§ 13F · FUND PROFILE
Welch Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2393.1T (13F)Positions · 281Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$33.8T 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 JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 376K | $102.2T | 3.9% | −1% |
| 2 | MSFT | MICROSOFT CORP | 207K | $100.0T | 3.9% | ±0% |
| 3 | RTX | RTX CORPORATION | 501K | $91.9T | 3.5% | −3% |
| 4 | JPM | JPMORGAN CHASE & CO. | 281K | $90.6T | 3.5% | −1% |
| 5 | IBM | INTERNATIONAL BUSINESS MACHS | 292K | $86.5T | 3.3% | −3% |
| 6 | ABBV | ABBVIE INC | 368K | $84.0T | 3.2% | −1% |
| 7 | JNJ | JOHNSON & JOHNSON | 380K | $78.7T | 3.0% | −1% |
| 8 | CSCO | CISCO SYS INC | 966K | $74.4T | 2.9% | ±0% |
| 9 | SFBS | SERVISFIRST BANCSHARES INC | 1.00M | $72.0T | 2.8% | +2% |
| 10 | NEE | NEXTERA ENERGY INC | 869K | $69.8T | 2.7% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WELCH SIGNAL
AC read
Welch Group, LLC is a Other fund managing $2393061.5 trillion in assets. The fund runs a broad portfolio of 281 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