Welch & Forbes LLC Top Holdings and 13F Report (2025) About Welch & Forbes LLCInvestment ActivityWelch & Forbes LLC has $7.73 billion in total holdings as of June 30, 2025.Welch & Forbes LLC owns shares of 368 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 0.69% of the portfolio was purchased this quarter.About 2.40% of the portfolio was sold this quarter.This quarter, Welch & Forbes LLC has purchased 374 new stocks and bought additional shares in 73 stocks.Welch & Forbes LLC sold shares of 191 stocks and completely divested from 15 stocks this quarter.Largest Holdings NVIDIA $540,012,684Apple $426,344,238Alphabet $336,304,140Microsoft $326,336,265O'Reilly Automotive $261,437,815 Largest New Holdings this Quarter 293792107 - Enterprise Products Partners $1,108,522 Holding260557103 - DOW $243,196 Holding31428X106 - FedEx $237,216 Holding26884L109 - EQT $206,830 Holding031100100 - AMETEK $206,215 Holding Largest Purchases this Quarter Netflix 115,125 shares (about $11.07M)Palo Alto Networks 66,141 shares (about $10.60M)ServiceNow 58,687 shares (about $6.14M)Broadcom 11,865 shares (about $3.67M)Carlisle Companies 8,940 shares (about $2.98M) Largest Sales this Quarter NVIDIA 240,909 shares (about $42.01M)Adobe 63,022 shares (about $15.32M)SPDR S&P 500 ETF Trust 10,530 shares (about $6.85M)Apple 22,288 shares (about $5.66M)RTX 28,646 shares (about $5.53M) 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$540,012,684$42,014,530 â–¼-7.2%3,096,4037.0%Computer and TechnologyAAPLApple$426,344,238$5,656,473 â–¼-1.3%1,679,9095.5%Computer and TechnologyGOOGAlphabet$336,304,140$4,160,332 â–¼-1.2%1,172,3634.3%Computer and TechnologyMSFTMicrosoft$326,336,265$2,175,494 â–¼-0.7%881,5834.2%Computer and TechnologyORLYO'Reilly Automotive$261,437,815$3,472,428 â–¼-1.3%2,832,1703.4%Retail/WholesaleVVisa$217,477,101$1,865,123 â–¼-0.9%719,5512.8%Business ServicesRTXRTX$211,147,457$5,525,821 â–¼-2.6%1,094,5942.7%AerospaceJPMJPMorgan Chase & Co.$192,059,041$3,838,786 â–¼-2.0%652,9072.5%FinanceSYKStryker$167,270,611$1,125,094 â–¼-0.7%509,0552.2%MedicalCOSTCostco Wholesale$160,789,933$975,505 â–¼-0.6%161,3662.1%Retail/WholesaleJNJJohnson & Johnson$160,726,151$3,071,633 â–¼-1.9%657,5282.1%MedicalLLYEli Lilly and Company$154,737,568$383,544 â–²0.2%168,2352.0%MedicalHDHome Depot$140,993,340$70,383 â–²0.0%428,6941.8%Retail/WholesaleCBChubb$126,055,562$2,346,373 â–¼-1.8%386,7561.6%FinanceECLEcolab$125,147,368$457,821 â–¼-0.4%470,4431.6%Basic MaterialsTJXTJX Companies$123,284,521$956,923 â–¼-0.8%771,9751.6%Retail/WholesaleAMZNAmazon.com$118,290,387$999,697 â–²0.9%567,9661.5%Retail/WholesaleGOOGLAlphabet$117,739,998$3,358,701 â–¼-2.8%409,4451.5%Computer and TechnologyDHRDanaher$116,159,775$1,201,685 â–¼-1.0%612,6571.5%MedicalPGProcter & Gamble$110,330,794$632,070 â–¼-0.6%763,8521.4%Consumer