Institutional Fund
Welch & Forbes LLC
Boston, MACIK 1054955 filings on record
Portfolio Value
$7.73B
Q1 2026
Holdings
368
Reported positions
New Buys
9
Opened this quarter
QoQ Change
-6.3%
from $8.25B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation7.0%
- Apple Inc5.5%
- Alphabet Inc4.3%
- Microsoft Corp4.2%
- Oreilly Automotive Inc3.4%
- Visa Inc2.8%
- Other72.7%
Portfolio Holdings
368 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 3.10M | $540.01M | 7.0% | −240.9K | Reduced |
| 2 | Apple Inc | 1.68M | $426.34M | 5.5% | −22.3K | Reduced |
| 3 | Alphabet Inc | 1.17M | $336.30M | 4.3% | −14.5K | Reduced |
| 4 | Microsoft Corp | 881.6K | $326.34M | 4.2% | −5.9K | Reduced |
| 5 | Oreilly Automotive Inc | 2.83M | $261.44M | 3.4% | −37.6K | Reduced |
| 6 | Visa Inc | 719.6K | $217.48M | 2.8% | −6.2K | Reduced |
| 7 | Rtx Corporation | 1.09M | $211.15M | 2.7% | −28.6K | Reduced |
| 8 | Jpmorgan Chase & Co. | 652.9K | $192.06M | 2.5% | −13.1K | Reduced |
| 9 | Stryker Corporation | 509.1K | $167.27M | 2.2% | −3.4K | Reduced |
| 10 | Costco Whsl Corp New | 161.4K | $160.79M | 2.1% | −979 | Reduced |
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