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Home > Institutional Investor > Welch & Forbes Llc > Profile

Instuitional Investor - Welch & Forbes Llc

Fund Profile
Filing Period:
Fund Name: Welch & Forbes Llc
Portfolio Value $7,778,080,062
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 3,987,908 $535,536,394 6.88%
2.
Apple Inc.
 AAPL 1,758,178 $440,283,055 5.66%
3.
Microsoft Corp
 MSFT 905,642 $381,729,154 4.9%
4.
O Reilly Automotive Inc
 ORLY 200,368 $237,596,387 3.05%
5.
Visa Inc.
 V 744,750 $235,370,765 3.02%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)