Paul M. Kendrigan

Forbes J M & Co Llp

Assets Managed

$1.272B

Holdings

159

Last Quarter

2026 - Q2

Filed Date

2d ago

Growth Rate

7.6%(2Q avg: 1.67%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Forbes J M & Co Llp's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 159 positions.

Assets under management

The assets under management (AUM) of Forbes J M & Co Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.272B in assets, with a quarterly growth rate of 7.6% and a 2-quarter average growth rate of 1.67%. The portfolio is managed by Paul M. Kendrigan, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
NVDA Nvidia Corp Recent Activity Decreased -0.62%	6.49%	$82.499M 412,311 shares@ $200.1 avg price	Decreased -0.62%
GOOGL Alphabet Inc-cl A Recent Activity Decreased -10.41%	5.76%	$73.229M 204,912 shares@ $357.37 avg price	Decreased -10.41%
AAPL Apple Inc Recent Activity Decreased -0.02%	5.66%	$71.895M 248,462 shares@ $289.36 avg price	Decreased -0.02%
IAU Ishares Gold Trust Recent Activity Decreased -0.77%	5.42%	$68.84M 911,672 shares@ $75.52 avg price	Decreased -0.77%
MSFT Microsoft Corp Recent Activity Decreased -0.77%	4.58%	$58.136M 155,852 shares@ $373.02 avg price	Decreased -0.77%
AMZN Amazon.com Inc Recent Activity Decreased -0.39%	3.57%	$45.372M 190,368 shares@ $238.34 avg price	Decreased -0.39%
AVGO Broadcom Inc Recent Activity Decreased -0.53%	3.51%	$44.638M 118,169 shares@ $377.76 avg price	Decreased -0.53%
XLE Energy Select Sector Spdr Recent Activity Decreased -0.47%	3.2%	$40.677M 765,897 shares@ $53.12 avg price	Decreased -0.47%
XLK Technology Select Sect Spdr Recent Activity	2.63%	$33.337M 174,978 shares@ $190.53 avg price
JPM Jpmorgan Chase & Co Recent Activity Increased 0.19%	2.57%	$32.668M 99,800 shares@ $327.33 avg price	Increased 0.19%

1-10 of 159