Welch & Forbes LLC

CIK

105495

City

Boston

State / Country

Stock

CGNX — Cognex Corp

Top Portfolio Positions

294 positions · $7,086,202,125 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

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$15,818,528	322,893	-2.3%	Shares	Sole	2026-05-01
2025-12-31	$11,896,355	330,638	-2.5%	Shares	Sole	2026-02-10
2025-09-30	$15,362,000	339,117	-1.5%	Shares	Sole	2025-11-04
2025-06-30	$10,920,085	344,265	+4.2%	Shares	Sole	2025-08-05
2025-03-31	$9,854,101	330,342	+1.6%	Shares	Sole	2025-05-02
2024-12-31	$11,664,002	325,265	-2.0%	Shares	Sole	2025-02-07
2024-09-30	$13,435,227	331,734	-0.9%	Shares	Sole	2024-11-04
2024-06-30	$15,657,071	334,839	+3.4%	Shares	Sole	2024-08-02
2024-03-31	$13,743,231	323,980	+4.1%	Shares	Sole	2024-05-03
2023-12-31	$12,994,872	311,329	+1.2%	Shares	Sole	2024-02-06
2023-09-30	$13,053,228	307,569	-3.4%	Shares	Sole	2023-11-03
2023-06-30	$17,833,518	318,342	+2.5%	Shares	Sole	2023-07-28
2023-03-31	$15,390,874	310,613	-0.6%	Shares	Sole	2023-04-14
2022-12-31	$14,714,007	312,333	-0.7%	Shares	Sole	2023-02-02
2022-09-30	$13,038,843	314,568	-0.9%	Shares	Sole	2022-10-31
2022-06-30	$13,490,873	317,283	+0.0%	Shares	Sole	2022-07-22
2022-03-31	$24,466,579	317,130	+2.3%	Shares	Sole	2022-04-25
2021-12-31	$24,103,267	309,970	+1.0%	Shares	Sole	2022-01-19
2021-09-30	$24,617,592	306,876	-0.3%	Shares	Sole	2021-10-13
2021-06-30	$25,871,178	307,807	-0.0%	Shares	Sole	2021-07-22
2021-03-31	$25,547,392	307,837	-3.9%	Shares	Sole	2021-04-14
2020-12-31	$25,709,821	320,212	-0.5%	Shares	Sole	2021-01-20
2020-09-30	$20,959,661	321,961	-2.8%	Shares	Sole	2020-10-23
2020-06-30	$19,771,500	331,070	-4.9%	Shares	Sole	2020-07-15
2020-03-31	$14,693,277	348,017	—	Shares	Sole	2020-04-17
No 13F history on record for this holder in this stock.