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CIK: 0000105495
Total reported value
$8.2B
$8.2B
366 檔
21.9%
During the Q2 2024 filing period, Welch & Forbes LLC (CIK: 0000105495) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $8.2B across 366 reported positions.
During Q2 2024, Welch & Forbes LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 366 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.33% | +0.42% | +848.99% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.56% | -0.20% | +0.16% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.37% | +0.34% | +0.10% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.01% | +0.60% | +0.53% | |
| 5 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.80% | -0.24% | -1.18% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 2.66% | +0.13% | -0.34% | |
| 7 | SYK | Stryker CORP | Stock-Healthcare | 2.33% | -0.17% | -0.42% | |
| 8 | DHR | Danaher CORP | Stock-Healthcare | 2.19% | -0.11% | +0.26% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.00% | -0.24% | -1.49% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.95% | +0.09% | -1.15% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.94% | +0.02% | -0.34% | |
| 12 | FISV | Fiserv Inc | Stock-Other | 1.82% | -0.19% | -0.48% | |
| 13 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.76% | -0.09% | -0.23% | |
| 14 | AKX | Ansys Inc | Stock-Other | 1.75% | — | -0.57% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.71% | +0.52% | +1.20% | |
| 16 | RTX | Rtx CORP | Stock-Industrials | 1.59% | -0.26% | -0.46% | |
| 17 | ECL | Ecolab Inc | Stock-Materials | 1.52% | -0.03% | +0.35% | |
| 18 | ROP | Roper Technologies Inc | Stock-Tech | 1.48% | -0.24% | +0.45% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.40% | -0.05% | -3.47% | |
| 20 | CB | Chubb Limited | Stock-Financials | 1.39% | -0.04% | -1.07% | |
| 21 | WSO | Watsco Inc | Stock-Industrials | 1.38% | +0.07% | -1.33% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.28% | +0.15% | +5.53% | |
| 23 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.26% | +0.07% | +1.01% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.25% | -0.18% | -0.11% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.20% | -0.18% | +1.22% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.13% | +0.22% | -0.88% | |
| 27 | MTD | Mettler-toledo International | Stock-Healthcare | 1.09% | -0.07% | -0.88% | |
| 28 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.08% | -0.15% | -0.30% | |
| 29 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.07% | -0.01% | -1.50% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.05% | -0.24% | +0.20% | |
| 31 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.05% | -0.05% | -1.34% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.99% | -0.07% | -8.96% | |
| 33 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.88% | +0.12% | -2.17% | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.88% | -0.18% | -0.11% | |
| 35 | ADBE | Adobe Inc | Stock-Tech | 0.88% | -0.02% | +7.45% | |
| 36 | KMX | Carmax Inc | Stock-Consumer Disc | 0.86% | +0.02% | -1.02% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.85% | -0.27% | +1.45% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.83% | +0.09% | -0.25% | |
| 39 | RMD | Resmed Inc | Stock-Healthcare | 0.83% | -0.19% | +0.73% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.77% | +0.03% | +2.40% | |
| 41 | ADP | Automatic Data Processing | Stock-Tech | 0.77% | +0.02% | -0.67% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.70% | -0.03% | -0.79% | |
| 43 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.68% | -0.06% | +0.03% | |
| 44 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.63% | -0.04% | -0.11% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.62% | +0.01% | -0.43% | |
| 46 | PAYX | Paychex Inc | Stock-Tech | 0.61% | — | -1.44% | |
| 47 | XYL | Xylem Inc | Stock-Industrials | 0.61% | -0.07% | +46.27% | |
| 48 | AOS | Smith (a.o.) CORP | Stock-Industrials | 0.60% | -0.08% | +0.22% | |
| 49 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.60% | -0.02% | +0.13% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.58% | +0.02% | +1.55% |
According to official SEC Form 13F filings, Welch & Forbes LLC reported a total U.S. public equity portfolio value of $8.2B across 366 disclosed positions in Q2 2024.
During Q2 2024, Welch & Forbes LLC's top holdings by market value included NVDA (7.3%)、MSFT (5.6%)、AAPL (5.4%). The largest single position, NVDA, represented 7.3% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AAPL) accounted for 21.9% of total reported equity market value during Q2 2024.
In Q2 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.
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