1y return+17.1%S&P 500 +20.9%
3y return+60.8%S&P 500 +68.5%
5y return+63.6%S&P 500 +74.5%
10y return+197.1%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $297 against $357 in the S&P 500.2
Forbes J M & Co LlpS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corp | $82.5M | 6.5% | |
| GOOGLAlphabet Inc Cl A | $73.2M | 5.8% | −10.4% |
| AAPLApple Inc | $71.9M | 5.7% | |
| IAUIshares Gold Trust | $68.8M | 5.4% | |
| MSFTMicrosoft Corp | $58.1M | 4.6% | |
| AMZNAmazon.com Inc | $45.4M | 3.6% | |
| AVGOBroadcom Inc | $44.6M | 3.5% | |
| XLESs Energy Select Sector | $40.7M | 3.2% | |
| XLKSte St Tech Select Sector Spdr Etf | $33.3M | 2.6% | |
| JPMJp Morgan Chase & Co | $32.7M | 2.6% | |
| JNJJohnson & Johnson | $29.8M | 2.3% | |
| BACBank Of America Corp | $26.5M | 2.1% | |
| VVisa Inc Cl A | $23.0M | 1.8% | |
| MRKMerck & Co Inc | $22.0M | 1.7% | |
| VIGVanguard Dividend Apprec Etf | $21.3M | 1.7% | |
| WMTWalmart Inc | $21.1M | 1.7% | |
| KOCoca Cola Co | $20.3M | 1.6% | |
| Linde PLCCUSIP G54950103 | $20.2M | 1.6% | |
| NEENextera Energy Inc | $19.2M | 1.5% | |
| TJXTjx Cos Inc | $18.9M | 1.5% | |
| PGProcter & Gamble Co | $17.6M | 1.4% | |
| Eaton Corp PLCCUSIP G29183103 | $17.2M | 1.4% | |
| IJHIshares Core S&p Mid-cap Etf | $16.8M | 1.3% | |
| ANETArista Networks Inc | $15.8M | 1.2% | +27.9% |
| XLISte St Industrial Slct Sctr Spdr Etf | $15.2M | 1.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | September 30, 2020 | +1378.8% | $82.5M |
| AVGOBroadcom Inc | September 30, 2020 | +936.9% | $44.6M |
| LLYLilly Eli & Co | June 30, 2020 | +630.6% | $14.1M |
| GOOGLAlphabet Inc Cl A | June 30, 2020 | +404.0% | $73.2M |
| JPMJp Morgan Chase & Co | June 30, 2020 | +248.0% | $32.7M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $71.9M |
| TJXTjx Cos Inc | June 30, 2020 | +199.6% | $18.9M |
| WMTWalmart Inc | June 30, 2020 | +183.7% | $21.1M |
| CSCOCisco Systems Inc | June 30, 2020 | +151.8% | $14.6M |
| Eaton Corp PLCCUSIP G29183103 | March 31, 2023 | +148.7% | $17.2M |
Sold off last quarter
- Honeywell International IncCUSIP 438516106 was $1.7M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.9% | +14.8% |
| March 31, 2026 | −2.7% | −4.6% |
| December 31, 2025 | +2.6% | +2.4% |
| September 30, 2025 | +8.7% | +7.8% |
| June 30, 2025 | +8.9% | +10.5% |
| March 31, 2025 | −2.7% | −4.6% |
| December 31, 2024 | +1.3% | +2.1% |
| September 30, 2024 | +5.3% | +5.4% |
| June 30, 2024 | +4.2% | +4.0% |
| March 31, 2024 | +9.5% | +10.0% |
| December 31, 2023 | +10.5% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +7.7% | +8.3% |
| March 31, 2023 | +4.7% | +7.0% |
| December 31, 2022 | +9.4% | +7.1% |
| September 30, 2022 | −6.4% | −5.3% |
| June 30, 2022 | −13.9% | −16.5% |
| March 31, 2022 | −6.1% | −4.9% |
| December 31, 2021 | +9.4% | +10.7% |
| September 30, 2021 | −0.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Forbes J M & Co Llp Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1067532&type=13F-HR&dateb=&owner=include&count=40CIK 1067532
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1067532/000114036126028924/Filed July 20, 2026 · accession 0001140361-26-028924