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 MTD
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74,167,388 | 58,807 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $82,742,382 | 59,348 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $73,314,096 | 59,721 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $70,875,556 | 60,334 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $72,074,480 | 61,033 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $75,022,603 | 61,309 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $92,582,479 | 61,734 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $86,760,989 | 62,079 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $83,374,698 | 62,627 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $77,545,745 | 63,931 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $71,979,112 | 64,959 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $85,236,925 | 64,985 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $100,790,342 | 65,867 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $96,885,622 | 67,028 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $73,074,024 | 67,404 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $77,842,952 | 67,762 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $94,011,326 | 68,462 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $118,563,695 | 69,858 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $96,919,313 | 70,366 | Shares | Other | 2021-10-13 | |
| 2021-06-30 | $98,505,986 | 71,106 | Shares | Other | 2021-07-22 | |
| 2021-03-31 | $82,673,432 | 71,536 | Shares | Other | 2021-04-14 | |
| 2020-12-31 | $82,093,436 | 72,032 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $69,988,868 | 72,471 | Shares | Other | 2020-10-23 | |
| 2020-06-30 | $58,698,011 | 72,867 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $50,967,924 | 73,812 | Shares | Other | 2020-04-17 | |
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