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CIK: 0000105495
Total reported value
$8.2B
$8.2B
373 檔
21.2%
At the close of Q3 2024, Welch & Forbes LLC disclosed equity holdings valued at approximately $8.2B, spread across 373 reported holdings.
During Q3 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, AAPL, MSFT) accounted for 21.2% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 373 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.41% | +0.42% | -2.08% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.26% | +0.34% | -0.82% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.98% | -0.20% | -0.17% | |
| 4 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.97% | -0.24% | -1.20% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 2.62% | +0.13% | -0.31% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.56% | +0.60% | +0.72% | |
| 7 | DHR | Danaher CORP | Stock-Healthcare | 2.39% | -0.11% | -0.29% | |
| 8 | SYK | Stryker CORP | Stock-Healthcare | 2.39% | -0.17% | +0.01% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 2.22% | +0.02% | +0.12% | |
| 10 | FISV | Fiserv Inc | Stock-Other | 2.05% | -0.19% | -0.92% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.90% | -0.24% | -0.75% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.89% | +0.09% | -0.95% | |
| 13 | RTX | Rtx CORP | Stock-Industrials | 1.81% | -0.26% | -0.43% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.75% | -0.09% | -0.41% | |
| 15 | AKX | Ansys Inc | Stock-Other | 1.61% | — | -0.68% | |
| 16 | ECL | Ecolab Inc | Stock-Materials | 1.54% | -0.03% | +0.04% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.52% | +0.52% | -1.86% | |
| 18 | CB | Chubb Limited | Stock-Financials | 1.50% | -0.04% | -0.38% | |
| 19 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.46% | -0.05% | -1.41% | |
| 20 | ROP | Roper Technologies Inc | Stock-Tech | 1.42% | -0.24% | +0.47% | |
| 21 | WSO | Watsco Inc | Stock-Industrials | 1.35% | +0.07% | -0.95% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.23% | +0.15% | +6.77% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.23% | -0.18% | -1.08% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.22% | -0.24% | -0.91% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.19% | -0.18% | -0.98% | |
| 26 | MTD | Mettler-toledo International | Stock-Healthcare | 1.18% | -0.07% | -0.56% | |
| 27 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.16% | +0.07% | +0.88% | |
| 28 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.09% | -0.05% | +0.62% | |
| 29 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.09% | -0.15% | -0.29% | |
| 30 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.08% | -0.01% | -0.98% | |
| 31 | IRM | Iron Mountain Inc | Stock-Real Estate | 1.04% | +0.12% | -3.43% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.02% | -0.07% | +0.28% | |
| 33 | RMD | Resmed Inc | Stock-Healthcare | 1.02% | -0.19% | +0.48% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.95% | +0.22% | -0.51% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.93% | -0.18% | -0.99% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.92% | +0.09% | -1.69% | |
| 37 | KMX | Carmax Inc | Stock-Consumer Disc | 0.88% | +0.02% | -0.16% | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.85% | +0.02% | -0.60% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.82% | +0.03% | +1.68% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.79% | -0.27% | +2.12% | |
| 41 | ADBE | Adobe Inc | Stock-Tech | 0.77% | -0.02% | +0.35% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.76% | -0.03% | +0.74% | |
| 43 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.74% | -0.06% | +0.41% | |
| 44 | PAYX | Paychex Inc | Stock-Tech | 0.66% | — | -0.58% | |
| 45 | AOS | Smith (a.o.) CORP | Stock-Industrials | 0.65% | -0.08% | +1.50% | |
| 46 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.63% | -0.02% | -0.42% | |
| 47 | XYL | Xylem Inc | Stock-Industrials | 0.61% | -0.07% | +4.61% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.60% | +0.02% | +2.12% | |
| 49 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.60% | -0.04% | -0.42% | |
| 50 | LIN | Linde plc | Stock-Materials | 0.59% | -0.01% | +0.71% |
According to official SEC Form 13F filings, Welch & Forbes LLC reported a total U.S. public equity portfolio value of $8.2B across 373 disclosed positions in Q3 2024.
During Q3 2024, Welch & Forbes LLC's top holdings by market value included NVDA (6.4%)、AAPL (5.3%)、MSFT (5.0%). The largest single position, NVDA, represented 6.4% of total portfolio value.
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In Q3 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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