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 | 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 ORLY
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $261,437,612 | 2,832,170 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $261,753,272 | 2,869,787 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $311,021,715 | 2,884,906 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $265,508,919 | 2,945,844 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $18,942,998 | 198,345 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $15,839,751 | 200,368 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $15,555,959 | 202,622 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $14,437,959 | 205,073 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $15,617,309 | 207,515 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $13,231,201 | 208,896 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $12,897,942 | 212,870 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $13,645,321 | 214,257 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $12,331,271 | 217,872 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $12,601,544 | 223,953 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $10,701,094 | 228,217 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $9,688,831 | 230,044 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $10,663,821 | 233,528 | Shares | Other | 2022-04-25 | |
| 2021-12-31 | $10,949,295 | 232,558 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $9,553,425 | 234,513 | Shares | Other | 2021-10-13 | |
| 2021-06-30 | $8,858,120 | 234,669 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $7,850,309 | 232,143 | Shares | Other | 2021-04-14 | |
| 2020-12-31 | $7,003,512 | 232,125 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $7,181,973 | 233,646 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $6,566,405 | 233,586 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $4,662,882 | 232,331 | Shares | Other | 2020-04-17 | |
| No quarters match your search. | ||||||