Welch & Forbes LLC
Top Portfolio Positions
294 positions ·
$7,086,202,125 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 ROP
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $63,737,263 | 180,120 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $86,561,315 | 194,463 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $99,605,348 | 199,734 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $113,667,858 | 200,529 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $117,742,663 | 199,706 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $104,138,951 | 200,325 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $111,650,242 | 200,651 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $112,573,611 | 199,719 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $111,513,499 | 198,833 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $106,666,326 | 195,657 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $94,209,409 | 194,535 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $92,121,280 | 191,600 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $84,718,245 | 192,240 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $83,418,431 | 193,058 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $70,047,801 | 194,772 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $76,866,375 | 194,771 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $92,067,848 | 194,964 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $94,083,472 | 191,281 | Shares | Other | 2022-01-19 | |
| 2021-09-30 | $84,910,583 | 190,327 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $88,573,925 | 188,375 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $75,304,787 | 186,703 | Shares | Other | 2021-04-14 | |
| 2020-12-31 | $78,373,023 | 181,802 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $69,043,891 | 174,746 | Shares | Other | 2020-10-23 | |
| 2020-06-30 | $66,432,061 | 171,102 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $52,464,526 | 168,258 | Shares | Other | 2020-04-17 | |
| No 13F history on record for this holder in this stock. | ||||||