Welch & Forbes LLC
Top Portfolio Positions
292 positions ·
$7,029,495,234 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
3,096,403 | $540,012,683 | 7.68% |
| AAPL |
Apple Inc.
Technology
|
1,679,909 | $426,344,105 | 6.07% |
| 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
Holdings in ECL
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $125,147,246 | 470,443 | Shares | Sole | 2026-05-01 | |
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