Welch Group, LLC Portfolio Holdings
Welch Group, LLC
- $2.56 Billion
- Q3 2025
Welch Group, LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.56 Billion distributed in 299 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $107M, Apple Inc. with a value of $96.3M, Jpmorgan Chase & CO with a value of $90M, Raytheon Technologies Corp with a value of $86.7M, and Abb Vie Inc. with a value of $85.8M.
Examining the 13F form we can see an increase of $173M in the current position value, from $2.39B to 2.56B.
Below you can find more details about Welch Group, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.56 Billion
Technology: $564 Million
Financial Services: $457 Million
Industrials: $337 Million
Consumer Defensive: $284 Million
Healthcare: $240 Million
Utilities: $198 Million
Consumer Cyclical: $170 Million
Energy: $136 Million
Other: $173 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 299
- Current Value $2.56 Billion
- Prior Value $2.39 Billion
- Filing
- Period Q3 2025
- Filing Date October 14, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 25 stocks
- Additional Purchases 140 stocks
- Sold out of 0 stocks
- Reduced holdings in 50 stocks