Welch & Forbes

Latest statistics and disclosures from Welch & Forbes's latest quarterly 13F-HR filing:

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Portfolio Holdings for Welch & Forbes

Welch & Forbes holds 367 positions in its portfolio as reported in the September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.1 $306M 1.8M 171.21
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Microsoft Corporation (MSFT) 4.7 $286M 905k 315.75
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NVIDIA Corporation (NVDA) 3.7 $223M -5% 513k 434.99
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O'reilly Automotive (ORLY) 3.2 $194M 213k 908.86
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Visa Com Cl A (V) 2.9 $175M 762k 230.01
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Danaher Corporation (DHR) 2.8 $168M 676k 248.10
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Alphabet Cap Stk Cl C (GOOG) 2.6 $155M 1.2M 131.85
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Stryker Corporation (SYK) 2.4 $143M 524k 273.27
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Home Depot (HD) 2.2 $131M 433k 302.16
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Ansys (ANSS) 2.0 $124M 416k 297.55
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Johnson & Johnson (JNJ) 2.0 $122M 784k 155.75
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Procter & Gamble Company (PG) 1.9 $118M 806k 145.86
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JPMorgan Chase & Co. (JPM) 1.7 $105M 726k 145.02
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Fiserv (FI) 1.7 $103M 909k 112.96
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Pepsi (PEP) 1.7 $100M 592k 169.44
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Costco Wholesale Corporation (COST) 1.6 $96M 170k 564.96
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Roper Industries (ROP) 1.6 $94M 195k 484.28
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Chubb (CB) 1.4 $87M 417k 208.18
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McDonald's Corporation (MCD) 1.4 $85M 323k 263.44
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Raytheon Technologies Corp (RTX) 1.4 $84M 1.2M 71.97
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Watsco, Incorporated (WSO) 1.3 $80M 212k 377.72
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Ecolab (ECL) 1.3 $78M 462k 169.40
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IDEXX Laboratories (IDXX) 1.2 $75M 172k 437.27
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.2 $74M 163k 456.64
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Mettler-Toledo International (MTD) 1.2 $72M 65k 1108.07
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TJX Companies (TJX) 1.2 $71M 794k 88.88
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Eli Lilly & Co. (LLY) 1.2 $70M +6% 130k 537.13
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Arthur J. Gallagher & Co. (AJG) 1.1 $67M 295k 227.93
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Chevron Corporation (CVX) 1.1 $66M +2% 391k 168.62
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Ameriprise Financial (AMP) 1.1 $66M 199k 329.68
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CarMax (KMX) 1.1 $65M 915k 70.73
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Vertex Pharmaceuticals Incorporated (VRTX) 1.1 $64M 185k 347.74
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Abbott Laboratories (ABT) 1.0 $62M 642k 96.85
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Alphabet Cap Stk Cl A (GOOGL) 1.0 $60M 458k 130.86
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Automatic Data Processing (ADP) 1.0 $60M -2% 248k 240.58
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Abbvie (ABBV) 1.0 $59M 395k 149.06
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Amazon (AMZN) 0.9 $56M +2% 443k 127.12
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Comcast Corp Cl A (CMCSA) 0.9 $55M 1.2M 44.34
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Adobe Systems Incorporated (ADBE) 0.8 $48M +2% 95k 509.90
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Paychex (PAYX) 0.8 $48M -2% 414k 115.33
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ResMed (RMD) 0.8 $47M +2% 317k 147.87
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.8 $47M 134k 350.30
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Thermo Fisher Scientific (TMO) 0.7 $44M +4% 88k 506.17
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Iron Mountain (IRM) 0.7 $44M 738k 59.45
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Merck & Co (MRK) 0.7 $41M 393k 102.95
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Church & Dwight (CHD) 0.7 $40M 440k 91.63
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Exxon Mobil Corporation (XOM) 0.6 $38M 323k 117.58
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A. O. Smith Corporation (AOS) 0.6 $36M 548k 66.13
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $36M +3% 820k 43.72
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Accenture Plc Ireland Shs Class A (ACN) 0.6 $35M +6% 113k 307.11
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AFLAC Incorporated (AFL) 0.6 $34M 447k 76.75
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Cisco Systems (CSCO) 0.6 $34M 627k 53.76
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Linde SHS (LIN) 0.6 $34M +4% 90k 372.35
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Lincoln Electric Holdings (LECO) 0.5 $32M +3% 178k 181.79
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Bank of America Corporation (BAC) 0.5 $31M -2% 1.1M 27.38
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Meta Platforms Cl A (META) 0.5 $31M 103k 300.21
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First Tr Exchange-traded No Amer Energy (EMLP) 0.5 $30M -2% 1.1M 26.42
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Nextera Energy (NEE) 0.5 $28M +36% 489k 57.29
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Booking Holdings (BKNG) 0.4 $27M 8.6k 3083.96
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Wal-Mart Stores (WMT) 0.4 $27M 166k 159.93
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First Tr Exchange-traded Senior Ln Fd (FTSL) 0.4 $26M +6% 575k 45.74
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Verizon Communications (VZ) 0.4 $26M 806k 32.41
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Otis Worldwide Corp (OTIS) 0.4 $25M 306k 80.31
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Starbucks Corporation (SBUX) 0.4 $24M 264k 91.27
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Dover Corporation (DOV) 0.4 $23M 168k 139.51
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Becton, Dickinson and (BDX) 0.4 $23M 88k 258.53
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Omni (OMC) 0.4 $23M +8% 303k 74.48
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Ishares Tr Pfd And Incm Sec (PFF) 0.4 $22M -6% 735k 30.15
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Cintas Corporation (CTAS) 0.4 $21M +2% 45k 481.01
