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CIK: 0000105495
Total reported value
$8.2B
$8.2B
379 檔
22.2%
In Q4 2024, Welch & Forbes LLC's U.S. equity holdings reached a combined market value of $8.2B, distributed across 379 disclosed stock positions.
During Q4 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 22.2% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 379 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.89% | +0.42% | -3.78% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.66% | +0.34% | -0.81% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.91% | -0.20% | -0.43% | |
| 4 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 3.05% | -0.24% | -1.11% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 3.03% | +0.13% | -0.61% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.94% | +0.60% | +0.07% | |
| 7 | SYK | Stryker CORP | Stock-Healthcare | 2.39% | -0.17% | -0.48% | |
| 8 | FISV | Fiserv Inc | Stock-Other | 2.31% | -0.19% | -2.44% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 2.15% | +0.02% | -0.08% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.15% | +0.09% | -0.57% | |
| 11 | DHR | Danaher CORP | Stock-Healthcare | 2.02% | -0.11% | +1.29% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.98% | -0.24% | -0.46% | |
| 13 | RTX | Rtx CORP | Stock-Industrials | 1.74% | -0.26% | -0.44% | |
| 14 | AKX | Ansys Inc | Stock-Other | 1.72% | — | -0.52% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.71% | -0.09% | +0.06% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.47% | +0.15% | +0.15% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.46% | +0.52% | +8.96% | |
| 18 | CB | Chubb Limited | Stock-Financials | 1.44% | -0.04% | -0.52% | |
| 19 | ECL | Ecolab Inc | Stock-Materials | 1.41% | -0.03% | -0.80% | |
| 20 | ROP | Roper Technologies Inc | Stock-Tech | 1.34% | -0.24% | -0.16% | |
| 21 | WSO | Watsco Inc | Stock-Industrials | 1.31% | +0.07% | -0.29% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.29% | -0.05% | -1.91% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.26% | -0.07% | +22.48% | |
| 24 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.23% | -0.05% | -1.60% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.22% | -0.18% | -0.69% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.16% | -0.24% | -0.57% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.10% | -0.18% | -0.96% | |
| 28 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.10% | -0.01% | -0.86% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.07% | +0.22% | -2.03% | |
| 30 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.02% | +0.07% | +0.59% | |
| 31 | MTD | Mettler-toledo International | Stock-Healthcare | 0.96% | -0.07% | -0.69% | |
| 32 | RMD | Resmed Inc | Stock-Healthcare | 0.96% | -0.19% | +0.25% | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 0.93% | -0.18% | -0.46% | |
| 34 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.92% | +0.12% | -1.12% | |
| 35 | KMX | Carmax Inc | Stock-Consumer Disc | 0.91% | +0.02% | -2.22% | |
| 36 | ADP | Automatic Data Processing | Stock-Tech | 0.91% | +0.02% | -0.07% | |
| 37 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.90% | -0.15% | +0.05% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.85% | +0.03% | +0.04% | |
| 39 | ABBV | Abbvie Inc | Stock-Healthcare | 0.83% | +0.09% | -0.28% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.77% | -0.27% | -1.59% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.03% | -3.61% | |
| 42 | PAYX | Paychex Inc | Stock-Tech | 0.69% | — | -0.65% | |
| 43 | ADBE | Adobe Inc | Stock-Tech | 0.67% | -0.02% | -0.29% | |
| 44 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.61% | -0.06% | -3.44% | |
| 45 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.60% | -0.04% | -0.21% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.12% | +0.60% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.58% | +0.04% | -2.57% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.56% | +0.02% | +2.10% | |
| 49 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.55% | -0.02% | -2.48% | |
| 50 | ACN | Accenture plc | Stock-Tech | 0.55% | -0.19% | +0.31% |
According to official SEC Form 13F filings, Welch & Forbes LLC reported a total U.S. public equity portfolio value of $8.2B across 379 disclosed positions in Q4 2024.
During Q4 2024, Welch & Forbes LLC's top holdings by market value included NVDA (6.9%)、AAPL (5.7%)、MSFT (4.9%). The largest single position, NVDA, represented 6.9% of total portfolio value.
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In Q4 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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