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Home > Institutional Investor > Forbes J M & Co Llp > Profile

Instuitional Investor - Forbes J M & Co Llp

Fund Profile
Filing Period:
Fund Name: Forbes J M & Co Llp
Portfolio Value $1,032,505,731
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IAU 1,447,400 $85,338,704 8.27%
2.
Microsoft Corp
 MSFT 157,939 $59,288,721 5.74%
3.
Apple Inc.
 AAPL 251,774 $55,926,559 5.42%
4.
Nvidia Corp
 NVDA 463,750 $50,261,225 4.87%
5.
Amazon Com Inc
 AMZN 187,255 $35,627,136 3.45%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)