FORBES J M & CO LLP Q4 2019 Filing

Filed February 7, 2020

Portfolio Value

$611.2M

Holdings

107

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (107 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
159,870$25.2M4.12%
2
ZTSZOETIS INC
154,589$20.5M3.35%
3
ADOBE INC
59,278$19.6M3.20%
4
DISDISNEY WALT CO NEW
133,593$19.3M3.16%
5
NEENEXTERA ENERGY INC
78,294$19.0M3.10%
6
VVISA INC CL A
97,634$18.3M3.00%
7
MRKMERCK & CO INC
186,444$17.0M2.77%
8
BACBANK OF AMERICA CORP
465,104$16.4M2.68%
9
ALPHABET INC CL A
12,133$16.3M2.66%
10
JNJJOHNSON & JOHNSON
108,747$15.9M2.60%
11
ABTABBOTT LABS
177,798$15.4M2.53%
12
PFEPFIZER INC
389,226$15.3M2.50%
13
AAPLAPPLE INC
50,990$15.0M2.45%
14
CRMSALESFORCE.COM
90,583$14.7M2.41%
15
LINDE PLC
65,519$13.9M2.28%
16
JP MORGAN CHASE & CO
99,868$13.9M2.28%
17
TAT&T INC
354,510$13.9M2.27%
18
IJRISHARES CORE S&P SMALL-CAP ETF
165,142$13.8M2.27%
19
KOCOCA COLA CO
241,610$13.4M2.19%
20
PGPROCTER & GAMBLE CO
106,889$13.3M2.18%
21
UNPUNION PAC CORP
73,737$13.3M2.18%
22
VZVERIZON COMMUNICATIONS
211,862$13.0M2.13%
23
CISCO SYSTEMS INC
263,725$12.6M2.07%
24
HXLHEXCEL CORP
163,400$12.0M1.96%
25
PEPPEPSICO INC
85,789$11.7M1.92%
26
NSRGYNESTLE SA SPONS ADR
103,567$11.2M1.83%
27
MCDMCDONALDS CORP
55,165$10.9M1.78%
28
R6C2ROYAL DUTCH SHELL PLC SPONS ADR
179,140$10.7M1.76%
29
HONHONEYWELL INTERNATIONAL INC
59,435$10.5M1.72%
30
WFCWELLS FARGO & CO
193,721$10.4M1.71%
31
LOWLOWES COS INC
83,688$10.0M1.64%
32
AMZNAMAZON.COM INC
5,395$10.0M1.63%
33
AXPAMERICAN EXPRESS CO
79,297$9.9M1.62%
34
XOMEXXONMOBIL CORP
130,832$9.1M1.49%
35
VEUVANGUARD FTSE ALL-WORLD EX-US
166,862$9.0M1.47%
36
BDXBECTON DICKINSON
31,826$8.7M1.42%
37
BMYBRISTOL MYERS SQUIBB CO
133,775$8.6M1.40%
38
SPDR PORTFOLIO EMERGING MARKETS ETF
226,787$8.5M1.39%
39
PANWPALO ALTO NETWORKS INC
32,818$7.6M1.24%
40
UNHUNITEDHEALTH GROUP INC
25,327$7.4M1.22%
41
XYLXYLEM INC
90,314$7.1M1.16%
42
ORCLORACLE CORPORATION
128,423$6.8M1.11%
43
IBBISHARES NASDAQ BIOTECH ETF
53,070$6.4M1.05%
44
ECLECOLAB INC
31,078$6.0M0.98%
45
VIGVANGUARD DIVIDEND APPREC ETF
43,947$5.5M0.90%
46
ITOTISHARES CORE S&P TOTAL U.S.
72,819$5.3M0.87%
47
EOG RES INC
41,017$3.4M0.56%
48
ANGI HOMESERVICES INC CL A
265,193$2.2M0.37%
49
ADPAUTOMATIC DATA PROCESSING INC
