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CIK: 0000105495
Total reported value
$8.2B
$8.2B
372 檔
22.9%
According to the latest 13F quarterly dataset, Welch & Forbes LLC managed an equity portfolio of $8.2B at the end of Q2 2025, spanning 372 distinct U.S. exchange-listed positions.
During Q2 2025, 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 372 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 6.98% | +0.42% | -1.70% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.58% | -0.20% | -0.70% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.45% | +0.34% | -0.41% | |
| 4 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 3.32% | -0.24% | +1385.21% | |
| 5 | V | Visa Inc-class A Shares | Stock-Financials | 3.25% | +0.13% | -0.77% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.67% | +0.60% | -0.30% | |
| 7 | SYK | Stryker CORP | Stock-Healthcare | 2.54% | -0.17% | -0.44% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.46% | +0.09% | -1.44% | |
| 9 | RTX | Rtx CORP | Stock-Industrials | 2.11% | -0.26% | -0.71% | |
| 10 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.02% | -0.24% | -1.54% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.96% | +0.02% | -0.61% | |
| 12 | FISV | Fiserv Inc | Stock-Other | 1.86% | -0.19% | +0.74% | |
| 13 | DHR | Danaher CORP | Stock-Healthcare | 1.71% | -0.11% | +0.62% | |
| 14 | AKX | Ansys Inc | Stock-Other | 1.67% | — | -1.51% | |
| 15 | ECL | Ecolab Inc | Stock-Materials | 1.60% | -0.03% | +0.55% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.57% | -0.09% | -0.68% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.50% | +0.15% | +2.84% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.45% | +0.52% | +0.61% | |
| 19 | CB | Chubb Limited | Stock-Financials | 1.45% | -0.04% | -0.74% | |
| 20 | ROP | Roper Technologies Inc | Stock-Tech | 1.42% | -0.24% | +0.41% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.31% | -0.05% | -0.01% | |
| 22 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.21% | -0.18% | +0.07% | |
| 23 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.21% | +0.07% | +4.63% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.20% | -0.07% | -0.26% | |
| 25 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.18% | -0.01% | -1.11% | |
| 26 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.17% | -0.05% | -1.44% | |
| 27 | WSO | Watsco Inc | Stock-Industrials | 1.17% | +0.07% | -0.03% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.14% | +0.03% | +3.94% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.13% | -0.24% | -0.50% | |
| 30 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.13% | -0.15% | -0.49% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 1.08% | -0.18% | -0.06% | |
| 32 | RMD | Resmed Inc | Stock-Healthcare | 1.07% | -0.19% | +0.51% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.95% | +0.22% | -1.09% | |
| 34 | ADP | Automatic Data Processing | Stock-Tech | 0.91% | +0.02% | -1.54% | |
| 35 | MTD | Mettler-toledo International | Stock-Healthcare | 0.89% | -0.07% | -1.15% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.88% | -0.18% | -4.22% | |
| 37 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.86% | +0.12% | -0.76% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.81% | +0.09% | -1.33% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.74% | -0.27% | +0.22% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | -0.03% | -1.35% | |
| 41 | KMX | Carmax Inc | Stock-Consumer Disc | 0.72% | +0.02% | -1.75% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.71% | +0.24% | +17.65% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.69% | +0.02% | +1.63% | |
| 44 | PAYX | Paychex Inc | Stock-Tech | 0.68% | — | -1.29% | |
| 45 | NOW | Servicenow Inc | Stock-Tech | 0.67% | -0.06% | +22.26% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.12% | +1.18% | |
| 47 | CSL | Carlisle Cos Inc | Stock-Industrials | 0.64% | +0.02% | +15.65% | |
| 48 | XYL | Xylem Inc | Stock-Industrials | 0.62% | -0.07% | +3.39% | |
| 49 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.61% | -0.02% | -0.15% | |
| 50 | LIN | Linde plc | Stock-Materials | 0.60% | -0.01% | +0.83% |
According to official SEC Form 13F filings, Welch & Forbes LLC reported a total U.S. public equity portfolio value of $8.2B across 372 disclosed positions in Q2 2025.
During Q2 2025, Welch & Forbes LLC's top holdings by market value included NVDA (7.0%)、MSFT (5.6%)、AAPL (4.5%). The largest single position, NVDA, represented 7.0% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AAPL) accounted for 22.9% of total reported equity market value during Q2 2025.
In Q2 2025, 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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