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 ETFs Only
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