FORBES J M & CO LLP
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,272,119
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 159 | 1,272,119 | 13F-HR | FORBES J M & CO LLP |
| Q1 2026 | 4/16/2026 | 150 | 1,182,317 | 13F-HR | FORBES J M & CO LLP |
| Q4 2025 | 1/21/2026 | 141 | 1,235,044 | 13F-HR | FORBES J M & CO LLP |
| Q3 2025 | 10/28/2025 | 140 | 1,203,322 | 13F-HR | FORBES J M & CO LLP |
| Q2 2025 | 7/18/2025 | 141 | 1,093,278 | 13F-HR | FORBES J M & CO LLP |
| Q2 2014 | 8/4/2014 | 93 | 401,961 | 13F-HR | FORBES J M & CO LLP |
| Q1 2014 | 5/9/2014 | 87 | 384,679 | 13F-HR | FORBES J M & CO LLP |
| Q4 2013 | 2/13/2014 | 87 | 395,470 | 13F-HR | FORBES J M & CO LLP |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.01 M | 79.4% | 77.66 K | 0 | 77.66 K |
| ETFs | 262.3 K | 20.6% | 12.14 K | 0 | 12.14 K |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
1,272,119
Holdings
159
QoQ value change ($000)
89,802
(7.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.