FORBES J M & CO LLP Q2 2019 Filing

Filed August 2, 2019

Portfolio Value

$518.1M

Holdings

104

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (104 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
152,949$20.5M3.95%
2
NEENEXTERA ENERGY INC
93,267$19.1M3.69%
3
DISDISNEY WALT CO NEW
125,558$17.5M3.38%
4
ZTSZOETIS INC
146,325$16.6M3.21%
5
ADOBE INC
55,978$16.5M3.18%
6
VVISA INC CL A
92,025$16.0M3.08%
7
PFEPFIZER INC
356,597$15.4M2.98%
8
MRKMERCK & CO INC
172,427$14.5M2.79%
9
JNJJOHNSON & JOHNSON
102,519$14.3M2.76%
10
ABTABBOTT LABS
164,451$13.8M2.67%
11
CISCO SYSTEMS INC
243,713$13.3M2.57%
12
CRMSALESFORCE.COM
84,459$12.8M2.47%
13
BACBANK OF AMERICA CORP
426,392$12.4M2.39%
14
LINDE PLC
61,426$12.3M2.38%
15
HXLHEXCEL CORP
151,687$12.3M2.37%
16
ALPHABET INC CL A
11,198$12.1M2.34%
17
EMREMERSON ELEC CO
177,123$11.8M2.28%
18
JP MORGAN CHASE & CO
105,439$11.8M2.28%
19
UNPUNION PAC CORP
68,863$11.6M2.25%
20
IJRISHARES CORE S&P SMALL-CAP ETF
147,645$11.6M2.23%
21
PGPROCTER & GAMBLE CO
101,812$11.2M2.15%
22
KOCOCA COLA CO
218,662$11.1M2.15%
23
VZVERIZON COMMUNICATIONS
192,769$11.0M2.13%
24
MCDMCDONALDS CORP
51,346$10.7M2.06%
25
AAPLAPPLE INC
53,507$10.6M2.04%
26
PEPPEPSICO INC
80,202$10.5M2.03%
27
R6C2ROYAL DUTCH SHELL PLC SPONS ADR
158,474$10.4M2.01%
28
NSRGYNESTLE SA SPONS ADR
95,580$9.9M1.91%
29
HONHONEYWELL INTERNATIONAL INC
54,963$9.6M1.85%
30
AMZNAMAZON.COM INC
5,005$9.5M1.83%
31
XOMEXXONMOBIL CORP
122,028$9.4M1.80%
32
LOWLOWES COS INC
87,059$8.8M1.70%
33
AXPAMERICAN EXPRESS CO
71,106$8.8M1.69%
34
VEUVANGUARD FTSE ALL-WORLD EX-US
148,888$7.6M1.47%
35
SPDR PORTFOLIO EMERGING MARKETS ETF
202,605$7.3M1.40%
36
BDXBECTON DICKINSON
28,642$7.2M1.39%
37
XYLXYLEM INC
80,348$6.7M1.30%
38
PANWPALO ALTO NETWORKS INC
30,170$6.1M1.19%
39
UNHUNITEDHEALTH GROUP INC
23,266$5.7M1.10%
40
ECLECOLAB INC
28,569$5.6M1.09%
41
IBBISHARES NASDAQ BIOTECH ETF
48,993$5.3M1.03%
42
VIGVANGUARD DIVIDEND APPREC ETF
44,094$5.1M0.98%
43
ITOTISHARES CORE S&P TOTAL U.S.
72,360$4.8M0.93%
44
EOG RES INC
37,119$3.5M0.67%
45
ANGI HOMESERVICES INC CL A
265,193$3.5M0.67%
46
PXDEURPIONEER NATURAL RESOURCES CO
17,182$2.6M0.51%
47
ADPAUTOMATIC DATA PROCESSING INC
10,970$1.8M0.35%
48
DSIISHARES MSCI KLD 400 SOCIAL ETF
15,535$1.7M0.33%
49
