FORBES J M & CO LLP Q1 2022 Filing

Filed May 9, 2022

Portfolio Value

$790.8M

Holdings

117

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (117 positions)

#StockSharesValue% PortfolioType
1
IAU*ISHARES GOLD TRUST
1,447,554$53.3M6.74%
2
MSFTMICROSOFT CORP
152,503$47.0M5.95%
3
AAPLAPPLE INC
252,022$44.0M5.56%
4
AMZNAMAZON.COM INC
9,394$30.6M3.87%
5
ALPHABET INC CL A
10,843$30.2M3.81%
6
UNPUNION PAC CORP
80,852$22.1M2.79%
7
BACBANK OF AMERICA CORP
498,849$20.6M2.60%
8
NEENEXTERA ENERGY INC
236,903$20.1M2.54%
9
JNJJOHNSON & JOHNSON
111,672$19.8M2.50%
10
NVDANVIDIA CORP
69,753$19.0M2.41%
11
ABTABBOTT LABS
147,621$17.5M2.21%
12
PGPROCTER & GAMBLE CO
113,841$17.4M2.20%
13
JP MORGAN CHASE & CO
125,866$17.2M2.17%
14
MRKMERCK & CO INC
205,291$16.8M2.13%
15
XLFIENERGY SELECT SECTOR SPDR
215,667$16.5M2.08%
16
LINDE PLC
50,918$16.3M2.06%
17
ZTSZOETIS INC
86,168$16.3M2.05%
18
KOCOCA COLA CO
252,117$15.6M1.98%
19
PEPPEPSICO INC
91,954$15.4M1.95%
20
IJRISHARES CORE S&P SMALL-CAP ETF
141,535$15.3M1.93%
21
SPDR PORTFOLIO EMERGING MARKETS ETF
389,876$15.1M1.91%
22
UNHUNITEDHEALTH GROUP INC
28,224$14.4M1.82%
23
VVISA INC CL A
63,360$14.1M1.78%
24
AVGOBROADCOM INC
22,059$13.9M1.76%
25
ADOBE INC
30,220$13.8M1.74%
26
HONHONEYWELL INTERNATIONAL INC
64,756$12.6M1.59%
27
WMTWALMART INC
82,668$12.3M1.56%
28
INTERCONTINENTAL EXCHANGE INC
91,314$12.1M1.53%
29
NSRGYNESTLE SA SPONS ADR
90,245$11.7M1.48%
30
VZVERIZON COMMUNICATIONS
222,730$11.3M1.43%
31
IBMINTL. BUSINESS MACHINES CORP
80,182$10.4M1.32%
32
BMYBRISTOL MYERS SQUIBB CO
139,363$10.2M1.29%
33
CRMSALESFORCE INC
44,329$9.4M1.19%
34
PROLOGIS INC REIT
56,897$9.2M1.16%
35
BDXBECTON DICKINSON
33,526$8.9M1.13%
36
BLKBLACKROCK INC CL A
11,499$8.8M1.11%
37
PYPLPAYPAL HOLDINGS INC
75,729$8.8M1.11%
38
TJXTJX COS INC
141,719$8.6M1.09%
39
HDHOME DEPOT INC
28,374$8.5M1.07%
40
XYLXYLEM INC
96,388$8.2M1.04%
41
DISDISNEY WALT CO NEW
57,596$7.9M1.00%
42
VIGVANGUARD DIVIDEND APPREC ETF
47,491$7.7M0.97%
43
IBBISHARES BIOTECHNOLOGY ETF
58,127$7.6M0.96%
44
ITOTISHARES CORE S&P TOTAL U.S.
73,657$7.4M0.94%
45
DHRDANAHER CORP
24,171$7.1M0.90%
46
ECLECOLAB INC
35,482$6.3M0.79%
47
AMTAMERICAN TOWER CORP REIT
22,896$5.8M0.73%
48
RIORIO TINTO PLC SPONS ADR
