WELCH & FORBES LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WF WELCH & FORBES LLC | Institutional Filer | ▼ 6.29% | $7.73B | 368 |
Current Portfolio Holdings
Showing all 368 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 3.1M | $540.0M | 6.98% |
| 2 | AAPL | Apple Inc. | Technology | 1.7M | $426.3M | 5.51% |
| 3 | GOOG | Alphabet Inc. | Technology | 1.2M | $336.3M | 4.35% |
| 4 | MSFT | Microsoft Corporation | Technology | 882K | $326.3M | 4.22% |
| 5 | ORLY | O'Reilly Automotive, Inc. | Consumer Cyclical | 2.8M | $261.4M | 3.38% |
| 6 | V | Visa Inc. | Financial Services | 720K | $217.5M | 2.81% |
| 7 | RTX | RTX Corporation | Industrials | 1.1M | $211.1M | 2.73% |
| 8 | JPM | JPMorgan Chase & Co. | Financial Services | 653K | $192.1M | 2.48% |
| 9 | SYK | Stryker Corporation | Healthcare | 509K | $167.3M | 2.16% |
| 10 | COST | Costco Wholesale Corporation | Consumer Defensive | 161K | $160.8M | 2.08% |
| 11 | JNJ | Johnson & Johnson | Healthcare | 658K | $160.7M | 2.08% |
| 12 | LLY | Eli Lilly and Company | Healthcare | 168K | $154.7M | 2.00% |
| 13 | HD | The Home Depot, Inc. | Consumer Cyclical | 429K | $141.0M | 1.82% |
| 14 | CB | Chubb Limited | Financial Services | 387K | $126.1M | 1.63% |
| 15 | ECL | Ecolab Inc. | Basic Materials | 470K | $125.1M | 1.62% |
Showing 1 to 15 of 368 holdings