FORBES J M & CO LLP Q3 2024 Filing

Filed October 24, 2024

Portfolio Value

$1.0B

Holdings

138

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (138 positions)

#StockSharesValue% PortfolioType
101
XLFICONSUMER DISCRETIONARY SELECT
43,177$00.00%
102
ETNEATON CORP PLC
38,293$00.00%
103
CRMSALESFORCE INC
36,628$00.00%
104
ANETEURARISTA NETWORKS INC
17,012$00.00%
105
UNPUNION PAC CORP
53,935$00.00%
106
VIGVANGUARD DIVIDEND APPREC ETF
82,589$00.00%
107
SPDR PORTFOLIO EMERGING MARKETS ETF
263,425$00.00%
108
WMTWALMART INC
230,389$00.00%
109
NOWSERVICENOW INC
5,403$00.00%
110
INTUINTUIT INC
1,848$00.00%
111
METAMETA PLATFORMS INC CL A
11,231$00.00%
112
ALPHABET INC CL C
15,712$00.00%
113
XOMEXXON MOBIL CORP
44,222$00.00%
114
MSFTMICROSOFT CORP
154,531$00.00%
115
ABTABBOTT LABS
135,188$00.00%
116
MCDMCDONALDS CORP
7,899$00.00%
117
XYLXYLEM INC
80,951$00.00%
118
MRKMERCK & CO INC
162,736$00.00%
119
BACBANK OF AMERICA CORP
436,237$00.00%
120
ALPHABET INC CL A
219,815$00.00%
121
NSRGYNESTLE SA SPONS ADR
64,419$00.00%
122
AMZNAMAZON.COM INC
179,412$00.00%
123
VVISA INC CL A
64,054$00.00%
124
XLFITECHNOLOGY SELECT SECT SPDR
88,753$00.00%
125
KOCOCA COLA CO
235,908$00.00%
126
UNHUNITEDHEALTH GROUP INC
18,551$00.00%
127
COMM SERV SELECT SECTOR SPDR
64,548$00.00%
128
PANWPALO ALTO NETWORKS INC
17,710$00.00%
129
XLFIFINANCIAL SELECT SECTOR SPDR
272,965$00.00%
130
AAPLAPPLE INC
244,614$00.00%
131
GLDSPDR GOLD MINISHARES TRUST ETF
28,711$00.00%
132
DNAGINKGO BIOWORKS HOLDINGS INC CL A
125,000$00.00%
133
IJHISHARES CORE S&P MID-CAP ETF
199,575$00.00%
134
TJXTJX COS INC
120,457$00.00%
135
IBBISHARES BIOTECHNOLOGY ETF
40,910$00.00%
136
PROLOGIS INC REIT
57,867$00.00%
137
COSTCOSTCO WHOLESALE CORP
2,383$00.00%
138
XLFIENERGY SELECT SECTOR SPDR
361,846$00.00%
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