FORBES J M & CO LLP Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$731.2M

Holdings

108

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (108 positions)

#StockSharesValue% PortfolioType
1
IAU*ISHARES GOLD TRUST
1,365,091$51.0M6.98%
2
MSFTMICROSOFT CORP
155,310$44.8M6.12%
3
AAPLAPPLE INC
220,720$36.4M4.98%
4
VIGVANGUARD DIVIDEND APPREC ETF
221,809$34.2M4.67%
5
MRKMERCK & CO INC
212,171$22.6M3.09%
6
ALPHABET INC CL A
215,534$22.4M3.06%
7
XLFIENERGY SELECT SECTOR SPDR
260,173$21.6M2.95%
8
NVDANVIDIA CORP
69,846$19.4M2.65%
9
NEENEXTERA ENERGY INC
239,073$18.4M2.52%
10
LINLINDE PLC
50,470$17.9M2.45%
11
JNJJOHNSON & JOHNSON
115,215$17.9M2.44%
12
PGPROCTER & GAMBLE CO
118,302$17.6M2.41%
13
PEPPEPSICO INC
93,759$17.1M2.34%
14
JP MORGAN CHASE & CO
128,435$16.7M2.29%
15
KOCOCA COLA CO
257,353$16.0M2.18%
16
ABTABBOTT LABS
152,312$15.4M2.11%
17
AMZNAMAZON.COM INC
145,966$15.1M2.06%
18
IJHISHARES CORE S&P MID-CAP ETF
59,120$14.8M2.02%
19
BACBANK OF AMERICA CORP
507,572$14.5M1.99%
20
AVGOBROADCOM INC
22,463$14.4M1.97%
21
VVISA INC CL A
62,717$14.1M1.93%
22
ZTSZOETIS INC
83,519$13.9M1.90%
23
SPDR PORTFOLIO EMERGING MARKETS ETF
393,257$13.4M1.84%
24
HONHONEYWELL INTERNATIONAL INC
66,437$12.7M1.74%
25
WMTWALMART INC
85,106$12.5M1.72%
26
TJXTJX COS INC
145,170$11.4M1.56%
27
ADOBE INC
28,937$11.2M1.52%
28
NSRGYNESTLE SA SPONS ADR
91,046$11.1M1.52%
29
IBMINTL. BUSINESS MACHINES CORP
82,575$10.8M1.48%
30
UNPUNION PAC CORP
53,686$10.8M1.48%
31
XYLXYLEM INC
98,844$10.3M1.42%
32
BMYBRISTOL MYERS SQUIBB CO
145,632$10.1M1.38%
33
INTERCONTINENTAL EXCHANGE INC
94,567$9.9M1.35%
34
RIORIO TINTO PLC SPONS ADR
135,938$9.3M1.28%
35
VZVERIZON COMMUNICATIONS
227,925$8.9M1.21%
36
BDXBECTON DICKINSON
35,209$8.7M1.19%
37
UNHUNITEDHEALTH GROUP INC
18,144$8.6M1.17%
38
HDHOME DEPOT INC
28,211$8.3M1.14%
39
IBBISHARES BIOTECHNOLOGY ETF
59,612$7.7M1.05%
40
PROLOGIS INC REIT
57,745$7.2M0.99%
41
CRMSALESFORCE INC
34,441$6.9M0.94%
42
PGRPROGRESSIVE CORP
46,665$6.7M0.91%
43
ETNEATON CORP PLC
38,241$6.6M0.90%
44
ECLECOLAB INC
35,636$5.9M0.81%
45
ITOTISHARES CORE S&P TOTAL U.S.
59,054$5.3M0.73%
46
XOMEXXON MOBIL CORP
41,155$4.5M0.62%
47
ADPAUTOMATIC DATA PROCESSING INC
10,196$2.3M0.31%
48
