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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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