WELCH & FORBES LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WF WELCH & FORBES LLC | Institutional Filer | ▲ 6.38% | $8.23B | 388 |
Current Portfolio Holdings
Showing all 388 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 3.0M | $608.5M | 7.40% |
| 2 | AAPL | Apple Inc. | Technology | 1.7M | $481.2M | 5.85% |
| 3 | GOOG | Alphabet Inc. | Communication Services | 1.2M | $407.5M | 4.95% |
| 4 | MSFT | Microsoft Corporation | Technology | 887K | $331.0M | 4.02% |
| 5 | ORLY | O'Reilly Automotive, Inc. | Consumer Cyclical | 2.8M | $258.7M | 3.14% |
| 6 | V | Visa Inc. | Financial Services | 705K | $241.9M | 2.94% |
| 7 | JPM | JPMorgan Chase & Co. | Financial Services | 645K | $211.3M | 2.57% |
| 8 | LLY | Eli Lilly and Company | Healthcare | 173K | $207.1M | 2.52% |
| 9 | RTX | RTX Corporation | Industrials | 1.1M | $203.0M | 2.47% |
| 10 | JNJ | Johnson & Johnson | Healthcare | 658K | $167.1M | 2.03% |
| 11 | SYK | Stryker Corporation | Healthcare | 519K | $163.6M | 1.99% |
| 12 | COST | Costco Wholesale Corporation | Consumer Defensive | 162K | $151.8M | 1.84% |
| 13 | HD | The Home Depot, Inc. | Consumer Cyclical | 429K | $151.1M | 1.84% |
| 14 | GOOGL | Alphabet Inc. | Communication Services | 402K | $143.6M | 1.74% |
| 15 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 580K | $138.2M | 1.68% |
Showing 1 to 15 of 388 holdings