Forbes-J-M--Co-Llp
AI_NATIVE detailed information: This accession holds the following tickers:[ "AXSM", null, "PRGS", null, "ACN", "MMM", "ABT", "ABBV", "ADBE", "APD", "GOOGL", "CAT", "AVGO", "LOW", "DNA", "XAIR", "HON", "HD", "MCD", "INTU", null, "UNP", "QCOM", "ISRG", "ITW", "EMR", "ICE", "META", "NVCT", "IJH", "LIN", "MA", null, "MSFT", "GE", "GPC", "ORLY", "PCAR", "BX", "ANET", "ORCL", "PAYX", null, "PANW", "PEP", "PNC", "PGR", null, "IVV", "UNH", "AAPL", "SPY", "ECL", "NVDA", "INTC", "PFE", "PG", "MRK", "VZ", "SPGI", "RY", null, "NOW", "ROP", "RIO", "RTX", "GLD", null, null, null, "AMT", "IBM", "SYK", "SBUX", "TGT", "TJX", "SCHW", null, "VIG", "XLB", "WY", "IEF", null, null, null, null, "DD", "EW", "FI", "AMZN", null, "USB", "V", "WMT", "YUM", "XYL", null, "BIIB", "CHKP", "SO", "OTIS", "CRM", "ADP", "BAC", "BNS", "BRK-A", "BRK-B", "BDX", "BA", "BMY", "CNI", "CARR", "CVX", "CINF", "CHD", "CSCO", "KO", "CMCSA", "COST", "CTVA", "DHR", "ADI", "NEE", "NKE", "STT", "EPD", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "XLK", "ITOT", "JPM", "ZTS" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-06
- Total Holdings
- 139
- Total Value
- 1018748752
- Accession Number
- 0001140361-25-017471
- Form Type
- 13F-HR
- Manager Name
- Forbes-J-M--Co-Llp
Data Enrichment
88% identified122 identified17 unidentified
Holdings
139 positions
Manager:
Search and click to pin securities to the top
Page 2 of 7
81369Y605
Shares:268.9K
Value:$13.4M
78463X509
Shares:278.4K
Value:$11.0M
81369Y704
Shares:82.1K
Value:$10.8M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
218.7K | All Managers (Combined) | $15.5M | |||
124.3K | All Managers (Combined) | $15.1M | |||
167.9K | All Managers (Combined) | $15.1M | |||
48.5K | All Managers (Combined) | $13.7M | |||
79.4K | All Managers (Combined) | $13.7M | |||
PEPSICO INC(PEPcusip713448108) | 91.1K | All Managers (Combined) | $13.7M | ||
(cusip81369Y605)✕ | 268.9K | All Managers (Combined) | $13.4M | ||
55.4K | All Managers (Combined) | $13.1M | |||
210.8K | All Managers (Combined) | $12.3M | |||
57.7K | All Managers (Combined) | $12.2M | |||
ADOBE INC.(ADBEcusip00724F101) | 31.1K | All Managers (Combined) | $11.9M | ||
(cusip78463X509)✕ | 278.4K | All Managers (Combined) | $11.0M | ||
(cusip81369Y704)✕ | 82.1K | All Managers (Combined) | $10.8M | ||
Eaton Corp plc(ETNcusipG29183103) | 39.5K | All Managers (Combined) | $10.7M | ||
Salesforce, Inc.(CRMcusip79466L302) | 37.9K | All Managers (Combined) | $10.2M | ||
Xylem Inc.(XYLcusip98419M100) | 84.5K | All Managers (Combined) | $10.1M | ||
19.1K | QoQ +2.69% (+502)YoY +3.54% (+653) | All Managers (Combined) | $10.0M | ||
HOME DEPOT, INC.(HDcusip437076102) | 25.1K | QoQ +3.08% (-750)YoY +3.34% (-813) | All Managers (Combined) | $9.2M | |
198.6K | All Managers (Combined) | $9.0M | |||
ECOLAB INC.(ECLcusip278865100) | 33.2K | All Managers (Combined) | $8.4M |