FORBES J M & CO LLP: 13F holdings
CIK 10675322026Q2
| Positions | 159 |
|---|
| Reported value | $1.3bn |
|---|
| Filed | 2026-07-20 |
|---|
Change since last quarter
| Positions | 159 (+9 vs prior quarter) |
|---|
| Reported value | $1.3bn (+7.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORP | 412,311 | $82.5m | 6.5% |
| GOOGL ALPHABET INC CL A | 204,912 | $73.2m | 5.8% |
| AAPL APPLE INC | 248,462 | $71.9m | 5.7% |
| IAU ISHARES GOLD TRUST | 911,672 | $68.8m | 5.4% |
| MSFT MICROSOFT CORP | 155,852 | $58.1m | 4.6% |
| AMZN AMAZON.COM INC | 190,368 | $45.4m | 3.6% |
| AVGO BROADCOM INC | 118,169 | $44.6m | 3.5% |
| XLE SS ENERGY SELECT SECTOR | 765,897 | $40.7m | 3.2% |
| XLK STE ST TECH SELECT SECTOR SPDR ETF | 174,978 | $33.3m | 2.6% |
| JPM JP MORGAN CHASE & CO | 99,800 | $32.7m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1067532")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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