§ 13F · FUND PROFILE
Welch & Forbes LLC.
AUM · $8.2B (13F)Positions · 388Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 3.04M | $609M | 7.4% | −2% |
| 2 | AAPL | APPLE INC | 1.66M | $481M | 5.8% | −1% |
| 3 | GOOG | ALPHABET INC | 1.15M | $407M | 5.0% | −2% |
| 4 | MSFT | MICROSOFT CORP | 887K | $331M | 4.0% | +1% |
| 5 | ORLY | OREILLY AUTOMOTIVE INC | 2.81M | $259M | 3.1% | −1% |
| 6 | V | VISA INC | 705K | $242M | 2.9% | −2% |
| 7 | JPM | JPMORGAN CHASE & CO | 645K | $211M | 2.6% | −1% |
| 8 | LLY | ELI LILLY & CO | 173K | $207M | 2.5% | +3% |
| 9 | RTX | RTX CORPORATION | 1.07M | $203M | 2.5% | −2% |
| 10 | JNJ | JOHNSON & JOHNSON | 658K | $167M | 2.0% | ±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 $8.2 billion in assets. The fund runs a broad portfolio of 388 positions.
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