FORBES J M & CO LLP Q3 2022 Filing

Filed November 14, 2022

Portfolio Value

$639.3M

Holdings

107

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (107 positions)

#StockSharesValue% PortfolioType
1
IAU*ISHARES GOLD TRUST
1,433,994$45.2M7.07%
2
MSFTMICROSOFT CORP
154,411$36.0M5.63%
3
AAPLAPPLE INC
256,273$35.4M5.54%
4
AMZNAMAZON COM INC
189,445$21.4M3.35%
5
ALPHABET INC CL A
219,420$21.0M3.28%
6
NEENEXTERA ENERGY INC
238,602$18.7M2.93%
7
JNJJOHNSON & JOHNSON
113,645$18.6M2.90%
8
MRKMERCK & CO INC
208,844$18.0M2.81%
9
UNPUNION PAC CORP
81,572$15.9M2.49%
10
XLFIENERGY SELECT SECTOR SPDR
219,577$15.8M2.47%
11
BACBANK OF AMERICA CORP
503,774$15.2M2.38%
12
PEPPEPSICO INC
92,813$15.2M2.37%
13
PGPROCTER & GAMBLE CO
117,155$14.8M2.31%
14
UNHUNITEDHEALTH GROUP INC
28,668$14.5M2.26%
15
ABTABBOTT LABS
149,107$14.4M2.26%
16
KOCOCA COLA CO
254,488$14.3M2.23%
17
LINDE PLC
51,304$13.8M2.16%
18
JP MORGAN CHASE & CO
127,076$13.3M2.08%
19
ZTSZOETIS INC
86,289$12.8M2.00%
20
IJHISHARES CORE S&P MID-CAP ETF
57,837$12.7M1.98%
21
VWOVANGUARD FTSE EMERGING MARKETS ETF
329,931$12.0M1.88%
22
VVISA INC CL A
63,572$11.3M1.77%
23
HONHONEYWELL INTERNATIONAL INC
65,615$11.0M1.71%
24
WMTWALMART INC
83,307$10.8M1.69%
25
BMYBRISTOL MYERS SQUIBB CO
141,414$10.1M1.57%
26
AVGOBROADCOM INC
22,251$9.9M1.55%
27
NSRGYNESTLE SA SPONS ADR
90,907$9.8M1.53%
28
IBMINTL BUSINESS MACHINES CORP
81,141$9.6M1.51%
29
TJXTJX COS INC
142,541$8.9M1.39%
30
VZVERIZON COMMUNICATIONS
225,909$8.6M1.34%
31
NVDANVIDIA CORP
70,391$8.5M1.34%
32
XYLXYLEM INC
97,594$8.5M1.33%
33
INTERCONTINENTAL EXCHANGE INC
92,485$8.4M1.31%
34
ADOBE INC
30,220$8.3M1.30%
35
HDHOME DEPOT INC
28,433$7.8M1.23%
36
BDXBECTON DICKINSON
34,422$7.7M1.20%
37
IBBISHARES BIOTECHNOLOGY ETF
58,914$6.9M1.08%
38
PYPLPAYPAL HOLDINGS INC
75,367$6.5M1.01%
39
CRMSALESFORCE INC
44,416$6.4M1.00%
40
BLKBLACKROCK INC CL A
11,597$6.4M1.00%
41
DHRDANAHER CORP
24,427$6.3M0.99%
42
PROLOGIS INC REIT
57,529$5.8M0.91%
43
PGRPROGRESSIVE CORP
45,888$5.3M0.83%
44
ECLECOLAB INC
35,451$5.1M0.80%
45
AMTAMERICAN TOWER CORP REIT
23,092$5.0M0.78%
46
ITOTISHARES CORE S&P TOTAL US
59,984$4.8M0.75%
47
VIGVANGUARD DIVIDEND APPREC ETF
28,650$3.9M0.61%
48
RIORIO TINTO PLC SPONS ADR
67,329$3.7M0.58%
