Welch & Forbes LLC
CIK
105495
City
Boston
State / Country
MA
Top Portfolio Positions
292 positions ·
$7,029,495,234 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 | 6.07% | |
| 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 HTD
Shares Held
Position Value (USD)
17 of 17 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,238,500 | 50,000 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,183,000 | 50,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,240,000 | 50,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,169,500 | 50,000 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,196,500 | 50,000 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,101,000 | 50,000 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,161,000 | 50,000 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,010,500 | 50,000 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $983,000 | 50,000 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $948,500 | 50,000 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $888,000 | 50,000 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,020,000 | 50,000 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,066,000 | 50,000 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,143,000 | 50,000 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,048,000 | 50,000 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,147,500 | 50,000 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,278,000 | 50,000 | Shares | Sole | 2022-04-25 | |
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