Welch & Forbes LLC
Top Portfolio Positions
294 positions ·
$7,085,827,624 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
3,096,403 | $540,012,683 | 7.62% | |
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MIST
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,750 | 25,000 | Shares | Sole | 2026-05-01 | |
| No 13F history on record for this holder in this stock. | ||||||