETF
$0 · 59K shares
$0 · 12K shares
$0 · 4K shares
$0 · 5K shares
$0 · 11K shares
$0 · 7K shares
$0 · 5K shares
$0 · 3K shares
$0 · 2K shares
$0 · 1K shares
$0 · 2K shares
$0 · 439 shares
$0 · 3K shares
$0 · 3K shares
$0 · 3K shares
JPMORGAN ULTRA-SHORT INCOME ETF
$0 · 16K shares
$0 · 8K shares
$0 · 358 shares

Sector Breakdown

Sector# HoldingsValue%
Unknown24$356K31.2%
Technology23$320K28.1%
Financial Services25$118K10.4%
Consumer Cyclical10$83K7.3%
Healthcare17$82K7.2%
Consumer Defensive7$67K5.9%
Industrials17$51K4.5%
Basic Materials6$31K2.7%
Utilities2$17K1.5%
Communication Services5$9K0.8%
Energy4$6K0.5%
Real Estate1$00.0%