Welch & Forbes LLC Portfolio Holdings

Welch & Forbes LLC

  • $8.21 Billion
  • Q3 2025

Welch & Forbes LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $8.21 Billion distributed in 383 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $646M, Microsoft Corp with a value of $463M, Apple Inc. with a value of $439M, O Reilly Automotive Inc with a value of $311M, and Alphabet Inc. with a value of $293M.

Examining the 13F form we can see an increase of $328M in the current position value, from $7.89B to 8.21B.

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

Portfolio value $8.21 Billion
Technology: $2.09 Billion
Healthcare: $1.26 Billion
Financial Services: $1.01 Billion
Consumer Cyclical: $963 Million
Industrials: $963 Million
Communication Services: $563 Million
Consumer Defensive: $486 Million
ETFs: $444 Million
Other: $439 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$68.7B
$3.64 Million 0.04% of portfolio
43,520
Q3 2025 Reduced 14.25%
$0
$3.16 Million 0.04% of portfolio
5,154
Q3 2025 Added 64.19%
$0
$2.94 Million 0.04% of portfolio
11,554
Q3 2025 Reduced 5.53%
$148B
$3.62 Million 0.04% of portfolio
45,234
Q3 2025 Reduced 3.78%
$23.2B
$3.25 Million 0.04% of portfolio
66,184
Q3 2025 Added 0.46%
$16.9B
$3.39 Million 0.04% of portfolio
50,264
Q2 2025 Reduced 0.62%
$140B
$3.59 Million 0.04% of portfolio
14,293
Q3 2025 Reduced 0.73%
$123B
$3.67 Million 0.04% of portfolio
7,342
Q1 2025 Added 0.12%
$0
$2.93 Million 0.04% of portfolio
54,135
Q3 2025 Reduced 0.11%
$82.8B
$2.52 Million 0.03% of portfolio
8,742
Q3 2025 Reduced 1.91%
$0
$2.52 Million 0.03% of portfolio
27,013
Q3 2025 Reduced 5.39%
$1.29T
$2.18 Million 0.03% of portfolio
4,904
Q3 2025 Reduced 6.77%
$0
$2.31 Million 0.03% of portfolio
29,279
Q3 2025 Added 1.58%
$159B
$2.16 Million 0.03% of portfolio
4,434
Q3 2025 Added 296.96%
$237B
$2.13 Million 0.03% of portfolio
8,972
Q3 2025 Reduced 3.04%
$99.7B
$2.35 Million 0.03% of portfolio
12,175
Q1 2025 Reduced 0.84%
$0
$2.64 Million 0.03% of portfolio
14,161
Q2 2025 Reduced 9.04%
$0
$2.28 Million 0.03% of portfolio
205,784
Q1 2022 New
$0
$2.55 Million 0.03% of portfolio
93,510
Q4 2024 Added 200.0%
$35.1B
$2.3 Million 0.03% of portfolio
18,458
Q3 2025 Reduced 1.12%
$0
$2.63 Million 0.03% of portfolio
5,615
Q2 2025 Added 10.31%
$23.2B
$2.16 Million 0.03% of portfolio
5,027
Q2 2024 Added 4.86%
$2.26B
$2.47 Million 0.03% of portfolio
42,305
Q3 2025 Reduced 1.63%
$64.7B
$2.84 Million 0.03% of portfolio
25,324
Q3 2025 Added 1.14%
$0
$2.82 Million 0.03% of portfolio
145,856
Q3 2025 Reduced 0.58%
$113B
$2.59 Million 0.03% of portfolio
27,337
Q3 2025 Added 1.03%
$132B
$2.3 Million 0.03% of portfolio
10,931
Q3 2025 Reduced 0.99%
$0
$2.23 Million 0.03% of portfolio
37,189
Q3 2025 Added 2.2%
$98.1B
$2.53 Million 0.03% of portfolio
14,831
Q2 2025 Reduced 0.32%
$104B
$1.45 Million 0.02% of portfolio
21,984
Q2 2025 Added 10.32%
$103B
$1.28 Million 0.02% of portfolio
17,030
Q3 2025 Reduced 25.09%
$41.2B
$1.96 Million 0.02% of portfolio
6,563
Q3 2025 Added 6.77%
$85.9B
$1.82 Million 0.02% of portfolio
8,221
Q3 2025 Added 1.07%
$89.7B
$1.4 Million 0.02% of portfolio
6,937
Q3 2025 Reduced 6.41%
$0
$1.24 Million 0.02% of portfolio
50,000
Q1 2022 New
$13.4B
$1.7 Million 0.02% of portfolio
24,149
Q2 2025 Reduced 1.83%
$643M
$1.4 Million 0.02% of portfolio
14,000
Q3 2019 New
$0
$1.25 Million 0.02% of portfolio
34,001
Q3 2024 Reduced 5.56%
$107B
$1.93 Million 0.02% of portfolio
2,551
Q2 2025 Reduced 1.05%
$94.5B
$1.42 Million 0.02% of portfolio
4,160
Q3 2025 Reduced 2.46%
$74.3B
$1.76 Million 0.02% of portfolio
8,741
Q2 2025 Reduced 1.19%
$1.48B
$1.8 Million 0.02% of portfolio
37,420
Q1 2022 New
$0
$1.47 Million 0.02% of portfolio
10,334
Q1 2025 Reduced 1.43%
$84B
$1.54 Million 0.02% of portfolio
8,005
Q3 2025 Reduced 2.22%
$86.7B
$1.81 Million 0.02% of portfolio
2,969
Q3 2025 Reduced 5.57%
$0
$1.53 Million 0.02% of portfolio
10,756
Q3 2025 Reduced 2.05%
$64.7B
$1.79 Million 0.02% of portfolio
18,998
Q3 2025 Added 1.93%
$77.2B
$1.4 Million 0.02% of portfolio
6,602
Q3 2025 Reduced 5.31%
$9.78B
$1.46 Million 0.02% of portfolio
32,456
Q2 2025 Reduced 7.11%

Summary

  • Portfolio
  • No. of Stocks 383
  • Current Value $8.21 Billion
  • Prior Value $7.89 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 16 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 184 stocks
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