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CIK: 0000105495
Total reported value
$8.2B
$8.2B
374 檔
26.1%
According to the latest 13F quarterly dataset, Welch & Forbes LLC managed an equity portfolio of $8.2B at the end of Q4 2025, spanning 374 distinct U.S. exchange-listed positions.
In Q4 2025, Welch & Forbes LLC adopted a defensive or profit-taking posture, trimming 125 positions and completely liquidating 17 holdings to manage risk exposure.
Showing top 200 holdings (of 374 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 7.54% | +0.42% | -3.61% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.61% | +0.34% | -1.17% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.20% | -0.20% | -0.82% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.51% | +0.60% | -1.36% | |
| 5 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 3.17% | -0.24% | -0.52% | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 3.08% | +0.13% | -0.21% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.60% | +0.09% | -0.79% | |
| 8 | RTX | Rtx CORP | Stock-Industrials | 2.50% | -0.26% | -1.60% | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.18% | +0.52% | -0.22% | |
| 10 | SYK | Stryker CORP | Stock-Healthcare | 2.18% | -0.17% | -0.22% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 1.79% | +0.02% | +0.23% | |
| 12 | DHR | Danaher CORP | Stock-Healthcare | 1.72% | -0.11% | -0.50% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.70% | -0.24% | +0.22% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.68% | -0.05% | -0.85% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.60% | +0.22% | -1.87% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.57% | +0.15% | +2.37% | |
| 17 | ECL | Ecolab Inc | Stock-Materials | 1.50% | -0.03% | -0.30% | |
| 18 | CB | Chubb Limited | Stock-Financials | 1.49% | -0.04% | -1.13% | |
| 19 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.45% | -0.18% | -0.36% | |
| 20 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.38% | -0.15% | -0.38% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.33% | -0.09% | -2.49% | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.22% | -0.07% | -1.05% | |
| 23 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.20% | +0.07% | -0.97% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.13% | -0.24% | -0.39% | |
| 25 | ROP | Roper Technologies Inc | Stock-Tech | 1.05% | -0.24% | -2.64% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.04% | +0.03% | +3.07% | |
| 27 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.03% | -0.05% | -0.58% | |
| 28 | MTD | Mettler-toledo International | Stock-Healthcare | 1.00% | -0.07% | -0.62% | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.96% | +0.24% | +8.36% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.96% | -0.18% | +0.01% | |
| 31 | RMD | Resmed Inc | Stock-Healthcare | 0.96% | -0.19% | -0.44% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.96% | +0.09% | -0.70% | |
| 33 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.92% | -0.01% | +0.52% | |
| 34 | WSO | Watsco Inc | Stock-Industrials | 0.86% | +0.07% | -1.18% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.75% | -0.27% | -1.81% | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.75% | -0.18% | -2.64% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.73% | +0.02% | -1.50% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | -0.03% | -1.68% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.72% | -0.12% | +1.11% | |
| 40 | ADP | Automatic Data Processing | Stock-Tech | 0.71% | +0.02% | -0.89% | |
| 41 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.69% | -0.02% | -0.80% | |
| 42 | XYL | Xylem Inc | Stock-Industrials | 0.66% | -0.07% | +2.15% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.66% | +0.04% | -1.58% | |
| 44 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.66% | +0.12% | -0.40% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.66% | -0.07% | +0.49% | |
