Welch & Forbes LLC

Welch & Forbes LLC reported 388 holdings worth US$8.23B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 30, 2026

Welch & Forbes LLC reported 388 holdings worth US$8.23B as of Jun 30, 2026. Largest: Nvidia Corporation, Alphabet Inc (google) Class C and Apple Inc. Filed Jul 30, 2026 (Form 13F).

Holdings
388
Value as reported
US$8.23B

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation3.04MUS$609M7.4%
Alphabet Inc (google) Class C1.54MUS$551M6.7%
Apple Inc1.66MUS$481M5.8%
Microsoft Corp.887KUS$331M4.0%
O'reilly Automotive, Inc.2.81MUS$259M3.1%
Visa Inc.705KUS$242M2.9%
Jp Morgan Chase & Co.645KUS$211M2.6%
Eli Lilly And Company173KUS$207M2.5%
Rtx Corporation1.07MUS$203M2.5%
Johnson & Johnson658KUS$167M2.0%
Stryker Corporation519KUS$164M2.0%
Costco Wholesale Corporation162KUS$152M1.8%
Home Depot, Inc. (the)429KUS$151M1.8%
Amazon.com, Inc.580KUS$138M1.7%
Ecolab Inc.469KUS$131M1.6%
Tjx Companies, Inc. (the)768KUS$116M1.4%
Danaher Corporation598KUS$114M1.4%
Procter & Gamble Company (the)755KUS$111M1.3%
Palo Alto Networks, Inc.322KUS$110M1.3%
Vertex Pharmaceuticals Incorporated221KUS$110M1.3%
Broadcom Inc.263KUS$99.4M1.2%
Idexx Laboratories, Inc.168KUS$88.3M1.1%
Watsco, Inc.209KUS$87.2M1.1%
Abbvie Inc.346KUS$87.1M1.1%
Meta Platforms, Inc.149KUS$83.8M1.0%
Mcdonald's Corporation299KUS$80.8M0.98%
Iron Mountain Incorporated (delaware)639KUS$80.8M0.98%
Ameriprise Financial, Inc.171KUS$78.5M0.95%
Cisco Systems, Inc.630KUS$73.9M0.90%
Mettler-toledo International, Inc.57,090US$72.9M0.89%
Arthur J. Gallagher & Co.290KUS$66.5M0.81%
Chevron Corporation399KUS$66.1M0.80%
Resmed Inc.322KUS$62.8M0.76%
Nextera Energy, Inc.697KUS$61.2M0.74%
Walmart Inc.526KUS$59.6M0.72%
Berkshire Hathaway Inc.117KUS$58.6M0.71%
Lincoln Electric Holdings, Inc.209KUS$55.5M0.67%
Bank Of America Corporation957KUS$54.5M0.66%
Pepsico, Inc.403KUS$54.5M0.66%
Abbott Laboratories595KUS$54M0.66%
Carlisle Companies Incorporated143KUS$51.8M0.63%
Automatic Data Processing, Inc.223KUS$50M0.61%
Roper Technologies, Inc.140KUS$47.5M0.58%
Booking Holdings Inc. Common Stock263KUS$46.9M0.57%
Xylem Inc.396KUS$46.8M0.57%
Thermo Fisher Scientific Inc83,322US$41.8M0.51%
Merck & Company, Inc.317KUS$40.7M0.49%
L3harris Technologies, Inc.139KUS$40.4M0.49%
Exxon Mobil Corporation288KUS$39.4M0.48%
Aflac Incorporated315KUS$36.9M0.45%
Paychex, Inc.363KUS$35.7M0.43%
Church & Dwight Company, Inc.357KUS$34.6M0.42%
A.o. Smith Corporation532KUS$33.4M0.41%
Cintas Corporation190KUS$32.4M0.39%
Dover Corporation143KUS$32M0.39%
Cummins Inc.41,387US$29.5M0.36%
American Express Company81,174US$27.5M0.33%
Servicenow, Inc.275KUS$27.3M0.33%
Gsk Plc519KUS$27.2M0.33%
Verizon Communications Inc.642KUS$27.2M0.33%
Equinix, Inc.25,590US$26.7M0.32%
Qualcomm Incorporated139KUS$25.6M0.31%
Cognex Corporation331KUS$23.9M0.29%
Moody's Corporation51,007US$23.1M0.28%
Coca-cola Company (the)270KUS$21.9M0.27%
Caterpillar, Inc.20,137US$21.4M0.26%
Carmax Inc387KUS$20.5M0.25%
International Business Machines Corporation69,666US$19.6M0.24%
Intel Corporation139KUS$19.4M0.24%
Shopify Inc.159KUS$18.2M0.22%
Oracle Corporation122KUS$17.8M0.22%
Otis Worldwide Corporation238KUS$17M0.21%
Ge Aerospace44,138US$16.5M0.20%
Expeditors International Of Washington, Inc.99,915US$16.3M0.20%
Edwards Lifesciences Corporation179KUS$16.2M0.20%
Omnicom Group Inc.220KUS$16M0.19%
Uber Technologies, Inc.222KUS$16M0.19%
Emerson Electric Company112KUS$16M0.19%
Fiserv, Inc.308KUS$15.1M0.18%
Synopsys, Inc.33,409US$14.9M0.18%
Tractor Supply Company418KUS$13.2M0.16%
Netflix, Inc.178KUS$12.7M0.15%
Ge Vernova Inc.10,672US$12.5M0.15%
Analog Devices, Inc.27,288US$10.8M0.13%
Carrier Global Corporation139KUS$10.2M0.12%
Air Products And Chemicals, Inc.33,571US$9.84M0.12%
Sherwin-williams Company (the)27,480US$9.46M0.11%
Amgen Inc.25,959US$9.4M0.11%
Texas Instruments Incorporated31,065US$9.26M0.11%
Novartis Ag57,984US$9.09M0.11%
Starbucks Corporation86,198US$8.81M0.11%
The Marzetti Company72,115US$8.23M0.10%
Mongodb, Inc.24,477US$8.22M0.10%
Pfizer, Inc.341KUS$8.21M0.10%
3m Company49,456US$8.01M0.10%
Progressive Corporation (the)36,005US$7.87M0.10%
Duke Energy Corporation (holding Company)61,942US$7.84M0.10%
Mastercard Incorporated13,080US$6.72M0.08%
State Street Corporation38,182US$6.48M0.08%
The Chefs' Warehouse, Inc.65,255US$6.27M0.08%

Every holding of Welch & Forbes LLC

Source

View original at SEC

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