StaplesMDYSPDR S&P MidCap 400 ETF Trust$99,640,041$3,206,535 â–¼-3.1%161,5541.3%ETFVRTXVertex Pharmaceuticals$98,091,119$656,861 â–²0.7%219,6691.3%MedicalIDXXIDEXX Laboratories$94,499,273$56,751 â–¼-0.1%168,1811.2%MedicalMCDMcDonald's$94,476,863$751,180 â–¼-0.8%303,9891.2%Retail/WholesaleCVXChevron$82,871,095$1,481,201 â–¼-1.8%400,5361.1%EnergyAMPAmeriprise Financial$77,086,073$185,315 â–¼-0.2%173,4611.0%FinanceMETAMeta Platforms$76,647,779$2,253,051 â–²3.0%133,9691.0%Computer and TechnologyWSOWatsco$76,325,115$332,141 â–¼-0.4%209,8051.0%ConstructionABBVAbbVie$74,732,871$507,187 â–¼-0.7%343,6151.0%MedicalAVGOBroadcom$74,728,520$3,672,342 â–²5.2%241,4411.0%Computer and TechnologyMTDMettler-Toledo International$74,167,381$682,309 â–¼-0.9%58,8071.0%MedicalRMDResMed$73,271,852$440,879 â–¼-0.6%326,4070.9%MedicalIRMIron Mountain$66,602,179$438,793 â–¼-0.7%652,0680.9%Business ServicesWALMART INC$65,010,610$1,507,640 â–¼-2.3%523,0980.8%COMABTAbbott Laboratories$64,665,335$213,040 â–¼-0.3%629,8360.8%MedicalPEPPepsiCo$64,597,188$2,049,211 â–¼-3.1%415,9770.8%Consumer StaplesROPER TECHNOLOGIES INC$63,737,387$5,075,424 â–¼-7.4%180,1200.8%COMAJGArthur J. Gallagher & Co.$63,520,469$214,415 â–¼-0.3%293,2880.8%FinanceNEENextEra Energy$62,730,038$59,350 â–¼-0.1%675,3880.8%UtilitiesVEAVanguard FTSE Developed Markets ETF$62,183,934$194,034 â–²0.3%970,4110.8%ETFBRK.BBerkshire Hathaway$56,323,241$524,724 â–¼-0.9%117,5360.7%FinanceLECOLincoln Electric$52,278,901$685,468 â–¼-1.3%209,8880.7%IndustrialsLINDE PLC$52,188,181$347,029 â–²0.7%105,2700.7%SHSXYLXylem$49,456,016$1,436,758 â–²3.0%413,8550.6%Business ServicesCSCOCisco Systems$49,157,021$692,803 â–¼-1.4%633,5470.6%Computer and TechnologyXOMExxonMobil$48,350,022$684,069 â–¼-1.4%284,9820.6%EnergyPANWPalo Alto Networks$48,186,462$10,603,734 â–²28.2%300,5640.6%Computer and TechnologyLHXL3Harris Technologies$47,663,958$962,281 â–¼-2.0%138,0960.6%AerospaceBACBank of America$47,609,163$652,423 â–¼-1.4%976,5950.6%FinanceCSLCarlisle Companies$46,862,332$2,982,567 â–²6.8%140,4660.6%Multi-Sector ConglomeratesBKNGBooking$45,766,229$905,220 â–²2.0%10,8700.6%Retail/WholesaleADPAutomatic Data Processing$45,504,117$517,702 â–¼-1.1%223,9600.6%Computer and TechnologyTMOThermo Fisher Scientific$43,713,828$73,730 â–¼-0.2%88,9340.6%MedicalEMLPFirst Trust North American Energy Infrastructure Fund$43,485,496$1,951,428 â–¼-4.3%996,0030.6%ETFAOSA. O. Smith$38,230,813$398,081 â–¼-1.0%579,7800.5%IndustrialsMRKMerck & Co., Inc.$38,176,176$584,729 â–¼-1.5%317,3680.5%MedicalCHDChurch & Dwight$35,359,128$2,652,154 â–¼-7.0%378,9020.5%Consumer StaplesAFLAflac$34,779,306$464,842 â–¼-1.3%317,0110.4%FinancePAYXPaychex$33,358,125$585,607 â–¼-1.7%362,1160.4%Computer and TechnologyVZVerizon Communications$32,743,649$622,480 â–¼-1.9%652,2640.4%Computer and TechnologyCTASCintas$32,207,484$14,884 â–¼0.0%190,4190.4%Business ServicesDOVDover$29,900,714$154,045 â–¼-0.5%143,4430.4%IndustrialsNOWServiceNow$29,782,740$6,135,769 â–²25.9%284,8640.