| 46 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.63% | -0.06% | -0.72% | |
| 47 | LECO | Lincoln Electric Holdings | Stock-Industrials | 0.62% | -0.01% | -1.26% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.60% | +0.26% | -0.74% | |
| 49 | LIN | Linde plc | Stock-Materials | 0.54% | -0.01% | +0.78% | |
| 50 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.52% | +0.72% | +58.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1% | -1.36% | Trim |
| 2 | LLY | Eli Lilly & Co | +0.6% | -0.22% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | -1.87% | Trim |
| 4 | AAPL | Apple Inc | +0.3% | -1.17% | Trim |
| 5 | DHR | Danaher CORP | +0.2% | -0.50% | Trim |
| 6 | RTX | Rtx CORP | +0.2% | -1.60% | Trim |
| 7 | JNJ | Johnson & Johnson | +0.2% | -0.85% | Trim |
| 8 | PANW | Palo Alto Networks Inc | +0.2% | +58.90% | Add |
| 9 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | -0.97% | Trim |
| 10 | UBER | Uber Technologies Inc | +0.2% | +188.25% | Add |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +39.31% | Add |
| 12 | CB | Chubb Limited | +0.1% | -1.13% | Trim |
| 13 | AVGO | Broadcom Inc | +0.1% | +8.36% | Add |
| 14 | MTD | Mettler-toledo International | +0.1% | -0.62% | Trim |
| 15 | AMZN | Amazon.com Inc | +0.1% | +2.37% | Add |
| 16 | TMO | Thermo Fisher Scientific Inc | +0.1% | -0.72% | Trim |
| 17 | SNPS | Synopsys Inc | +0.1% | +96.71% | Add |
| 18 | TJX | Tjx Companies Inc | +0.1% | -0.36% | Trim |
| 19 | V | Visa Inc-class A Shares | +0.1% | -0.21% | Trim |
| 20 | MRK | Merck & Co. Inc. | +0.1% | -1.38% | Trim |
| 21 | IDXX | Idexx Laboratories Inc | +0.1% | -0.38% | Trim |
| 22 | CSCO | Cisco Systems Inc | +0.1% | -0.74% | Trim |
| 23 | WMT | Walmart Inc | +0.1% | +1.11% | Add |
| 24 | NEE | Nextera Energy Inc | +0.1% | +0.49% | Add |
| 25 | JPM | Jpmorgan Chase & Co | +0.1% | -0.79% | Trim |
| 26 | CMI | Cummins Inc | 0% | -1.59% | Trim |
| 27 | AXP | American Express Co | 0% | -0.58% | Trim |
| 28 | GSK | Gsk Plc-spon Adr | 0% | — | Unchanged |
| 29 | MDB | Mongodb Inc | 0% | +3.96% | Add |
| 30 | BAC | Bank Of America CORP | 0% | -1.58% | Trim |
| 31 | EXPD | Expeditors Intl Wash Inc | 0% | -0.76% | Trim |
| 32 | BSV | Vanguard Short-term Bond ETF | 0% | +101.48% | Add |
| 33 | SHOP | Shopify Inc - Class A | 0% | +1.58% | Add |
| 34 | DOV | Dover CORP | 0% | -7.46% | Trim |
| 35 | XOM | Exxon Mobil CORP | 0% | -0.76% | Trim |
| 36 | CAT | Caterpillar Inc | 0% | -0.20% | Trim |
| 37 | MCO | Moody's CORP | 0% | +0.35% | Add |
| 38 | VEA | Vanguard Ftse Developed ETF | 0% | -1.50% | Trim |
| 39 | EW | Edwards Lifesciences CORP | 0% | -0.52% | Trim |
| 40 | FTSL | First Trust Senior Loan ETF | 0% | +2.77% | Add |
| 41 | ISRG | Intuitive Surgical Inc | 0% | -0.78% | Trim |
| 42 | AMGN | Amgen Inc | 0% | -0.89% | Trim |
| 43 | IVV | Ishares Core S&p 500 ETF | 0% | +5.10% | Add |
| 44 | CHEF | Chefs' Warehouse Inc/the | 0% | +25.53% | Add |
| 45 | GDX | Vaneck Gold Miners ETF | 0% | -6.95% | Trim |
| 46 | HLN | Haleon Plc-adr | 0% | — | Unchanged |
| 47 | IAU | Ishares Gold Trust | 0% | — | Unchanged |
| 48 | BMY | Bristol-myers Squibb Co | 0% | -3.56% | Trim |
| 49 | KO | Coca-cola Co/the | 0% | -1.80% | Trim |
| 50 | IBM | Intl Business Machines CORP | 0% | -0.92% | Trim |
According to official SEC Form 13F filings, Welch & Forbes LLC reported a total U.S. public equity portfolio value of $8.2B across 374 disclosed positions in Q4 2025.
During Q4 2025, Welch & Forbes LLC's top holdings by market value included NVDA (7.5%)、AAPL (5.6%)、MSFT (5.2%). The largest single position, NVDA, represented 7.5% 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, AAPL, MSFT) accounted for 26.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
UL
市值: $877.1K
Top Position Liquidated / Trimmed
EPD
前期市值: $911.0K
In Q4 2025, Welch & Forbes LLC made 185 total portfolio adjustments, initiating 8 new buys, adding to 35 positions, trimming 125 holdings, and fully liquidating 17 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.