Welch Group, LLC holds a diversified book of 308 stocks worth $2.7B as of Q1 2026 (disclosed Apr 21, 2026, a ~21-day 13F lag). This quarter they opened Pinnacle Financial Partners and trimmed Apple Inc. Their largest long position is Apple Inc at 4% of the equity book. They also disclosed $951K in put options (a bearish bet), shown separately below and excluded from the equity book. Cloning the disclosed picks since 2013 would be +339% (+12.1%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +341.8%, a 2.9-point gap that is the cost of the ~21-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Welch Group, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~21 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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.
97% 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 Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.7T |
| FMR LLC | 80 / 80 | $830.3B |
| MORGAN STANLEY | 80 / 80 | $657.1B |
| JPMORGAN CHASE & CO | 80 / 80 | $648.7B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $420.8B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $306.5B |
| Bank of New York Mellon Corp | 80 / 80 | $240.2B |
| ROYAL BANK OF CANADA | 80 / 80 | $186.9B |
Ranked by how many of Welch Group, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Apple Inc COMMON | $95.2M | 375.2K | 3.6% | ▼−0.2% Reduced · −649 sh | |
| 2 | RTX Corporation COMMON | $89.4M | 463.3K | 3.4% | ▼−7.5% Reduced · −37K sh | |
| 3 | Chevron Corporation COMMON | $89.0M | 430.3K | 3.3% | ▲+0.1% Added · +327 sh | |
| 4 | Exxon Mobil Corp COMMON | $89.0M | 524.4K | 3.3% | ▼−4.4% Reduced · −24K sh | |
| 5 | Johnson & Johnson COMMON | $87.8M | 359.0K | 3.3% | ▼−5.5% Reduced · −21K sh | |
| 6 | JPMorgan Chase & Co COMMON | $81.5M | 277.0K | 3.1% | ▼−1.4% Reduced · −4K sh | |
| 7 | Abbvie Inc COMMON | $79.6M | 365.9K | 3.0% | ▼−0.5% Reduced · −2K sh | |
| 8 | Microsoft Corp COMMON | $79.3M | 214.1K | 3.0% | ▲+3.6% Added · +7K sh | |
| 9 | NextEra Energy Inc COMMON | $79.2M | 852.9K | 3.0% | ▼−1.9% Reduced · −16K sh | |
| 10 | Lockheed Martin Corp COMMON | $76.5M | 126.7K | 2.9% | ▼−4.5% Reduced · −6K sh | |
| 11 | Southern Co COMMON | $75.6M | 782.8K | 2.8% | ▲+0.5% Added · +4K sh | |
| 12 | Cisco Sys Inc COMMON | $73.5M | 947.0K | 2.8% | ▼−2.0% Reduced · −19K sh | |
| 13 | International Business Machs COMMON | $71.5M | 294.8K | 2.7% | ▲+1.0% Added · +3K sh | |
| 14 | Servisfirst Bancshares Inc COMMON | $71.1M | 975.9K | 2.7% | ▼−2.7% Reduced · −28K sh | |
| 15 | McDonalds Corp COMMON | $66.8M | 215.1K | 2.5% | ▲+1.3% Added · +3K sh | |
| 16 | Home Depot Inc COMMON | $62.7M | 190.5K | 2.4% | ▲+3.9% Added · +7K sh | |
| 17 | Cincinnati Finl Corp COMMON | $62.4M | 396.5K | 2.3% | ▼−0.6% Reduced · −3K sh | |
| 18 | Truist Finl Corp COMMON | $61.1M | 1.33M | 2.3% | ▲+0.4% Added · +5K sh | |
| 19 | Emerson Elec Co COMMON | $61.1M | 466.3K | 2.3% | ▼−2.8% Reduced · −13K sh | |
| 20 | Verizon Communications Inc COMMON | $60.4M | 1.20M | 2.3% | ▲+1.8% Added · +22K sh | |
| 21 | Pfizer Inc COMMON | $60.3M | 2.15M | 2.3% | ▲+8.3% Added · +166K sh | |
| 22 | Consolidated Edison Inc COMMON | $59.9M | 529.1K | 2.3% | ▲+0.2% Added · +927 sh | |
| 23 | Gallagher Arthur J & Co COMMON | $54.8M | 253.0K | 2.1% | ▲+10% Added · +24K sh | |
| 24 | Qualcomm Inc COMMON | $53.8M | 417.6K | 2.0% | ▲+8.1% Added · +31K sh | |
| 25 | Procter & Gamble Co COMMON | $53.5M | 370.4K | 2.0% | ▲+6.5% Added · +23K sh | |
| 26 | Colgate Palmolive Co COMMON | $53.4M | 626.8K | 2.0% | ▲+2.2% Added · +14K sh | |
| 27 | Pepsico Inc COMMON | $52.8M | 340.0K | 2.0% | ▲+4.0% Added · +13K sh | |
| 28 | Texas Instrs Inc COMMON | $51.9M | 267.3K | 2.0% | ▲+1.6% Added · +4K sh | |
| 29 | American Elec PWR Co Inc COMMON | $49.3M | 376.5K | 1.9% | ▲+16% Added · +51K sh | |
| 30 | Paychex Inc COMMON | $44.6M | 484.4K | 1.7% | ▲+19% Added · +78K sh | |