UTXZUNITED TECHNOLOGIES CORP
12,062$1.6M0.30%
50
CVXCHEVRON CORPORATION
10,289$1.3M0.25%
51
INTCINTEL CORP
24,970$1.2M0.23%
52
ALPHABET INC CL C
1,018$1.1M0.21%
53
BABOEING CO
2,706$985K0.19%
54
HDHOME DEPOT INC
3,999$831K0.16%
55
USBUS BANCORP NEW
15,488$812K0.16%
56
MAMASTERCARD INC CL A
3,005$795K0.15%
57
SYKSTRYKER CORPORATION
3,697$760K0.15%
58
APDAIR PRODUCTS & CHEMICALS INC
3,160$715K0.14%
59
BIIBBIOGEN INC
3,009$704K0.14%
60
PPGPPG INDUSTRIES INC
6,000$700K0.14%
61
TJXTJX COS INC
13,060$691K0.13%
62
CHDCHURCH & DWIGHT INC
8,340$609K0.12%
63
INTUINTUIT INC
2,305$602K0.12%
64
FISVFISERV INC
6,225$568K0.11%
65
BRK/BBERKSHIRE HATHAWAY INC-CL B
2,527$539K0.10%
66
PNCPNC FINANCIAL SERVICES GROUP
3,823$525K0.10%
67
BMYBRISTOL MYERS SQUIBB CO
11,525$523K0.10%
68
IBMINTL. BUSINESS MACHINES CORP
3,782$522K0.10%
69
MMM3M CO
2,906$504K0.10%
70
ABBVABBVIE INC
6,322$460K0.09%
71
RYROYAL BANK OF CANADA
5,600$445K0.09%
72
WYWEYERHAEUSER CO REIT
16,886$445K0.09%
73
GEGENERAL ELECTRIC CORP
40,827$429K0.08%
74
RDS/AROYAL DUTCH SHELL SPONS ADR
6,530$425K0.08%
75
NOCNORTHROP GRUMMAN CORPORATION
1,284$415K0.08%
76
EWEDWARDS LIFESCIENCES CORP
2,190$405K0.08%
77
DDDUPONT DE NEMOURS INC
5,366$403K0.08%
78
CNRCANADIAN NATIONAL RAILWAY CO
4,210$389K0.08%
79
HEINEKEN HOLDING NV
3,680$387K0.07%
80
MRSHMARSH & MCLENNAN COS INC
3,600$359K0.07%
81
YUMYUM BRANDS INC
3,235$358K0.07%
82
ADIANALOG DEVICES INC
3,147$355K0.07%
83
DHRDANAHER CORP
2,280$326K0.06%
84
BNSBANK OF NOVA SCOTIA HALIFAX
6,000$326K0.06%
85
JMHLYJARDINE MATHESON UNSPONS ADR
4,965$314K0.06%
86
STTSTATE STREET CORP
5,393$302K0.06%
87
SBUXSTARBUCKS CORP
3,580$300K0.06%
88
GPCGENUINE PARTS CO
2,865$297K0.06%
89
RTN1USDRAYTHEON COMPANY
1,600$278K0.05%
90
LLYLILLY ELI & CO
2,470$274K0.05%
91
DOWDOW INC
5,366$265K0.05%
92
ITWILLINOIS TOOL WKS INC
1,700$256K0.05%
93
JKHYJACK HENRY & ASSOCIATES INC
1,710$229K0.04%
94
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORP
3,612$229K0.04%
95
CHKPCHECK POINT SOFTWARE TECH LTD
1,951$226K0.04%
96
TGTTARGET CORP
2,315$201K0.04%
97
TGTXTG THERAPEUTICS INC
10,800$93K0.02%
98
CVR PARTNERS LP
14,900$61K0.01%
99
TYHEE GOLD CORP
5,194,000$42K0.01%
100
WI2WI CORP
518,500$28K0.01%
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