Q3 2026 13F · SEC CIK 1067532

Forbes J M & Co LLP

Investment managerFiled 2026-10-16 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.3B
Reported positions: 157
Top holdings a year, 3 yrs: +23.5%
Average holding period: 8.4 yrs

Forbes J M & Co LLP is an investment manager that reported 157 positions worth $1.3B in its Q3 2026 13F, filed 2026-10-16. Its largest holdings were Nvidia Corporation (NVDA, 7.1%), Apple Inc (AAPL, 6.2%), Microsoft Corp (MSFT, 6.0%). A portfolio copying its top holdings returned 23.5% a year over the last 3 years, against 20.4% for the S&P 500.

Forbes J M & Co LLP holdings largest 50 of 157 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Forbes J M & Co LLP 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	7.1%	6.5%	414,658	+0.6%	$94.7M
AAPLApple Inc	6.2%	5.7%	249,453	+0.4%	$83.1M
MSFTMicrosoft Corp	6.0%	4.6%	156,416	+0.4%	$80.2M
IAUIshares Gold Tr	5.4%	5.4%	911,314	-0.0%	$71.2M
GOOGLAlphabet Inc	5.3%	5.8%	205,105	+0.1%	$70.6M
AMZNAmazon Com Inc	3.6%	3.6%	191,368	+0.5%	$47.7M
XLESelect Sector Spdr Tr	3.6%	3.2%	770,089	+0.5%	$47.4M
AVGOBroadcom Inc	3.1%	3.5%	118,989	+0.7%	$41.8M
XLKSelect Sector Spdr Tr	2.6%	2.6%	174,978	+0.0%	$34.3M
JPMJpmorgan Chase & Co	2.5%	2.6%	100,322	+0.5%	$33.2M
JNJJohnson & Johnson	2.4%	2.3%	118,080	+0.5%	$31.3M
BACBank of Amer Corp	1.9%	2.1%	467,266	+0.6%	$25.4M
MRKMerck & Co Inc	1.9%	1.7%	172,114	+0.5%	$25.0M
VVisa Inc	1.8%	1.8%	67,367	+0.6%	$24.2M
KOCoca Cola Co	1.6%	1.6%	251,209	+0.5%	$21.6M
VIGVanguard Specialized Funds	1.6%	1.7%	90,047	+0.1%	$21.0M
WMTWalmart Inc	1.5%	1.7%	187,271	+0.7%	$19.5M
ANETArista Networks Inc	1.4%	1.2%	93,608	+0.6%	$19.1M
LINLinde PLC	1.4%	1.6%	39,118	+0.7%	$18.6M
PGProcter & Gamble Co	1.3%	1.4%	120,553	+0.5%	$17.5M
ETNEaton Corp PLC	1.3%	1.4%	40,573	+0.6%	$17.4M
LLYEli Lilly & Co	1.3%	1.1%	14,886	+26.2%	$17.2M
NEENextera Energy Inc	1.3%	1.5%	220,106	+0.6%	$16.7M
TJXTjx Cos Inc New	1.3%	1.5%	125,571	+0.5%	$16.6M
PANWPalo Alto Networks Inc	1.2%	1.1%	40,164	+0.4%	$16.0M
IJHIshares Tr	1.2%	1.3%	218,609	+0.6%	$15.7M
UNPUnion Pac Corp	1.1%	1.2%	56,113	+0.5%	$15.3M
EMREmerson Elec Co	1.1%	1.1%	97,582	+0.6%	$15.1M
SPEMSpdr Index Shs Fds	1.1%	1.2%	291,828	+0.7%	$15.1M
XLFSelect Sector Spdr Tr	1.1%	1.1%	268,854	+0.0%	$14.4M
ABTAbbott Laboratories	1.1%	1.0%	141,334	+0.6%	$14.0M
XLISelect Sector Spdr Tr	1.0%	1.2%	82,117	+0.0%	$13.7M
CSCOCisco Sys Inc	1.0%	1.1%	124,932	+0.6%	$13.4M
DNAGinkgo Bioworks Holdings Inc Cl A	0.9%	0.8%	977,371	-2.3%	$12.5M
ICEIntercontinental Exchange Inc	0.9%	0.8%	81,910	+0.6%	$12.5M
IXUSIshares Tr	0.9%	0.9%	125,478	+0.6%	$11.9M
PEPPepsico Inc	0.9%	1.0%	92,157	+0.6%	$11.7M
APHAmphenol Corp	0.8%	0.9%	126,776	+101.2%	$10.7M
XLVSelect Sector Spdr Tr	0.8%	0.7%	61,370	+13.3%	$10.3M
PGRProgressive Corp	0.8%	0.8%	49,740	+0.5%	$10.3M
ECLEcolab Inc	0.7%	0.7%	34,270	+0.6%	$9.4M
VZVerizon Communications Inc	0.7%	0.7%	204,221	+0.6%	$9.4M
ITOTIshares Tr	0.7%	0.7%	56,059	-0.4%	$9.3M
XLYSelect Sector Spdr Tr	0.7%	0.8%	85,054	+0.0%	$9.3M
RIORio Tinto PLC	0.7%	0.7%	98,053	+0.6%	$9.2M
IBBIshares Tr	0.7%	0.6%	43,615	+0.6%	$9.2M
XYLXylem Inc	0.7%	0.8%	87,200	+0.7%	$8.8M
IBMInternational Business Machs	0.7%	0.9%	39,373	-0.0%	$8.7M
METAMeta Platforms Inc	0.6%	—	11,234	—	$8.1M
PLDPrologis Inc	0.6%	0.6%	61,178	+0.5%	$7.9M

