FORBES J M & CO LLP Q2 2024 Filing

Filed July 30, 2024

Portfolio Value

$975.9M

Holdings

133

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (133 positions)

#StockSharesValue% PortfolioType
101
VVISA INC CL A
65,113$00.00%
102
UNHUNITEDHEALTH GROUP INC
18,910$00.00%
103
SYKSTRYKER CORPORATION
3,521$00.00%
104
IJHISHARES CORE S&P MID-CAP ETF
199,765$00.00%
105
TJXTJX COS INC
120,607$00.00%
106
INTERCONTINENTAL EXCHANGE INC
76,291$00.00%
107
BRK/BBERKSHIRE HATHAWAY INC-CL B
12,374$00.00%
108
ECLECOLAB INC
32,116$00.00%
109
STTHEALTH CARE SELECT SECTOR
54,998$00.00%
110
CISCO SYSTEMS INC
34,973$00.00%
111
GLDSPDR GOLD TRUST
5,318$00.00%
112
RIORIO TINTO PLC SPONS ADR
89,978$00.00%
113
ABBVABBVIE INC
14,345$00.00%
114
NVDANVIDIA CORP
488,065$00.00%
115
BDXBECTON DICKINSON
35,904$00.00%
116
NEENEXTERA ENERGY INC
213,844$00.00%
117
ADIANALOG DEVICES INC
4,698$00.00%
118
XLFICONSUMER DISCRETIONARY SELECT
43,177$00.00%
119
ETNEATON CORP PLC
38,218$00.00%
120
ADOBE INC
29,713$00.00%
121
CRMSALESFORCE INC
36,767$00.00%
122
ANETEURARISTA NETWORKS INC
16,949$00.00%
123
UNPUNION PAC CORP
54,926$00.00%
124
VIGVANGUARD DIVIDEND APPREC ETF
82,672$00.00%
125
SPDR PORTFOLIO EMERGING MARKETS ETF
266,686$00.00%
126
WMTWALMART INC
232,942$00.00%
127
AMZNAMAZON.COM INC
180,346$00.00%
128
NOWSERVICENOW INC
5,355$00.00%
129
NSRGYNESTLE SA SPONS ADR
66,637$00.00%
130
XLFITECHNOLOGY SELECT SECT SPDR
88,753$00.00%
131
PROLOGIS INC REIT
58,634$00.00%
132
KOCOCA COLA CO
237,636$00.00%
133
ALPHABET INC CL A
222,166$00.00%
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