FORBES J M & CO LLP Q2 2021 Filing

Filed August 3, 2021

Portfolio Value

$792.8M

Holdings

119

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (119 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
171,583$46.5M5.86%
2
IAU*ISHARES GOLD TRUST
1,286,720$43.4M5.47%
3
AAPLAPPLE INC
250,659$34.3M4.33%
4
AMZNAMAZON.COM INC
9,436$32.5M4.09%
5
ADOBE INC
46,026$27.0M3.40%
6
ALPHABET INC CL A
10,904$26.6M3.36%
7
CRMSALESFORCE.COM
97,045$23.7M2.99%
8
NEENEXTERA ENERGY INC
315,421$23.1M2.92%
9
ABTABBOTT LABS
193,887$22.5M2.84%
10
PYPLPAYPAL HOLDINGS INC
75,673$22.1M2.78%
11
VVISA INC CL A
91,894$21.5M2.71%
12
BACBANK OF AMERICA CORP
493,102$20.3M2.56%
13
JP MORGAN CHASE & CO
123,732$19.2M2.43%
14
JNJJOHNSON & JOHNSON
110,638$18.2M2.30%
15
SPDR PORTFOLIO EMERGING MARKETS ETF
389,681$17.7M2.24%
16
UNPUNION PAC CORP
80,298$17.7M2.23%
17
ZTSZOETIS INC
86,511$16.1M2.03%
18
MRKMERCK & CO INC
201,400$15.7M1.98%
19
PGPROCTER & GAMBLE CO
111,688$15.1M1.90%
20
HDHOME DEPOT INC
46,356$14.8M1.86%
21
LINDE PLC
50,826$14.7M1.85%
22
HONHONEYWELL INTERNATIONAL INC
64,142$14.1M1.77%
23
NSRGYNESTLE SA SPONS ADR
112,412$14.0M1.77%
24
NVDANVIDIA CORP
17,180$13.7M1.73%
25
KOCOCA COLA CO
249,372$13.5M1.70%
26
PEPPEPSICO INC
90,862$13.5M1.70%
27
VZVERIZON COMMUNICATIONS
220,951$12.4M1.56%
28
IBMINTL. BUSINESS MACHINES CORP
79,481$11.7M1.47%
29
WMTWALMART INC
81,727$11.5M1.45%
30
XLFIENERGY SELECT SECTOR SPDR
212,986$11.5M1.45%
31
XYLXYLEM INC
95,013$11.4M1.44%
32
UNHUNITEDHEALTH GROUP INC
27,339$10.9M1.38%
33
INTERCONTINENTAL EXCHANGE INC
90,403$10.7M1.35%
34
TAT&T INC
371,830$10.7M1.35%
35
AVGOBROADCOM INC
21,679$10.3M1.30%
36
BLKBLACKROCK INC CL A
11,279$9.9M1.24%
37
TJXTJX COS INC
140,654$9.5M1.20%
38
IBBISHARES BIOTECHNOLOGY ETF
57,446$9.4M1.19%
39
BMYBRISTOL MYERS SQUIBB CO
136,963$9.2M1.15%
40
BDXBECTON DICKINSON
33,088$8.0M1.02%
41
ITOTISHARES CORE S&P TOTAL U.S.
72,421$7.2M0.90%
42
ECLECOLAB INC
34,711$7.1M0.90%
43
VIGVANGUARD DIVIDEND APPREC ETF
45,546$7.0M0.89%
44
PROLOGIS INC REIT
56,349$6.7M0.85%
45
AMTAMERICAN TOWER CORP REIT
23,013$6.2M0.78%
46
RIORIO TINTO PLC SPONS ADR
65,473$5.5M0.69%
47
ANGI INC CL A
265,193$3.6M0.45%
48
XOMEXXON MOBIL CORP
39,810$2.5M0.32%
49
ADPAUTOMATIC DATA PROCESSING INC
10,913$2.2M0.27%
50
INTCINTEL CORP
26,233$1.5M0.19%
51
EMREMERSON ELEC CO
12,540$1.2M0.15%
52
ALPHABET INC CL C
457$1.1M0.14%
53
INTUINTUIT INC
2,185$1.1M0.14%
54
MAMASTERCARD INC CL A
2,915$1.1M0.13%
55
BRK/BBERKSHIRE HATHAWAY INC-CL B
3,571$992K0.13%
56
SYKSTRYKER CORPORATION
3,705$962K0.12%
57
DSIISHARES MSCI KLD 400 SOCIAL ETF
11,605$961K0.12%
58
ABBVABBVIE INC
8,527$960K0.12%
59
APDAIR PRODUCTS & CHEMICALS INC
3,135$902K0.11%
60
GLDSPDR GOLD TRUST
5,318$881K0.11%
61
PFEPFIZER INC
22,040$863K0.11%
62
MCDMCDONALDS CORP
3,700$855K0.11%
63
USBUS BANCORP NEW
14,822$844K0.11%
64
PMBSPIMCO ACTIVE BOND ETF
7,039$781K0.10%
65
BIIBBIOGEN INC
2,116$733K0.09%
66
MMM3M CO
3,600$715K0.09%
67
CHDCHURCH & DWIGHT INC
8,240$702K0.09%
68
PNCPNC FINANCIAL SERVICES GROUP
3,653$697K0.09%
69
RTXRAYTHEON TECHNOLOGIES CORP
8,099$691K0.09%
70
BABOEING CO
2,686$643K0.08%
71
EWEDWARDS LIFESCIENCES CORP
6,108$633K0.08%
72
DHRDANAHER CORP
2,280$612K0.08%
73
OGNORGANON & CO
19,884$602K0.08%
74
LLYLILLY ELI & CO
2,620$601K0.08%
75
CISCO SYSTEMS INC
10,939$580K0.07%
76
RYROYAL BANK OF CANADA
5,600$567K0.07%
77
DISDISNEY WALT CO NEW
3,179$559K0.07%
78
TGTTARGET CORP
2,305$557K0.07%
79
WYWEYERHAEUSER CO REIT
16,106$554K0.07%
80
FISVFISERV INC
5,125$548K0.07%
81
CVXCHEVRON CORPORATION
5,228$548K0.07%
82
ADIANALOG DEVICES INC
2,905$500K0.06%
83
CAMBRIDGE BANCORP
5,416$449K0.06%
84
CNRCANADIAN NATIONAL RAILWAY CO
4,210$444K0.06%
85
STTSTATE STREET CORP
5,364$441K0.06%
86
ITWILLINOIS TOOL WKS INC
1,950$436K0.05%
87
VANGUARD SHORT TERM CORP BOND ETF
5,064$419K0.05%
88
BRK-BBERKSHIRE HATHAWAY INC CL A
1$419K0.05%
89
IEFISHARES 7-10 YEAR TREASURY B
3,514$406K0.05%
90
SBUXSTARBUCKS CORP
3,580$400K0.05%
91
BNSBANK OF NOVA SCOTIA HALIFAX
6,000$390K0.05%
92
YUMYUM BRANDS INC
3,235$372K0.05%
93
HEINEKEN HOLDING NV
3,680$371K0.05%
94
GPCGENUINE PARTS CO
2,865$362K0.05%
95
DDDUPONT DE NEMOURS INC
4,533$351K0.04%
96
SPDR DOUBLELINE TR TACT ETF
6,584$319K0.04%
97
METAFACEBOOK INC-A
879$306K0.04%
98
CARRCARRIER GLOBAL CORP
6,076$295K0.04%
99
DOWDOW INC
4,601$291K0.04%
100
JKHYJACK HENRY & ASSOCIATES INC
1,710$280K0.04%
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