Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WELCH & FORBES LLC (CIK 105495) reported $7.73B across 367 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($540.0M, 6.98%), AAPL ($426.3M, 5.51%), GOOG ($336.3M, 4.35%), MSFT ($326.3M, 4.22%), ORLY ($261.4M, 3.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $540.0M | 6.98% | 3.1M | Trimmed |
| 2 | AAPL | APPLE INC | $426.3M | 5.51% | 1.7M | Trimmed |
| 3 | GOOG | ALPHABET INC | $336.3M | 4.35% | 1.2M | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $326.3M | 4.22% | 881,583 | Trimmed |
| 5 | ORLY | OREILLY AUTOMOTIVE INC | $261.4M | 3.38% | 2.8M | Trimmed |
| 6 | V | VISA INC | $217.5M | 2.81% | 719,551 | Trimmed |
| 7 | RTX | RTX CORPORATION | $211.1M | 2.73% | 1.1M | Trimmed |
| 8 | JPM | JPMORGAN CHASE & CO | $192.1M | 2.48% | 652,907 | Trimmed |
| 9 | SYK | STRYKER CORPORATION | $167.3M | 2.16% | 509,055 | Trimmed |
| 10 | JNJ | JOHNSON & JOHNSON | $160.7M | 2.08% | 657,528 | Trimmed |
| 11 | COST | COSTCO WHOLESALE CORPORATION | $160.8M | 2.08% | 161,366 | Trimmed |
| 12 | LLY | ELI LILLY & CO | $154.7M | 2.00% | 168,235 | Added |
| 13 | HD | HOME DEPOT INC | $141.0M | 1.82% | 428,694 | Added |
| 14 | CB | CHUBB LTD SWITZ | $126.1M | 1.63% | 386,756 | Trimmed |
| 15 | ECL | ECOLAB INC | $125.1M | 1.62% | 470,443 | Trimmed |
| 16 | TJX | TJX COS INC NEW | $123.3M | 1.59% | 771,975 | Trimmed |
| 17 | AMZN | AMAZON COM INC | $118.3M | 1.53% | 567,966 | Added |
| 18 | GOOGL | ALPHABET INC | $117.7M | 1.52% | 409,445 | Trimmed |
| 19 | DHR | DANAHER CORP DEL | $116.2M | 1.50% | 612,657 | Trimmed |
| 20 | PG | PROCTER & GAMBLE CO | $110.3M | 1.43% | 763,852 | Trimmed |
| 21 | MDY | STATE STR SPDR S&P MIDCAP 40 | $99.6M | 1.29% | 161,554 | Trimmed |
| 22 | VRTX | VERTEX PHARMACEUTICALS INC | $98.1M | 1.27% | 219,669 | Added |
| 23 | MCD | MCDONALDS CORP | $94.5M | 1.22% | 303,989 | Trimmed |
| 24 | IDXX | IDEXX LABS INC | $94.5M | 1.22% | 168,181 | Trimmed |
| 25 | CVX | CHEVRON CORPORATION | $82.9M | 1.07% | 400,536 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31