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WELCH & FORBES LLC

Q2 2026 13F filing

Updated 43 days ago

388 disclosed positions worth $8.2B

Portfolio value
$8.2B
Total holdings
388
New positions
30
Closed positions
10
Increased
120
Decreased
166
Turnover
10.3%
Filed
2026-07-30

Full holdings

Every line item disclosed in Q2 2026

N

NVIDIA CORPORATION

-1.8%
Value
$608.5M
Shares
3.04M
% Port
7.40%
A

APPLE INC

-1.0%
Value
$481.2M
Shares
1.66M
% Port
5.85%
G

ALPHABET INC

-1.6%
Value
$407.5M
Shares
1.15M
% Port
4.95%
M

MICROSOFT CORP

+0.6%
Value
$331M
Shares
887.2K
% Port
4.02%
O

OREILLY AUTOMOTIVE INC

-0.8%
Value
$258.7M
Shares
2.81M
% Port
3.14%
V
6.V

VISA INC

-2.0%
Value
$241.9M
Shares
705.1K
% Port
2.94%
J

JPMORGAN CHASE & CO

-1.1%
Value
$211.3M
Shares
645.5K
% Port
2.57%
L
8.LLY

ELI LILLY & CO

+2.7%
Value
$207.1M
Shares
172.7K
% Port
2.52%
R
9.RTX

RTX CORPORATION

-2.3%
Value
$203M
Shares
1.07M
% Port
2.47%
J
10.JNJ

JOHNSON & JOHNSON

+0.1%
Value
$167.1M
Shares
658.0K
% Port
2.03%
S
11.SYK

STRYKER CORPORATION

+2.0%
Value
$163.6M
Shares
519.5K
% Port
1.99%
C
12.COST

COSTCO WHOLESALE CORPORATION

+0.6%
Value
$151.8M
Shares
162.3K
% Port
1.84%
H
13.HD

HOME DEPOT INC

-0.0%
Value
$151.1M
Shares
428.5K
% Port
1.84%
G

ALPHABET INC

-1.9%
Value
$143.6M
Shares
401.7K
% Port
1.74%
A
15.AMZN

AMAZON COM INC

+2.1%
Value
$138.2M
Shares
579.9K
% Port
1.68%
C
16.CB

CHUBB LIMITED

-0.5%
Value
$131.1M
Shares
384.8K
% Port
1.59%
E
17.ECL

ECOLAB INC

-0.4%
Value
$130.6M
Shares
468.7K
% Port
1.59%
T
18.TJX

TJX COS INC NEW

-0.5%
Value
$116.3M
Shares
768.0K
% Port
1.41%
D
19.DHR

DANAHER CORP DEL

-2.3%
Value
$114M
Shares
598.3K
% Port
1.39%
P
20.PG

PROCTER & GAMBLE CO

-1.2%
Value
$110.7M
Shares
754.6K
% Port
1.34%
P
21.PANW

PALO ALTO NETWORKS INC

+7.3%
Value
$109.9M
Shares
322.4K
% Port
1.34%
V
22.VRTX

VERTEX PHARMACEUTICALS INC

+0.7%
Value
$109.9M
Shares
221.3K
% Port
1.34%
M
23.MDY

STATE STR SPDR S&P MIDCAP 40

-12.0%
Value
$100M
Shares
142.2K
% Port
1.22%
A
24.AVGO

BROADCOM INC

+8.9%
Value
$99.4M
Shares
263.0K
% Port
1.21%
I
25.IDXX

IDEXX LABS INC

-0.3%
Value
$88.3M
Shares
167.7K
% Port
1.07%
W

WATSCO INC

-0.3%
Value
$87.2M
Shares
209.3K
% Port
1.06%
A
27.ABBV

ABBVIE INC

+0.7%
Value
$87.1M
Shares
346.0K
% Port
1.06%
M
28.META

META PLATFORMS INC

+11.0%
Value
$83.8M
Shares
148.7K
% Port
1.02%
M
29.MCD

MCDONALDS CORP

-1.7%
Value
$80.8M
Shares
298.9K
% Port
0.98%
I
30.IRM

IRON MTN INC DEL

-1.9%
Value
$80.8M
Shares
639.3K
% Port
0.98%
A
31.AMP

AMERIPRISE FINL INC

-1.3%
Value
$78.5M
Shares
171.1K
% Port
0.95%
C
32.CSCO

CISCO SYS INC

-0.6%
Value
$73.9M
Shares
629.6K
% Port
0.90%
M
33.MTD

METTLER TOLEDO INTERNATIONAL

-2.9%
Value
$72.9M
Shares
57.1K
% Port
0.89%
V
34.VGES

VANGUARD TAX-MANAGED FDS

-2.1%
Value
$67.7M
Shares
950.2K
% Port
0.82%
A
35.AJG

GALLAGHER ARTHUR J & CO

-1.2%
Value
$66.5M
Shares
289.9K
% Port
0.81%
C
36.CVX

CHEVRON CORPORATION

-0.5%
Value
$66.1M
Shares
398.6K
% Port
0.80%
R

RESMED INC

-1.3%
Value
$62.8M
Shares
322.0K
% Port
0.76%
N

NEXTERA ENERGY INC

+3.2%
Value
$61.2M
Shares
696.9K
% Port
0.74%
W
39.WMT

WALMART INC

+0.6%
Value
$59.6M
Shares
526.2K
% Port
0.72%
B

BERKSHIRE HATHAWAY INC DEL

-1.6%
Value
$57.9M
Shares
115.7K
% Port
0.70%
L
41.LECO

LINCOLN ELEC HLDGS INC

-0.5%
Value
$55.5M
Shares
208.9K
% Port
0.67%
B

BANK OF AMER CORP

-2.0%
Value
$54.5M
Shares
957.3K
% Port
0.66%
P
43.PEP

PEPSICO INC

-3.2%
Value
$54.5M
Shares
402.5K
% Port
0.66%
L
44.LIN

LINDE PLC

-1.1%
Value
$54M
Shares
104.1K
% Port
0.66%
A
45.ABT

ABBOTT LABORATORIES

-5.5%
Value
$54M
Shares
595.1K
% Port
0.66%
C
46.CSL

CARLISLE COS INC

+1.6%
Value
$51.8M
Shares
142.8K
% Port
0.63%
A
47.ADP

AUTOMATIC DATA PROCESSING IN

-0.4%
Value
$50M
Shares
223.1K
% Port
0.61%
R
48.ROP

ROPER TECHNOLOGIES INC

-22.0%
Value
$47.5M
Shares
140.5K
% Port
0.58%
B
49.BKNG

BOOKING HOLDINGS INC

+2320.0%
Value
$46.9M
Shares
263.1K
% Port
0.57%
X
50.XYL

XYLEM INC

-4.3%
Value
$46.8M
Shares
396.0K
% Port
0.57%