Welch & Forbes
$7.7B Assets Reported
383 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 3,096,403 | $540M | 7.0% |
| AAPL | APPLE INC | 1,679,909 | $426M | 5.5% |
| GOOG | ALPHABET INC | 1,172,363 | $336M | 4.3% |
| MSFT | MICROSOFT CORP | 881,583 | $326M | 4.2% |
| ORLY | OREILLY AUTOMOTIVE INC | 2,832,170 | $261M | 3.4% |
| V | VISA INC | 719,551 | $217M | 2.8% |
| RTX | RTX CORPORATION | 1,094,594 | $211M | 2.7% |
| JPM | JPMORGAN CHASE & CO | 652,907 | $192M | 2.5% |
| SYK | STRYKER CORPORATION | 509,055 | $167M | 2.2% |
| COST | COSTCO WHOLESALE CORPORATION | 161,366 | $161M | 2.1% |
Track Welch & Forbes's 13F portfolio: $7.7B in reported holdings, 383 positions. Top holdings, AUM, and quarterly changes on SentiSense.