DSIISHARES MSCI KLD 400 SOCIAL ETF
26,292$2.1M0.28%
49
MCDMCDONALDS CORP
4,131$1.2M0.16%
50
ALPHABET INC CL C
10,577$1.1M0.15%
51
ABBVABBVIE INC
6,898$1.1M0.15%
52
BRK/BBERKSHIRE HATHAWAY INC-CL B
3,433$1.1M0.14%
53
EMREMERSON ELEC CO
12,028$1.0M0.14%
54
MAMASTERCARD INC CL A
2,829$1.0M0.14%
55
CVXCHEVRON CORPORATION
6,291$1.0M0.14%
56
SYKSTRYKER CORPORATION
3,581$1.0M0.14%
57
GLDSPDR GOLD TRUST
5,318$974K0.13%
58
INTCINTEL CORP
28,379$927K0.13%
59
ADIANALOG DEVICES INC
4,674$922K0.13%
60
PFEPFIZER INC
22,589$922K0.13%
61
APDAIR PRODUCTS & CHEMICALS INC
3,120$896K0.12%
62
INTUINTUIT INC
1,963$875K0.12%
63
RTXRAYTHEON TECHNOLOGIES CORP
7,969$780K0.11%
64
CHDCHURCH & DWIGHT INC
8,520$753K0.10%
65
DHRDANAHER CORP
2,390$602K0.08%
66
ANGI INC CL A
265,193$602K0.08%
67
CISCO SYSTEMS INC
11,460$599K0.08%
68
BIIBBIOGEN INC
2,078$578K0.08%
69
FISVFISERV INC
5,096$576K0.08%
70
BABOEING CO
2,636$560K0.08%
71
LLYLILLY ELI & CO
1,593$547K0.07%
72
RYROYAL BANK OF CANADA
5,600$535K0.07%
73
USBUS BANCORP NEW
13,909$501K0.07%
74
CNRCANADIAN NATIONAL RAILWAY CO
4,210$497K0.07%
75
ITWILLINOIS TOOL WKS INC
2,000$487K0.07%
76
WYWEYERHAEUSER CO REIT
16,101$485K0.07%
77
GPCGENUINE PARTS CO
2,865$479K0.07%
78
BRK-BBERKSHIRE HATHAWAY INC CL A
1$466K0.06%
79
PNCPNC FINANCIAL SERVICES GROUP
3,628$461K0.06%
80
EWEDWARDS LIFESCIENCES CORP
5,285$437K0.06%
81
TGTTARGET CORP
2,622$434K0.06%
82
YUMYUM BRANDS INC
3,235$427K0.06%
83
PRGSPROGRESS SOFTWARE CORP
7,120$409K0.06%
84
STTSTATE STREET CORP
5,300$401K0.05%
85
SBUXSTARBUCKS CORP
3,580$373K0.05%
86
DDDUPONT DE NEMOURS INC
5,026$361K0.05%
87
CAMBRIDGE BANCORP
5,416$351K0.05%
88
PAYXPAYCHEX INC
3,057$350K0.05%
89
MMM3M CO
3,239$340K0.05%
90
HEINEKEN HOLDING NV
3,680$338K0.05%
91
IEFISHARES 7-10 YEAR TREASURY B
3,194$317K0.04%
92
DISDISNEY WALT CO NEW
3,107$311K0.04%
93
CTVACORTEVA INC
5,100$308K0.04%
94
BNSBANK OF NOVA SCOTIA HALIFAX
6,000$302K0.04%
95
DOWDOW INC
5,348$293K0.04%
96
CARRCARRIER GLOBAL CORP
6,385$292K0.04%
97
OTISOTIS WORLDWIDE CORP
2,983$252K0.03%
98
ACNACCENTURE PLC CL A
877$251K0.03%
99
ROPROPER TECHNOLOGIES INC
555$245K0.03%
100
JPM ULTRA-SHORT MUNI INCOME
4,801$244K0.03%
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