Institutional Fund
Forbes J M & Co LLP
Boston, MACIK 10675325 filings on record
Portfolio Value
$1.18B
Q1 2026
Holdings
150
Reported positions
New Buys
12
Opened this quarter
QoQ Change
-4.3%
from $1.24B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Gold Tr6.9%
- Nvidia Corporation6.1%
- Alphabet Inc5.6%
- Apple Inc5.3%
- Microsoft Corp4.9%
- Select Sector Spdr Tr4.0%
- Other67.2%
Portfolio Holdings
150 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Gold Tr | 918.8K | $81.00M | 6.9% | −264.4K | Reduced |
| 2 | Nvidia Corporation | 414.9K | $72.36M | 6.1% | +2.6K | Added |
| 3 | Alphabet Inc | 228.7K | $65.77M | 5.6% | +1.2K | Added |
| 4 | Apple Inc | 248.5K | $63.07M | 5.3% | +2.2K | Added |
| 5 | Microsoft Corp | 157.1K | $58.14M | 4.9% | −660 | Reduced |
| 6 | Select Sector Spdr Tr | 769.5K | $47.14M | 4.0% | +3.1K | Added |
| 7 | Amazon Com Inc | 191.1K | $39.81M | 3.4% | +902 | Added |
| 8 | Broadcom Inc | 118.8K | $36.77M | 3.1% | +134 | Added |
| 9 | Jpmorgan Chase & Co. | 99.6K | $29.30M | 2.5% | +1.0K | Added |
| 10 | Johnson & Johnson | 117.6K | $28.75M | 2.4% | +917 | Added |
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