account_balance
Investment manager · 13F filer · SEC CIK 105495
Welch & Forbes LLC
Reported value$8.34Bas of Sep 30, 2026
Positions392 15 new, 11 sold out
Top 10 weight40.1%NVDA alone is 8%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANvidia Corporation
8.2%
AAPLApple Inc
6.6%
MSFTMicrosoft Corp
5.4%
GOOGAlphabet Inc
4.7%
VVisa Inc
3.0%
ORLYOreilly Automotive Inc
2.9%
JPMJPMorgan Chase & Co
2.5%
LLYEli Lilly & Co
2.4%
RTXRTX Corporation
2.3%
JNJJohnson & Johnson
2.1%
COSTCostco Wholesale Corporation
1.8%
AMZNAmazon Com Inc
1.7%
NVDANvidia Corporation
8.2%
AAPLApple Inc
6.6%
MSFT5.4%GOOG4.7%V3.0%ORLY2.9%JPM2.5%LLY2.4%RTX2.3%JNJ2.1%COST1.8%AMZN1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA Nvidia Corporation 8.2% HeldAAPL Apple Inc 6.6% HeldMSFT Microsoft Corp 5.4% HeldGOOG Alphabet Inc 4.7% HeldV Visa Inc 3.0% HeldORLY Oreilly Automotive Inc 2.9% HeldJPM JPMorgan Chase & Co 2.5% HeldLLY Eli Lilly & Co 2.4% HeldRTX RTX Corporation 2.3% HeldJNJ Johnson & Johnson 2.1% HeldCOST Costco Wholesale Corporation 1.8% HeldAMZN Amazon Com Inc 1.7% Held
What changed