Burton Enright Welch
Burton Enright Welch reported 146 holdings worth US$852M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 17, 2026
Burton Enright Welch reported 146 holdings worth US$852M as of Jun 30, 2026. Largest: Chevron Corporation, Apple Inc and Mckesson Corporation. Filed Jul 17, 2026 (Form 13F).
- Holdings
- 146
- Value as reported
- US$852M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Chevron Corporation | 79,217 | US$13.1M | 1.5% |
| Apple Inc | 33,722 | US$9.76M | 1.1% |
| Mckesson Corporation | 11,745 | US$8.87M | 1.0% |
| Nvidia Corporation | 30,449 | US$6.09M | 0.72% |
| Lincoln Electric Holdings, Inc. | 22,764 | US$6.04M | 0.71% |
| Alphabet Inc (google) Class C | 14,507 | US$5.18M | 0.61% |
| Broadcom Inc. | 8,923 | US$3.37M | 0.40% |
| Amazon.com, Inc. | 13,140 | US$3.13M | 0.37% |
| Microsoft Corp. | 8,319 | US$3.1M | 0.36% |
| Bank Of America Corporation | 53,573 | US$3.05M | 0.36% |
| Tesla, Inc. | 6,287 | US$2.64M | 0.31% |
| Connectone Bancorp, Inc. | 77,504 | US$2.59M | 0.30% |
| Eli Lilly And Company | 1,977 | US$2.37M | 0.28% |
| Intel Corporation | 14,349 | US$2M | 0.24% |
| Berkshire Hathaway Inc. | 3,235 | US$1.62M | 0.19% |
| Caterpillar, Inc. | 1,496 | US$1.59M | 0.19% |
| Meta Platforms, Inc. | 2,456 | US$1.38M | 0.16% |
| Costco Wholesale Corporation | 1,444 | US$1.35M | 0.16% |
| Visa Inc. | 3,797 | US$1.3M | 0.15% |
| Johnson & Johnson | 3,518 | US$893K | 0.10% |
| Jp Morgan Chase & Co. | 2,713 | US$888K | 0.10% |
| Williams-sonoma, Inc. | 3,612 | US$842K | 0.10% |
| Cadence Design Systems, Inc. | 2,225 | US$835K | 0.10% |
| Cisco Systems, Inc. | 6,123 | US$719K | 0.08% |
| Home Depot, Inc. (the) | 2,004 | US$707K | 0.08% |
| Expeditors International Of Washington, Inc. | 4,211 | US$686K | 0.08% |
| Oracle Corporation | 4,596 | US$674K | 0.08% |
| Fortinet, Inc. | 4,264 | US$655K | 0.08% |
| Wells Fargo & Company | 7,601 | US$628K | 0.07% |
| Automatic Data Processing, Inc. | 2,755 | US$617K | 0.07% |
| Advanced Micro Devices Inc | 986 | US$573K | 0.07% |
| Ge Aerospace | 1,471 | US$550K | 0.06% |
| Applied Materials, Inc. | 759 | US$549K | 0.06% |
| Stryker Corporation | 1,734 | US$546K | 0.06% |
| Exxon Mobil Corporation | 3,636 | US$497K | 0.06% |
| Ge Vernova Inc. | 392 | US$461K | 0.05% |
| Procter & Gamble Company (the) | 3,035 | US$445K | 0.05% |
| Walmart Inc. | 3,889 | US$440K | 0.05% |
| American Express Company | 1,261 | US$427K | 0.05% |
| Pepsico, Inc. | 3,115 | US$422K | 0.05% |
| Boeing Company (the) | 1,896 | US$410K | 0.05% |
| Walt Disney Company (the) | 4,089 | US$394K | 0.05% |
| Micron Technology, Inc. | 333 | US$384K | 0.05% |
| Texas Instruments Incorporated | 1,227 | US$366K | 0.04% |
| Abbvie Inc. | 1,452 | US$365K | 0.04% |
| Mcdonald's Corporation | 1,315 | US$356K | 0.04% |
| International Business Machines Corporation | 1,190 | US$335K | 0.04% |
| Invesco Ltd | 12,265 | US$324K | 0.04% |
| Intuitive Surgical, Inc. | 752 | US$299K | 0.04% |
| Goldman Sachs Group, Inc. (the) | 293 | US$296K | 0.03% |
| Evergy, Inc. | 2,932 | US$253K | 0.03% |
| Amgen Inc. | 663 | US$240K | 0.03% |
| Lockheed Martin Corporation | 468 | US$238K | 0.03% |
| Blackrock, Inc. | 245 | US$236K | 0.03% |
| Broadridge Financial Solutions, Inc. | 1,695 | US$232K | 0.03% |
| Morgan Stanley | 1,100 | US$230K | 0.03% |
| Merck & Company, Inc. | 1,782 | US$229K | 0.03% |
| At&t Inc. | 10,849 | US$225K | 0.03% |
| Fedex Corporation | 653 | US$204K | 0.02% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Cerus Corporation | 0 | US$0 | 0.00% |
| Citigroup, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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