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CIK: 0001443095
Total reported value
$2.9B
$2.9B
307 檔
16.1%
The Q4 2025 SEC filing reveals that Welch Group, LLC held a total portfolio value of $2.9B, covering 307 public equity positions.
In Q4 2025, Welch Group, LLC displayed an active expansion posture, initiating 3 new positions and adding to 29 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, RTX) accounted for 16.1% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 307 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.94% | +0.10% | -0.59% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.85% | -0.18% | -0.18% | |
| 3 | RTX | Rtx CORP | Stock-Industrials | 3.54% | -0.37% | -3.34% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.49% | +0.03% | -1.45% | |
| 5 | IBM | Intl Business Machines CORP | Stock-Tech | 3.33% | +0.21% | -3.11% | |
| 6 | ABBV | Abbvie Inc | Stock-Healthcare | 3.24% | +0.20% | -0.79% | |
| 7 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.03% | -0.21% | -0.87% | |
| 8 | CSCO | Cisco Systems Inc | Stock-Tech | 2.87% | +0.88% | -0.02% | |
| 9 | SFBS | Servisfirst Bancshares Inc | Stock-Financials | 2.78% | +0.17% | +2.01% | |
| 10 | NEE | Nextera Energy Inc | Stock-Utilities | 2.69% | -0.41% | -0.16% | |
| 11 | SO | Southern Co/the | Stock-Utilities | 2.62% | -0.27% | +0.87% | |
| 12 | QCOM | Qualcomm Inc | Stock-Tech | 2.55% | +0.59% | +0.68% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 2.54% | -0.91% | +0.79% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 2.53% | -0.89% | +0.65% | |
| 15 | CINF | Cincinnati Financial CORP | Stock-Financials | 2.51% | +0.16% | -0.78% | |
| 16 | TFC | Truist Financial CORP | Stock-Financials | 2.51% | -0.02% | +0.92% | |
| 17 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 2.50% | -0.43% | +1.17% | |
| 18 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.47% | -0.61% | +1.53% | |
| 19 | EMR | Emerson Electric Co | Stock-Industrials | 2.45% | -0.02% | -0.59% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 2.43% | +0.06% | +2.58% | |
| 21 | AJG | Arthur J Gallagher & Co | Stock-Financials | 2.29% | — | +1.20% | |
| 22 | ED | Consolidated Edison Inc | Stock-Utilities | 2.02% | -0.24% | +1.05% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.92% | -0.11% | +0.91% | |
| 24 | PFE | Pfizer Inc | Stock-Healthcare | 1.90% | -0.47% | -0.22% | |
| 25 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.87% | -0.02% | -10.59% | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.86% | -0.53% | +1.36% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.81% | -0.38% | -1.03% | |
| 28 | TXN | Texas Instruments Inc | Stock-Tech | 1.76% | +0.65% | +2.31% | |
| 29 | PAYX | Paychex Inc | Stock-Tech | 1.76% | +0.01% | +0.10% | |
| 30 | AEP | American Electric Power | Stock-Utilities | 1.45% | -0.05% | +3868.57% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 1.28% | +0.04% | -2.26% | |
| 32 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 1.26% | +0.11% | -13.72% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.90% | +0.35% | -0.17% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.09% | +0.16% | |
| 35 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.76% | +0.08% | — | |
| 36 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.74% | — | +1.71% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.58% | +0.04% | +3.77% | |
| 38 | AMD | Advanced Micro Devices | Stock-Tech | 0.56% | +0.64% | -5.11% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | +0.05% | +3.19% | |
| 40 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.55% | +0.06% | -1.00% | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.51% | -0.01% | +1.30% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.02% | +4.85% | |
| 43 | DE | Deere & Co | Stock-Industrials | 0.48% | +0.04% | +2.88% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | +0.06% | +0.95% | |
