13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000105495
Total reported value
$8.2B
$8.2B
378 檔
18.7%
In Q1 2024, Welch & Forbes LLC's U.S. equity holdings reached a combined market value of $8.2B, distributed across 378 disclosed stock positions.
During Q1 2024, Welch & Forbes LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AAPL) accounted for 18.7% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 378 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.53% | +0.42% | -13.29% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.25% | -0.20% | +0.54% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.20% | +0.34% | +0.21% | |
| 4 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 3.22% | -0.24% | -0.66% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 2.89% | +0.13% | -0.46% | |
| 6 | SYK | Stryker CORP | Stock-Healthcare | 2.56% | -0.17% | -0.47% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.48% | +0.60% | +1.15% | |
| 8 | DHR | Danaher CORP | Stock-Healthcare | 2.32% | -0.11% | +0.44% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 2.27% | +0.02% | +0.05% | |
| 10 | FISV | Fiserv Inc | Stock-Other | 1.99% | -0.19% | -0.36% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.97% | +0.09% | -0.73% | |
| 12 | AKX | Ansys Inc | Stock-Other | 1.92% | — | -3.00% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.78% | -0.09% | -0.20% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.73% | -0.24% | +0.63% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.61% | -0.05% | -3.50% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 1.59% | -0.26% | +1.27% | |
| 17 | ROP | Roper Technologies Inc | Stock-Tech | 1.53% | -0.24% | +1.62% | |
| 18 | ECL | Ecolab Inc | Stock-Materials | 1.49% | -0.03% | +0.69% | |
| 19 | CB | Chubb Limited | Stock-Financials | 1.47% | -0.04% | -0.45% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.45% | +0.52% | +2.05% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.38% | -0.18% | -2.63% | |
| 22 | WSO | Watsco Inc | Stock-Industrials | 1.30% | +0.07% | +2.91% | |
| 23 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.26% | -0.15% | -0.63% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.23% | -0.24% | -1.14% | |
| 25 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.17% | -0.07% | -16.98% | |
| 26 | MTD | Mettler-toledo International | Stock-Healthcare | 1.14% | -0.07% | -2.04% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | +0.15% | +2.95% | |
| 28 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.11% | -0.05% | -6.24% | |
| 29 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.11% | +0.07% | +2.42% | |
| 30 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.10% | -0.18% | -0.07% | |
| 31 | KMX | Carmax Inc | Stock-Consumer Disc | 1.08% | +0.02% | +1.56% | |
| 32 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.07% | -0.01% | +3.09% | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 1.01% | -0.18% | +1.18% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | +0.22% | +0.29% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.93% | +0.09% | -2.67% | |
| 36 | RMD | Resmed Inc | Stock-Healthcare | 0.88% | -0.19% | +4.02% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.88% | -0.27% | +3.46% | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.84% | +0.02% | -0.31% | |
| 39 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.80% | +0.12% | -0.54% | |
| 40 | ADBE | Adobe Inc | Stock-Tech | 0.75% | -0.02% | +12.12% | |
| 41 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.75% | -0.06% | +7.11% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.75% | -0.03% | +0.13% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | +0.03% | +1.89% | |
| 44 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.70% | -0.02% | -2.86% | |
| 45 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.68% | -0.01% | +5.99% | |
| 46 | AOS | Smith (a.o.) CORP | Stock-Industrials | 0.68% | -0.08% | +1.21% | |
| 47 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.68% | +0.01% | -1.89% | |
| 48 | PAYX | Paychex Inc | Stock-Tech | 0.67% | — | -2.29% | |
| 49 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.65% | -0.04% | +1.25% | |
| 50 | LIN | Linde plc | Stock-Materials | 0.60% | -0.01% | +1.79% |
According to official SEC Form 13F filings, Welch & Forbes LLC reported a total U.S. public equity portfolio value of $8.2B across 378 disclosed positions in Q1 2024.
During Q1 2024, Welch & Forbes LLC's top holdings by market value included NVDA (5.5%)、MSFT (5.3%)、AAPL (4.2%). The largest single position, NVDA, represented 5.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, Welch & Forbes LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.