FORBES J M & CO LLP

Comprehensive SEC 13F Analysis: Forbes J M & Co LLP

1. Portfolio Overview

For the reporting period ending December 31, 2025, Forbes J M & Co LLP managed a portfolio totaling approximately $1.24 billion, representing a substantial growth of 115.2% from the previous quarter's value of $573.94 million. This dramatic increase in AUM suggests a significant influx of capital, strong market performance of underlying assets, or a combination of both during Q4.

The portfolio consists of *...