Forbes J M & Co LLP, a registered investment adviser based in Boston, Massachusetts, has filed a Form 13F-HR with the Securities and Exchange Commission detailing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Paul M. Kendrigan on October 16, 2026, reports the firm holds positions in 159 distinct companies.
The portfolio is diversified across various sectors, with notable positions in large-cap technology and healthcare companies. The firm holds a significant position in NVIDIA Corporation, reporting 94,699,594 shares. Other major holdings include Apple Inc. with 83,072,838 shares, Microsoft Corporation with 80,225,766 shares, and Alphabet Inc. Class A shares with 70,572,528 shares.
Healthcare holdings include Eli Lilly & Co. with 17,224,293 shares and Merck & Co. Inc. with 25,009,885 shares. The firm also lists substantial stakes in Procter & Gamble Co. (17,513,940 shares) and Johnson & Johnson (31,260,499 shares).
In addition to individual stocks, the filing reveals a substantial allocation to exchange-traded funds (ETFs). The firm holds significant shares in the iShares Gold Trust (71,173,623 shares) and the SPDR S&P 500 ETF Trust (86,787,3 shares). Other ETF holdings include the iShares Core S&P Mid-Cap ETF (15,728,918 shares), the iShares Core S&P 500 ETF (9,321,491 shares), and the iShares Core S&P Total U.S. Stock ETF (9,321,491 shares).
The filing also includes a disclosure of a derivative position in ZOETIS INC. COM, reporting 27,932 shares held in a defined benefit plan.
