Welch & Forbes LLC holds a diversified book of 368 stocks worth $7.7B as of Q1 2026 (disclosed May 1, 2026, a ~45-day 13F lag). This quarter they opened Enterprise Products Partners and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 7% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/105495/holdings"
Use Arkolith to show WELCH & FORBES LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
94% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $540.0M | 3.10M | 7.0% | ▼−7.2% Reduced · −241K sh | |
| 2 | Apple Inc COM | $426.3M | 1.68M | 5.5% | ▼−1.3% Reduced · −22K sh | |
| 3 | Alphabet Inc CAP STK CL C | $336.3M | 1.17M | 4.3% | ▼−1.2% Reduced · −15K sh | |
| 4 | Microsoft Corp COM | $326.3M | 881.6K | 4.2% | ▼−0.7% Reduced · −6K sh | |
| 5 | Oreilly Automotive Inc COM | $261.4M | 2.83M | 3.4% | ▼−1.3% Reduced · −38K sh | |
| 6 | Visa Inc COM CL A | $217.5M | 719.6K | 2.8% | ▼−0.8% Reduced · −6K sh | |
| 7 | RTX Corporation COM | $211.1M | 1.09M | 2.7% | ▼−2.5% Reduced · −29K sh | |
| 8 | JPMorgan Chase & Co COM | $192.1M | 652.9K | 2.5% | ▼−1.9% Reduced · −13K sh | |
| 9 | Stryker Corporation COM | $167.3M | 509.1K | 2.2% | ▼−0.7% Reduced · −3K sh | |
| 10 | Costco Wholesale Corporation COM | $160.8M | 161.4K | 2.1% | ▼−0.6% Reduced · −979 sh | |
| 11 | Johnson & Johnson COM | $160.7M | 657.5K | 2.1% | ▼−1.9% Reduced · −13K sh | |
| 12 | Eli Lilly & Co COM | $154.7M | 168.2K | 2.0% | ▲+0.2% Added · +417 sh | |
| 13 | Home Depot Inc COM | $141.0M | 428.7K | 1.8% | ▲~0% Added · +214 sh | |
| 14 | Chubb Ltd Switz COM | $126.1M | 386.8K | 1.6% | ▼−1.8% Reduced · −7K sh | |
| 15 | Ecolab Inc COM | $125.1M | 470.4K | 1.6% | ▼−0.4% Reduced · −2K sh | |
| 16 | TJX Cos Inc New COM | $123.3M | 772.0K | 1.6% | ▼−0.8% Reduced · −6K sh | |
| 17 | Amazon Com Inc COM | $118.3M | 568.0K | 1.5% | ▲+0.8% Added · +5K sh | |
| 18 | Alphabet Inc CAP STK CL A | $117.7M | 409.4K | 1.5% | ▼−2.8% Reduced · −12K sh | |
| 19 | Danaher Corp Del COM | $116.2M | 612.7K | 1.5% | ▼−1.0% Reduced · −6K sh | |
| 20 | Procter & Gamble Co COM | $110.3M | 763.9K | 1.4% | ▼−0.6% Reduced · −4K sh | |
| 21 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $99.6M | 161.6K | 1.3% | ▼−3.1% Reduced · −5K sh | |
| 22 | Vertex Pharmaceuticals Inc COM | $98.1M | 219.7K | 1.3% | ▲+0.7% Added · +1K sh | |
| 23 | Idexx Labs Inc COM | $94.5M | 168.2K | 1.2% | ▼−0.1% Reduced · −101 sh | |
| 24 | McDonalds Corp COM | $94.5M | 304.0K | 1.2% | ▼−0.8% Reduced · −2K sh | |
| 25 | Chevron Corporation COM | $82.9M | 400.5K | 1.1% | ▼−1.8% Reduced · −7K sh | |
| 26 | Ameriprise Finl Inc COM | $77.1M | 173.5K | 1.0% | ▼−0.2% Reduced · −417 sh | |
| 27 | Meta Platforms Inc CL A | $76.6M | 134.0K | 1.0% | ▲+3.0% Added · +4K sh | |
| 28 | Watsco Inc COM | $76.3M | 209.8K | 1.0% | ▼−0.4% Reduced · −913 sh | |
| 29 | Abbvie Inc COM | $74.7M | 343.6K | 1.0% | ▼−0.7% Reduced · −2K sh | |
| 30 | Broadcom Inc COM | $74.7M | 241.4K | 1.0% | ▲+5.2% Added · +12K sh | |
| 31 | Mettler Toledo International COM | $74.2M | 58.8K | 1.0% | ▼−0.9% Reduced · −541 sh | |
| 32 | Resmed Inc COM | $73.3M | 326.4K | 0.9% | ▼−0.6% Reduced · −2K sh | |
| 33 | Iron MTN Inc Del COM | $66.6M | 652.1K | 0.9% | ▼−0.7% Reduced · −4K sh | |
