§ 13F · FUND PROFILE
WELCH & FORBES LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $8008.0T (13F)Positions · 372Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 3.34M | $622.4T | 7.5% | −4% |
| 2 | AAPL | APPLE INC | 1.70M | $462.8T | 5.6% | −1% |
| 3 | MSFT | MICROSOFT CORP | 887K | $429.2T | 5.2% | −1% |
| 4 | GOOG | ALPHABET INC | 1.19M | $372.4T | 4.5% | −1% |
| 5 | ORLY | OREILLY AUTOMOTIVE INC | 2.87M | $261.8T | 3.2% | −1% |
| 6 | V | VISA INC | 726K | $254.5T | 3.1% | ±0% |
| 7 | JPM | JPMORGAN CHASE & CO. | 666K | $214.6T | 2.6% | −1% |
| 8 | RTX | RTX CORPORATION | 1.12M | $206.0T | 2.5% | −2% |
| 9 | LLY | ELI LILLY & CO | 168K | $180.4T | 2.2% | ±0% |
| 10 | SYK | STRYKER CORPORATION | 512K | $180.1T | 2.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WELCH SIGNAL
AC read
WELCH & FORBES LLC is a Other fund managing $8008030.2 trillion in assets. The fund runs a broad portfolio of 372 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed