Welch & Forbes LLC: 13F holdings
CIK 1054952026Q2
| Positions | 388 |
|---|
| Reported value | $8.2bn |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 388 (+20 vs prior quarter) |
|---|
| Reported value | $8.2bn (+6.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 3,041,196 | $608.5m | 7.4% |
| AAPL APPLE INC | 1,662,845 | $481.2m | 5.8% |
| GOOG ALPHABET INC | 1,153,229 | $407.5m | 5.0% |
| MSFT MICROSOFT CORP | 887,243 | $331.0m | 4.0% |
| ORLY OREILLY AUTOMOTIVE INC | 2,809,432 | $258.7m | 3.1% |
| V VISA INC | 705,106 | $241.9m | 2.9% |
| JPM JPMORGAN CHASE & CO | 645,494 | $211.3m | 2.6% |
| LLY ELI LILLY & CO | 172,704 | $207.1m | 2.5% |
| RTX RTX CORPORATION | 1,069,878 | $203.0m | 2.5% |
| JNJ JOHNSON & JOHNSON | 657,989 | $167.1m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="105495")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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