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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 $8,228,334,230
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 3,041,196 $608,513,126 7.4%
2.
Apple Inc.
 AAPL 1,662,845 $481,160,795 5.85%
3.
Alphabet Inc.
 GOOGL 1,153,229 $407,470,547 4.95%
4.
Microsoft Corp
 MSFT 887,243 $330,960,019 4.02%
5.
O Reilly Automotive Inc
 ORLY 2,809,432 $258,720,769 3.14%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.