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 Investments, LLC (CIK 1697444) reported $157.5M across 54 reported positions in its SEC 13F filing for 2017-12-31. Largest positions: ABBV ($6.0M, 3.82%), HD ($5.7M, 3.61%), EMR ($5.5M, 3.48%), INTC ($5.5M, 3.48%), SO ($5.4M, 3.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ABBV | Abbvie Inc Com USD0.01 | $6.0M | 3.82% | 62,165 | Trimmed |
| 2 | HD | Home Depot Inc | $5.7M | 3.61% | 30,026 | Trimmed |
| 3 | EMR | Emerson Electric Co | $5.5M | 3.48% | 78,706 | Added |
| 4 | INTC | Intel Corp | $5.5M | 3.48% | 118,660 | Trimmed |
| 5 | SO | The Southern Company | $5.4M | 3.44% | 112,491 | Added |
| 6 | PAYX | Paychex Inc | $5.4M | 3.40% | 78,764 | Added |
| 7 | CVX | Chevron Corporation | $5.3M | 3.36% | 42,326 | Added |
| 8 | MCD | Mc Donalds Corp | $5.3M | 3.35% | 30,652 | Trimmed |
| 9 | MSFT | Microsoft Corp | $5.2M | 3.31% | 60,948 | Trimmed |
| 10 | RTX | United Technologies Corp | $5.1M | 3.24% | 40,038 | Added |
| 11 | VZ | Verizon Communications | $5.1M | 3.21% | 95,430 | Trimmed |
| 12 | MMM | 3m Company | $5.1M | 3.21% | 21,495 | Trimmed |
| 13 | JNJ | Johnson & Johnson | $5.0M | 3.19% | 35,981 | Added |
| 14 | NEE | NextEra Energy Inc | $5.0M | 3.18% | 32,047 | Trimmed |
| 15 | LMT | Lockheed Martin Corp | $5.0M | 3.18% | 15,619 | Trimmed |
| 16 | CL | Colgate-Palmolive Co | $5.0M | 3.15% | 65,681 | Added |
| 17 | AJG | Gallagher Arthur J & Co | $5.0M | 3.15% | 78,287 | Trimmed |
| 18 | GIS | General Mills Inc | $5.0M | 3.14% | 83,530 | Added |
| 19 | NVS | Novartis A G Spon Adr | $4.9M | 3.10% | 58,113 | Added |
| 20 | XOM | Exxon Mobil Corporation | $4.9M | 3.10% | 58,320 | Added |
| 21 | PEP | Pepsico Incorporated | $4.8M | 3.08% | 40,418 | Added |
| 22 | CINF | Cincinnati Financial Cp | $4.8M | 3.03% | 63,636 | Added |
| 23 | T | A T & T Inc New | $4.7M | 3.01% | 122,026 | Added |
| 24 | PG | Procter & Gamble | $4.7M | 3.01% | 51,516 | Added |
| 25 | UL | Unilever Plc Adr New | $4.7M | 2.99% | 85,002 | Added |
Source: SEC Form 13F filings · as of 2017-12-31