Welch & Forbes LLC Top Holdings and 13F Report (2025) About Welch & Forbes LLCInvestment ActivityWelch & Forbes LLC has $8.01 billion in total holdings as of June 30, 2025.Welch & Forbes LLC owns shares of 372 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 3.98% of the portfolio was purchased this quarter.About 1.23% of the portfolio was sold this quarter.This quarter, Welch & Forbes LLC has purchased 370 new stocks and bought additional shares in 94 stocks.Welch & Forbes LLC sold shares of 182 stocks and completely divested from 12 stocks this quarter.Largest Holdings NVIDIA $558,983,875Microsoft $446,682,913Apple $356,086,399O'Reilly Automotive $265,509,135Visa $260,022,218 Largest New Holdings this Quarter 007903107 - Advanced Micro Devices $832,527 HoldingN07059210 - ASML $601,044 Holding052769106 - Autodesk $348,266 Holding98978V103 - Zoetis $342,624 Holding922042874 - Vanguard FTSE Europe ETF $294,500 Holding Largest Purchases this Quarter O'Reilly Automotive 2,747,499 shares (about $247.63M)ServiceNow 9,543 shares (about $9.81M)Broadcom 30,733 shares (about $8.47M)Carlisle Companies 18,479 shares (about $6.90M)NextEra Energy 67,430 shares (about $4.68M) Largest Sales this Quarter Comcast 313,508 shares (about $11.19M)NVIDIA 61,009 shares (about $9.64M)Adobe 14,589 shares (about $5.64M)Constellation Brands 28,478 shares (about $4.63M)Ball 76,459 shares (about $4.29M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWelch & Forbes LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$558,983,875$9,638,816 ▼-1.7%3,538,0957.0%Computer and TechnologyMSFTMicrosoft$446,682,913$3,168,507 ▼-0.7%898,0165.6%Computer and TechnologyAAPLApple$356,086,399$1,456,297 ▼-0.4%1,735,5674.4%Computer and TechnologyORLYO'Reilly Automotive$265,509,135$247,632,286 ▲1,385.2%2,945,8443.3%Retail/WholesaleVVisa$260,022,218$2,005,680 ▼-0.8%732,3533.2%Business ServicesGOOGAlphabet$214,197,314$635,234 ▼-0.3%1,207,4932.7%Computer and TechnologySYKStryker$203,507,900$900,059 ▼-0.4%514,3892.5%MedicalJPMJPMorgan Chase & Co.$197,094,807$2,889,534 ▼-1.4%679,8482.5%FinanceRTXRTX$168,731,081$1,206,564 ▼-0.7%1,155,5332.1%AerospaceCOSTCostco Wholesale$161,417,773$2,527,319 ▼-1.5%163,0582.0%Retail/WholesaleHDHome Depot$157,040,714$968,296 ▼-0.6%428,3242.0%Retail/WholesaleFIFiserv$149,275,997$1,090,149 ▲0.7%865,8191.9%Business ServicesDHRDanaher$137,266,565$844,880 ▲0.6%694,8791.7%MedicalANSSANSYS$133,773,807$2,053,233 ▼-1.5%380,8831.7%Computer and TechnologyECLEcolab$127,802,964$704,047 ▲0.6%474,3281.6%Basic MaterialsPGProcter & Gamble$125,900,626$856,982 ▼-0.7%790,2381.6%Consumer StaplesAMZNAmazon.com$120,197,783$3,323,763 ▲2.8%547,8721.5%Retail/WholesaleLLYEli Lilly and Company$116,496,960$709,373 ▲0.6%149,4451.5%MedicalCBChubb$116,284,344$866,553 ▼-0.7%401,3681.5%FinanceROPRoper Technologies$113,667,850$466,509 ▲0.4%200,5291.4%Computer and TechnologyJNJJohnson & Johnson$104,961,184$8,401 ▼0.0%687,1421.3%MedicalTJXTJX Companies$96,941,821$64,215 ▲0.1%785,0171.2%Retail/WholesaleVRTXVertex Pharmaceuticals$96,717,007$4,276,145 ▲4.6%217,2441.2%MedicalMDYSPDR S&P MidCap 400 ETF Trust$95,988,323$247,552 ▼-0.3%169,4471.2%ETFAJGArthur J. Gallagher & Co.