EdgeMarket › What Welch & Forbes Llc reported owning
What Welch & Forbes Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
7.7BPositions
368Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 540.0M | 7.0% | 3.1M | 214.72 | +22.4% |
| AAPL Apple Inc. | 426.3M | 5.5% | 1.7M | 309.35 | +36.9% |
| GOOG Alphabet Inc. | 336.3M | 4.3% | 1.2M | 341.75 | +70.7% |
| MSFT MICROSOFT CORP | 326.3M | 4.2% | 881.6K | 483.24 | -4.4% |
| ORLY O REILLY AUTOMOTIVE INC | 261.4M | 3.4% | 2.8M | 89.11 | -14.3% |
| V VISA INC. | 217.5M | 2.8% | 719.6K | 371.04 | +7.9% |
| RTX RTX Corp | 211.1M | 2.7% | 1.1M | 209.91 | +34.1% |
| JPM JPMORGAN CHASE & CO | 192.1M | 2.5% | 652.9K | 351.58 | +20.3% |
| SYK STRYKER CORP | 167.3M | 2.2% | 509.1K | 329.45 | -15.9% |
| COST COSTCO WHOLESALE CORP /NEW | 160.8M | 2.1% | 161.4K | 947.74 | -4.7% |
| JNJ JOHNSON & JOHNSON | 160.7M | 2.1% | 657.5K | 270.24 | +51.1% |
| LLY ELI LILLY & Co | 154.7M | 2.0% | 168.2K | 1,255.40 | +78.0% |
| HD HOME DEPOT, INC. | 141.0M | 1.8% | 428.7K | 335.61 | -16.5% |
| CB Chubb Ltd | 126.1M | 1.6% | 386.8K | 340.99 | +21.9% |
| ECL ECOLAB INC. | 125.1M | 1.6% | 470.4K | 281.63 | -1.3% |
| TJX TJX COMPANIES INC /DE/ | 123.3M | 1.6% | 772.0K | 140.53 | +1.6% |
| AMZN AMAZON COM INC | 118.3M | 1.5% | 568.0K | 258.63 | +15.6% |
| GOOGL Alphabet Inc. | 117.7M | 1.5% | 409.4K | 344.82 | +73.0% |
| DHR DANAHER CORP /DE/ | 116.2M | 1.5% | 612.7K | 218.85 | +3.5% |
| PG PROCTER & GAMBLE Co | 110.3M | 1.4% | 763.9K | 144.68 | -9.3% |
| MDY SPDR S&P MIDCAP 400 ETF TRUST | 99.6M | 1.3% | 161.6K | 699.60 | +20.6% |
| VRTX VERTEX PHARMACEUTICALS INC / MA | 98.1M | 1.3% | 219.7K | 548.05 | +39.0% |
| IDXX IDEXX LABORATORIES INC /DE | 94.5M | 1.2% | 168.2K | 556.93 | -13.0% |
| MCD MCDONALDS CORP | 94.5M | 1.2% | 304.0K | 270.95 | -13.5% |
| CVX CHEVRON CORP | 82.9M | 1.1% | 400.5K | 205.27 | +34.0% |
| AMP AMERIPRISE FINANCIAL INC | 77.1M | 1.0% | 173.5K | 555.59 | +9.9% |
| META Meta Platforms, Inc. | 76.6M | 1.0% | 134.0K | 549.90 | -26.5% |
| WSO WATSCO INC | 76.3M | 1.0% | 209.8K | 311.94 | -25.5% |
| ABBV AbbVie Inc. | 74.7M | 1.0% | 343.6K | 264.96 | +26.7% |
| AVGO Broadcom Inc. | 74.7M | 1.0% | 241.4K | 368.45 | +26.5% |
| MTD METTLER TOLEDO INTERNATIONAL INC/ | 74.2M | 1.0% | 58.8K | 1,395.25 | +6.0% |
| RMD RESMED INC | 73.3M | 0.9% | 326.4K | 231.52 | -19.9% |
| IRM IRON MOUNTAIN INC | 66.6M | 0.9% | 652.1K | 122.02 | +33.7% |
| WMT Walmart Inc. | 65.0M | 0.8% | 523.1K | 103.70 | +1.1% |
| ABT ABBOTT LABORATORIES | 64.7M | 0.8% | 629.8K | 116.64 | -11.9% |
| PEP PEPSICO INC | 64.6M | 0.8% | 416.0K | 143.48 | -4.8% |
| ROP ROPER TECHNOLOGIES INC | 63.7M | 0.8% | 180.1K | 411.79 | -23.8% |
| AJG Arthur J. Gallagher & Co. | 63.5M | 0.8% | 293.3K | 263.81 | -12.8% |
| NEE NEXTERA ENERGY INC | 62.7M | 0.8% | 675.4K | 83.65 | +9.8% |
| VEA Vanguard FTSE Developed Markets ETF | 62.2M | 0.8% | 970.4K | 73.42 | +24.7% |
| unmapped CUSIP 084670702 | 56.3M | 0.7% | 117.5K | — | — |
| LECO LINCOLN ELECTRIC HOLDINGS INC | 52.3M | 0.7% | 209.9K | 281.82 | +18.1% |
| LIN LINDE PLC | 52.2M | 0.7% | 105.3K | 487.57 | +1.1% |
| XYL Xylem Inc. | 49.5M | 0.6% | 413.9K | 113.42 | -20.1% |
| CSCO CISCO SYSTEMS, INC. | 49.2M | 0.6% | 633.5K | 111.04 | +65.5% |
| XOM ExxonMobil Holdings Corp | 48.4M | 0.6% | 285.0K | 165.11 | +52.1% |
| PANW Palo Alto Networks Inc | 48.2M | 0.6% | 300.6K | 357.87 | +94.0% |
| LHX L3HARRIS TECHNOLOGIES, INC. /DE/ | 47.7M | 0.6% | 138.1K | 266.73 | -3.4% |
| BAC BANK OF AMERICA CORP /DE/ | 47.6M | 0.6% | 976.6K | 61.69 | +27.6% |
| CSL CARLISLE COMPANIES INC | 46.9M | 0.6% | 140.5K | 367.68 | -4.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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