FORBES J M & CO LLP
CIK 1067532
13F filing for Q2 2026・No. 2,200
- Holdings
- US$1.27B
- Quarter change
- +US$89.8M
- Entries
- 161
- Net bought (estimate)
- −US$6.31M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 10
- Sold out 1
- Cut 62
- Added 28
- Corporate actions 2
- Unchanged 59
Largest holdings
159 stocks worth US$1.27B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 412,311 | US$82.5M | 6.49% |
| GOOGLAlphabetCOM | Cut | 204,912 | US$73.23M | 5.76% |
| AAPLAppleCOM | Cut | 248,462 | US$71.89M | 5.65% |
| ISHARES GOLD TRUSTCOM | Cut | 911,672 | US$68.84M | 5.41% |
| MSFTMicrosoftCOM | Cut | 155,852 | US$58.14M | 4.57% |
| AMZNAmazonCOM | Cut | 190,368 | US$45.37M | 3.57% |
| AVGOBroadcomCOM | Cut | 118,169 | US$44.64M | 3.51% |
| XLESS ENERGY SELECT SECTORCOM | Cut | 765,897 | US$40.68M | 3.20% |
| STE ST TECH SELECT SECTOR SPDR ETFCOM | Unchanged | 174,978 | US$33.34M | 2.62% |
| JPMJP MORGAN CHASE & COCOM | Added | 99,800 | US$32.67M | 2.57% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 20, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.