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CIK: 0001443095
Total reported value
$2.9B
$2.9B
266 檔
13.2%
According to the latest 13F quarterly dataset, Welch Group, LLC managed an equity portfolio of $2.9B at the end of Q1 2025, spanning 266 distinct U.S. exchange-listed positions.
In Q1 2025, Welch Group, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 266 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SFBS | Servisfirst Bancshares Inc | Stock-Financials | 3.51% | +0.17% | -5.93% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.46% | +0.10% | -0.16% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.40% | -0.18% | +1.30% | |
| 4 | AJG | Arthur J Gallagher & Co | Stock-Financials | 3.38% | — | -3.58% | |
| 5 | ABBV | Abbvie Inc | Stock-Healthcare | 3.27% | +0.20% | -0.69% | |
| 6 | IBM | Intl Business Machines CORP | Stock-Tech | 3.23% | +0.21% | -5.65% | |
| 7 | SO | Southern Co/the | Stock-Utilities | 3.07% | -0.27% | -1.78% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.04% | +0.03% | -5.62% | |
| 9 | RTX | Rtx CORP | Stock-Industrials | 3.02% | -0.37% | -3.70% | |
| 10 | CVX | Chevron CORP | Stock-Energy | 3.00% | -0.89% | +4.03% | |
| 11 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.75% | -0.43% | +2.22% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 2.73% | -0.91% | +2.95% | |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 2.72% | +0.06% | +1.41% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.68% | -0.21% | +9.79% | |
| 15 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 2.68% | -0.02% | +3.76% | |
| 16 | PAYX | Paychex Inc | Stock-Tech | 2.65% | +0.01% | -1.34% | |
| 17 | NEE | Nextera Energy Inc | Stock-Utilities | 2.59% | -0.41% | +4.06% | |
| 18 | CINF | Cincinnati Financial CORP | Stock-Financials | 2.55% | +0.16% | -2.07% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 2.53% | +0.88% | +550.31% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.46% | -0.11% | +2.12% | |
| 21 | ED | Consolidated Edison Inc | Stock-Utilities | 2.46% | -0.24% | +2.09% | |
| 22 | QCOM | Qualcomm Inc | Stock-Tech | 2.44% | +0.59% | +3.34% | |
| 23 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.41% | -0.61% | +5.48% | |
| 24 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.30% | -0.38% | +11.04% | |
| 25 | EMR | Emerson Electric Co | Stock-Industrials | 2.27% | -0.02% | -1.32% | |
| 26 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 2.25% | +0.11% | +2.46% | |
| 27 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.25% | -0.53% | +5.91% | |
| 28 | TFC | Truist Financial CORP | Stock-Financials | 2.23% | -0.02% | +0.56% | |
| 29 | PFE | Pfizer Inc | Stock-Healthcare | 2.03% | -0.47% | +76.88% | |
| 30 | GIS | General Mills Inc | Stock-Consumer Staples | 1.99% | — | +11.47% | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 1.91% | +0.65% | +3.53% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.87% | +0.04% | -1.84% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.79% | — | +2.90% | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.55% | +0.35% | +3.14% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | +0.05% | +10.40% | |
| 36 | DE | Deere & Co | Stock-Industrials | 0.51% | +0.04% | +1.61% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | +0.04% | +1.35% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | +0.02% | -28.74% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.09% | +3.97% | |
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.41% | -0.29% | +2.77% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.39% | -0.01% | +1.52% | |
| 42 | AFL | Aflac Inc | Stock-Financials | 0.39% | -0.04% | -2.92% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | +0.01% | +0.32% | |
| 44 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.38% | +0.06% | +0.22% | |
| 45 | BX | Blackstone Inc | Stock-Financials | 0.36% | — | +3.49% | |
| 46 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.36% | -0.04% | +3.27% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.36% | +0.03% | +3.28% | |
| 48 | SYK | Stryker CORP | Stock-Healthcare | 0.33% | +0.02% | +5.35% | |
| 49 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.33% | +0.04% | +5.52% | |
| 50 | CARR | Carrier Global CORP | Stock-Industrials | 0.29% | +0.08% | +8.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SFBS | Servisfirst Bancshares Inc | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | MSFT | Microsoft CORP | — | NEW | New buy |
| 4 | AJG | Arthur J Gallagher & Co | — | NEW | New buy |
| 5 | ABBV | Abbvie Inc | — | NEW | New buy |
| 6 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 7 | SO | Southern Co/the | — | NEW | New buy |
| 8 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 9 | RTX | Rtx CORP | — | NEW | New buy |
| 10 | CVX | Chevron CORP | — | NEW | New buy |
| 11 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 12 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 13 | HD | Home Depot Inc | — | NEW | New buy |
| 14 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 15 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 16 | PAYX | Paychex Inc | — | NEW | New buy |
| 17 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 18 | CINF | Cincinnati Financial CORP | — | NEW | New buy |
| 19 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 20 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 21 | ED | Consolidated Edison Inc | — | NEW | New buy |
| 22 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 23 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 24 | PEP | Pepsico Inc | — | NEW | New buy |
| 25 | EMR | Emerson Electric Co | — | NEW | New buy |
| 26 | KMB | Kimberly-clark CORP | — | NEW | New buy |
| 27 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 28 | TFC | Truist Financial CORP | — | NEW | New buy |
| 29 | PFE | Pfizer Inc | — | NEW | New buy |
| 30 | GIS | General Mills Inc | — | NEW | New buy |
| 31 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 32 | NVDA | Nvidia CORP | — | NEW | New buy |
| 33 | KO | Coca-cola Co/the | — | NEW | New buy |
| 34 | CAT | Caterpillar Inc | — | NEW | New buy |
| 35 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 36 | DE | Deere & Co | — | NEW | New buy |
| 37 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 38 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 39 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 40 | ABT | Abbott Laboratories | — | NEW | New buy |
| 41 | ORCL | Oracle CORP | — | NEW | New buy |
| 42 | AFL | Aflac Inc | — | NEW | New buy |
| 43 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 44 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 45 | BX | Blackstone Inc | — | NEW | New buy |
| 46 | TJX | Tjx Companies Inc | — | NEW | New buy |
| 47 | MA | Mastercard Inc - A | — | NEW | New buy |
| 48 | SYK | Stryker CORP | — | NEW | New buy |
| 49 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 50 | CARR | Carrier Global CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Welch Group, LLC reported a total U.S. public equity portfolio value of $2.9B across 266 disclosed positions in Q1 2025.
During Q1 2025, Welch Group, LLC's top holdings by market value included SFBS (3.5%)、AAPL (3.5%)、MSFT (3.4%). The largest single position, SFBS, represented 3.5% 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 SFBS, AAPL, MSFT) accounted for 13.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
SFBS
市值: $79.8M
In Q1 2025, Welch Group, LLC made 50 total portfolio adjustments, initiating 50 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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