StockDriftsStockDriftsTop 50 Welch & Forbes LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 7.4% | 3.04M | $608.5M | -1.78%(-55.21K) | $1.06(+21321.59%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.85% | 1.66M | $481.2M | -1.02%(-17.06K) | $26.95(+1033.09%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 4.95% | 1.15M | $407.5M | -1.63%(-19.13K) | $38.64(+786.80%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.02% | 887.2K | $331.0M | +0.64%(+5.66K) | $55.81(+770.87%) | 2026-06-30 | |
| ORLY | OREILLY AUTOMOTIVE INC | 3.14% | 2.81M | $258.7M | -0.80%(-22.74K) | $2.85(+3090.50%) | 2026-06-30 | |
| V | VISA INC | 2.94% | 705.1K | $241.9M | -2.01%(-14.45K) | $35.78(+911.58%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.57% | 645.5K | $211.3M | -1.14%(-7.41K) | $62.75(+481.26%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 2.52% | 172.7K | $207.1M | +2.66%(+4.47K) | $268.07(+339.96%) | 2026-06-30 | |
| RTX | RTX CORPORATION | 2.47% | 1.07M | $203.0M | -2.26%(-24.72K) | $59.42(+276.27%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 2.03% | 658.0K | $167.1M | +0.07%(+461) | $81.44(+219.81%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.26% | +61.23% | +11.85% | +75.06% |
| Top 20 Holdings Unweighted | +14.24% | +49.11% | +10.31% | +63.35% |
Welch & Forbes LLC reports $8.23B in US-listed equity holdings across 388 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (7.4%), AAPL (5.8%) and GOOG (5.0%). The top 20 holdings account for 54.3% of reported assets. Its disclosed equity book has returned +61.23% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Welch & Forbes LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 105495). View Welch & Forbes LLC’s 13F filings on SEC