Welch & Forbes LLC Portfolio Holdings

Welch & Forbes LLC

  • $7.48 Billion
  • Q1 2025

Welch & Forbes LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $7.48 Billion distributed in 370 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $390M, Apple Inc. with a value of $387M, Microsoft Corp with a value of $339M, O Reilly Automotive Inc with a value of $284M, and Visa Inc. with a value of $259M.

Examining the 13F form we can see an decrease of $154M in the current position value, from $7.64B to 7.48B.

Below you can find more details about Welch & Forbes LLC portfolio as well as his latest detailed transactions.

Portfolio value $7.48 Billion
Technology: $1.66 Billion
Healthcare: $1.23 Billion
Financial Services: $987 Million
Industrials: $925 Million
Consumer Cyclical: $908 Million
Consumer Defensive: $541 Million
Communication Services: $418 Million
ETFs: $392 Million
Other: $418 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$95.1B
$2.93 Million 0.04% of portfolio
8,914
Q1 2025 Reduced 6.4%
$287B
$3.32 Million 0.04% of portfolio
46,194
Q1 2025 Reduced 0.36%
$112B
$2.84 Million 0.04% of portfolio
27,057
Q1 2025 Reduced 0.8%
$50.5B
$3.15 Million 0.04% of portfolio
23,829
Q1 2025 Reduced 1.41%
$0
$2.74 Million 0.04% of portfolio
146,708
Q1 2025 Reduced 16.24%
$15.5B
$3.25 Million 0.04% of portfolio
50,576
Q1 2025 Added 0.62%
$155B
$2.74 Million 0.04% of portfolio
5,843
Q1 2025 Reduced 0.03%
$0
$2.69 Million 0.04% of portfolio
15,569
Q1 2024 Added 3.74%
$0
$2.71 Million 0.04% of portfolio
12,241
Q1 2025 Reduced 5.1%
$0
$2.97 Million 0.04% of portfolio
5,770
Q1 2025 Reduced 20.77%
$66.1B
$3.09 Million 0.04% of portfolio
24,077
Q1 2025 Added 0.56%
$0
$2.61 Million 0.03% of portfolio
93,510
Q4 2024 Added 200.0%
$23.6B
$2.56 Million 0.03% of portfolio
32,992
Q1 2025 Added 0.41%
$0
$2.47 Million 0.03% of portfolio
9,540
Q1 2025 Reduced 0.64%
$0
$2.5 Million 0.03% of portfolio
8,164
Q1 2025 Reduced 2.27%
$0
$2.24 Million 0.03% of portfolio
28,578
Q1 2025 Reduced 7.23%
$12.1B
$1.98 Million 0.03% of portfolio
34,941
Q1 2025 Reduced 5.41%
$0
$1.92 Million 0.03% of portfolio
22,617
Q1 2025 Reduced 0.02%
$0
$2.45 Million 0.03% of portfolio
54,196
Q1 2025 Reduced 7.1%
$0
$2.11 Million 0.03% of portfolio
205,784
Q1 2022 New
$0
$2.46 Million 0.03% of portfolio
30,054
Q1 2025 Reduced 3.72%
$0
$2.19 Million 0.03% of portfolio
36,548
Q1 2025 Reduced 2.88%
$2.37B
$2.43 Million 0.03% of portfolio
44,565
Q1 2025 Reduced 47.49%
$152B
$2.18 Million 0.03% of portfolio
10,298
Q1 2025 Reduced 1.08%
$83.5B
$2.24 Million 0.03% of portfolio
33,046
Q1 2025 Reduced 17.75%
$0
$2.13 Million 0.03% of portfolio
102,869
Q1 2025 Reduced 4.64%
$1.8B
$2 Million 0.03% of portfolio
37,420
Q1 2022 New
$98.6B
$2.08 Million 0.03% of portfolio
14,879
Q1 2025 Added 14.61%
$108B
$1.2 Million 0.02% of portfolio
19,927
Q1 2025 Reduced 11.29%
$57.1B
$1.33 Million 0.02% of portfolio
6,439
Q1 2025 Reduced 5.6%
$37.7B
$1.68 Million 0.02% of portfolio
6,912
Q4 2024 Added 0.44%
$98.6B
$1.5 Million 0.02% of portfolio
6,468
Q1 2025 Reduced 0.19%
$71.8B
$1.82 Million 0.02% of portfolio
18,638
Q1 2025 Added 5.67%
$160B
$1.5 Million 0.02% of portfolio
21,546
Q1 2025 Added 1.75%
$632M
$1.28 Million 0.02% of portfolio
14,000
Q3 2019 New
$75.1B
$1.63 Million 0.02% of portfolio
3,187
Q1 2025 Reduced 0.99%
$15.6B
$1.6 Million 0.02% of portfolio
7,134
Q1 2025 Reduced 15.78%
$33.9B
$1.28 Million 0.02% of portfolio
11,748
Q1 2025 Added 0.26%
$91.9B
$1.24 Million 0.02% of portfolio
18,285
Q1 2025 Reduced 22.19%
$71.2B
$1.55 Million 0.02% of portfolio
8,846
Q1 2025 Added 0.39%
$116B
$1.4 Million 0.02% of portfolio
5,720
Q1 2025 Reduced 33.61%
$20.9B
$1.4 Million 0.02% of portfolio
3,802
Q1 2025 Added 1.68%
$85.4B
$1.57 Million 0.02% of portfolio
2,578
Q1 2025 Reduced 0.58%
$40B
$1.44 Million 0.02% of portfolio
6,204
Q1 2025 Reduced 16.86%
$80.8B
$1.77 Million 0.02% of portfolio
12,175
Q1 2025 Reduced 0.84%
$14.1B
$1.71 Million 0.02% of portfolio
24,599
Q1 2025 Reduced 4.46%
$6.58B
$1.15 Million 0.02% of portfolio
5,630
Q2 2024 Reduced 0.88%
$75.8B
$1.16 Million 0.02% of portfolio
4,265
Q1 2025 Added 0.12%
$0
$1.79 Million 0.02% of portfolio
19,116
Q3 2024 Added 5.35%

Summary

  • Portfolio
  • No. of Stocks 370
  • Current Value $7.48 Billion
  • Prior Value $7.64 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 90 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 193 stocks
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