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CIK: 0000105495
Total reported value
$8.2B
$8.2B
383 檔
26.2%
During the Q3 2025 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 383 reported positions.
In Q3 2025, Welch & Forbes LLC adopted a defensive or profit-taking posture, trimming 112 positions and completely liquidating 8 holdings to manage risk exposure.
Showing top 200 holdings (of 383 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.78% | +0.42% | -2.15% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.58% | -0.20% | -0.36% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.28% | +0.34% | -0.77% | |
| 4 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 3.75% | -0.24% | -2.07% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.53% | +0.60% | -0.35% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 2.99% | +0.13% | -0.70% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.55% | +0.09% | -1.26% | |
| 8 | RTX | Rtx CORP | Stock-Industrials | 2.30% | -0.26% | -1.21% | |
| 9 | SYK | Stryker CORP | Stock-Healthcare | 2.29% | -0.17% | -0.15% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 2.09% | +0.02% | -0.20% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.81% | -0.24% | -0.65% | |
| 12 | ECL | Ecolab Inc | Stock-Materials | 1.56% | -0.03% | -0.16% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.55% | +0.52% | +12.55% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.51% | -0.05% | -1.64% | |
| 15 | DHR | Danaher CORP | Stock-Healthcare | 1.49% | -0.11% | -10.48% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.46% | -0.09% | -0.30% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.45% | +0.15% | +0.41% | |
| 18 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.36% | -0.18% | -0.54% | |
| 19 | FISV | Fiserv Inc | Stock-Other | 1.35% | -0.19% | +0.76% | |
| 20 | CB | Chubb Limited | Stock-Financials | 1.35% | -0.04% | -0.73% | |
| 21 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.30% | -0.15% | -0.05% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.26% | +0.22% | -0.35% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.21% | -0.07% | -0.54% | |
| 24 | ROP | Roper Technologies Inc | Stock-Tech | 1.20% | -0.24% | -0.40% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.13% | -0.24% | -1.08% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.12% | +0.03% | +1.72% | |
| 27 | AJG | Arthur J Gallagher & Co | Stock-Financials | 1.09% | -0.01% | -0.62% | |
| 28 | RMD | Resmed Inc | Stock-Healthcare | 1.09% | -0.19% | -0.53% | |
| 29 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.04% | +0.07% | +1.43% | |
| 30 | WSO | Watsco Inc | Stock-Industrials | 1.04% | +0.07% | +0.49% | |
| 31 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.03% | -0.05% | -0.61% | |
| 32 | ABT | Abbott Laboratories | Stock-Healthcare | 1.02% | -0.18% | -0.36% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.97% | +0.09% | -0.44% | |
| 34 | MTD | Mettler-toledo International | Stock-Healthcare | 0.88% | -0.07% | -1.02% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.84% | +0.24% | +3.41% | |
| 36 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.81% | +0.12% | -1.49% | |
| 37 | ADP | Automatic Data Processing | Stock-Tech | 0.81% | +0.02% | -3.74% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.78% | -0.27% | -0.09% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.75% | -0.18% | -17.26% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | -0.03% | -0.44% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.71% | +0.02% | +0.77% | |
| 42 | XYL | Xylem Inc | Stock-Industrials | 0.70% | -0.07% | +3.16% | |
| 43 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.70% | -0.02% | +26.86% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.66% | -0.12% | +0.55% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.62% | +0.04% | -0.61% | |
