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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
36
2
0
1
1
0
33
3
3
FORBES J M CO LLP

Time Period2019-06-30

Total Holdings104

Total Value ($x1000)518,064
Activities
New5

Increased49

Unchanged33

Decreased17

Sold Out3

Top 10 Stock Holdingstotal 31.69%
MSFT3.95

NEE3.69

DIS3.38

ZTS3.21

ADBE3.18

 
V3.08

PFE2.98

MRK2.79

JNJ2.76

ABT2.67

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
MSFT
3.95%
COM
NEE
3.69%
COM
DIS
3.38%
COM DISNEY
ZTS
3.21%
CL A
ADBE
3.18%
COM
V
3.08%
COM CL A
PFE
2.98%
COM
MRK
2.79%
COM
JNJ
2.76%
COM
ABT
2.67%
COM
CSCO
2.57%
COM
CRM
2.47%
COM
BAC
2.39%
COM
LIN
2.38%
COM
HXL
2.37%
COM
GOOGL
2.34%
CAP STK CL A
EMR
2.28%
COM
JPM
2.28%
COM
UNP
2.25%
COM
IJR
2.23%
CORE S&P SCP ETF
PG
2.15%
COM
KO
2.15%
COM
VZ
2.13%
COM
MCD
2.06%
COM
AAPL
2.04%
COM
PEP
2.03%
COM
RDS/B
2.01%
SPON ADR B
NSRGY
1.91%
COM
HON
1.85%
COM
AMZN
1.83%
COM
XOM
1.8%
COM
LOW
1.7%
COM
AXP
1.69%
COM
VEU
1.47%
ALLWRLD EX US
GMM
1.4%
EMERG MKTS ETF
BDX
1.39%
COM
XYL
1.3%
COM
PANW
1.19%
COM
UNH
1.1%
COM
ECL
1.09%
COM
IBB
1.03%
NASDQ BIOTEC ETF
VIG
0.98%
DIV APP ETF
ITOT
0.93%
CORE S&P TTL STK
EOG
0.67%
COM
ANGI
0.67%
CL A
PXD
0.51%
COM
ADP
0.35%
COM
DSI
0.33%
MSCI KLD400 SOC
UTX
0.3%
COM
CVX
0.25%
COM
INTC
0.23%
COM
GOOG
0.21%
CAP STK CL C
BA
0.19%
COM
HD
0.16%
COM
USB
0.16%
COM NEW
MA
0.15%
CL A
SYK
0.15%
COM
APD
0.14%
COM
BIIB
0.14%
COM
PPG
0.14%
COM
TJX
0.13%
COM
CHD
0.12%
COM
INTU
0.12%
COM
FISV
0.11%
COM
BRK.B
0.1%
CL B NEW
PNC
0.1%
COM
BMY
0.1%
COM
IBM
0.1%
COM
MMM
0.1%
COM
ABBV
0.09%
COM
RY
0.09%
COM
WY
0.09%
COM
GE
0.08%
COM
RDS/A
0.08%
SPONS ADR A
NOC
0.08%
COM
EW
0.08%
COM
DD
0.08%
COM
CNI
0.08%
COM
HEINEKEN...
0.07%
COM
MMC
0.07%
COM
YUM
0.07%
COM
ADI
0.07%
COM
DHR
0.06%
COM
BNS
0.06%
COM
JARDINE ...
0.06%
COM
STT
0.06%
COM
SBUX
0.06%
COM
GPC
0.06%
COM
RTN
0.05%
COM NEW
LLY
0.05%
COM
DOW
0.05%
COM
ITW
0.05%
COM
JKHY
0.04%
COM
CTSH
0.04%
CL A
CHKP
0.04%
ORD
TGT
0.04%
COM
TGTX
0.02%
COM
UAN
0.01%
COM
TYHEE GO...
0.01%
COM
WI2WI CO...
0.01%
COM
PROMIS N...
< 0.01%
COM
SEADRILL...
< 0.01%
COM
SAN GOLD...
< 0.01%
COM
PHORM CO...
< 0.01%
COM
DWDP
0.18%
COM
SDLP
< 0.01%
COMUNIT REP LB
GNCA
< 0.01%
COM