10,963$1.9M0.31%
50
DSIISHARES MSCI KLD 400 SOCIAL ETF
15,473$1.9M0.30%
51
UTXZUNITED TECHNOLOGIES CORP
12,210$1.8M0.30%
52
INTCINTEL CORP
24,740$1.5M0.24%
53
ALPHABET INC CL C
1,001$1.3M0.22%
54
CVXCHEVRON CORPORATION
10,319$1.2M0.20%
55
EMREMERSON ELEC CO
12,840$979K0.16%
56
USBUS BANCORP NEW
15,175$900K0.15%
57
MAMASTERCARD INC CL A
3,005$897K0.15%
58
BIIBBIOGEN INC
3,009$893K0.15%
59
BABOEING CO
2,706$882K0.14%
60
HDHOME DEPOT INC
3,999$873K0.14%
61
PPGPPG INDUSTRIES INC
6,000$801K0.13%
62
TJXTJX COS INC
13,060$797K0.13%
63
SYKSTRYKER CORPORATION
3,742$786K0.13%
64
APDAIR PRODUCTS & CHEMICALS INC
3,160$742K0.12%
65
FISVFISERV INC
6,065$701K0.11%
66
BRK/BBERKSHIRE HATHAWAY INC-CL B
2,877$652K0.11%
67
PNCPNC FINANCIAL SERVICES GROUP
3,705$591K0.10%
68
CHDCHURCH & DWIGHT INC
8,340$587K0.10%
69
IEFISHARES 7-10 YEAR TREASURY B
5,320$586K0.10%
70
INTUINTUIT INC
2,185$572K0.09%
71
ABBVABBVIE INC
6,192$548K0.09%
72
EWEDWARDS LIFESCIENCES CORP
2,190$511K0.08%
73
IBMINTL. BUSINESS MACHINES CORP
3,784$507K0.08%
74
MMM3M CO
2,780$490K0.08%
75
WYWEYERHAEUSER CO REIT
16,106$486K0.08%
76
RYROYAL BANK OF CANADA
5,600$444K0.07%
77
NOCNORTHROP GRUMMAN CORPORATION
1,284$442K0.07%
78
STTSTATE STREET CORP
5,393$427K0.07%
79
RDS/AROYAL DUTCH SHELL SPONS ADR
6,930$409K0.07%
80
RTN1USDRAYTHEON COMPANY
1,850$407K0.07%
81
MRSHMARSH & MCLENNAN COS INC
3,600$401K0.07%
82
AXSMAXSOME THERAPEUTICS INC
3,840$397K0.06%
83
CNRCANADIAN NATIONAL RAILWAY CO
4,210$381K0.06%
84
ADIANALOG DEVICES INC
3,147$374K0.06%
85
HEINEKEN HOLDING NV
3,680$357K0.06%
86
LLYLILLY ELI & CO
2,670$351K0.06%
87
DHRDANAHER CORP
2,280$350K0.06%
88
DDDUPONT DE NEMOURS INC
5,432$349K0.06%
89
YUMYUM BRANDS INC
3,382$341K0.06%
90
BNSBANK OF NOVA SCOTIA HALIFAX
6,000$339K0.06%
91
SBUXSTARBUCKS CORP
3,580$315K0.05%
92
GPCGENUINE PARTS CO
2,950$313K0.05%
93
TGTTARGET CORP
2,315$297K0.05%
94
ITWILLINOIS TOOL WKS INC
1,650$296K0.05%
95
DOWDOW INC
5,290$290K0.05%
96
JKHYJACK HENRY & ASSOCIATES INC
1,710$249K0.04%
97
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CORP
3,804$236K0.04%
98
NVDANVIDIA CORP
970$228K0.04%
99
GLDSPDR GOLD TRUST
1,429$204K0.03%
100
CHKPCHECK POINT SOFTWARE TECH LTD
1,815$201K0.03%
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