Welch & Forbes LLC holds a diversified book of 388 stocks worth $8.2B as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Honeywell Aerospace Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 7% of the equity book.
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
Other tracked managers holding the same core names as Welch & Forbes LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.5T |
| MORGAN STANLEY | 80 / 80 | $604.6B |
| JPMORGAN CHASE & CO | 80 / 80 | $578.0B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $376.2B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 80 / 80 | $240.6B |
| ROYAL BANK OF CANADA | 80 / 80 | $175.6B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $162.9B |
| UBS Group AG | 80 / 80 | $158.9B |
Ranked by the share of each fund's own book sitting in the names it shares with Welch & Forbes LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 | $608.5M | 3.04M | 7.4% | ▼−1.8% Reduced · −55K sh | |
| 2 | Apple Inc COM | $481.2M | 1.66M | 5.8% | ▼−1.0% Reduced · −17K sh | |
| 3 | Alphabet Inc CAP STK CL C | $407.5M | 1.15M | 5.0% | ▼−1.6% Reduced · −19K sh | |
| 4 | Microsoft Corp COM | $331.0M | 887.2K | 4.0% | ▲+0.6% Added · +6K sh | |
| 5 | Oreilly Automotive Inc COM | $258.7M | 2.81M | 3.1% | ▼−0.8% Reduced · −23K sh | |
| 6 | Visa Inc COM CL A | $241.9M | 705.1K | 2.9% | ▼−2.0% Reduced · −14K sh | |
| 7 | JPMorgan Chase & Co COM | $211.3M | 645.5K | 2.6% | ▼−1.1% Reduced · −7K sh | |
| 8 | Eli Lilly & Co COM | $207.1M | 172.7K | 2.5% | ▲+2.6% Added · +4K sh | |
| 9 | RTX Corporation COM | $203.0M | 1.07M | 2.5% | ▼−2.3% Reduced · −25K sh | |
| 10 | Johnson & Johnson COM | $167.1M | 658.0K | 2.0% | ▲+0.1% Added · +461 sh | |
| 11 | Stryker Corporation COM | $163.6M | 519.5K | 2.0% | ▲+2.0% Added · +10K sh | |
| 12 | Costco Wholesale Corporation COM | $151.8M | 162.3K | 1.8% | ▲+0.6% Added · +911 sh | |
| 13 | Home Depot Inc COM | $151.1M | 428.5K | 1.8% | ▼~0% Reduced · −186 sh | |
| 14 | Alphabet Inc CAP STK CL A | $143.6M | 401.7K | 1.7% | ▼−1.9% Reduced · −8K sh | |
| 15 | Amazon Com Inc COM | $138.2M | 579.9K | 1.7% | ▲+2.1% Added · +12K sh | |
| 16 | Chubb Limited COM | $131.1M | 384.8K | 1.6% | ▼−0.5% Reduced · −2K sh | |
| 17 | Ecolab Inc COM | $130.6M | 468.7K | 1.6% | ▼−0.4% Reduced · −2K sh | |
| 18 | TJX Cos Inc New COM | $116.3M | 768.0K | 1.4% | ▼−0.5% Reduced · −4K sh | |
| 19 | Danaher Corp Del COM | $114.0M | 598.3K | 1.4% | ▼−2.3% Reduced · −14K sh | |
| 20 | Procter & Gamble Co COM | $110.7M | 754.6K | 1.3% | ▼−1.2% Reduced · −9K sh | |
| 21 | Palo Alto Networks Inc COM | $109.9M | 322.4K | 1.3% | ▲+7.3% Added · +22K sh | |
| 22 | Vertex Pharmaceuticals Inc COM | $109.9M | 221.3K | 1.3% | ▲+0.7% Added · +2K sh | |
| 23 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $100.0M | 142.2K | 1.2% | ▼−12% Reduced · −19K sh | |
| 24 | Broadcom Inc COM | $99.4M | 263.0K | 1.2% | ▲+8.9% Added · +22K sh | |
| 25 | Idexx Labs Inc COM | $88.3M | 167.7K | 1.1% | ▼−0.3% Reduced · −515 sh | |
| 26 | Watsco Inc COM | $87.2M | 209.3K | 1.1% | ▼−0.3% Reduced · −525 sh | |
| 27 | Abbvie Inc COM | $87.1M | 346.0K | 1.1% | ▲+0.7% Added · +2K sh | |
| 28 | Meta Platforms Inc CL A | $83.8M | 148.7K | 1.0% | ▲+11% Added · +15K sh | |
| 29 | McDonalds Corp COM | $80.8M | 298.9K | 1.0% | ▼−1.7% Reduced · −5K sh | |
| 30 | Iron MTN Inc Del COM | $80.8M | 639.3K | 1.0% | ▼−1.9% Reduced · −13K sh | |
| 31 | Ameriprise Finl Inc COM | $78.5M | 171.1K | 1.0% | ▼−1.3% Reduced · −2K sh | |
| 32 | Cisco Sys Inc COM | $73.9M | 629.6K | 0.9% | ▼−0.6% Reduced · −4K sh | |
| 33 | Mettler Toledo International COM | $72.9M | 57.1K | 0.9% | ▼−2.9% Reduced · −2K sh | |
| 34 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $67.7M | 950.2K | 0.8% | ▼−2.1% Reduced · −20K sh | |
| 35 | Gallagher Arthur J & Co COM | $66.5M | 289.9K | 0.8% | ▼−1.2% Reduced · −3K sh | |
| 36 | Chevron Corporation COM | $66.1M | 398.6K | 0.8% | ▼−0.5% Reduced · −2K sh | |
| 37 | Resmed Inc COM | $62.8M | 322.0K | 0.8% | ▼−1.3% Reduced · −4K sh | |
| 38 | NextEra Energy Inc COM | $61.2M | 696.9K | 0.7% | ▲+3.2% Added · +21K sh | |
| 39 | Walmart Inc COM | $59.6M | 526.2K | 0.7% | ▲+0.6% Added · +3K sh | |
| 40 | Berkshire Hathaway Inc Del CL B NEW | $57.9M | 115.7K | 0.7% | ▼−1.6% Reduced · −2K sh | |
| 41 | Lincoln Elec Hldgs Inc COM | $55.5M | 208.9K | 0.7% | ▼−0.5% Reduced · −970 sh | |
| 42 | Bank Of Amer Corp COM | $54.5M | 957.3K | 0.7% | ▼−2.0% Reduced · −19K sh | |
| 43 | Pepsico Inc COM | $54.5M | 402.5K | 0.7% | ▼−3.2% Reduced · −13K sh | |
| 44 | Linde PLC SHS | $54.0M | 104.1K | 0.7% | ▼−1.1% Reduced · −1K sh | |
| 45 | Abbott Laboratories COM | $54.0M | 595.1K | 0.7% | ▼−5.5% Reduced · −35K sh | |
| 46 | Carlisle Cos Inc COM | $51.8M | 142.8K | 0.6% | ▲+1.6% Added · +2K sh | |
| 47 | Automatic Data Processing In COM | $50.0M | 223.1K | 0.6% | ▼−0.4% Reduced · −870 sh | |
| 48 | Roper Technologies Inc COM | $47.5M | 140.5K | 0.6% | ▼−22% Reduced · −40K sh | |
| 49 | Booking Holdings Inc COM | $46.9M | 263.1K | 0.6% | ▲24× Added · +252K sh | |
| 50 | Xylem Inc COM | $46.8M | 396.0K | 0.6% | ▼−4.3% Reduced · −18K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 30, 2026 | 388 | $8.2B | 13F-HR |
| 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 |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.