Welch & Forbes LLC Portfolio Holdings

Welch & Forbes LLC

  • $7.89 Billion
  • Q2 2025

Welch & Forbes LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $7.89 Billion distributed in 372 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $559M, Microsoft Corp with a value of $447M, Apple Inc. with a value of $356M, O Reilly Automotive Inc with a value of $266M, and Visa Inc. with a value of $260M.

Examining the 13F form we can see an increase of $401M in the current position value, from $7.48B to 7.89B.

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

Portfolio value $7.89 Billion
Technology: $1.98 Billion
Healthcare: $1.22 Billion
Financial Services: $1.01 Billion
Industrials: $956 Million
Consumer Cyclical: $896 Million
Consumer Defensive: $516 Million
Communication Services: $459 Million
ETFs: $418 Million
Other: $424 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$443B
$559 Million 7.09% of portfolio
3,538,095
Q2 2025 Reduced 1.7%
$3.8T
$447 Million 5.66% of portfolio
898,016
Q2 2025 Reduced 0.7%
$3.76T
$356 Million 4.52% of portfolio
1,735,567
Q2 2025 Reduced 0.41%
$6.75B
$266 Million 3.37% of portfolio
2,945,844
Q2 2025 Added 1,385.21%
$555B
$260 Million 3.3% of portfolio
732,353
Q2 2025 Reduced 0.77%
$1.47T
$214 Million 2.72% of portfolio
1,207,493
Q2 2025 Reduced 0.3%
$145B
$204 Million 2.58% of portfolio
514,389
Q2 2025 Reduced 0.44%
$900B
$197 Million 2.5% of portfolio
679,848
Q2 2025 Reduced 1.44%
$229B
$169 Million 2.14% of portfolio
1,155,533
Q2 2025 Reduced 0.71%
$428B
$161 Million 2.05% of portfolio
163,058
Q2 2025 Reduced 1.54%
$433B
$157 Million 1.99% of portfolio
428,324
Q2 2025 Reduced 0.61%
$138B
$137 Million 1.74% of portfolio
694,879
Q2 2025 Added 0.62%
$32.6B
$134 Million 1.7% of portfolio
380,883
Q2 2025 Reduced 1.51%
$77.7B
$128 Million 1.62% of portfolio
474,328
Q2 2025 Added 0.55%
$374B
$126 Million 1.6% of portfolio
790,238
Q2 2025 Reduced 0.68%
$2.32T
$120 Million 1.52% of portfolio
547,872
Q2 2025 Added 2.84%
$115B
$116 Million 1.47% of portfolio
401,368
Q2 2025 Reduced 0.74%
$54.3B
$114 Million 1.44% of portfolio
200,529
Q2 2025 Added 0.41%
$79.5B
$108 Million 1.37% of portfolio
865,819
Q2 2025 Added 0.74%
$466B
$105 Million 1.33% of portfolio
687,142
Q2 2025 Reduced 0.01%
$101B
$96.7 Million 1.23% of portfolio
217,244
Q2 2025 Added 4.63%
$162B
$96.9 Million 1.23% of portfolio
785,017
Q2 2025 Added 0.07%
$0
$96 Million 1.22% of portfolio
169,447
Q2 2025 Reduced 0.26%
$62.5B
$94.3 Million 1.2% of portfolio
294,591
Q2 2025 Reduced 1.11%
$12.7B
$93.7 Million 1.19% of portfolio
212,190
Q2 2025 Reduced 0.03%
$53B
$93.9 Million 1.19% of portfolio
175,953
Q2 2025 Reduced 1.44%
$1.69T
$91.5 Million 1.16% of portfolio
124,030
Q2 2025 Added 3.94%
$53.4B
$90.7 Million 1.15% of portfolio
169,017
Q2 2025 Reduced 0.49%
$225B
$90.9 Million 1.15% of portfolio
310,967
Q2 2025 Reduced 0.5%
$234B
$86.2 Million 1.09% of portfolio
634,135
Q2 2025 Reduced 0.06%
$40.2B
$85.5 Million 1.08% of portfolio
331,578
Q2 2025 Added 0.51%
$1.44T
$75.9 Million 0.96% of portfolio
430,647
Q2 2025 Reduced 1.09%
$122B
$73.2 Million 0.93% of portfolio
237,424
Q2 2025 Reduced 1.54%
$28.3B
$70.9 Million 0.9% of portfolio
60,334
Q2 2025 Reduced 1.15%
$198B
$70.3 Million 0.89% of portfolio
532,789
Q2 2025 Reduced 4.22%
$28.1B
$68.6 Million 0.87% of portfolio
668,938
Q2 2025 Reduced 0.76%
$386B
$65 Million 0.82% of portfolio
349,910
Q2 2025 Reduced 1.33%
$644B
$58.9 Million 0.75% of portfolio
121,186
Q2 2025 Reduced 1.35%
$308B
$59.5 Million 0.75% of portfolio
415,588
Q2 2025 Added 0.22%
$9.44B
$57.7 Million 0.73% of portfolio
858,471
Q2 2025 Reduced 1.75%
$146B
$56.5 Million 0.72% of portfolio
204,891
Q2 2025 Added 17.65%
$0
$55.6 Million 0.7% of portfolio
974,651
Q2 2025 Added 1.63%
$48.7B
$54.4 Million 0.69% of portfolio
373,828
Q2 2025 Reduced 1.29%
$188B
$53.9 Million 0.68% of portfolio
52,412
Q2 2025 Added 22.26%
$18.9B
$51 Million 0.65% of portfolio
136,530
Q2 2025 Added 15.65%
$281B
$51.5 Million 0.65% of portfolio
526,490
Q2 2025 Added 1.18%
$25.5B
$49.3 Million 0.63% of portfolio
381,335
Q2 2025 Added 3.39%
$217B
$49 Million 0.62% of portfolio
8,467
Q2 2025 Reduced 0.15%
$406B
$47.9 Million 0.61% of portfolio
1,012,075
Q2 2025 Added 0.06%

Summary

  • Portfolio
  • No. of Stocks 372
  • Current Value $7.89 Billion
  • Prior Value $7.48 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 94 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 182 stocks
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