Welch & Forbes LLC Portfolio Holdings

Welch & Forbes LLC

  • $8.21 Billion
  • Q3 2025

Welch & Forbes LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $8.21 Billion distributed in 383 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $646M, Microsoft Corp with a value of $463M, Apple Inc. with a value of $439M, O Reilly Automotive Inc with a value of $311M, and Alphabet Inc. with a value of $293M.

Examining the 13F form we can see an increase of $328M in the current position value, from $7.89B to 8.21B.

Below you can find more details about Welch & Forbes LLC portfolio as well as his latest detailed transactions.

Portfolio value $8.21 Billion
Technology: $2.09 Billion
Healthcare: $1.26 Billion
Financial Services: $1.01 Billion
Consumer Cyclical: $963 Million
Industrials: $963 Million
Communication Services: $563 Million
Consumer Defensive: $486 Million
ETFs: $444 Million
Other: $439 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465B
$646 Million 7.86% of portfolio
3,462,148
Q3 2025 Reduced 2.15%
$3.78T
$463 Million 5.64% of portfolio
894,788
Q3 2025 Reduced 0.36%
$4.3T
$439 Million 5.34% of portfolio
1,722,290
Q3 2025 Reduced 0.76%
$6.2B
$311 Million 3.79% of portfolio
2,884,906
Q3 2025 Reduced 2.07%
$1.74T
$293 Million 3.57% of portfolio
1,203,288
Q3 2025 Reduced 0.35%
$533B
$248 Million 3.02% of portfolio
727,217
Q3 2025 Reduced 0.7%
$881B
$212 Million 2.58% of portfolio
671,288
Q3 2025 Reduced 1.26%
$258B
$191 Million 2.33% of portfolio
1,141,516
Q3 2025 Reduced 1.21%
$136B
$190 Million 2.31% of portfolio
513,622
Q3 2025 Reduced 0.15%
$367B
$173 Million 2.11% of portfolio
427,477
Q3 2025 Reduced 0.2%
$404B
$150 Million 1.83% of portfolio
161,993
Q3 2025 Reduced 0.65%
$73.7B
$130 Million 1.58% of portfolio
473,582
Q3 2025 Reduced 0.16%
$971B
$128 Million 1.56% of portfolio
168,196
Q3 2025 Added 12.55%
$522B
$125 Million 1.53% of portfolio
675,855
Q3 2025 Reduced 1.64%
$160B
$123 Million 1.5% of portfolio
622,089
Q3 2025 Reduced 10.48%
$2.39T
$121 Million 1.47% of portfolio
550,124
Q3 2025 Added 0.41%
$123B
$112 Million 1.37% of portfolio
398,440
Q3 2025 Reduced 0.73%
$170B
$113 Million 1.37% of portfolio
780,740
Q3 2025 Reduced 0.54%
$79.5B
$109 Million 1.33% of portfolio
872,375
Q3 2025 Added 0.76%
$57.4B
$108 Million 1.31% of portfolio
168,926
Q3 2025 Reduced 0.05%
$1.65T
$104 Million 1.27% of portfolio
429,151
Q3 2025 Reduced 0.35%
$0
$100 Million 1.22% of portfolio
168,530
Q3 2025 Reduced 0.54%
$47.7B
$99.6 Million 1.21% of portfolio
199,734
Q3 2025 Reduced 0.4%
$224B
$93.5 Million 1.14% of portfolio
307,613
Q3 2025 Reduced 1.08%
$1.37T
$92.7 Million 1.13% of portfolio
126,162
Q3 2025 Added 1.72%
$54.4B
$90.7 Million 1.1% of portfolio
292,770
Q3 2025 Reduced 0.62%
$35.8B
$90.3 Million 1.1% of portfolio
329,836
Q3 2025 Reduced 0.53%
$47B
$85.9 Million 1.05% of portfolio
174,884
Q3 2025 Reduced 0.61%
$11.4B
$86.2 Million 1.05% of portfolio
213,231
Q3 2025 Added 0.49%
$111B
$86.3 Million 1.05% of portfolio
220,346
Q3 2025 Added 1.43%
$228B
$84.6 Million 1.03% of portfolio
631,865
Q3 2025 Reduced 0.36%
$414B
$80.7 Million 0.98% of portfolio
348,371
Q3 2025 Reduced 0.44%
$31.6B
$73.3 Million 0.89% of portfolio
59,721
Q3 2025 Reduced 1.02%
$139B
$69.9 Million 0.85% of portfolio
211,870
Q3 2025 Added 3.41%
$104B
$67.1 Million 0.82% of portfolio
228,549
Q3 2025 Reduced 3.74%
$26.6B
$67.2 Million 0.82% of portfolio
658,992
Q3 2025 Reduced 1.49%
$303B
$64.5 Million 0.78% of portfolio
415,208
Q3 2025 Reduced 0.09%
$204B
$61.9 Million 0.75% of portfolio
440,826
Q3 2025 Reduced 17.26%
$662B
$60.7 Million 0.74% of portfolio
120,658
Q3 2025 Reduced 0.44%
$0
$58.9 Million 0.72% of portfolio
982,158
Q3 2025 Added 0.77%
$25.7B
$58 Million 0.71% of portfolio
393,371
Q3 2025 Added 3.16%
$191B
$58 Million 0.71% of portfolio
10,741
Q3 2025 Added 26.86%
$279B
$54.6 Million 0.66% of portfolio
529,371
Q3 2025 Added 0.55%
$413B
$51.9 Million 0.63% of portfolio
1,005,865
Q3 2025 Reduced 0.61%
$13.1B
$50.8 Million 0.62% of portfolio
215,364
Q3 2025 Reduced 0.04%
$168B
$50.8 Million 0.62% of portfolio
672,709
Q3 2025 Added 0.79%
$169B
$49.7 Million 0.61% of portfolio
54,046
Q3 2025 Added 3.12%
$40.4B
$47.1 Million 0.57% of portfolio
371,545
Q3 2025 Reduced 0.61%
$15.9B
$46.3 Million 0.56% of portfolio
140,717
Q3 2025 Added 3.07%

Summary

  • Portfolio
  • No. of Stocks 383
  • Current Value $8.21 Billion
  • Prior Value $7.89 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 16 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 184 stocks
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