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CIK: 0001443095
Total reported value
$2.9B
$2.9B
280 檔
14.6%
At the close of Q2 2025, Welch Group, LLC disclosed equity holdings valued at approximately $2.9B, spread across 280 reported holdings.
In Q2 2025, Welch Group, LLC displayed an active expansion posture, initiating 0 new positions and adding to 46 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, IBM, JPM) accounted for 14.6% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 280 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 4.26% | -0.18% | +0.53% | |
| 2 | IBM | Intl Business Machines CORP | Stock-Tech | 3.70% | +0.21% | -0.27% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.46% | +0.03% | +0.49% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.22% | +0.10% | +4.01% | |
| 5 | RTX | Rtx CORP | Stock-Industrials | 3.18% | -0.37% | -0.10% | |
| 6 | SFBS | Servisfirst Bancshares Inc | Stock-Financials | 3.16% | +0.17% | -0.00% | |
| 7 | AJG | Arthur J Gallagher & Co | Stock-Financials | 3.00% | — | -0.79% | |
| 8 | SO | Southern Co/the | Stock-Utilities | 2.94% | -0.27% | +0.13% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 2.85% | +0.20% | +1.48% | |
| 10 | CSCO | Cisco Systems Inc | Stock-Tech | 2.77% | +0.88% | +1.23% | |
| 11 | HD | Home Depot Inc | Stock-Consumer Disc | 2.71% | +0.06% | +2.39% | |
| 12 | EMR | Emerson Electric Co | Stock-Industrials | 2.69% | -0.02% | +1.90% | |
| 13 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 2.53% | -0.02% | +1.48% | |
| 14 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.52% | -0.43% | +1.07% | |
| 15 | CVX | Chevron CORP | Stock-Energy | 2.51% | -0.89% | +2.37% | |
| 16 | QCOM | Qualcomm Inc | Stock-Tech | 2.50% | +0.59% | +3.61% | |
| 17 | CINF | Cincinnati Financial CORP | Stock-Financials | 2.49% | +0.16% | +0.45% | |
| 18 | NEE | Nextera Energy Inc | Stock-Utilities | 2.47% | -0.41% | +1.90% | |
| 19 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.46% | -0.61% | +2.18% | |
| 20 | PAYX | Paychex Inc | Stock-Tech | 2.42% | +0.01% | +0.02% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.42% | -0.21% | +1.64% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 2.41% | -0.91% | +1.57% | |
| 23 | TFC | Truist Financial CORP | Stock-Financials | 2.33% | -0.02% | +3.54% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.25% | -0.11% | +1.42% | |
| 25 | TXN | Texas Instruments Inc | Stock-Tech | 2.19% | +0.65% | +2.84% | |
| 26 | ED | Consolidated Edison Inc | Stock-Utilities | 2.16% | -0.24% | +0.12% | |
| 27 | VZ | Verizon Communications Inc | Stock-Comm Services | 2.08% | -0.53% | +0.88% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.01% | -0.38% | +3.75% | |
| 29 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.98% | +0.11% | +1.16% | |
| 30 | PFE | Pfizer Inc | Stock-Healthcare | 1.93% | -0.47% | +4.48% | |
| 31 | GIS | General Mills Inc | Stock-Consumer Staples | 1.68% | — | +1.85% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | +0.04% | +2.62% | |
| 33 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.77% | — | +1.03% | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.64% | +0.35% | +4.38% | |
| 35 | ORCL | Oracle CORP | Stock-Tech | 0.60% | -0.01% | +4.40% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | +0.04% | +4.66% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | +0.05% | +7.80% | |
| 38 | DE | Deere & Co | Stock-Industrials | 0.54% | +0.04% | +1.72% | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.49% | +0.06% | +3.15% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | +0.01% | +3.89% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | +0.09% | +3.99% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | +0.02% | +0.18% | |
| 43 | ABT | Abbott Laboratories | Stock-Healthcare | 0.43% | -0.29% | +6.18% | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.42% | +0.64% | +11.93% | |