| 31 | Kimberly-Clark Corp COMMON | $43.1M | 447.1K | 1.6% | ▲+38% Added · +123K sh | |
| 32 | Nvidia Corporation COMMON | $30.8M | 176.7K | 1.2% | ▼−0.2% Reduced · −322 sh | |
| 33 | Caterpillar Inc COMMON | $27.7M | 39.1K | 1.0% | ▼−3.7% Reduced · −2K sh | |
| 34 | Coca Cola Co COMMON | $20.8M | 273.7K | 0.8% | ▼~0% Reduced · −55 sh | |
| 35 | Pimco ETF TR COMMON | $19.9M | 758.9K | 0.7% | ▲+3.2% Added · +24K sh | |
| 36 | Alphabet Inc COMMON | $18.3M | 63.6K | 0.7% | ▼−1.8% Reduced · −1K sh | |
| 37 | Deere & Co COMMON | $15.2M | 27.1K | 0.6% | ▲+0.2% Added · +48 sh | |
| 38 | Amazon Com Inc COMMON | $14.1M | 67.5K | 0.5% | ▲+3.2% Added · +2K sh | |
| 39 | Advanced Micro Devices Inc COMMON | $13.6M | 67.0K | 0.5% | ▼−1.0% Reduced · −671 sh | |
| 40 | Goldman Sachs Group Inc COMMON | $13.5M | 16.0K | 0.5% | ▼−2.0% Reduced · −331 sh | |
| 41 | Visa Inc COMMON | $12.4M | 41.0K | 0.5% | ▲+4.7% Added · +2K sh | |
| 42 | Micron Technology Inc COMMON | $12.1M | 36.0K | 0.5% | ▲+0.1% Added · +45 sh | |
| 43 | TJX Cos Inc New COMMON | $12.0M | 75.3K | 0.5% | ▲+0.2% Added · +159 sh | |
| 44 | Ishares TR COMMON | $11.9M | 18.3K | 0.4% | ▼−4.6% Reduced · −887 sh | |
| 45 | Oracle Corp COMMON | $11.0M | 74.6K | 0.4% | ▲+9.3% Added · +6K sh | |
| 46 | Broadcom Inc COMMON | $10.4M | 33.6K | 0.4% | ▲+0.2% Added · +67 sh | |
| 47 | Meta Platforms Inc COMMON | $10.0M | 17.4K | 0.4% | ▲+5.3% Added · +882 sh | |
| 48 | Target Corp COMMON | $9.7M | 79.6K | 0.4% | ▲+29% Added · +18K sh | |
| 49 | Blackstone Inc COMMON | $9.3M | 80.8K | 0.3% | ▲+21% Added · +14K sh | |
| 50 | Mastercard Incorporated COMMON | $9.1M | 18.3K | 0.3% | ▲+8.1% Added · +1K 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/1443095/holdings"
Use Arkolith to show Welch Group, LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | VISA INC-CLASS A SHARESV | $604K | 2K |
| PUT · bearish | INVESCO QQQ TRUST SERIES 1QQQ | $346K | 600 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 310 | $2.7B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 309 | $2.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 14, 2025 | 299 | $2.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 25, 2025 | 281 | $2.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 8, 2025 | 266 | $2.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 27, 2025 | 263 | $2.2B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 24, 2024 | 269 | $2.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 17, 2024 | 267 | $2.1B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 9, 2024 | 234 | $2.0B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 23, 2024 | 228 | $1.9B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 18, 2023 | 215 | $1.7B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 18, 2023 | 217 | $1.7B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 13, 2023 | 216 | $1.7B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 30, 2023 | 219 | $1.7B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 13, 2022 | 180 | $1.5B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 21, 2022 | 201 | $1.6B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 29, 2022 | 214 | $1.8B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 26, 2022 | 217 | $1.7B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 5, 2021 | 189 | $1.5B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 21, 2021 | 189 | $1.5B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 23, 2021 | 189 | $1.4B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 25, 2021 | 147 | $1.2B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 28, 2020 | 139 | $1.1B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Jul 22, 2020 | 133 | $1.1B | 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. The performance line is a simulation of the disclosed long book, not an audited return.