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 ETFs Only
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