| 34 | Walmart Inc COM | $65.0M | 523.1K | 0.8% | ▼−2.3% Reduced · −12K sh | |
| 35 | Abbott Laboratories COM | $64.7M | 629.8K | 0.8% | ▼−0.3% Reduced · −2K sh | |
| 36 | Pepsico Inc COM | $64.6M | 416.0K | 0.8% | ▼−3.1% Reduced · −13K sh | |
| 37 | Roper Technologies Inc COM | $63.7M | 180.1K | 0.8% | ▼−7.4% Reduced · −14K sh | |
| 38 | Gallagher Arthur J & Co COM | $63.5M | 293.3K | 0.8% | ▼−0.3% Reduced · −990 sh | |
| 39 | NextEra Energy Inc COM | $62.7M | 675.4K | 0.8% | ▼−0.1% Reduced · −639 sh | |
| 40 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $62.2M | 970.4K | 0.8% | ▲+0.3% Added · +3K sh | |
| 41 | Berkshire Hathaway Inc Del CL B NEW | $56.3M | 117.5K | 0.7% | ▼−0.9% Reduced · −1K sh | |
| 42 | Lincoln Elec Hldgs Inc COM | $52.3M | 209.9K | 0.7% | ▼−1.3% Reduced · −3K sh | |
| 43 | Linde PLC SHS | $52.2M | 105.3K | 0.7% | ▲+0.7% Added · +700 sh | |
| 44 | Xylem Inc COM | $49.5M | 413.9K | 0.6% | ▲+3.0% Added · +12K sh | |
| 45 | Cisco Sys Inc COM | $49.2M | 633.5K | 0.6% | ▼−1.4% Reduced · −9K sh | |
| 46 | Exxon Mobil Corp COM | $48.4M | 285.0K | 0.6% | ▼−1.4% Reduced · −4K sh | |
| 47 | Palo Alto Networks Inc COM | $48.2M | 300.6K | 0.6% | ▲+28% Added · +66K sh | |
| 48 | L3harris Technologies Inc COM | $47.7M | 138.1K | 0.6% | ▼−2.0% Reduced · −3K sh | |
| 49 | Bank America Corp COM | $47.6M | 976.6K | 0.6% | ▼−1.4% Reduced · −13K sh | |
| 50 | Carlisle Cos Inc COM | $46.9M | 140.5K | 0.6% | ▲+6.8% Added · +9K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 1, 2026 | 368 | $7.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 374 | $8.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 383 | $8.3B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 5, 2025 | 372 | $8.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 370 | $7.6B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 379 | $7.8B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 4, 2024 | 373 | $7.9B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 2, 2024 | 366 | $7.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 3, 2024 | 378 | $7.3B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 6, 2024 | 366 | $6.6B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 3, 2023 | 367 | $6.0B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 28, 2023 | 375 | $6.3B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 14, 2023 | 365 | $5.9B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 2, 2023 | 368 | $5.6B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 31, 2022 | 425 | $5.1B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 22, 2022 | 434 | $5.5B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 25, 2022 | 446 | $6.3B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 19, 2022 | 445 | $6.7B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 13, 2021 | 444 | $6.0B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 22, 2021 | 445 | $5.9B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 14, 2021 | 442 | $5.4B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 20, 2021 | 439 | $5.1B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 23, 2020 | 404 | $4.6B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Jul 15, 2020 | 397 | $4.3B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.