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Home > Institutional Investor > Welch Group, Llc > Profile

Instuitional Investor - Welch Group, Llc

Fund Profile
Filing Period:
Fund Name: Welch Group, Llc
Portfolio Value $2,220,530,924
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 361,297 $91,119,012 4.1%
2.
Servisfirst Bancshares Inc.
 SFBS 1,035,624 $88,690,833 3.99%
3.
Microsoft Corp
 MSFT 201,277 $85,508,639 3.85%
4.
Jpmorgan Chase & Co
 JPM 301,071 $72,052,267 3.24%
5.
International Business Machines Corp
 IBM 319,247 $70,314,049 3.16%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)