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Portfolio (Quarterly) Guide ↗

FORBES J M & CO LLP

· CIK 0001067532
13F Portfolio $1.2B AUM Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 141 New
Page 5 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 INTC INTEL CORP Technology 26,921.0 $993K 0.08% NEW $36.90 +223.9%
82 ACN ACCENTURE PLC CL A Technology 3,674.0 $986K 0.08% NEW $268.30 -33.5%
83 BBH SELECT LARGE CAP ETF 59,338.0 $957K 0.08% NEW $16.12
84 RY ROYAL BANK OF CANADA Financial Services 5,600.0 $955K 0.08% NEW $170.49 +11.1%
85 SCHW CHARLES SCHWAB CORP Financial Services 9,502.0 $949K 0.08% NEW $99.91 -14.7%
86 ADI ANALOG DEVICES INC Technology 3,496.0 $948K 0.08% NEW $271.20 +51.1%
87 JPMORGAN ULTRA-SHORT INCOME ETF 15,987.0 $809K 0.07% NEW $50.59
88 CAT CATERPILLAR INC Industrials 1,390.0 $796K 0.06% NEW $572.87 +55.3%
89 APD AIR PRODUCTS & CHEMICALS INC Basic Materials 3,120.0 $771K 0.06% NEW $247.02 +15.7%
90 BERKSHIRE HATHAWAY INC CL A 1.0 $755K 0.06% NEW $754800.00
91 AXSM AXSOME THERAPEUTICS INC Healthcare 3,704.0 $676K 0.06% NEW $182.64 +27.0%
92 ISRG INTUITIVE SURGICAL INC Healthcare 1,112.0 $630K 0.05% NEW $566.36 -26.4%
93 BX BLACKSTONE INC Financial Services 4,084.0 $630K 0.05% NEW $154.14 -24.0%
94 PNC PNC FINANCIAL SERVICES GROUP Financial Services 2,955.0 $617K 0.05% NEW $208.73 +5.8%
95 NESTLE SA SPONS ADR 6,219.0 $614K 0.05% NEW $98.78
96 USB US BANCORP NEW Financial Services 11,438.0 $610K 0.05% NEW $53.36 +2.6%
97 ITW ILLINOIS TOOL WKS INC Industrials 2,399.0 $591K 0.05% NEW $246.30 +0.8%
98 CHD CHURCH & DWIGHT INC Consumer Defensive 6,930.0 $581K 0.05% NEW $83.85 +16.6%
99 SPY SPDR S&P 500 ETF TRUST Financial Services 834.0 $569K 0.05% NEW $681.92 +9.9%
100 STT STATE STREET CORP Financial Services 4,269.0 $551K 0.04% NEW $129.01 +22.5%
Page 5 of 8  ·  141 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.9%
Financial Services 20.9%
Healthcare 10.0%
Communication Services 9.2%
Consumer Cyclical 8.6%
Consumer Defensive 6.9%
Industrials 5.9%
Basic Materials 3.4%
Utilities 1.7%
Real Estate 0.8%