FORBES J M & CO LLP Q4 2024 Filing

Filed January 28, 2025

Portfolio Value

$1.0B

Holdings

141

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (141 positions)

#StockSharesValue% PortfolioType
101
ORCLORACLE CORPORATION
3,102$516K0.05%
102
PRGSPROGRESS SOFTWARE CORP
7,120$463K0.04%
103
WYWEYERHAEUSER CO REIT
16,101$453K0.04%
104
LMTLOCKHEED MARTIN CORP
910$442K0.04%
105
YUMYUM BRANDS INC
3,235$434K0.04%
106
BABOEING CO
2,436$431K0.04%
107
CNRCANADIAN NATIONAL RAILWAY CO
4,210$427K0.04%
108
STTSTATE STREET CORP
4,269$419K0.04%
109
EWEDWARDS LIFESCIENCES CORP
5,610$415K0.04%
110
CARRCARRIER GLOBAL CORP
6,083$415K0.04%
111
PAYXPAYCHEX INC
2,884$404K0.04%
112
MMM3M CO
3,067$395K0.04%
113
UNMUNUM GROUP
5,320$388K0.04%
114
DDDUPONT DE NEMOURS INC
4,991$380K0.04%
115
SBUXSTARBUCKS CORP
4,058$370K0.04%
116
REGNREGENERON PHARMACEUTICALS INC
519$369K0.04%
117
NFLXNETFLIX INC
413$368K0.04%
118
GPCGENUINE PARTS CO
2,865$334K0.03%
119
TGTTARGET CORP
2,472$334K0.03%
120
AXSMAXSOME THERAPEUTICS INC
3,840$324K0.03%
121
BNSBANK OF NOVA SCOTIA HALIFAX
6,000$322K0.03%
122
ROPROPER TECHNOLOGIES INC
617$320K0.03%
123
NVCTNUVECTIS PHARMA INC
59,000$319K0.03%
124
SCHWCHARLES SCHWAB CORP
4,200$310K0.03%
125
CINFCINCINNATI FINANCIAL CORP
2,156$309K0.03%
126
PCARPACCAR INC
2,821$293K0.03%
127
CTVACORTEVA INC
5,110$291K0.03%
128
BIIBBIOGEN INC
1,869$285K0.03%
129
SPGIS&P GLOBAL INC
569$283K0.03%
130
GEGE AEROSPACE
1,631$272K0.03%
131
CHKPCHECK POINT SOFTWARE TECH LTD
1,420$265K0.03%
132
OTISOTIS WORLDWIDE CORP
2,804$259K0.02%
133
IEFISHARES 7-10 YEAR TREASURY B
2,792$258K0.02%
134
QCOMQUALCOMM INC
1,680$258K0.02%
135
JPM ULTRA-SHORT MUNI INCOME
4,801$243K0.02%
136
JPMORGAN ULTRA-SHORT INCOME ETF
4,842$243K0.02%
137
TSCOTRACTOR SUPPLY CO
4,500$238K0.02%
138
URIUNITED RENTALS INC
290$204K0.02%
139
SOSOUTHERN COMPANY
2,472$203K0.02%
140
MPTMEDICAL PROPERTIES TRUST INC REIT
14,444$57K0.01%
141
XAIRBEYOND AIR INC
35,020$12K0.00%
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