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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
32
2
0
1
1
0
32
3
3
FORBES J M CO LLP

Time Period2018-12-31

Total Holdings102

Total Value ($x1000)423,257
Activities
New5

Increased7

Unchanged47

Decreased43

Sold Out9

Top 10 Stock Holdingstotal 34%
PG4.8

MSFT3.88

NEE3.44

ADBE3.38

CRM3.34

 
PFE3.28

ZTS3.14

V3.04

JNJ2.86

DIS2.84

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
PG
4.8%
COM
MSFT
3.88%
COM
NEE
3.44%
COM
ADBE
3.38%
COM
CRM
3.34%
COM
PFE
3.28%
COM
ZTS
3.14%
CL A
V
3.04%
COM CL A
JNJ
2.86%
COM
DIS
2.84%
COM DISNEY
MRK
2.79%
COM
ABT
2.46%
COM
GOOGL
2.43%
CAP STK CL A
USB
2.36%
COM NEW
VZ
2.32%
COM
CSCO
2.22%
COM
EMR
2.18%
COM
JPM
2.14%
COM
IJR
2.08%
CORE S&P SCP ETF
PNC
2.07%
COM
UNP
2.04%
COM
LIN
1.99%
COM
RDS/B
1.95%
SPON ADR B
MCD
1.93%
COM
PEP
1.9%
COM
XOM
1.88%
COM
HXL
1.84%
COM
AAPL
1.79%
COM
LOW
1.68%
COM
NSRGY
1.62%
COM
BAC
1.61%
COM
AMZN
1.57%
COM
HON
1.5%
COM
VEU
1.4%
ALLWRLD EX US
BDX
1.37%
COM
GMM
1.36%
EMERG MKTS ETF
UNH
1.19%
COM
PANW
1.16%
COM
XYL
1.08%
COM
VIG
1.03%
DIV APP ETF
ANGI
1.01%
CL A
IBB
0.98%
NASDQ BIOTEC ETF
ITOT
0.97%
CORE S&P TTL STK
ECL
0.86%
COM
EOG
0.66%
COM
PXD
0.45%
COM
ADP
0.34%
COM
DSI
0.33%
MSCI KLD400 SOC
UTX
0.31%
COM
INTC
0.28%
COM
GOOG
0.26%
CAP STK CL C
CVX
0.26%
COM
BIIB
0.21%
COM
BA
0.21%
COM
DWDP
0.2%
COM
KO
0.2%
COM
HD
0.16%
COM
ABBV
0.15%
COM
PPG
0.14%
COM
BMY
0.14%
COM
MA
0.14%
CL A
TJX
0.14%
COM
SYK
0.14%
COM
MMM
0.13%
COM
APD
0.12%
COM
BRK.B
0.12%
CL B NEW
CHD
0.12%
COM
IBM
0.11%
COM
INTU
0.11%
COM
FISV
0.1%
COM
RY
0.09%
COM
RDS/A
0.09%
SPONS ADR A
WY
0.08%
COM
IEF
0.08%
7-10 Y TR BD ETF
JARDINE ...
0.08%
COM
STT
0.08%
COM
EW
0.08%
COM
NOC
0.07%
COM
GE
0.07%
COM
CNI
0.07%
COM
HEINEKEN...
0.07%
COM
YUM
0.07%
COM
GPC
0.07%
COM
BNS
0.07%
COM
MMC
0.07%
COM
LLY
0.07%
COM
SBUX
0.06%
COM
ADI
0.06%
COM
CTSH
0.06%
CL A
CHKP
0.06%
ORD
RTN
0.06%
COM NEW
DHR
0.06%
COM
JKHY
0.05%
COM
UAN
0.01%
COM
TGTX
0.01%
COM
TYHEE GO...
0.01%
COM
WI2WI CO...
0.01%
COM
SDLP
< 0.01%
COMUNIT REP LB
PROMIS N...
< 0.01%
COM
GNCA
< 0.01%
COM
SAN GOLD...
< 0.01%
COM
PHORM CO...
< 0.01%
COM
PX
1.9%
COM
FB
1.64%
CL A
IXUS
1.45%
CORE MSCITOTAL
VWO
1.32%
FTSE EMR MKT ETF
SLB
0.46%
COM
NVDA
0.06%
COM
ITW
0.05%
COM
TGT
0.04%
COM
AXSM
0.01%
COM