Institutions / Welch & Forbes LLC
Welch & Forbes LLC
CIK 105495 · Institution · as of Mar 31, 2026
Portfolio value
$7.73B
Positions
368
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$7.73B-6.3%Positions
368-1.6%Top holdings
Mar 31, 2026View all 368 →
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $540.01M | 7.0% |
| Apple Inc. | $426.34M | 5.5% |
| Alphabet Inc. | $336.30M | 4.3% |
| Microsoft Corp | $326.34M | 4.2% |
| O Reilly Automotive Inc | $261.44M | 3.4% |
| Visa Inc | $217.48M | 2.8% |
| RTX Corp | $211.15M | 2.7% |
| JPMORGAN CHASE & CO | $192.06M | 2.5% |
| Stryker Corp | $167.27M | 2.2% |
| Costco Wholesale Corp /New | $160.79M | 2.1% |
| Johnson & Johnson | $160.73M | 2.1% |
| ELI LILLY & Co | $154.74M | 2.0% |
| Home Depot, Inc. | $140.99M | 1.8% |
| Chubb Ltd | $126.06M | 1.6% |
| Ecolab Inc. | $125.15M | 1.6% |
| TJX Cos Inc/The | $123.28M | 1.6% |
| Amazon.com Inc | $118.29M | 1.5% |
| Alphabet Inc. | $117.74M | 1.5% |
| Danaher Corp /De | $116.16M | 1.5% |
| PROCTER & GAMBLE Co | $110.33M | 1.4% |
| State Str SPDR S&P Midcap 40 | $99.64M | 1.3% |
| Vertex Pharmaceuticals Inc / Ma | $98.09M | 1.3% |
| Idexx Laboratories Inc /De | $94.50M | 1.2% |
| Mcdonald'S Corp | $94.48M | 1.2% |
| Chevron Corp | $82.87M | 1.1% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | NVIDIA Corp | $-42.01M | -241K -7.22% | 3,096,403 6.98% of portfolio | medium |
| Q1 2026 as of | Trim | Adobe Inc. | $-15.32M | -63K -83.97% | 12,033 0.04% of portfolio | medium |
| Q1 2026 as of | Add | Netflix Inc | $11.07M | +115K +3464.49% | 118,448 0.15% of portfolio | medium |
| Q1 2026 as of | Exit | Boston Scientific Corp | $-10.65M | -112K -100.00% | — | medium |
| Q1 2026 as of | Add | Palo Alto Networks Inc | $10.60M | +66K +28.21% | 300,564 0.62% of portfolio | medium |
| Q1 2026 as of | Trim | 78462F103 | $-6.85M | -11K -18.75% | 45,628 0.38% of portfolio | medium |
| Q1 2026 as of | Add | ServiceNow Inc | $6.14M | +59K +25.95% | 284,864 0.39% of portfolio | medium |
| Q1 2026 as of | Trim | Apple Inc. | $-5.66M | -22K -1.31% | 1,679,909 5.51% of portfolio | medium |
| Q1 2026 as of | Trim | RTX Corp | $-5.53M | -29K -2.55% | 1,094,594 2.73% of portfolio | medium |
| Q1 2026 as of | Trim | Roper Technologies Inc | $-5.08M | -14K -7.38% | 180,120 0.82% of portfolio | medium |