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$29,673,726$6,848,083 â–¼-18.8%45,6280.4%FinanceGSKGSK$28,621,3680.0%518,5970.4%MedicalFTSLFirst Trust Senior Loan ETF$28,307,903$2,915,986 â–¼-9.3%631,8730.4%ManufacturingFISERV INC$28,256,792$2,845,243 â–¼-9.1%506,3940.4%COMEQIXEquinix$25,284,288$602,847 â–²2.4%25,7940.3%FinanceAXPAmerican Express$24,731,978$1,658,196 â–¼-6.3%81,7640.3%FinanceCMICummins$23,033,181$838,773 â–¼-3.5%42,8110.3%Auto/Tires/TrucksMCOMoody's$22,159,409$253,026 â–²1.2%50,7950.3%FinanceTSCOTractor Supply$21,649,707$449,877 â–¼-2.0%477,9160.3%Retail/WholesaleKOCocaCola$21,379,004$187,844 â–¼-0.9%281,1170.3%Consumer StaplesOTISOtis Worldwide$18,936,863$69,526 â–¼-0.4%245,6780.2%IndustrialsSHOPIFY INC$18,211,874$70,816 â–²0.4%153,5310.2%CL A SUB VTG SHSOMCOmnicom Group$17,951,616$1,064,208 â–¼-5.6%238,3690.2%Business ServicesQCOMQualcomm$17,803,970$229,872 â–¼-1.3%138,2510.2%Computer and TechnologyKMXCarMax$17,747,749$820,791 â–¼-4.4%426,8330.2%Retail/WholesalePFFiShares Preferred and Income Securities ETF$17,729,358$293,680 â–¼-1.6%584,7410.2%ETFIJRiShares Core S&P Small-Cap ETF$17,545,664$393,940 â–²2.3%141,1440.2%ETFGDXVanEck Gold Miners ETF$17,183,912$2,480,186 â–¼-12.6%187,2490.2%ETFORCLOracle$16,760,991$188,301 â–²1.1%113,9350.2%Computer and TechnologyACNAccenture$16,691,508$768,773 â–¼-4.4%84,1770.2%Computer and TechnologyUBERUber Technologies$16,115,820$2,208,473 â–¼-12.1%224,0480.2%Computer and TechnologyCGNXCognex$15,818,548$379,428 â–¼-2.3%322,8930.2%Computer and TechnologyEMREmerson Electric$14,474,571$353,492 â–¼-2.4%110,4760.2%IndustrialsEWEdwards Lifesciences$14,374,679$173,533 â–¼-1.2%179,5040.2%MedicalEXPDExpeditors International of Washington$14,374,141$272,424 â–¼-1.9%100,3570.2%TransportationCATCaterpillar$13,482,703$264,964 â–¼-1.9%19,0310.2%IndustrialsSNPSSynopsys$13,278,500$818,730 â–¼-5.8%33,4910.2%Computer and TechnologyGEGE Aerospace$12,991,648$141,602 â–²1.1%45,7820.2%AerospaceIBMInternational Business Machines$12,954,603$112,954 â–¼-0.9%53,4450.2%Computer and TechnologyNFLXNetflix$11,388,829$11,069,321 â–²3,464.5%118,4480.1%Consumer DiscretionaryIVViShares Core S&P 500 ETF$11,146,375$833,496 â–¼-7.0%17,0640.1%ETFMARZETTI COMPANY$10,018,288$16,600 â–¼-0.2%72,4230.1%COMPFEPfizer$9,732,077$254,938 â–¼-2.6%346,5840.1%MedicalGE VERNOVA INC$9,710,145$108,240 â–²1.1%11,1240.1%COMAPDAir Products and Chemicals$9,662,282$72,623 â–¼-0.7%33,2620.1%Basic MaterialsNVSNovartis$8,802,399$528,822 â–¼-5.7%57,6260.1%MedicalAMGNAmgen$8,742,073$29,907 â–¼-0.3%24,8460.1%MedicalShowing largest 100 holdings. 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