What Forbes J M & Co LLP bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

APH Amphenol Corp+101.2% shares
LLY Eli Lilly & Co+26.2% shares
XLV Select Sector Spdr Tr+13.3% shares

Reduced

No position shrank by more than 5%.

Left the top 50

HD Home Depot Incwas 0.7%

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +23.3% /yr; S&P 500 +20.1%
3 years: +23.5% /yr; S&P 500 +20.4%
5 years: +11.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.3B	157
Q2 2026	$1.3B	159
Q1 2026	$1.2B	150
Q4 2025	$1.2B	141
Q3 2025	$1.2B	140
Q2 2025	$1.1B	141
Q1 2025	$1.0B	139
Q4 2024	$1.0B	141
Q3 2024	$1.0B	138
Q2 2024	$975.9M	133
Q1 2024	$922.6M	131
Q4 2023	$860.6M	127

Questions about Forbes J M & Co LLP's portfolio

What stocks does Forbes J M & Co LLP own?

Forbes J M & Co LLP's latest 13F, for Q3 2026 and filed Oct 16, 2026, lists 157 positions worth $1.3B. The largest are Nvidia Corporation (NVDA) at 7.1%, Apple Inc (AAPL) at 6.2%, Microsoft Corp (MSFT) at 6.0%, Ishares Gold Tr (IAU) at 5.4% and Alphabet Inc (GOOGL) at 5.3%.

What did Forbes J M & Co LLP buy last quarter?

In Q3 2026, Forbes J M & Co LLP added Amphenol Corp (APH) (+101.2% shares), Eli Lilly & Co (LLY) (+26.2% shares) and Select Sector Spdr Tr (XLV) (+13.3% shares), compared with its Q2 2026 filing.

What did Forbes J M & Co LLP sell last quarter?

In Q3 2026, Forbes J M & Co LLP cut from its top 50 Home Depot Inc (HD), compared with its Q2 2026 filing.

How has Forbes J M & Co LLP's portfolio performed?

A portfolio copying Forbes J M & Co LLP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +23.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +23.3% against +20.1%. Over 5 years: +11.9% a year against +11.6%.

When is Forbes J M & Co LLP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Forbes J M & Co LLP's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.