49
XOMEXXON MOBIL CORP
40,253$3.5M0.55%
50
ADPAUTOMATIC DATA PROCESSING INC
10,496$2.4M0.37%
51
PRGSPROGRESS SOFTWARE CORP
51,095$2.2M0.34%
52
ABBVABBVIE INC
8,041$1.1M0.17%
53
ALPHABET INC CL C
10,105$972K0.15%
54
PFEPFIZER INC
21,889$958K0.15%
55
BRK/BBERKSHIRE HATHAWAY INC-CL B
3,408$910K0.14%
56
MCDMCDONALDS CORP
3,857$890K0.14%
57
EMREMERSON ELEC CO
11,953$875K0.14%
58
CVXCHEVRON CORPORATION
5,992$861K0.13%
59
GLDSPDR GOLD TRUST
5,318$823K0.13%
60
DSIISHARES MSCI KLD 400 SOCIAL ETF
12,295$823K0.13%
61
MAMASTERCARD INC CL A
2,826$804K0.13%
62
ANGI INC CL A
265,193$782K0.12%
63
INTUINTUIT INC
1,963$760K0.12%
64
INTCINTEL CORP
28,686$739K0.12%
65
SYKSTRYKER CORPORATION
3,626$734K0.11%
66
APDAIR PRODUCTS & CHEMICALS INC
3,120$726K0.11%
67
RTN1USDRAYTHEON TECHNOLOGIES CORP
7,866$644K0.10%
68
CHDCHURCH & DWIGHT INC
8,520$609K0.10%
69
ADIANALOG DEVICES INC
4,372$609K0.10%
70
USBUS BANCORP NEW
13,877$560K0.09%
71
BIIBBIOGEN INC
2,099$560K0.09%
72
PNCPNC FINANCIAL SERVICES GROUP
3,628$542K0.08%
73
LLYLILLY ELI & CO
1,612$521K0.08%
74
RYROYAL BANK OF CANADA
5,600$504K0.08%
75
FISVFISERV INC
5,096$477K0.07%
76
WYWEYERHAEUSER CO REIT
16,101$460K0.07%
77
CNRCANADIAN NATIONAL RAILWAY CO
4,210$455K0.07%
78
CISCO SYSTEMS INC
11,294$451K0.07%
79
EDWARDS LIFESCIENCES CORP
5,285$436K0.07%
80
CAMBRIDGE BANCORP
5,416$432K0.07%
81
GPCGENUINE PARTS CO
2,865$428K0.07%
82
BRK-BBERKSHIRE HATHAWAY INC CL A
1$406K0.06%
83
TGTTARGET CORP
2,540$377K0.06%
84
VANGUARD SHORT TERM CORP BOND ETF
4,944$367K0.06%
85
MMM3M CO
3,239$358K0.06%
86
ITWILLINOIS TOOL WKS INC
1,950$352K0.06%
87
YUMYUM BRANDS INC
3,235$344K0.05%
88
STTSTATE STREET CORP
5,305$323K0.05%
89
BABOEING CO
2,641$320K0.05%
90
IEFISHARES 7-10 YEAR TREASURY B
3,206$308K0.05%
91
SBUXSTARBUCKS CORP
3,580$302K0.05%
92
DISDISNEY WALT CO NEW
3,061$289K0.05%
93
BNSBANK OF NOVA SCOTIA HALIFAX
6,000$285K0.04%
94
CTVACORTEVA INC
4,917$281K0.04%
95
XAIRBEYOND AIR INC
35,020$261K0.04%
96
HEINEKEN HOLDING NV
3,680$254K0.04%
97
JPMORGAN ULTRA-SHORT INCOME ETF
4,873$244K0.04%
98
DDDUPONT DE NEMOURS INC
4,841$244K0.04%
99
JPM ULTRA-SHORT MUNI INCOME
4,833$243K0.04%
100
TSLATESLA INC
887$235K0.04%
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