FORBES J M & CO LLP Q2 2022 Filing

Filed July 22, 2022

Portfolio Value

$679.5M

Holdings

114

Report Date

Q2 2022

Filing Type

13F-HR

All Holdings (114 positions)

#StockSharesValue% PortfolioType
1
IAU*ISHARES GOLD TRUST
1,436,601$49.3M7.25%
2
MSFTMICROSOFT CORP
152,285$39.1M5.76%
3
AAPLAPPLE INC
250,802$34.3M5.05%
4
ALPHABET INC CL A
10,840$23.6M3.48%
5
AMZNAMAZON.COM INC
187,777$19.9M2.94%
6
JNJJOHNSON & JOHNSON
111,606$19.8M2.92%
7
MRKMERCK & CO INC
204,873$18.7M2.75%
8
NEENEXTERA ENERGY INC
236,080$18.3M2.69%
9
UNPUNION PAC CORP
80,930$17.3M2.54%
10
PGPROCTER & GAMBLE CO
113,589$16.3M2.40%
11
ABTABBOTT LABS
147,089$16.0M2.35%
12
KOCOCA COLA CO
251,451$15.8M2.33%
13
BACBANK OF AMERICA CORP
499,133$15.5M2.29%
14
XLFIENERGY SELECT SECTOR SPDR
215,715$15.4M2.27%
15
PEPPEPSICO INC
91,805$15.3M2.25%
16
ZTSZOETIS INC
85,926$14.8M2.17%
17
LINDE PLC
50,914$14.6M2.15%
18
UNHUNITEDHEALTH GROUP INC
28,300$14.5M2.14%
19
JP MORGAN CHASE & CO
125,640$14.1M2.08%
20
VWOVANGUARD FTSE EMERGING MARKETS ETF
326,118$13.6M2.00%
21
IJHISHARES CORE S&P MID-CAP ETF
57,170$12.9M1.90%
22
VVISA INC CL A
63,250$12.5M1.83%
23
IBMINTL. BUSINESS MACHINES CORP
80,120$11.3M1.66%
24
VZVERIZON COMMUNICATIONS
222,366$11.3M1.66%
25
HONHONEYWELL INTERNATIONAL INC
64,760$11.3M1.66%
26
ADOBE INC
30,164$11.0M1.63%
27
BMYBRISTOL MYERS SQUIBB CO
139,201$10.7M1.58%
28
AVGOBROADCOM INC
22,041$10.7M1.58%
29
NVDANVIDIA CORP
69,860$10.6M1.56%
30
NSRGYNESTLE SA SPONS ADR
90,052$10.5M1.54%
31
WMTWALMART INC
82,348$10.0M1.47%
32
INTERCONTINENTAL EXCHANGE INC
91,344$8.6M1.26%
33
BDXBECTON DICKINSON
33,527$8.3M1.22%
34
TJXTJX COS INC
141,614$7.9M1.16%
35
HDHOME DEPOT INC
28,256$7.8M1.14%
36
XYLXYLEM INC
96,421$7.5M1.11%
37
CRMSALESFORCE INC
44,189$7.3M1.07%
38
BLKBLACKROCK INC CL A
11,508$7.0M1.03%
39
IBBISHARES BIOTECHNOLOGY ETF
58,099$6.8M1.01%
40
VIGVANGUARD DIVIDEND APPREC ETF
47,531$6.8M1.00%
41
PROLOGIS INC REIT
56,929$6.7M0.99%
42
ITOTISHARES CORE S&P TOTAL U.S.
73,553$6.2M0.91%
43
DHRDANAHER CORP
24,243$6.1M0.90%
44
AMTAMERICAN TOWER CORP REIT
22,834$5.8M0.86%
45
DISDISNEY WALT CO NEW
57,656$5.4M0.80%
46
ECLECOLAB INC
34,803$5.4M0.79%
47
PYPLPAYPAL HOLDINGS INC
74,884$5.2M0.77%
48
RIORIO TINTO PLC SPONS ADR