| 45 | BX | Blackstone Inc | Stock-Financials | 0.39% | — | +5.80% | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.38% | +0.06% | +14.40% | |
| 47 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.37% | -0.04% | +4.40% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.36% | +0.03% | +3.37% | |
| 49 | SYK | Stryker CORP | Stock-Healthcare | 0.36% | +0.02% | +4.69% | |
| 50 | AFL | Aflac Inc | Stock-Financials | 0.35% | -0.04% | -1.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.9% | +0.53% | Add |
| 2 | IBM | Intl Business Machines CORP | +0.5% | -0.27% | Trim |
| 3 | JPM | Jpmorgan Chase & Co | +0.4% | +0.49% | Add |
| 4 | EMR | Emerson Electric Co | +0.4% | +1.90% | Add |
| 5 | NVDA | Nvidia CORP | +0.4% | +2.62% | Add |
| 6 | TXN | Texas Instruments Inc | +0.3% | +2.84% | Add |
| 7 | CSCO | Cisco Systems Inc | +0.2% | +1.23% | Add |
| 8 | ORCL | Oracle CORP | +0.2% | +4.40% | Add |
| 9 | AVGO | Broadcom Inc | +0.2% | +14.40% | Add |
| 10 | RTX | Rtx CORP | +0.2% | -0.10% | Trim |
| 11 | AMD | Advanced Micro Devices | +0.1% | +11.93% | Add |
| 12 | GS | Goldman Sachs Group Inc | +0.1% | +3.15% | Add |
| 13 | TFC | Truist Financial CORP | +0.1% | +3.54% | Add |
| 14 | META | Meta Platforms Inc-class A | +0.1% | +3.89% | Add |
| 15 | CAT | Caterpillar Inc | +0.1% | +4.38% | Add |
| 16 | AMZN | Amazon.com Inc | +0.1% | +4.66% | Add |
| 17 | QCOM | Qualcomm Inc | +0.1% | +3.61% | Add |
| 18 | LMT | Lockheed Martin CORP | +0.1% | +2.18% | Add |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.99% | Add |
| 20 | VOO | Vanguard S&p 500 ETF | +0.1% | +21.75% | Add |
| 21 | CARR | Carrier Global CORP | 0% | +5.52% | Add |
| 22 | V | Visa Inc-class A Shares | 0% | +7.80% | Add |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +36.54% | Add |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | +91.37% | Add |
| 25 | DE | Deere & Co | 0% | +1.72% | Add |
| 26 | BX | Blackstone Inc | 0% | +5.80% | Add |
| 27 | IVV | Ishares Core S&p 500 ETF | 0% | +0.18% | Add |
| 28 | SYK | Stryker CORP | 0% | +4.69% | Add |
| 29 | AXP | American Express Co | 0% | +0.13% | Add |
| 30 | QQQ | Invesco Qqq Trust Series 1 | 0% | +29.77% | Add |
| 31 | VMC | Vulcan Materials Co | 0% | +2.16% | Add |
| 32 | ORLY | O'reilly Automotive Inc | 0% | +4990.91% | Add |
| 33 | ABT | Abbott Laboratories | 0% | +6.18% | Add |
| 34 | HD | Home Depot Inc | 0% | +2.39% | Add |
| 35 | CINF | Cincinnati Financial CORP | -0.1% | +0.45% | Add |
| 36 | VZ | Verizon Communications Inc | -0.2% | +0.88% | Add |
| 37 | PG | Procter & Gamble Co/the | -0.2% | +1.42% | Add |
| 38 | MCD | Mcdonald's CORP | -0.2% | +1.07% | Add |
| 39 | PAYX | Paychex Inc | -0.2% | +0.02% | Add |
| 40 | AAPL | Apple Inc | -0.2% | +4.01% | Add |
| 41 | JNJ | Johnson & Johnson | -0.3% | +1.64% | Add |
| 42 | KMB | Kimberly-clark CORP | -0.3% | +1.16% | Add |
| 43 | PEP | Pepsico Inc | -0.3% | +3.75% | Add |
| 44 | ED | Consolidated Edison Inc | -0.3% | +0.12% | Add |
| 45 | GIS | General Mills Inc | -0.3% | +1.85% | Add |
| 46 | XOM | Exxon Mobil CORP | -0.3% | +1.57% | Add |
| 47 | SFBS | Servisfirst Bancshares Inc | -0.4% | -0.00% | Trim |
| 48 | AJG | Arthur J Gallagher & Co | -0.4% | -0.79% | Trim |
| 49 | ABBV | Abbvie Inc | -0.4% | +1.48% | Add |
| 50 | CVX | Chevron CORP | -0.5% | +2.37% | Add |
According to official SEC Form 13F filings, Welch Group, LLC reported a total U.S. public equity portfolio value of $2.9B across 280 disclosed positions in Q2 2025.
During Q2 2025, Welch Group, LLC's top holdings by market value included MSFT (4.3%)、IBM (3.7%)、JPM (3.5%). The largest single position, MSFT, represented 4.3% 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.
Top Position Liquidated / Trimmed
SFBS
前期市值: $79.8M
In Q2 2025, Welch Group, LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 46 positions, trimming 4 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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