Welch & Forbes LLC
Top Portfolio Positions
293 positions ·
$7,029,878,874 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
3,096,403 | $540,012,683 | 7.68% | |
| AAPL |
Apple Inc.
Technology
|
1,679,909 | $426,344,105 | 6.06% | |
| MSFT |
Microsoft Corp
Technology
|
881,583 | $326,335,579 | 4.64% | |
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
2,832,170 | $261,437,612 | 3.72% | |
| V |
Visa Inc.
Financial Services
|
719,551 | $217,477,094 | 3.09% | |
| RTX |
RTX Corp
Industrials
|
1,094,594 | $211,147,182 | 3.00% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
652,907 | $192,059,123 | 2.73% | |
| SYK |
Stryker Corp
Healthcare
|
509,055 | $167,270,382 | 2.38% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
161,366 | $160,789,923 | 2.29% | |
| JNJ |
Johnson & Johnson
Healthcare
|
657,528 | $160,726,144 | 2.29% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CHD
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,359,134 | 378,902 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $34,153,949 | 407,322 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $38,879,240 | 443,675 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $43,102,740 | 448,473 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $49,485,895 | 449,504 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $47,043,585 | 449,275 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $47,149,446 | 450,243 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $46,877,978 | 452,141 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $47,215,817 | 452,649 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $42,275,979 | 447,081 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $40,317,474 | 440,003 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $44,023,722 | 439,227 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $39,070,147 | 441,920 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $35,670,569 | 442,508 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $31,811,088 | 445,284 | Shares | Other | 2022-10-31 | |
| 2022-06-30 | $41,212,666 | 444,773 | Shares | Other | 2022-07-22 | |
| 2022-03-31 | $44,093,514 | 443,686 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $45,457,930 | 443,492 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $36,467,866 | 441,660 | Shares | Other | 2021-10-13 | |
| 2021-06-30 | $37,424,192 | 439,148 | Shares | Other | 2021-07-22 | |
| 2021-03-31 | $38,167,407 | 436,948 | Shares | Other | 2021-04-14 | |
| 2020-12-31 | $37,829,121 | 433,671 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $40,295,581 | 430,003 | Shares | Other | 2020-10-23 | |
| 2020-06-30 | $32,797,230 | 424,285 | Shares | Other | 2020-07-15 | |
| 2020-03-31 | $26,572,317 | 414,028 | Shares | Other | 2020-04-17 | |
| No 13F history on record for this holder in this stock. | ||||||