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Welch & Forbes LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 105495

$8.23B

disclosed book value

388

positions

7.4%

largest position share

Positions, as of 2026-06-30

top 100 of 388 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA CORPORATION3.0M$608.5M7.4%
2AAPLAPPLE INC1.7M$481.2M5.8%
3GOOGALPHABET INC1.2M$407.5M5%
4MSFTMICROSOFT CORP887,243$331.0M4%
5ORLYOREILLY AUTOMOTIVE INC2.8M$258.7M3.1%
6VVISA INC705,106$241.9M2.9%
7JPMJPMORGAN CHASE & CO645,494$211.3M2.6%
8LLYELI LILLY & CO172,704$207.1M2.5%
9RTXRTX CORPORATION1.1M$203.0M2.5%
10JNJJOHNSON & JOHNSON657,989$167.1M2%
11SYKSTRYKER CORPORATION519,496$163.6M2%
12COSTCOSTCO WHOLESALE CORPORATION162,277$151.8M1.8%
13HDHOME DEPOT INC428,508$151.1M1.8%
14GOOGLALPHABET INC401,718$143.6M1.7%
15AMZNAMAZON COM INC579,893$138.2M1.7%
16CHUBB LIMITED384,803$131.1M1.6%
17ECLECOLAB INC468,722$130.6M1.6%
18TJXTJX COS INC NEW767,963$116.3M1.4%
19DHRDANAHER CORP DEL598,324$114.0M1.4%
20PGPROCTER & GAMBLE CO754,625$110.7M1.3%
21PANWPALO ALTO NETWORKS INC322,392$109.9M1.3%
22VRTXVERTEX PHARMACEUTICALS INC221,304$109.9M1.3%
23MDYSTATE STR SPDR S&P MIDCAP 40142,173$100.0M1.2%
24AVGOBROADCOM INC263,007$99.4M1.2%
25IDXXIDEXX LABS INC167,666$88.3M1.1%
26WSOWATSCO INC209,280$87.2M1.1%
27ABBVABBVIE INC345,978$87.1M1.1%
28METAMETA PLATFORMS INC148,710$83.8M1%
29MCDMCDONALDS CORP298,932$80.8M1%
30IRMIRON MTN INC DEL639,322$80.8M1%
31AMPAMERIPRISE FINL INC171,132$78.5M1%
32CSCOCISCO SYS INC629,560$73.9M0.9%
33MTDMETTLER TOLEDO INTERNATIONAL57,090$72.9M0.9%
34VEAVANGUARD TAX-MANAGED FDS950,233$67.7M0.8%
35AJGGALLAGHER ARTHUR J & CO289,883$66.5M0.8%
36CVXCHEVRON CORPORATION398,635$66.1M0.8%
37RMDRESMED INC322,033$62.8M0.8%
38NEENEXTERA ENERGY INC696,876$61.2M0.7%
39WMTWALMART INC526,233$59.6M0.7%
40BRK/BBERKSHIRE HATHAWAY INC DEL115,656$57.9M0.7%
41LECOLINCOLN ELEC HLDGS INC208,918$55.5M0.7%
42BACBANK OF AMER CORP957,307$54.5M0.7%
43PEPPEPSICO INC402,525$54.5M0.7%
44LINDE PLC104,115$54.0M0.7%
45ABTABBOTT LABORATORIES595,129$54.0M0.7%
46CSLCARLISLE COS INC142,765$51.8M0.6%
47ADPAUTOMATIC DATA PROCESSING IN223,090$50.0M0.6%
48ROPROPER TECHNOLOGIES INC140,495$47.5M0.6%
49BKNGBOOKING HOLDINGS INC263,055$46.9M0.6%
50XYLXYLEM INC395,967$46.8M0.6%
51TMOTHERMO FISHER SCIENTIFIC INC83,322$41.8M0.5%
52EMLPFIRST TR EXCHANGE-TRADED FD937,533$40.8M0.5%
53MRKMERCK & CO INC316,952$40.7M0.5%
54LHXL3HARRIS TECHNOLOGIES INC139,101$40.4M0.5%
55EXMOCEXXON MOBIL CORP287,954$39.4M0.5%
56AFLAFLAC INC315,029$36.9M0.4%
57PAYXPAYCHEX INC363,475$35.7M0.4%
58CHDCHURCH & DWIGHT CO INC357,066$34.6M0.4%
59AOSSMITH A O CORP532,209$33.4M0.4%
60SPYSTATE STR SPDR S&P 500 ETF T43,500$32.5M0.4%
61CTASCINTAS CORP190,216$32.4M0.4%
62DOVDOVER CORP142,893$32.0M0.4%
63CMICUMMINS INC41,387$29.5M0.4%
64AXPAMERICAN EXPRESS CO81,174$27.5M0.3%
65NOWSERVICENOW INC275,179$27.3M0.3%
66GSKGSK PLC518,597$27.2M0.3%
67VZVERIZON COMMUNICATIONS INC641,841$27.2M0.3%
68FTSLFIRST TR EXCHANGE-TRADED FD597,151$26.7M0.3%
69EQIXEQUINIX INC25,590$26.7M0.3%
70QCOMQUALCOMM INC138,519$25.6M0.3%
71CGNXCOGNEX CORP330,660$23.9M0.3%
72MCOMOODYS CORP51,007$23.1M0.3%
73KOCOCA COLA CO270,059$21.9M0.3%
74CATCATERPILLAR INC20,137$21.4M0.3%
75IJRISHARES TR138,219$20.5M0.2%
76KMXCARMAX INC387,190$20.5M0.2%
77IBMINTERNATIONAL BUSINESS MACHS69,666$19.6M0.2%
78INTCINTEL CORP139,049$19.4M0.2%
79SHOPSHOPIFY INC159,087$18.2M0.2%
80ORCLORACLE CORP121,788$17.8M0.2%
81OTISOTIS WORLDWIDE CORP238,066$17.0M0.2%
82GEGE AEROSPACE44,138$16.5M0.2%
83EXPDEXPEDITORS INTL WASH INC99,915$16.3M0.2%
84EWEDWARDS LIFESCIENCES CORP178,868$16.2M0.2%
85OMCOMNICOM GROUP INC220,272$16.0M0.2%
86UBERUBER TECHNOLOGIES INC222,080$16.0M0.2%
87EMREMERSON ELEC CO111,601$16.0M0.2%
88PFFISHARES TR521,867$15.9M0.2%
89FISVFISERV INC308,444$15.1M0.2%
90SNPSSYNOPSYS INC33,409$14.9M0.2%
91TSCOTRACTOR SUPPLY CO418,308$13.2M0.2%
92GDXVANECK ETF TRUST169,404$12.8M0.2%
93NFLXNETFLIX INC.177,517$12.7M0.2%
94IVVISHARES TR16,765$12.6M0.2%
95GEVGE VERNOVA INC10,672$12.5M0.2%
96ADIANALOG DEVICES INC27,288$10.8M0.1%
97CARRCARRIER GLOBAL CORPORATION139,202$10.2M0.1%
98APDAIR PRODUCTS AND CHEMICALS I33,571$9.8M0.1%
99VEUVANGUARD INTL EQUITY INDEX F117,094$9.8M0.1%
100SHWSHERWIN WILLIAMS CO27,480$9.5M0.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.