FORBES J M & CO LLP

**FORBES J M & CO LLP** manages $1.2B across a diversified portfolio of 141 positions. The fund exhibits significant technology exposure, with top holdings including NVDA ($76.9M), MSFT ($76.3M), and GOOGL ($71.2M). Notable allocations also include IAU* ($96.0M) and major financial names such as JPM ($31.8M). This concentration suggests a strategic tilt toward established mega-cap tech leaders and key asset classes.

📌 Top Holdings