§ 13F · FUND PROFILE
Welch Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.6B (13F)Positions · 299Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8M 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 APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 375K | $95M | 3.6% | ±0% |
| 2 | RTX | RTX CORPORATION | 463K | $89M | 3.4% | −7% |
| 3 | CVX | CHEVRON CORPORATION | 430K | $89M | 3.3% | ±0% |
| 4 | XOM | EXXON MOBIL CORP | 524K | $89M | 3.3% | −4% |
| 5 | JNJ | JOHNSON & JOHNSON | 359K | $88M | 3.3% | −6% |
| 6 | JPM | JPMORGAN CHASE & CO | 277K | $81M | 3.1% | −1% |
| 7 | ABBV | ABBVIE INC | 366K | $80M | 3.0% | ±0% |
| 8 | MSFT | MICROSOFT CORP | 214K | $79M | 3.0% | +4% |
| 9 | NEE | NEXTERA ENERGY INC | 853K | $79M | 3.0% | −2% |
| 10 | LMT | LOCKHEED MARTIN CORP | 127K | $77M | 2.9% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WELCH SIGNAL
AC read
Welch Group, LLC is a Other fund managing $2.6 billion in assets. The fund runs a broad portfolio of 299 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