HoldingsChannel.com
Forbes J M & Co. LLP Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
NEXTERA ENERGY INC 93,776 +509 $21,848
     NEE93,776+509$21,848
MICROSOFT CORP 153,534 +585 $21,346
     MSFT153,534+585$21,346
ZOETIS INC 146,954 +629 $18,309
     ZTS146,954+629$18,309
DISNEY WALT CO NEW 126,178 +620 $16,444
     DIS126,178+620$16,444
VISA INC CL A 92,447 +422 $15,902
     V92,447+422$15,902
ADOBE INC 56,343 +365 $15,565
     ADBE56,343+365$15,565
MERCK & CO INC 173,408 +981 $14,597
     MRK173,408+981$14,597
ABBOTT LABS 165,273 +822 $13,828
     ABT165,273+822$13,828
ALPHABET INC CL A 11,295 +97 $13,793
     GOOGL11,295+97$13,793
JOHNSON & JOHNSON 102,944 +425 $13,319
     JNJ102,944+425$13,319
PFIZER INC 359,404 +2,807 $12,913
     PFE359,404+2,807$12,913
PROCTER & GAMBLE CO 102,221 +409 $12,714
     PG102,221+409$12,714
SALESFORCE.COM 84,838 +379 $12,593
     CRM84,838+379$12,593
HEXCEL CORP 152,615 +928 $12,534
     HXL152,615+928$12,534
BANK OF AMERICA CORP 429,431 +3,039 $12,527
     BAC429,431+3,039$12,527
JP MORGAN CHASE & CO 105,867 +428 $12,459
     JPM105,867+428$12,459
CISCO SYSTEMS INC 245,152 +1,439 $12,112
     CSCO245,152+1,439$12,112
APPLE INC 53,800 +293 $12,050
     AAPL53,800+293$12,050
LINDE PLC 61,777 +351 $11,967
     LIN61,777+351$11,967
COCA COLA CO 219,634 +972 $11,957
     KO219,634+972$11,957
VERIZON COMMUNICATIONS 193,790 +1,021 $11,697
     VZ193,790+1,021$11,697
ISHARES CORE S&P SMALL CAP ETF (IJR) 148,431 +786 $11,554
     IJR148,431+786$11,554
UNION PAC CORP 69,265 +402 $11,220
     UNP69,265+402$11,220
MCDONALDS CORP 51,629 +283 $11,085
     MCD51,629+283$11,085
PEPSICO INC 80,588 +386 $11,049
     PEP80,588+386$11,049
NESTLE SA SPONS ADR 96,352 +772 $10,445
     NSRGY96,352+772$10,445
ROYAL DUTCH SHELL PLC SPONS ADR      $9,939
     RDS.B159,512+1,038$9,555
     RDS.A6,530UNCH$384
LOWES COS INC 87,534 +475 $9,625
     LOW87,534+475$9,625
HONEYWELL INTERNATIONAL INC 55,245 +282 $9,347
     HON55,245+282$9,347
AMAZON.COM INC 5,042 +37 $8,752
     AMZN5,042+37$8,752
EXXONMOBIL CORP 121,860 -168 $8,605
     XOM121,860-168$8,605
AMERICAN EXPRESS CO 71,345 +239 $8,439
     AXP71,345+239$8,439
AT&T INC 207,866 +207,866 $7,866
     T207,866+207,866$7,866
VANGUARD FTSE ALL WORLD EX US (VEU) 149,915 +1,027 $7,481
     VEU149,915+1,027$7,481
BECTON DICKINSON 28,703 +61 $7,261
     BDX28,703+61$7,261
SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM) 203,923 +1,318 $6,990
     SPEM203,923+1,318$6,990
XYLEM INC 80,865 +517 $6,438
     XYL80,865+517$6,438
ORACLE CORPORATION 115,533 +115,533 $6,357
     ORCL115,533+115,533$6,357
PALO ALTO NETWORKS INC 30,320 +150 $6,180
     PANW30,320+150$6,180
ECOLAB INC 28,794 +225 $5,702
     ECL28,794+225$5,702
VANGUARD DIVIDEND APPREC ETF (VIG) 44,270 +176 $5,294
     VIG44,270+176$5,294
UNITEDHEALTH GROUP INC 23,185 -81 $5,039
     UNH23,185-81$5,039
ISHARES NASDAQ BIOTECH ETF (IBB) 49,288 +295 $4,904
     IBB49,288+295$4,904
ISHARES CORE S&P TOTAL U.S. (ITOT) 72,539 +179 $4,865
     ITOT72,539+179$4,865
EOG RES INC 36,863 -256 $2,736
     EOG36,863-256$2,736
ANGI HOMESERVICES INC CL A 265,193 UNCH $1,879
     ANGI265,193UNCH$1,879
AUTOMATIC DATA PROCESSING INC 10,970 UNCH $1,771
     ADP10,970UNCH$1,771
ISHARES MSCI KLD 400 SOCIAL ETF (DSI) 15,187 -348 $1,684
     DSI15,187-348$1,684
UNITED TECHNOLOGIES CORP 12,062 UNCH $1,647
     UTX12,062UNCH$1,647
INTEL CORP 24,970 UNCH $1,287
     INTC24,970UNCH$1,287

See Full List: All Stocks Held By Forbes J M & Co. LLP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Forbes J M & Co. LLP

Size ($ in 1000's)
At 09/30/2019: $519,868
At 06/30/2019: $518,064

Forbes J M & Co. LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Forbes J M & Co. LLP 13F filings. Link to 13F filings: SEC filings

Forbes J M & Co. LLP Top Holdings 13F Filings | www.HoldingsChannel.com

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