66,381$5.3M0.67%
49
XOMEXXON MOBIL CORP
38,964$3.2M0.41%
50
ADPAUTOMATIC DATA PROCESSING INC
10,623$2.4M0.31%
51
ANGI INC CL A
265,193$1.5M0.19%
52
INTCINTEL CORP
27,080$1.3M0.17%
53
ALPHABET INC CL C
470$1.3M0.17%
54
ABBVABBVIE INC
8,041$1.3M0.16%
55
BRK/BBERKSHIRE HATHAWAY INC-CL B
3,408$1.2M0.15%
56
PFEPFIZER INC
22,767$1.2M0.15%
57
EMREMERSON ELEC CO
11,970$1.2M0.15%
58
MAMASTERCARD INC CL A
2,886$1.0M0.13%
59
DSIISHARES MSCI KLD 400 SOCIAL ETF
11,863$1.0M0.13%
60
SYKSTRYKER CORPORATION
3,689$986K0.12%
61
INTUINTUIT INC
2,010$966K0.12%
62
MCDMCDONALDS CORP
3,907$966K0.12%
63
GLDSPDR GOLD TRUST
5,318$961K0.12%
64
CVXCHEVRON CORPORATION
5,346$870K0.11%
65
CHDCHURCH & DWIGHT INC
8,240$819K0.10%
66
LLYLILLY ELI & CO
2,806$804K0.10%
67
APDAIR PRODUCTS & CHEMICALS INC
3,130$782K0.10%
68
RTXRAYTHEON TECHNOLOGIES CORP
7,868$779K0.10%
69
USBUS BANCORP NEW
13,889$738K0.09%
70
PMBSPIMCO ACTIVE BOND ETF
7,111$724K0.09%
71
PNCPNC FINANCIAL SERVICES GROUP
3,817$704K0.09%
72
CISCO SYSTEMS INC
11,454$639K0.08%
73
EWEDWARDS LIFESCIENCES CORP
5,285$622K0.08%
74
RYROYAL BANK OF CANADA
5,600$618K0.08%
75
WYWEYERHAEUSER CO REIT
16,106$610K0.08%
76
ADIANALOG DEVICES INC
3,449$570K0.07%
77
CNRCANADIAN NATIONAL RAILWAY CO
4,210$565K0.07%
78
TGTTARGET CORP
2,545$540K0.07%
79
BRK-BBERKSHIRE HATHAWAY INC CL A
1$529K0.07%
80
FISVFISERV INC
5,125$520K0.07%
81
BABOEING CO
2,664$510K0.06%
82
MMM3M CO
3,378$503K0.06%
83
STTSTATE STREET CORP
5,360$467K0.06%
84
CAMBRIDGE BANCORP
5,416$460K0.06%
85
ITWILLINOIS TOOL WKS INC
2,060$431K0.05%
86
BIIBBIOGEN INC
2,044$430K0.05%
87
BNSBANK OF NOVA SCOTIA HALIFAX
6,000$430K0.05%
88
VANGUARD SHORT TERM CORP BOND ETF
5,106$399K0.05%
89
YUMYUM BRANDS INC
3,235$383K0.05%
90
GPCGENUINE PARTS CO
2,865$361K0.05%
91
IEFISHARES 7-10 YEAR TREASURY B
3,298$354K0.04%
92
DDDUPONT DE NEMOURS INC
4,533$334K0.04%
93
SBUXSTARBUCKS CORP
3,580$326K0.04%
94
TSLATESLA INC
302$325K0.04%
95
DOWDOW INC
4,996$318K0.04%
96
CARRCARRIER GLOBAL CORP
6,532$300K0.04%
97
SPDR DOUBLELINE TR TACT ETF
6,634$297K0.04%
98
JPMORGAN ULTRA-SHORT INCOME ETF
5,891$296K0.04%
99
JPM ULTRA-SHORT MUNI INCOME
5,851$296K0.04%
100
HEINEKEN HOLDING NV
3,680$291K0.04%
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