$94,304,616$1,054,797 ▼-1.1%294,5911.2%FinanceAMPAmeriprise Financial$93,911,512$1,375,958 ▼-1.4%175,9531.2%FinanceWSOWatsco$93,707,440$29,589 ▼0.0%212,1901.2%ConstructionMETAMeta Platforms$91,545,379$3,468,288 ▲3.9%124,0301.1%Computer and TechnologyMCDMcDonald's$90,855,345$457,539 ▼-0.5%310,9671.1%Retail/WholesaleIDXXIDEXX Laboratories$90,650,615$444,626 ▼-0.5%169,0171.1%MedicalABTAbbott Laboratories$86,248,738$53,316 ▼-0.1%634,1351.1%MedicalRMDResMed$85,547,124$434,988 ▲0.5%331,5781.1%MedicalGOOGLAlphabet$75,892,942$836,917 ▼-1.1%430,6470.9%Computer and TechnologyADPAutomatic Data Processing$73,221,403$1,145,395 ▼-1.5%237,4240.9%Computer and TechnologyMTDMettler-Toledo International$70,875,564$821,129 ▼-1.1%60,3340.9%MedicalPEPPepsiCo$70,349,476$3,096,999 ▼-4.2%532,7890.9%Consumer StaplesIRMIron Mountain$68,612,941$523,517 ▼-0.8%668,9380.9%Business ServicesABBVAbbVie$64,950,319$875,013 ▼-1.3%349,9100.8%MedicalCVXChevron$59,508,159$133,310 ▲0.2%415,5880.7%EnergyBRK.BBerkshire Hathaway$58,868,574$806,379 ▼-1.4%121,1860.7%FinanceKMXCarMax$57,697,932$1,027,777 ▼-1.8%858,4710.7%Retail/WholesaleAVGOBroadcom$56,478,362$8,471,575 ▲17.6%204,8910.7%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$55,564,912$891,808 ▲1.6%974,6510.7%ETFPAYXPaychex$54,377,035$710,281 ▼-1.3%373,8280.7%Computer and TechnologyNOWServiceNow$53,883,688$9,810,960 ▲22.3%52,4120.7%Computer and TechnologyWMTWalmart$51,480,294$599,099 ▲1.2%526,4900.6%Retail/WholesaleCSLCarlisle Companies$50,980,307$6,900,059 ▲15.7%136,5300.6%Multi-Sector ConglomeratesXYLXylem$49,329,497$1,618,682 ▲3.4%381,3350.6%Business ServicesBKNGBooking$49,017,445$75,260 ▼-0.2%8,4670.6%Retail/WholesaleLINDE PLC$48,384,712$399,738 ▲0.8%103,1270.6%SHSBACBank of America$47,891,398$28,013 ▲0.1%1,012,0750.6%FinanceNEENextEra Energy$46,331,876$4,681,004 ▲11.2%667,4120.6%UtilitiesCSCOCisco Systems$45,274,910$71,739 ▼-0.2%652,5630.6%Computer and TechnologyLECOLincoln Electric$44,668,328$946,830 ▲2.2%215,4560.6%IndustrialsCHDChurch & Dwight$43,102,773$99,089 ▼-0.2%448,4730.5%Consumer StaplesCTASCintas$43,067,623$166,038 ▲0.4%193,2410.5%Business ServicesADBEAdobe$40,106,710$5,644,195 ▼-12.3%103,6670.5%Computer and TechnologyEMLPFirst Trust North American Energy Infrastructure Fund$39,894,272$48,838 ▼-0.1%1,063,5630.5%ETFAOSA. O. Smith$39,095,856$213,956 ▲0.6%596,2440.5%IndustrialsTMOThermo Fisher Scientific$36,943,168$265,577 ▼-0.7%91,1140.5%MedicalACNAccenture$36,620,380$72,332 ▼-0.2%122,5210.5%Computer and TechnologyLHXL3Harris Technologies$35,842,275$321,828 ▲0.9%142,8890.4%AerospaceAFLAflac$35,150,031$856,546 ▼-2.4%333,3020.4%FinanceXOMExxon Mobil$33,083,364$151,351 ▼-0.5%306,8960.4%EnergyVZVerizon Communications$31,459,935$50,583 ▲0.2%727,0590.4%Computer and TechnologyFTSLFirst Trust Senior Loan ETF$31,305,142$1,002,421 ▲3.3%682,1780.4%ManufacturingDOVDover$29,051,137$451,296 ▼-1.5%158,5500.4%IndustrialsAXPAmerican Express$28,323,206$274,642 ▼-1.0%88,7930.4%FinanceMRKMerck & Co., Inc.$26,250,071$471,002 ▼-1.8%331,6080.3%MedicalTSCOTractor Supply$25,761,719$74,775 ▲0.3%488,1880.3%Retail/WholesaleORCLOracle$25,544,309$550,729 ▲2.2%116,8380.3%Computer and TechnologyOTISOtis Worldwide$25,479,063$656,602 ▼-2.5%257,3120.3%IndustrialsSPYSPDR S&P 500 ETF Trust$25,218,183$995,357 ▼-3.8%40,8160.3%FinanceMCOMoody's$24,631,120$120,883 ▲0.5%49,1060.3%FinanceQCOMQUALCOMM$22,843,950$70,711 ▼-0.3%143,4380.3%Computer and TechnologyKOCocaCola$20,739,029$204,044 ▼-1.0%293,1300.3%Consumer StaplesPFFiShares Preferred and Income Securities ETF$20,442,687$165,948 ▼-0.8%666,3200.3%ETFGSKGSK$19,943,6160.0%519,3650.2%MedicalOMCOmnicom Group$19,028,007$575,665 ▼-2.9%264,4980.2%Business ServicesIBMInternational Business Machines$17,438,970$250,269 ▼-1.4%59,1590.2%Computer and TechnologyCMCSAComcast$16,940,580$11,189,124 ▼-39.8%474,6580.2%Consumer DiscretionarySHOPShopify$16,854,514$290,106 ▲1.8%146,1160.2%Computer and TechnologyEQIXEquinix$16,283,263$1,061,952 ▲7.0%20,4700.2%FinanceEMREmerson Electric$15,646,018$473,055 ▼-2.9%117,3480.2%IndustrialsCMICummins$14,775,213$220,408 ▼-1.5%45,1150.2%Auto/Tires/TrucksEWEdwards Lifesciences$14,532,136$2,145,928 ▼-12.9%185,8090.2%MedicalIJRiShares Core S&P Small-Cap ETF$14,129,055$3,369,421 ▲31.3%129,2800.2%ETFLANCASTER COLONY CORP$13,205,173$91,395 ▼-0.7%76,4320.2%COMGDXVanEck Gold Miners ETF$12,491,140$113,752 ▼-0.9%239,9360.2%ETFBSXBoston Scientific$12,184,699$123,414 ▲1.0%113,4410.2%MedicalGEGE Aerospace$12,099,733$351,855 ▼-2.8%47,0090.2%AerospaceEXPDExpeditors International of Washington$11,775,985$71,406 ▼-0.6%103,0720.1%TransportationCGNXCognex$10,920,095$441,638 ▲4.2%344,2650.1%Computer and TechnologyIVViShares Core S&P 500 ETF$10,782,553$67,057 ▲0.6%17,3660.1%ETFCARRCarrier Global$10,527,526$247,456 ▼-2.3%143,8380.1%ConstructionPGRProgressive$10,002,714$402,692 ▼-3.9%37,4830.1%FinanceSBUXStarbucks$9,789,947$329,960 ▼-3.3%106,8420.1%Retail/WholesaleAPDAir Products and Chemicals$9,610,915$691,329 ▼-6.7%34,0740.1%Basic MaterialsSHWSherwin-Williams$9,472,957$265,761 ▼-2.7%27,5890.1%Basic MaterialsPFEPfizer$9,110,093$999,367 ▼-9.9%375,8290.1%MedicalShowing largest 100 holdings. 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