66,701$4.1M0.60%
49
XOMEXXON MOBIL CORP
38,918$3.3M0.49%
50
ADPAUTOMATIC DATA PROCESSING INC
10,569$2.2M0.33%
51
ABBVABBVIE INC
8,041$1.2M0.18%
52
ANGI INC CL A
265,193$1.2M0.18%
53
PFEPFIZER INC
22,439$1.2M0.17%
54
ALPHABET INC CL C
462$1.0M0.15%
55
INTCINTEL CORP
26,432$989K0.15%
56
MCDMCDONALDS CORP
4,007$989K0.15%
57
EMREMERSON ELEC CO
11,958$951K0.14%
58
BRK/BBERKSHIRE HATHAWAY INC-CL B
3,418$933K0.14%
59
MAMASTERCARD INC CL A
2,882$909K0.13%
60
GLDSPDR GOLD TRUST
5,318$896K0.13%
61
DSIISHARES MSCI KLD 400 SOCIAL ETF
12,177$876K0.13%
62
LLYLILLY ELI & CO
2,612$847K0.12%
63
CHDCHURCH & DWIGHT INC
8,240$764K0.11%
64
CVXCHEVRON CORPORATION
5,276$764K0.11%
65
INTUINTUIT INC
1,963$757K0.11%
66
APDAIR PRODUCTS & CHEMICALS INC
3,120$750K0.11%
67
RTXRAYTHEON TECHNOLOGIES CORP
7,711$741K0.11%
68
SYKSTRYKER CORPORATION
3,648$726K0.11%
69
PMBSPIMCO ACTIVE BOND ETF
6,811$649K0.10%
70
USBUS BANCORP NEW
13,889$639K0.09%
71
PNCPNC FINANCIAL SERVICES GROUP
3,918$618K0.09%
72
RYROYAL BANK OF CANADA
5,600$542K0.08%
73
WYWEYERHAEUSER CO REIT
16,106$533K0.08%
74
EWEDWARDS LIFESCIENCES CORP
5,285$503K0.07%
75
CISCO SYSTEMS INC
11,454$488K0.07%
76
CNRCANADIAN NATIONAL RAILWAY CO
4,210$473K0.07%
77
ADIANALOG DEVICES INC
3,214$470K0.07%
78
PROMIS NEUROSCIENCES INC
73,500$467K0.07%
79
FISVFISERV INC
5,125$456K0.07%
80
CAMBRIDGE BANCORP
5,416$448K0.07%
81
MMM3M CO
3,285$425K0.06%
82
BIIBBIOGEN INC
2,044$417K0.06%
83
BRK-BBERKSHIRE HATHAWAY INC CL A
1$409K0.06%
84
GPCGENUINE PARTS CO
2,865$381K0.06%
85
VANGUARD SHORT TERM CORP BOND ETF
4,929$376K0.06%
86
ITWILLINOIS TOOL WKS INC
2,060$375K0.06%
87
YUMYUM BRANDS INC
3,235$367K0.05%
88
BABOEING CO
2,651$362K0.05%
89
TGTTARGET CORP
2,540$359K0.05%
90
BNSBANK OF NOVA SCOTIA HALIFAX
6,000$355K0.05%
91
IEFISHARES 7-10 YEAR TREASURY B
3,243$332K0.05%
92
STTSTATE STREET CORP
5,305$327K0.05%
93
SBUXSTARBUCKS CORP
3,580$273K0.04%
94
SPDR DOUBLELINE TR TACT ETF
6,402$270K0.04%
95
HEINEKEN HOLDING NV
3,680$267K0.04%
96
DDDUPONT DE NEMOURS INC
4,528$252K0.04%
97
DOWDOW INC
4,835$250K0.04%
98
JPMORGAN ULTRA-SHORT INCOME ETF
4,943$248K0.04%
99
JPM ULTRA-SHORT MUNI INCOME
4,905$248K0.04%
100
CTVACORTEVA INC
4,452$241K0.04%
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