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Filers›Hedge Fund›WELCH & FORBES LLC
DOSSIER · 13F-HR · Q1 2026

WELCH & FORBES LLC

WELCH & FORBES's hedge fund based in Chicago, IL — $7.7B in tracked AUM across 368 positions as of Q1 2026.

W&
WELCH & FORBES·Chicago, IL·Hedge Fund
CIK 0000105495 · last filed Mar 31, 2026
Total AUM
$7.7B
▼ 10.1%
vs prior
Holdings
368
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
Top sector
Tech
27% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

WELCH & FORBES LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$540M3.1M7.0%
02
AAPL
APPLE INC
$426M1.7M5.5%
03
GOOG
ALPHABET INC
$336M1.2M4.3%
04
MSFT
MICROSOFT CORP
$326M882K4.2%
05
ORLY
OREILLY AUTOMOTIVE INC
$261M2.8M3.4%
06
V
VISA INC
$217M720K2.8%
07
RTX
RTX CORPORATION
$211M1.1M2.7%
08
JPM
JPMORGAN CHASE & CO
$192M653K2.5%
09
SYK
STRYKER CORPORATION
$167M509K2.2%
10
COST
COSTCO WHOLESALE CORPORATION
$161M161K2.1%

Filing history

Filing history loading…
AI Agent · grounded in WELCH
haiku-4-5 · 368 positions indexed
Sector mix
  • Tech27%
  • Health Care18%
  • Cons. Disc.11%
  • Industrials38%
  • Energy9%
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