| 45 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.44% | -0.04% | +0.91% | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | +0.01% | +4.19% | |
| 47 | BX | Blackstone Inc | Stock-Financials | 0.40% | — | +4.54% | |
| 48 | MU | Micron Technology Inc | Stock-Tech | 0.40% | +0.64% | +653.19% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.39% | -0.29% | +4.80% | |
| 50 | MA | Mastercard Inc - A | Stock-Financials | 0.37% | +0.03% | +5.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AEP | American Electric Power | +1.4% | +3868.57% | Add |
| 2 | MU | Micron Technology Inc | +0.4% | +653.19% | Add |
| 3 | CSCO | Cisco Systems Inc | +0.3% | -0.02% | Trim |
| 4 | JNJ | Johnson & Johnson | +0.3% | -0.87% | Trim |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +137.21% | Add |
| 6 | AAPL | Apple Inc | +0.2% | -0.59% | Trim |
| 7 | TFC | Truist Financial CORP | +0.2% | +0.92% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.16% | Add |
| 9 | RTX | Rtx CORP | +0.2% | -3.34% | Trim |
| 10 | XOM | Exxon Mobil CORP | +0.2% | +0.79% | Add |
| 11 | CAT | Caterpillar Inc | +0.1% | -0.17% | Trim |
| 12 | NEE | Nextera Energy Inc | +0.1% | -0.16% | Trim |
| 13 | AMD | Advanced Micro Devices | +0.1% | -5.11% | Trim |
| 14 | LLY | Eli Lilly & Co | +0.1% | +2.29% | Add |
| 15 | QCOM | Qualcomm Inc | +0.1% | +0.68% | Add |
| 16 | DVY | Ishares Select Dividend ETF | +0.1% | +199.40% | Add |
| 17 | KO | Coca-cola Co/the | 0% | +1.71% | Add |
| 18 | AMZN | Amazon.com Inc | 0% | +3.77% | Add |
| 19 | GS | Goldman Sachs Group Inc | 0% | -1.00% | Trim |
| 20 | GOOG | Alphabet Inc-cl C | 0% | +1.84% | Add |
| 21 | CINF | Cincinnati Financial CORP | 0% | -0.78% | Trim |
| 22 | VOO | Vanguard S&p 500 ETF | 0% | +14.34% | Add |
| 23 | IVV | Ishares Core S&p 500 ETF | 0% | +4.85% | Add |
| 24 | GLD | Spdr Gold Shares | 0% | +15.19% | Add |
| 25 | V | Visa Inc-class A Shares | 0% | +3.19% | Add |
| 26 | TJX | Tjx Companies Inc | 0% | +0.91% | Add |
| 27 | IBM | Intl Business Machines CORP | 0% | -3.11% | Trim |
| 28 | MCD | Mcdonald's CORP | 0% | +1.17% | Add |
| 29 | NVDA | Nvidia CORP | -0.1% | -2.26% | Trim |
| 30 | AFL | Aflac Inc | -0.1% | -18.03% | Trim |
| 31 | CVX | Chevron CORP | -0.1% | +0.65% | Add |
| 32 | TXN | Texas Instruments Inc | -0.1% | +2.31% | Add |
| 33 | PFE | Pfizer Inc | -0.1% | -0.22% | Trim |
| 34 | LMT | Lockheed Martin CORP | -0.1% | +1.53% | Add |
| 35 | ABBV | Abbvie Inc | -0.1% | -0.79% | Trim |
| 36 | VZ | Verizon Communications Inc | -0.1% | +1.36% | Add |
| 37 | PG | Procter & Gamble Co/the | -0.2% | +0.91% | Add |
| 38 | ORCL | Oracle CORP | -0.2% | +1.30% | Add |
| 39 | SO | Southern Co/the | -0.2% | +0.87% | Add |
| 40 | PAYX | Paychex Inc | -0.3% | +0.10% | Add |
| 41 | CL | Colgate-palmolive Co | -0.3% | -10.59% | Trim |
| 42 | SFBS | Servisfirst Bancshares Inc | -0.3% | +2.01% | Add |
| 43 | MSFT | Microsoft CORP | -0.3% | -0.18% | Trim |
| 44 | HD | Home Depot Inc | -0.4% | +2.58% | Add |
| 45 | AJG | Arthur J Gallagher & Co | -0.5% | +1.20% | Add |
| 46 | KMB | Kimberly-clark CORP | -0.6% | -13.72% | Trim |
| 47 | GIS | General Mills Inc | -1.5% | -94.47% | Trim |
| 48 | PYLD | Pimco Multisector Bond Actv | — | NEW | New buy |
| 49 | XLP | Ss Consumer Staples Sel Sect | — | NEW | New buy |
| 50 | IYK | Ishares US Consumer Staples | — | 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 307 disclosed positions in Q4 2025.
During Q4 2025, Welch Group, LLC's top holdings by market value included AAPL (3.9%)、MSFT (3.9%)、RTX (3.5%). The largest single position, AAPL, represented 3.9% 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 New Position Initiated
PYLD
市值: $19.6M
Top Position Liquidated / Trimmed
MSFT
前期市值: $107.2M
In Q4 2025, Welch Group, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 29 positions, trimming 18 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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