FORBES J M & CO LLP Q3 2021 Filing

Filed November 5, 2021

Portfolio Value

$792.3M

Holdings

114

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (114 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
171,981$48.5M6.12%
2
IAU*ISHARES GOLD TRUST
1,282,986$42.9M5.41%
3
AAPLAPPLE INC
253,523$35.9M4.53%
4
AMZNAMAZON.COM INC
9,388$30.8M3.89%
5
ALPHABET INC CL A
10,827$28.9M3.65%
6
CRMSALESFORCE.COM
97,739$26.5M3.35%
7
ADOBE INC
45,503$26.2M3.31%
8
NEENEXTERA ENERGY INC
314,235$24.7M3.11%
9
ABTABBOTT LABS
196,005$23.2M2.92%
10
BACBANK OF AMERICA CORP
498,049$21.1M2.67%
11
JP MORGAN CHASE & CO
125,274$20.5M2.59%
12
VVISA INC CL A
91,534$20.4M2.57%
13
PYPLPAYPAL HOLDINGS INC
76,412$19.9M2.51%
14
JNJJOHNSON & JOHNSON
111,533$18.0M2.27%
15
ZTSZOETIS INC
86,357$16.8M2.12%
16
SPDR PORTFOLIO EMERGING MARKETS ETF
391,207$16.6M2.10%
17
UNPUNION PAC CORP
80,869$15.9M2.00%
18
PGPROCTER & GAMBLE CO
112,593$15.7M1.99%
19
HDHOME DEPOT INC
47,042$15.4M1.95%
20
MRKMERCK & CO INC
203,730$15.3M1.93%
21
LINDE PLC
50,867$14.9M1.88%
22
NVDANVIDIA CORP
69,337$14.4M1.81%
23
HONHONEYWELL INTERNATIONAL INC
65,049$13.8M1.74%
24
PEPPEPSICO INC
91,019$13.7M1.73%
25
NSRGYNESTLE SA SPONS ADR
112,961$13.6M1.71%
26
KOCOCA COLA CO
251,883$13.2M1.67%
27
VZVERIZON COMMUNICATIONS
222,082$12.0M1.51%
28
XYLXYLEM INC
96,635$12.0M1.51%
29
WMTWALMART INC
82,623$11.5M1.45%
30
IBMINTL. BUSINESS MACHINES CORP
80,661$11.2M1.41%
31
XLFIENERGY SELECT SECTOR SPDR
214,398$11.2M1.41%
32
UNHUNITEDHEALTH GROUP INC
27,795$10.9M1.37%
33
AVGOBROADCOM INC
21,907$10.6M1.34%
34
INTERCONTINENTAL EXCHANGE INC
91,438$10.5M1.33%
35
DISDISNEY WALT CO NEW
57,908$9.8M1.24%
36
TJXTJX COS INC
141,990$9.7M1.22%
37
BLKBLACKROCK INC CL A
11,389$9.6M1.21%
38
IBBISHARES BIOTECHNOLOGY ETF
58,287$9.4M1.19%
39
BDXBECTON DICKINSON
33,551$8.2M1.04%
40
BMYBRISTOL MYERS SQUIBB CO
138,965$8.2M1.04%
41
ECLECOLAB INC
35,231$7.3M0.93%
42
ITOTISHARES CORE S&P TOTAL U.S.
72,757$7.2M0.90%
43
PROLOGIS INC REIT
56,835$7.1M0.90%
44
VIGVANGUARD DIVIDEND APPREC ETF
46,068$7.1M0.89%
45
AMTAMERICAN TOWER CORP REIT
23,220$6.2M0.78%
46
RIORIO TINTO PLC SPONS ADR
66,895$4.5M0.56%
47
ANGI INC CL A
265,193$3.3M0.41%
48
XOMEXXON MOBIL CORP
37,642$2.2M0.28%
49
ADPAUTOMATIC DATA PROCESSING INC
10,638$2.1M0.27%
50
INTCINTEL CORP
25,734$1.4M0.17%
51
ALPHABET INC CL C
455$1.2M0.15%
52
EMREMERSON ELEC CO
11,975$1.1M0.14%
53
INTUINTUIT INC
2,010$1.1M0.14%
54
DSIISHARES MSCI KLD 400 SOCIAL ETF
12,442$1.0M0.13%
55
MAMASTERCARD INC CL A
2,915$1.0M0.13%
56
SYKSTRYKER CORPORATION
3,705$977K0.12%
57
BRK/BBERKSHIRE HATHAWAY INC-CL B
3,421$934K0.12%
58
PFEPFIZER INC
21,307$916K0.12%
59
MCDMCDONALDS CORP
3,700$892K0.11%
60
ABBVABBVIE INC
8,182$883K0.11%
61
GLDSPDR GOLD TRUST
5,318$873K0.11%
62
USBUS BANCORP NEW
13,827$822K0.10%
63
APDAIR PRODUCTS & CHEMICALS INC
3,135$803K0.10%
64
PMBSPIMCO ACTIVE BOND ETF
7,056$780K0.10%
65
DHRDANAHER CORP
2,280$694K0.09%
66
RTXRAYTHEON TECHNOLOGIES CORP
8,039$691K0.09%
67
PNCPNC FINANCIAL SERVICES GROUP
3,518$688K0.09%
68
CHDCHURCH & DWIGHT INC
8,240$680K0.09%
69
MMM3M CO
3,479$610K0.08%
70
LLYLILLY ELI & CO
2,620$605K0.08%
71
EWEDWARDS LIFESCIENCES CORP
5,285$598K0.08%
72
BIIBBIOGEN INC
2,084$590K0.07%
73
BABOEING CO
2,674$588K0.07%
74
CISCO SYSTEMS INC
10,544$574K0.07%
75
WYWEYERHAEUSER CO REIT
16,106$573K0.07%
76
RYROYAL BANK OF CANADA
5,600$557K0.07%
77
FISVFISERV INC
5,125$556K0.07%
78
TGTTARGET CORP
2,305$527K0.07%
79
CVXCHEVRON CORPORATION
4,852$492K0.06%
80
CNRCANADIAN NATIONAL RAILWAY CO
4,210$487K0.06%
81
ADIANALOG DEVICES INC
2,883$483K0.06%
82
CAMBRIDGE BANCORP
5,416$477K0.06%
83
STTSTATE STREET CORP
5,364$454K0.06%
84
VANGUARD SHORT TERM CORP BOND ETF
5,076$418K0.05%
85
BRK-BBERKSHIRE HATHAWAY INC CL A
1$411K0.05%
86
ITWILLINOIS TOOL WKS INC
1,950$403K0.05%
87
YUMYUM BRANDS INC
3,235$396K0.05%
88
SBUXSTARBUCKS CORP
3,580$395K0.05%
89
IEFISHARES 7-10 YEAR TREASURY B
3,423$394K0.05%
90
BNSBANK OF NOVA SCOTIA HALIFAX
6,000$369K0.05%
91
GPCGENUINE PARTS CO
2,865$347K0.04%
92
HEINEKEN HOLDING NV
3,680$321K0.04%
93
SPDR DOUBLELINE TR TACT ETF
6,599$319K0.04%
94
CARRCARRIER GLOBAL CORP
6,016$311K0.04%
95
DDDUPONT DE NEMOURS INC
4,533$308K0.04%
96
METAFACEBOOK INC-A
889$302K0.04%
97
XAIRBEYOND AIR INC
26,325$293K0.04%
98
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORP
3,569$265K0.03%
99
DOWDOW INC
4,601$265K0.03%
100
VANGUARD INFO TECH ETF
650$261K0.03%
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