| 46 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.61% | -0.01% | -0.04% | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.61% | -0.07% | +0.79% | |
| 48 | NOW | Servicenow Inc | Stock-Tech | 0.60% | -0.06% | +3.12% | |
| 49 | LIN | Linde plc | Stock-Materials | 0.59% | -0.01% | +0.61% | |
| 50 | PAYX | Paychex Inc | Stock-Tech | 0.57% | — | -0.61% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.7% | -2.15% | Trim |
| 2 | MSFT | Microsoft CORP | +1.1% | -0.36% | Trim |
| 3 | GOOG | Alphabet Inc-cl C | +1.1% | -0.35% | Trim |
| 4 | AVGO | Broadcom Inc | +0.5% | +3.41% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | -0.35% | Trim |
| 6 | IDXX | Idexx Laboratories Inc | +0.4% | -0.05% | Trim |
| 7 | JPM | Jpmorgan Chase & Co | +0.3% | -1.26% | Trim |
| 8 | PANW | Palo Alto Networks Inc | +0.3% | +693.19% | Add |
| 9 | RTX | Rtx CORP | +0.3% | -1.21% | Trim |
| 10 | AAPL | Apple Inc | +0.2% | -0.77% | Trim |
| 11 | META | Meta Platforms Inc-class A | +0.2% | +1.72% | Add |
| 12 | BKNG | Booking Holdings Inc | +0.2% | +26.86% | Add |
| 13 | ORCL | Oracle CORP | +0.2% | -1.66% | Add |
| 14 | NOW | Servicenow Inc | +0.2% | +3.12% | Add |
| 15 | LHX | L3harris Technologies Inc | +0.1% | -0.29% | Add |
| 16 | AMZN | Amazon.com Inc | +0.1% | +0.41% | Add |
| 17 | RMD | Resmed Inc | +0.1% | -0.53% | Trim |
| 18 | XYL | Xylem Inc | +0.1% | +3.16% | Add |
| 19 | TJX | Tjx Companies Inc | +0.1% | -0.54% | Trim |
| 20 | LECO | Lincoln Electric Holdings | +0.1% | -0.04% | Add |
| 21 | SHOP | Shopify Inc - Class A | +0.1% | +3.03% | Add |
| 22 | VEA | Vanguard Ftse Developed ETF | +0.1% | +0.77% | Add |
| 23 | BAC | Bank Of America CORP | +0.1% | -0.61% | Trim |
| 24 | IJR | Ishares Core S&p Small-cap E | +0.1% | +6.47% | Add |
| 25 | WMT | Walmart Inc | +0.1% | +0.55% | Add |
| 26 | GDX | Vaneck Gold Miners ETF | +0.1% | -4.03% | Trim |
| 27 | IRM | Iron Mountain Inc | +0.1% | -1.49% | Trim |
| 28 | NEE | Nextera Energy Inc | +0.1% | +0.79% | Add |
| 29 | CGNX | Cognex CORP | +0.1% | -1.50% | Add |
| 30 | CMI | Cummins Inc | 0% | -0.07% | Trim |
| 31 | GE | General Electric | 0% | -1.53% | Trim |
| 32 | ORLY | O'reilly Automotive Inc | 0% | -2.07% | Add |
| 33 | CSL | Carlisle Cos Inc | 0% | +3.07% | Add |
| 34 | AXP | American Express Co | 0% | -1.16% | Trim |
| 35 | EQIX | Equinix Inc | 0% | +19.27% | Add |
| 36 | GEV | GE Vernova Inc | 0% | -0.42% | Trim |
| 37 | VEU | Vanguard Ftse All-world Ex-u | 0% | +0.38% | Add |
| 38 | HD | Home Depot Inc | 0% | -0.20% | Trim |
| 39 | JNJ | Johnson & Johnson | 0% | -1.64% | Trim |
| 40 | MDY | State Street Spdr S&p Midcap | 0% | -0.54% | Trim |
| 41 | AOS | Smith (a.o.) CORP | 0% | -0.16% | Add |
| 42 | CAT | Caterpillar Inc | 0% | -1.58% | Trim |
| 43 | EMR | Emerson Electric Co | 0% | -0.08% | Trim |
| 44 | SPGI | S&p Global Inc | 0% | +296.96% | Add |
| 45 | QQQ | Invesco Qqq Trust Series 1 | 0% | +7.74% | Add |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.23% | Trim |
| 47 | GSK | Gsk Plc-spon Adr | 0% | -0.15% | Trim |
| 48 | IVV | Ishares Core S&p 500 ETF | 0% | +0.48% | Add |
| 49 | MDB | Mongodb Inc | 0% | -12.20% | Trim |
| 50 | ADI | Analog Devices Inc | 0% | +0.83% | Trim |
According to official SEC Form 13F filings, Welch & Forbes LLC reported a total U.S. public equity portfolio value of $8.2B across 383 disclosed positions in Q3 2025.
During Q3 2025, Welch & Forbes LLC's top holdings by market value included NVDA (7.8%)、MSFT (5.6%)、AAPL (5.3%). The largest single position, NVDA, represented 7.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AAPL) accounted for 26.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
SNPS
市值: $8.9M
Top Position Liquidated / Trimmed
AKX
前期市值: $122.4M
In Q3 2025, Welch & Forbes LLC made 192 total portfolio adjustments, initiating 15 new buys, adding to 57 positions, trimming 112 holdings, and fully liquidating 8 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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