FORBES J M & CO LLP Q1 2021 Filing

Filed May 14, 2021

Portfolio Value

$717.5M

Holdings

107

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (107 positions)

#StockSharesValue% PortfolioType
1
IAUUSDISHARES GOLD TRUST
2,587,515$42.1M5.86%
2
MSFTMICROSOFT CORP
170,755$40.3M5.61%
3
AAPLAPPLE INC
246,480$30.1M4.20%
4
AMZNAMAZON.COM INC
9,407$29.1M4.06%
5
ADOBE INC
55,830$26.5M3.70%
6
NEENEXTERA ENERGY INC
310,268$23.5M3.27%
7
ABTABBOTT LABS
193,690$23.2M3.24%
8
ALPHABET INC CL A
10,947$22.6M3.15%
9
PYPLPAYPAL HOLDINGS INC
89,445$21.7M3.03%
10
CRMSALESFORCE.COM
96,759$20.5M2.86%
11
VVISA INC CL A
92,863$19.7M2.74%
12
LINDE PLC
69,649$19.5M2.72%
13
BACBANK OF AMERICA CORP
492,102$19.0M2.65%
14
ZTSZOETIS INC
118,438$18.7M2.60%
15
JP MORGAN CHASE & CO
121,493$18.5M2.58%
16
JNJJOHNSON & JOHNSON
110,391$18.1M2.53%
17
UNPUNION PAC CORP
79,991$17.6M2.46%
18
SPDR PORTFOLIO EMERGING MARKETS ETF
388,694$17.0M2.37%
19
MRKMERCK & CO INC
200,353$15.4M2.15%
20
PGPROCTER & GAMBLE CO
111,284$15.1M2.10%
21
HDHOME DEPOT INC
45,658$13.9M1.94%
22
HONHONEYWELL INTERNATIONAL INC
64,162$13.9M1.94%
23
KOCOCA COLA CO
249,140$13.1M1.83%
24
VZVERIZON COMMUNICATIONS
220,049$12.8M1.78%
25
PEPPEPSICO INC
89,988$12.7M1.77%
26
NSRGYNESTLE SA SPONS ADR
111,986$12.5M1.74%
27
TAT&T INC
374,035$11.3M1.58%
28
WMTWALMART INC
81,464$11.1M1.54%
29
IBMINTL. BUSINESS MACHINES CORP
79,381$10.6M1.47%
30
XLFIENERGY SELECT SECTOR SPDR
211,931$10.4M1.45%
31
UNHUNITEDHEALTH GROUP INC
27,356$10.2M1.42%
32
INTERCONTINENTAL EXCHANGE INC
90,256$10.1M1.40%
33
AVGOBROADCOM INC
21,636$10.0M1.40%
34
XYLXYLEM INC
94,823$10.0M1.39%
35
IBBISHARES NASDAQ BIOTECH ETF
57,519$8.7M1.21%
36
BMYBRISTOL MYERS SQUIBB CO
136,825$8.6M1.20%
37
BDXBECTON DICKINSON
32,402$7.9M1.10%
38
ECLECOLAB INC
33,669$7.2M1.00%
39
ITOTISHARES CORE S&P TOTAL U.S.
71,871$6.6M0.92%
40
VIGVANGUARD DIVIDEND APPREC ETF
44,560$6.6M0.91%
41
PROLOGIS INC REIT
56,320$6.0M0.83%
42
AMTAMERICAN TOWER CORP REIT
22,986$5.5M0.77%
43
ANGI INC CL A
265,193$3.4M0.48%
44
XOMEXXON MOBIL CORP
40,075$2.2M0.31%
45
ADPAUTOMATIC DATA PROCESSING INC
10,878$2.0M0.29%
46
INTCINTEL CORP
26,236$1.7M0.23%
47
EMREMERSON ELEC CO
12,540$1.1M0.16%
48
MAMASTERCARD INC CL A
2,915$1.0M0.14%
49
DSIISHARES MSCI KLD 400 SOCIAL ETF
12,886$984K0.14%
50
ALPHABET INC CL C
469$970K0.14%
51
ABBVABBVIE INC
8,527$923K0.13%
52
SYKSTRYKER CORPORATION
3,717$905K0.13%
53
APDAIR PRODUCTS & CHEMICALS INC
3,140$883K0.12%
54
BRK/BBERKSHIRE HATHAWAY INC-CL B
3,421$874K0.12%
55
TJXTJX COS INC
13,118$868K0.12%
56
GLDSPDR GOLD TRUST
5,318$851K0.12%
57
INTUINTUIT INC
2,185$837K0.12%
58
MCDMCDONALDS CORP
3,700$829K0.12%
59
USBUS BANCORP NEW
14,822$820K0.11%
60
PFEPFIZER INC
21,933$795K0.11%
61
CHDCHURCH & DWIGHT INC
8,240$720K0.10%
62
BABOEING CO
2,686$684K0.10%
63
MMM3M CO
3,537$682K0.10%
64
PNCPNC FINANCIAL SERVICES GROUP
3,653$641K0.09%
65
RTXRAYTHEON TECHNOLOGIES CORP
8,189$633K0.09%
66
FISVFISERV INC
5,125$610K0.09%
67
BIIBBIOGEN INC
2,121$593K0.08%
68
WYWEYERHAEUSER CO REIT
16,106$573K0.08%
69
DISDISNEY WALT CO NEW
3,085$569K0.08%
70
CISCO SYSTEMS INC
10,939$566K0.08%
71
EWEDWARDS LIFESCIENCES CORP
6,570$550K0.08%
72
CVXCHEVRON CORPORATION
5,168$542K0.08%
73
RYROYAL BANK OF CANADA
5,600$516K0.07%
74
DHRDANAHER CORP
2,280$513K0.07%
75
LLYLILLY ELI & CO
2,620$489K0.07%
76
CNRCANADIAN NATIONAL RAILWAY CO
4,210$488K0.07%
77
CAMBRIDGE BANCORP
5,416$457K0.06%
78
TGTTARGET CORP
2,305$457K0.06%
79
STTSTATE STREET CORP
5,364$450K0.06%
80
ITWILLINOIS TOOL WKS INC
1,950$432K0.06%
81
SBUXSTARBUCKS CORP
3,580$391K0.05%
82
BRK-BBERKSHIRE HATHAWAY INC CL A
1$386K0.05%
83
BNSBANK OF NOVA SCOTIA HALIFAX
6,000$375K0.05%
84
ADIANALOG DEVICES INC
2,303$357K0.05%
85
DDDUPONT DE NEMOURS INC
4,533$350K0.05%
86
YUMYUM BRANDS INC
3,235$350K0.05%
87
GPCGENUINE PARTS CO
2,865$331K0.05%
88
HEINEKEN HOLDING NV
3,680$328K0.05%
89
DOWDOW INC
4,601$294K0.04%
90
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORP
3,569$278K0.04%
91
JKHYJACK HENRY & ASSOCIATES INC
1,710$259K0.04%
92
METAFACEBOOK INC-A
879$259K0.04%
93
CARRCARRIER GLOBAL CORP
6,076$257K0.04%
94
NVDANVIDIA CORP
453$241K0.03%
95
ELLAUDER ESTEE COS CL-A
800$232K0.03%
96
ROPROPER TECHNOLOGIES INC
555$224K0.03%
97
QCOMQUALCOMM INC
1,680$223K0.03%
98
AXSMAXSOME THERAPEUTICS INC
3,840$217K0.03%
99
CTVACORTEVA INC
4,457$208K0.03%
100
OTISOTIS WORLDWIDE CORP
3,031$207K0.03%
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