FORBES J M & CO LLP Q4 2023 Filing

Filed February 8, 2024

Portfolio Value

$860.6M

Holdings

127

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (127 positions)

#StockSharesValue% PortfolioType
101
XLFIFINANCIAL SELECT SECTOR SPDR
274,618$00.00%
102
AAPLAPPLE INC
242,958$00.00%
103
GLDSPDR GOLD MINISHARES TRUST ETF
28,711$00.00%
104
BMYBRISTOL MYERS SQUIBB CO
145,859$00.00%
105
IBBISHARES BIOTECHNOLOGY ETF
41,559$00.00%
106
COSTCOSTCO WHOLESALE CORP
2,320$00.00%
107
XLFIENERGY SELECT SECTOR SPDR
365,206$00.00%
108
VZVERIZON COMMUNICATIONS
196,872$00.00%
109
ITOTISHARES CORE S&P TOTAL U.S.
57,832$00.00%
110
EMREMERSON ELEC CO
12,098$00.00%
111
APTIV PLC
45,022$00.00%
112
HDHOME DEPOT INC
24,247$00.00%
113
ACNACCENTURE PLC CL A
3,680$00.00%
114
AVGOBROADCOM INC
15,436$00.00%
115
JNJJOHNSON & JOHNSON
113,627$00.00%
116
PROLOGIS INC REIT
58,408$00.00%
117
LINLINDE PLC
36,620$00.00%
118
IAU*ISHARES GOLD TRUST
1,382,884$00.00%
119
PGRPROGRESSIVE CORP
46,615$00.00%
120
XLFIREAL ESTATE SELECT SECT SPDR
76,511$00.00%
121
JP MORGAN CHASE & CO
113,607$00.00%
122
TSLATESLA INC
13,967$00.00%
123
INDUSTRIAL SELECT SECTOR SPDR
83,878$00.00%
124
HONHONEYWELL INTERNATIONAL INC
55,986$00.00%
125
PGPROCTER & GAMBLE CO
119,001$00.00%
126
MAMASTERCARD INC CL A
2,816$00.00%
127
XLFIUTILITIES SELECT SECTOR SPDR
43,604$00.00%
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