Long-term investor
Forbes J M & Co. LLP @forbesjmcollp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001067532).
Record
- Tracked since 2025-09-30 (382 days), 34 trades recorded
- Returns: week n/a · month n/a · 90 days -2.3% · 6 months +7.9% · 1 year n/a · all +0.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 7.1% · long · since 2025-09-30
- AAPL · 6.2% · long · since 2025-09-30
- MSFT · 6.0% · long · since 2025-09-30
- IAU · 5.4% · long · since 2025-09-30
- GOOGL · 5.3% · long · since 2025-09-30
- AMZN · 3.6% · long · since 2025-09-30
- 81369Y506 · 3.6% · long · since 2025-09-30
- AVGO · 3.1% · long · since 2025-09-30
- 81369Y803 · 2.6% · long · since 2025-09-30
- JPM · 2.5% · long · since 2025-09-30
- JNJ · 2.4% · long · since 2025-09-30
- BAC · 1.9% · long · since 2025-09-30