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
$69.2B
$2.99 Million 0.04% of portfolio
25,039
Q2 2025 Added 4.0%
$51.4B
$3.16 Million 0.04% of portfolio
23,497
Q2 2025 Reduced 1.39%
$133B
$3.45 Million 0.04% of portfolio
47,010
Q2 2025 Reduced 17.42%
$0
$2.9 Million 0.04% of portfolio
12,230
Q2 2025 Reduced 0.09%
$85.6B
$2.95 Million 0.04% of portfolio
8,912
Q2 2025 Reduced 0.02%
$16.3B
$3.04 Million 0.04% of portfolio
50,264
Q2 2025 Reduced 0.62%
$153B
$3.25 Million 0.04% of portfolio
6,386
Q2 2025 Added 9.29%
$0
$2.68 Million 0.03% of portfolio
54,196
Q1 2025 Reduced 7.1%
$120B
$2.43 Million 0.03% of portfolio
27,057
Q1 2025 Reduced 0.8%
$45.1B
$2.41 Million 0.03% of portfolio
18,667
Q2 2025 Reduced 1.93%
$0
$2.68 Million 0.03% of portfolio
9,586
Q2 2025 Added 0.48%
$0
$2.5 Million 0.03% of portfolio
14,161
Q2 2025 Reduced 9.04%
$0
$2.55 Million 0.03% of portfolio
28,553
Q2 2025 Reduced 4.99%
$0
$2.48 Million 0.03% of portfolio
93,510
Q4 2024 Added 200.0%
$79.3B
$2.02 Million 0.03% of portfolio
12,175
Q1 2025 Reduced 0.84%
$0
$2.11 Million 0.03% of portfolio
205,784
Q1 2022 New
$232B
$2.52 Million 0.03% of portfolio
9,253
Q2 2025 Reduced 2.87%
$0
$2.27 Million 0.03% of portfolio
28,824
Q2 2025 Added 0.86%
$0
$2.09 Million 0.03% of portfolio
22,727
Q2 2025 Added 0.49%
$2.4B
$2.74 Million 0.03% of portfolio
43,005
Q2 2025 Reduced 3.5%
$0
$2.18 Million 0.03% of portfolio
36,389
Q2 2025 Reduced 0.44%
$1.69B
$1.97 Million 0.03% of portfolio
37,420
Q1 2022 New
$23.2B
$2.05 Million 0.03% of portfolio
5,027
Q2 2024 Added 4.86%
$13.8B
$2.73 Million 0.03% of portfolio
18,740
Q2 2025 Reduced 2.8%
$123B
$2.22 Million 0.03% of portfolio
14,831
Q2 2025 Reduced 0.32%
$146B
$2.57 Million 0.03% of portfolio
11,040
Q2 2025 Added 7.21%
$0
$1.39 Million 0.02% of portfolio
10,334
Q1 2025 Reduced 1.43%
$96.6B
$1.78 Million 0.02% of portfolio
2,551
Q2 2025 Reduced 1.05%
$95.3B
$1.81 Million 0.02% of portfolio
8,187
Q2 2025 Reduced 0.32%
$118B
$1.29 Million 0.02% of portfolio
21,984
Q2 2025 Added 10.32%
$40.5B
$1.68 Million 0.02% of portfolio
6,906
Q2 2025 Reduced 0.09%
$112B
$1.59 Million 0.02% of portfolio
23,046
Q2 2025 Added 6.96%
$730M
$1.25 Million 0.02% of portfolio
14,000
Q3 2019 New
$55.9B
$1.3 Million 0.02% of portfolio
6,458
Q2 2025 Added 0.3%
$18.1B
$1.5 Million 0.02% of portfolio
3,712
Q2 2025 Reduced 0.08%
$34.5B
$1.22 Million 0.02% of portfolio
11,748
Q1 2025 Added 0.26%
$83.2B
$1.48 Million 0.02% of portfolio
6,972
Q2 2025 Added 36.2%
$63.6B
$1.94 Million 0.02% of portfolio
18,638
Q1 2025 Added 5.67%
$89.4B
$1.57 Million 0.02% of portfolio
3,144
Q2 2025 Reduced 1.35%
$38.7B
$1.77 Million 0.02% of portfolio
6,147
Q2 2025 Reduced 0.92%
$16.1B
$1.55 Million 0.02% of portfolio
24,149
Q2 2025 Reduced 1.83%
$101B
$1.62 Million 0.02% of portfolio
7,412
Q2 2025 Added 29.58%
$95.6B
$1.86 Million 0.02% of portfolio
8,134
Q2 2025 Added 25.76%
$17.1B
$1.3 Million 0.02% of portfolio
3,738
Q2 2025 Reduced 1.68%
$162B
$1.28 Million 0.02% of portfolio
6,967
Q2 2025 Reduced 1.87%
$77.3B
$1.63 Million 0.02% of portfolio
8,741
Q2 2025 Reduced 1.19%
$7.45B
$1.35 Million 0.02% of portfolio
5,480
Q2 2025 Reduced 2.66%
$86B
$1.57 Million 0.02% of portfolio
22,734
Q2 2025 Reduced 31.2%
$11.2B
$1.59 Million 0.02% of portfolio
32,456
Q2 2025 Reduced 7.11%

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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