§ 13F · FUND PROFILE
Welch Group, LLC.
AUM · $2.9B (13F)Positions · 326Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 373K | $108M | 3.7% | −1% |
| 2 | CSCO | CISCO SYS INC | 907K | $107M | 3.6% | −4% |
| 3 | ABBV | ABBVIE INC | 371K | $93M | 3.2% | +1% |
| 4 | JPM | JPMORGAN CHASE & CO | 277K | $91M | 3.1% | ±0% |
| 5 | JNJ | JOHNSON & JOHNSON | 356K | $91M | 3.1% | −1% |
| 6 | RTX | RTX CORPORATION | 462K | $88M | 3.0% | ±0% |
| 7 | IBM | INTERNATIONAL BUSINESS MACHS | 301K | $85M | 2.9% | +2% |
| 8 | SFBS | SERVISFIRST BANCSHARES INC | 960K | $83M | 2.8% | −2% |
| 9 | MSFT | MICROSOFT CORP | 220K | $82M | 2.8% | +3% |
| 10 | QCOM | QUALCOMM INC | 413K | $76M | 2.6% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WELCH SIGNAL
AC read
Welch Group, LLC is a Other fund managing $2.9 billion in assets. The fund runs a broad portfolio of 326 positions.
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