Welch & Forbes
$8.2B 13F equity value
396 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Welch & Forbes covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 3,041,196 | $609M | 7.4% |
| AAPL | APPLE INC | 1,662,845 | $481M | 5.8% |
| GOOG | ALPHABET INC | 1,153,229 | $407M | 5.0% |
| MSFT | MICROSOFT CORP | 887,243 | $331M | 4.0% |
| ORLY | OREILLY AUTOMOTIVE INC | 2,809,432 | $259M | 3.1% |
| V | VISA INC | 705,106 | $242M | 2.9% |
| JPM | JPMORGAN CHASE & CO | 645,494 | $211M | 2.6% |
| LLY | ELI LILLY & CO | 172,704 | $207M | 2.5% |
| RTX | RTX CORPORATION | 1,069,878 | $203M | 2.5% |
| JNJ | JOHNSON & JOHNSON | 657,989 | $167M | 2.0% |
Track Welch & Forbes's 13F portfolio: $8.2B in reported holdings, 396 positions. Top holdings and quarterly changes on SentiSense.
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