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
$141B
$46.3 Million 0.59% of portfolio
667,412
Q2 2025 Added 11.24%
$293B
$45.3 Million 0.57% of portfolio
652,563
Q2 2025 Reduced 0.16%
$14B
$44.7 Million 0.57% of portfolio
215,456
Q2 2025 Added 2.17%
$22.7B
$43.1 Million 0.55% of portfolio
193,241
Q2 2025 Added 0.39%
$22.4B
$43.1 Million 0.55% of portfolio
448,473
Q2 2025 Reduced 0.23%
$157B
$40.1 Million 0.51% of portfolio
103,667
Q2 2025 Reduced 12.34%
$0
$39.9 Million 0.51% of portfolio
1,063,563
Q2 2025 Reduced 0.12%
$9.05B
$39.1 Million 0.5% of portfolio
596,244
Q2 2025 Added 0.55%
$187B
$36.9 Million 0.47% of portfolio
91,114
Q2 2025 Reduced 0.71%
$150B
$36.6 Million 0.46% of portfolio
122,521
Q2 2025 Reduced 0.2%
$51.7B
$35.8 Million 0.45% of portfolio
142,889
Q2 2025 Added 0.91%
$65.4B
$35.2 Million 0.45% of portfolio
333,302
Q2 2025 Reduced 2.38%
$442B
$33.1 Million 0.42% of portfolio
306,896
Q2 2025 Reduced 0.46%
$0
$31.3 Million 0.4% of portfolio
682,178
Q2 2025 Added 3.31%
$182B
$31.5 Million 0.4% of portfolio
727,059
Q2 2025 Added 0.16%
$25B
$29.1 Million 0.37% of portfolio
158,550
Q2 2025 Reduced 1.53%
$6.58B
$25.8 Million 0.33% of portfolio
488,188
Q2 2025 Added 0.29%
$203B
$26.3 Million 0.33% of portfolio
331,608
Q2 2025 Reduced 1.76%
$684B
$25.5 Million 0.32% of portfolio
116,838
Q2 2025 Added 2.2%
$0
$25.2 Million 0.32% of portfolio
40,816
Q2 2025 Reduced 3.8%
$36.7B
$25.5 Million 0.32% of portfolio
257,312
Q2 2025 Reduced 2.51%
$94.5B
$24.6 Million 0.31% of portfolio
49,106
Q2 2025 Added 0.49%
$173B
$22.8 Million 0.29% of portfolio
143,438
Q2 2025 Reduced 0.31%
$0
$20.4 Million 0.26% of portfolio
666,320
Q2 2025 Reduced 0.81%
$306B
$20.7 Million 0.26% of portfolio
293,130
Q2 2025 Reduced 0.97%
$15B
$19 Million 0.24% of portfolio
264,498
Q2 2025 Reduced 2.94%
$210B
$17.4 Million 0.22% of portfolio
59,159
Q2 2025 Reduced 1.41%
$178B
$16.9 Million 0.21% of portfolio
146,116
Q2 2025 Added 1.75%
$71.7B
$16.3 Million 0.21% of portfolio
20,470
Q2 2025 Added 6.98%
$141B
$16.9 Million 0.21% of portfolio
474,658
Q2 2025 Reduced 39.78%
$78.6B
$15.6 Million 0.2% of portfolio
117,348
Q2 2025 Reduced 2.93%
$56.3B
$14.8 Million 0.19% of portfolio
45,115
Q2 2025 Reduced 1.47%
$0
$14.1 Million 0.18% of portfolio
129,280
Q2 2025 Added 31.32%
$47.6B
$14.5 Million 0.18% of portfolio
185,809
Q2 2025 Reduced 12.87%
$5B
$13.2 Million 0.17% of portfolio
76,432
Q2 2025 Reduced 0.69%
$0
$12.5 Million 0.16% of portfolio
239,936
Q2 2025 Reduced 0.9%
$19.7B
$11.8 Million 0.15% of portfolio
103,072
Q2 2025 Reduced 0.6%
$306B
$12.1 Million 0.15% of portfolio
47,009
Q2 2025 Reduced 2.83%
$147B
$12.2 Million 0.15% of portfolio
113,441
Q2 2025 Added 1.02%
$0
$10.8 Million 0.14% of portfolio
17,366
Q2 2025 Added 0.63%
$7.32B
$10.9 Million 0.14% of portfolio
344,265
Q2 2025 Added 4.21%
$55B
$10.5 Million 0.13% of portfolio
143,838
Q2 2025 Reduced 2.3%
$142B
$10 Million 0.13% of portfolio
37,483
Q2 2025 Reduced 3.87%
$92.8B
$9.47 Million 0.12% of portfolio
27,589
Q2 2025 Reduced 2.73%
$108B
$9.79 Million 0.12% of portfolio
106,842
Q2 2025 Reduced 3.26%
$64.2B
$9.61 Million 0.12% of portfolio
34,074
Q2 2025 Reduced 6.71%
$138B
$9.11 Million 0.12% of portfolio
375,829
Q2 2025 Reduced 9.89%
$55.6B
$8.59 Million 0.11% of portfolio
49,886
Q2 2025 Reduced 11.41%
$17B
$9.01 Million 0.11% of portfolio
160,551
Q2 2025 Reduced 32.26%

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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