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CIK: 0000105495
Total reported value
$8.2B
$8.2B
370 檔
20.2%
The Q1 2025 SEC filing reveals that Welch & Forbes LLC held a total portfolio value of $8.2B, covering 370 public equity positions.
In Q1 2025, Welch & Forbes LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, MSFT) accounted for 20.2% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 370 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.10% | +0.42% | -9.75% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.06% | +0.34% | -0.88% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.44% | -0.20% | -0.14% | |
| 4 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 3.72% | -0.24% | -1.01% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 3.38% | +0.13% | -0.91% | |
| 6 | SYK | Stryker CORP | Stock-Healthcare | 2.52% | -0.17% | -0.11% | |
| 7 | FISV | Fiserv Inc | Stock-Other | 2.48% | -0.19% | -1.75% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.48% | +0.60% | +0.72% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.21% | +0.09% | -1.24% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 2.07% | +0.02% | +0.07% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.05% | -0.24% | -1.28% | |
| 12 | RTX | Rtx CORP | Stock-Industrials | 2.02% | -0.26% | -0.65% | |
| 13 | DHR | Danaher CORP | Stock-Healthcare | 1.85% | -0.11% | +0.84% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.77% | -0.09% | +0.17% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.61% | +0.52% | +1.06% | |
| 16 | AKX | Ansys Inc | Stock-Other | 1.60% | — | -2.28% | |
| 17 | CB | Chubb Limited | Stock-Financials | 1.60% | -0.04% | -0.37% | |
| 18 | ECL | Ecolab Inc | Stock-Materials | 1.56% | -0.03% | +0.65% | |
| 19 | ROP | Roper Technologies Inc | Stock-Tech | 1.54% | -0.24% | -0.31% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.49% | -0.05% | -0.78% | |
| 21 | WSO | Watsco Inc | Stock-Industrials | 1.41% | +0.07% | -0.94% | |
| 22 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.35% | -0.01% | -0.75% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.33% | +0.15% | +2.16% | |
| 24 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.32% | +0.07% | +4.98% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.28% | -0.24% | +0.01% | |
| 26 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.25% | -0.18% | -0.37% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.19% | -0.07% | -1.14% | |
| 28 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.13% | -0.05% | -0.82% | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 1.10% | -0.18% | -0.26% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.09% | -0.18% | -1.28% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.97% | +0.09% | -2.45% | |
| 32 | RMD | Resmed Inc | Stock-Healthcare | 0.97% | -0.19% | +0.65% | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 0.96% | +0.02% | -0.59% | |
| 34 | MTD | Mettler-toledo International | Stock-Healthcare | 0.94% | -0.07% | -0.45% | |
| 35 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.93% | -0.15% | +0.31% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.91% | -0.27% | +0.44% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.90% | +0.03% | +5.72% | |
| 38 | KMX | Carmax Inc | Stock-Consumer Disc | 0.89% | +0.02% | +0.39% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | +0.22% | -1.05% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.86% | -0.03% | -1.27% | |
| 41 | PAYX | Paychex Inc | Stock-Tech | 0.76% | — | -1.54% | |
| 42 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.76% | +0.12% | -0.84% | |
| 43 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.65% | -0.04% | +0.05% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.64% | +0.02% | +4.72% | |
| 45 | LIN | Linde plc | Stock-Materials | 0.62% | -0.01% | +2.17% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.12% | +1.52% | |
| 47 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.60% | -0.06% | +0.81% | |
| 48 | ADBE | Adobe Inc | Stock-Tech | 0.59% | -0.02% | +1.15% | |
| 49 | XYL | Xylem Inc | Stock-Industrials | 0.58% | -0.07% | +6.89% | |
| 50 | NEE | Nextera Energy Inc | Stock-Utilities | 0.56% | -0.07% | +8.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 5 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 6 | SYK | Stryker CORP | — | NEW | New buy |
| 7 | FISV | Fiserv Inc | — | NEW | New buy |
| 8 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 9 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 10 | HD | Home Depot Inc | — | NEW | New buy |
| 11 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 12 | RTX | Rtx CORP | — | NEW | New buy |
| 13 | DHR | Danaher CORP | — | NEW | New buy |
| 14 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 15 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 16 | AKX | Ansys Inc | — | NEW | New buy |
| 17 | CB | Chubb Limited | — | NEW | New buy |
| 18 | ECL | Ecolab Inc | — | NEW | New buy |
| 19 | ROP | Roper Technologies Inc | — | NEW | New buy |
| 20 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 21 | WSO | Watsco Inc | — | NEW | New buy |
| 22 | AJG | Arthur J Gallagher & Co | — | NEW | New buy |
| 23 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 24 | VRTX | Vertex Pharmaceuticals Inc | — | NEW | New buy |
| 25 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 26 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 27 | MDY | State Street Spdr S&p Midcap | — | NEW | New buy |
| 28 | AMP | Ameriprise Financial Inc | — | NEW | New buy |
| 29 | ABT | Abbott Laboratories | — | NEW | New buy |
| 30 | PEP | Pepsico Inc | — | NEW | New buy |
| 31 | ABBV | Abbvie Inc | — | NEW | New buy |
| 32 | RMD | Resmed Inc | — | NEW | New buy |
| 33 | ADP | Automatic Data Processing | — | NEW | New buy |
| 34 | MTD | Mettler-toledo International | — | NEW | New buy |
| 35 | IDXX | Idexx Laboratories Inc | — | NEW | New buy |
| 36 | CVX | Chevron CORP | — | NEW | New buy |
| 37 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 38 | KMX | Carmax Inc | — | NEW | New buy |
| 39 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 41 | PAYX | Paychex Inc | — | NEW | New buy |
| 42 | IRM | Iron Mountain Inc | — | NEW | New buy |
| 43 | CHD | Church & Dwight Co Inc | — | NEW | New buy |
| 44 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 45 | LIN | Linde plc | — | NEW | New buy |
| 46 | WMT | Walmart Inc | — | NEW | New buy |
| 47 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 48 | ADBE | Adobe Inc | — | NEW | New buy |
| 49 | XYL | Xylem Inc | — | NEW | New buy |
| 50 | NEE | Nextera Energy Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Welch & Forbes LLC reported a total U.S. public equity portfolio value of $8.2B across 370 disclosed positions in Q1 2025.
During Q1 2025, Welch & Forbes LLC's top holdings by market value included NVDA (5.1%)、AAPL (5.1%)、MSFT (4.4%). The largest single position, NVDA, represented 5.1% of total portfolio value.
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Top New Position Initiated
NVDA
市值: $390.1M
In Q1 2025, Welch & Forbes LLC made 200 total portfolio adjustments, initiating 200 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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