Forbes J M & Co. LLP
Annual return '25
+19.8%
SPY '25
+17.7%
Alpha
+2.0ptsvs SPY
Invested
$1.2B
Holdings
149
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IAU
ISHARES GOLD TRUST
Q1 2026: Sold 22.3% (1.18M → 918.8k shares)
6.9%
02
$NVDA
NVIDIA CORP
Q1 2026: Increased +0.6% (412.3k → 414.9k shares)
6.1%
03
$GOOGL
ALPHABET INC CL A
Q1 2026: Increased +0.5% (227.5k → 228.7k shares)
5.6%
04
$AAPL
APPLE INC
Q1 2026: Increased +0.9% (246.3k → 248.5k shares)
5.3%
05
$MSFT
MICROSOFT CORP
Q2 2025: Sold 1.0% (157.9k → 156.4k shares)
4.9%
06
$XLE
SS ENERGY SELECT SECTOR
Q4 2025: Increased +102.0% (379.4k → 766.4k shares)
4.0%
07
$AMZN
AMAZON.COM INC
Q4 2025: Increased +0.8% (188.7k → 190.2k shares)
3.4%
08
$AVGO
BROADCOM INC
Q4 2025: Increased +0.8% (117.7k → 118.7k shares)
3.1%
09
$BAC
BANK OF AMERICA CORP
Q1 2026: Increased +0.8% (665.4k → 670.8k shares)
2.8%
10
$JPM
JP MORGAN CHASE & CO
Q1 2026: Increased +1.1% (98.6k → 99.6k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:57 UTC.