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Home > Institutional Investor > Welch & Forbes Llc > Profile

Instuitional Investor - Welch & Forbes Llc

Fund Profile
Filing Period:
Fund Name: Welch & Forbes Llc
Portfolio Value $7,643,312,211
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 3,599,104 $390,070,972 5.1%
2.
Apple Inc.
 AAPL 1,742,665 $387,098,276 5.06%
3.
Microsoft Corp
 MSFT 904,386 $339,498,195 4.44%
4.
O Reilly Automotive Inc
 ORLY 2,975,175 $284,145,266 3.72%
5.
Visa Inc.
 V 738,002 $258,640,348 3.38%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)