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
$548B
$7.77 Million 0.1% of portfolio
13,828
Q2 2025 Reduced 3.07%
$87.3B
$7.94 Million 0.1% of portfolio
52,141
Q2 2025 Added 1.17%
$218B
$7.67 Million 0.1% of portfolio
19,757
Q2 2025 Reduced 4.65%
$22.7B
$7.56 Million 0.1% of portfolio
34,186
Q2 2025 Reduced 0.29%
$0
$7.42 Million 0.09% of portfolio
110,382
Q2 2025 Added 18.38%
$152B
$7.1 Million 0.09% of portfolio
25,434
Q2 2025 Added 1.23%
$95.8B
$7.32 Million 0.09% of portfolio
62,075
Q2 2025 Added 1.65%
$257B
$7.48 Million 0.09% of portfolio
61,809
Q2 2025 Added 0.84%
$25.8B
$7.11 Million 0.09% of portfolio
51,137
Q2 2025 Reduced 0.9%
$15.7B
$7.35 Million 0.09% of portfolio
66,901
Q2 2025 Reduced 1.4%
$119B
$6.38 Million 0.08% of portfolio
26,813
Q2 2025 Reduced 1.48%
$40.8B
$5.96 Million 0.08% of portfolio
19,139
Q2 2025 Reduced 0.47%
$0
$6.44 Million 0.08% of portfolio
58,745
Q2 2025 Reduced 2.53%
$44.5B
$6.67 Million 0.08% of portfolio
643,501
Q2 2025 Reduced 0.11%
$0
$5.99 Million 0.08% of portfolio
27,749
Q2 2025 Reduced 3.6%
$53.5B
$5.42 Million 0.07% of portfolio
86,883
Q2 2025 Reduced 1.61%
$14.3B
$5.42 Million 0.07% of portfolio
25,834
Q2 2025 Reduced 16.52%
$80B
$5.49 Million 0.07% of portfolio
22,190
Q2 2025 Reduced 1.88%
$169B
$5.13 Million 0.07% of portfolio
9,434
Q2 2025 Reduced 1.43%
$40.9B
$5.18 Million 0.07% of portfolio
68,343
Q2 2025 Reduced 4.55%
$0
$4.89 Million 0.06% of portfolio
44,482
Q2 2025 Added 9.85%
$0
$4.85 Million 0.06% of portfolio
8,794
Q2 2025 Added 0.03%
$70.9B
$4.79 Million 0.06% of portfolio
52,730
Q2 2025 Added 3.59%
$63.8B
$5.12 Million 0.06% of portfolio
50,752
Q2 2025 Reduced 4.98%
$207B
$4.85 Million 0.06% of portfolio
39,096
Q2 2025 Reduced 0.54%
$99B
$4.65 Million 0.06% of portfolio
100,506
Q2 2025 Reduced 2.55%
$89.6B
$4.5 Million 0.06% of portfolio
201,013
Q2 2025 Reduced 12.77%
$0
$4.06 Million 0.05% of portfolio
14,218
Q2 2025 Reduced 2.64%
$29.2B
$4.21 Million 0.05% of portfolio
81,296
Q2 2025 Reduced 0.41%
$40.9B
$4.16 Million 0.05% of portfolio
39,153
Q2 2025 Reduced 3.21%
$201B
$3.83 Million 0.05% of portfolio
4,864
Q2 2025 Added 10.19%
$52.5B
$3.81 Million 0.05% of portfolio
18,599
Q2 2025 Reduced 1.0%
$302B
$3.65 Million 0.05% of portfolio
45,506
Q2 2025 Reduced 1.49%
$203B
$3.99 Million 0.05% of portfolio
137,731
Q2 2025 Added 0.38%
$122B
$4.08 Million 0.05% of portfolio
46,760
Q2 2025 Added 1.19%
$28.5B
$3.88 Million 0.05% of portfolio
68,856
Q1 2025 Reduced 0.61%
$261B
$3.95 Million 0.05% of portfolio
21,706
Q2 2025 Added 0.41%
$0
$3.83 Million 0.05% of portfolio
14,381
Q4 2024 Added 0.71%
$135B
$4.08 Million 0.05% of portfolio
17,733
Q2 2025 Reduced 0.15%
$0
$4.12 Million 0.05% of portfolio
66,504
Q2 2025 Added 1.92%
$113B
$3.4 Million 0.04% of portfolio
7,342
Q1 2025 Added 0.12%
$0
$3.07 Million 0.04% of portfolio
9,045
Q2 2025 Added 10.79%
$0
$3.37 Million 0.04% of portfolio
63,801
Q2 2025 Reduced 0.04%
$0
$2.97 Million 0.04% of portfolio
21,900
Q3 2024 Reduced 5.19%
$150B
$2.99 Million 0.04% of portfolio
26,924
Q2 2025 Reduced 1.82%
$27.8B
$2.77 Million 0.04% of portfolio
65,884
Q2 2025 Added 99.7%
$16.9B
$3.2 Million 0.04% of portfolio
61,340
Q2 2025 Reduced 18.96%
$0
$2.79 Million 0.04% of portfolio
146,708
Q1 2025 Reduced 16.24%
$152B
$3.19 Million 0.04% of portfolio
14,398
Q2 2025 Added 0.03%

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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