Welch & Forbes LLC

CIK

105495

City

Boston

State / Country

Stock

AOS — Smith A O Corp

Top Portfolio Positions

294 positions · $7,085,827,624 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
NVDA	Nvidia Corp Technology	3,096,403	$540,012,683	7.62%
AAPL	Apple Inc. Technology	1,679,909	$426,344,105	6.02%
MSFT	Microsoft Corp Technology	881,583	$326,335,579	4.61%
ORLY	O Reilly Automotive Inc Consumer Cyclical	2,832,170	$261,437,612	3.69%
V	Visa Inc. Financial Services	719,551	$217,477,094	3.07%
RTX	RTX Corp Industrials	1,094,594	$211,147,182	2.98%
JPM	Jpmorgan Chase & Co Financial Services	652,907	$192,059,123	2.71%
SYK	Stryker Corp Healthcare	509,055	$167,270,382	2.36%
COST	Costco Wholesale Corp /New Consumer Defensive	161,366	$160,789,923	2.27%
JNJ	Johnson & Johnson Healthcare	657,528	$160,726,144	2.27%

25 quarters · across all stocks

24 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$38,230,693	579,780	-1.0%	Shares	Sole	2026-05-01
2025-12-31	$39,179,440	585,817	-1.6%	Shares	Sole	2026-02-10
2025-09-30	$43,701,633	595,309	-0.2%	Shares	Sole	2025-11-04
2025-06-30	$39,095,719	596,244	+0.6%	Shares	Sole	2025-08-05
2025-03-31	$38,757,238	592,981	+4.3%	Shares	Sole	2025-05-02
2024-12-31	$38,785,092	568,613	+0.4%	Shares	Sole	2025-02-07
2024-09-30	$50,879,981	566,403	+1.5%	Shares	Sole	2024-11-04
2024-06-30	$45,635,039	558,022	+0.2%	Shares	Sole	2024-08-02
2024-03-31	$49,811,864	556,806	+1.2%	Shares	Sole	2024-05-03
2023-12-31	$45,354,366	550,150	+0.3%	Shares	Sole	2024-02-06
2023-09-30	$36,254,912	548,237	+1.1%	Shares	Sole	2023-11-03
2023-06-30	$39,473,615	542,369	+0.7%	Shares	Sole	2023-07-28
2023-03-31	$37,227,594	538,360	+2.8%	Shares	Sole	2023-04-14
2022-12-31	$29,980,652	523,771	+2.1%	Shares	Sole	2023-02-02
2022-09-30	$24,927,709	513,127	+12.9%	Shares	Sole	2022-10-31
2022-06-30	$24,852,934	454,516	+39.4%	Shares	Sole	2022-07-22
2022-03-31	$20,835,423	326,114	+11.7%	Shares	Sole	2022-04-25
2021-12-31	$25,074,552	292,074	+5.7%	Shares	Sole	2022-01-19
2021-09-30	$16,878,282	276,376	+11.6%	Shares	Sole	2021-10-13
2021-06-30	$17,843,641	247,622	+8.7%	Shares	Sole	2021-07-22
2021-03-31	$15,408,724	227,906	+16.7%	Shares	Sole	2021-04-14
2020-12-31	$10,708,703	195,343	+204.9%	Shares	Sole	2021-01-20
2020-09-30	$3,383,054	64,073	+295.7%	Shares	Sole	2020-10-23
2020-06-30	$763,061	16,194	—	Shares	Sole	2020-07-15
No 13F history on record for this holder in this stock.