§ 13F · FUND PROFILE
Welch & Forbes LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $8.3B (13F)Positions · 383Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 3.10M | $540M | 7.0% | −7% |
| 2 | AAPL | APPLE INC | 1.68M | $426M | 5.5% | −1% |
| 3 | GOOG | ALPHABET INC | 1.17M | $336M | 4.3% | −1% |
| 4 | MSFT | MICROSOFT CORP | 882K | $326M | 4.2% | −1% |
| 5 | ORLY | OREILLY AUTOMOTIVE INC | 2.83M | $261M | 3.4% | −1% |
| 6 | V | VISA INC | 720K | $217M | 2.8% | −1% |
| 7 | RTX | RTX CORPORATION | 1.09M | $211M | 2.7% | −3% |
| 8 | JPM | JPMORGAN CHASE & CO | 653K | $192M | 2.5% | −2% |
| 9 | SYK | STRYKER CORPORATION | 509K | $167M | 2.2% | −1% |
| 10 | COST | COSTCO WHOLESALE CORPORATION | 161K | $161M | 2.1% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WELCH SIGNAL
AC read
Welch & Forbes LLC is a Other fund managing $8.3 billion in assets. The fund runs a broad portfolio of 383 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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