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L3harris Technologies (LHX) 0.3 $21M 120k 174.12
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Ball Corporation (BALL) 0.3 $21M +2% 411k 49.78
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Toronto Dominion Bk Ont Com New (TD) 0.3 $20M 338k 60.26
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Carlisle Companies (CSL) 0.3 $20M +7% 78k 259.26
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $20M 46k 427.48
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Constellation Brands Cl A (STZ) 0.3 $20M 78k 251.33
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Coca-Cola Company (KO) 0.3 $20M -2% 351k 55.98
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GSK Sponsored Adr (GSK) 0.3 $19M 521k 36.25
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Pfizer (PFE) 0.3 $19M -2% 561k 33.17
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Edwards Lifesciences (EW) 0.3 $18M -2% 265k 69.28
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American Water Works (AWK) 0.3 $18M 144k 123.83
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Qualcomm (QCOM) 0.3 $18M 159k 111.06
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $17M +3% 96k 176.74
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Tractor Supply Company (TSCO) 0.3 $17M +5% 81k 203.05
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Intel Corporation (INTC) 0.3 $16M -2% 449k 35.55
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Expeditors International of Washington (EXPD) 0.2 $15M -3% 132k 114.63
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Emerson Electric (EMR) 0.2 $14M 142k 96.57
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Boston Scientific Corporation (BSX) 0.2 $14M 257k 52.80
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American Express Company (AXP) 0.2 $14M 90k 149.19
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Oracle Corporation (ORCL) 0.2 $13M +4% 126k 105.92
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Cognex Corporation (CGNX) 0.2 $13M -3% 308k 42.44
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Ginkgo Bioworks Holdings Cl A Shs (DNA) 0.2 $13M NEW 7.0M 1.81
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Moody's Corporation (MCO) 0.2 $12M 39k 316.17
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Lancaster Colony (LANC) 0.2 $11M +2% 69k 165.03
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Air Products & Chemicals (APD) 0.2 $11M 40k 283.40
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Cummins (CMI) 0.2 $11M -5% 49k 228.46
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United Parcel Service CL B (UPS) 0.2 $11M 71k 155.87
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Carrier Global Corporation (CARR) 0.2 $11M -6% 197k 55.20
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Fortive (FTV) 0.2 $10M 139k 74.16
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International Business Machines (IBM) 0.2 $9.8M -2% 70k 140.30
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Bristol Myers Squibb (BMY) 0.1 $8.7M -5% 151k 58.04
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CVS Caremark Corporation (CVS) 0.1 $8.3M -5% 119k 69.82
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Medtronic SHS (MDT) 0.1 $8.0M -16% 102k 78.36
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $7.8M -37% 76k 102.02
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SYSCO Corporation (SYY) 0.1 $7.6M -5% 115k 66.05
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Sherwin-Williams Company (SHW) 0.1 $7.4M 29k 255.05
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Novartis Sponsored Adr (NVS) 0.1 $7.2M -3% 71k 101.86
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Caterpillar (CAT) 0.1 $6.9M -5% 25k 273.00
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Amgen (AMGN) 0.1 $6.9M -10% 26k 268.76
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RPM International (RPM) 0.1 $6.7M -5% 71k 94.81
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Duke Energy Corp Com New (DUK) 0.1 $6.4M 73k 88.26
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Progressive Corporation (PGR) 0.1 $6.1M 44k 139.30
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Mastercard Incorporated Cl A (MA) 0.1 $6.0M 15k 395.91
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Capital One Financial (COF) 0.1 $5.9M 61k 97.05
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $5.9M 113k 51.87
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Illinois Tool Works (ITW) 0.1 $5.8M 25k 230.31
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Nike CL B (NKE) 0.1 $5.6M -9% 58k 95.62
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General Mills (GIS) 0.1 $5.5M -7% 87k 63.99
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $5.5M +3% 206k 26.91
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Haleon Spon Ads (HLN) 0.1 $5.4M 649k 8.33
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3M Company (MMM) 0.1 $5.2M -16% 56k 93.62
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Analog Devices (ADI) 0.1 $5.2M -6% 30k 175.09
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Texas Instruments Incorporated (TXN) 0.1 $5.2M 33k 159.01
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General Electric Com New (GE) 0.1 $5.1M 46k 110.55
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State Street Corporation (STT) 0.1 $5.1M -3% 76k 66.96
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Icon SHS (ICLR) 0.1 $4.9M 20k 246.25
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Colgate-Palmolive Company (CL) 0.1 $4.9M 69k 71.11
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Equinix (EQIX) 0.1 $4.8M +8% 6.7k 726.26
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Check Point Software Tech Lt Ord (CHKP) 0.1 $4.8M -6% 36k 133.28
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ConocoPhillips (COP) 0.1 $4.6M 39k 119.80
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $4.6M -11% 61k 75.17
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Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $4.5M -12% 90k 49.83
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Walt Disney Company (DIS) 0.1 $4.4M -2% 55k 81.05
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Us Bancorp Del Com New (USB) 0.1 $4.4M -6% 132k 33.06
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Union Pacific Corporation (UNP) 0.1 $4.4M 21k 203.63
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Verisk Analytics (VRSK) 0.1 $4.1M 17k 236.24
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Kimberly-Clark Corporation (KMB) 0.1 $4.1M -15% 34k 120.85
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Ishares Tr Core S&p500 Etf (IVV) 0.1 $3.9M 9.1k 429.43
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Lowe's Companies (LOW) 0.1 $3.6M 17k 207.84
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $3.5M 14k 249.35
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Valero Energy Corporation (VLO) 0.1 $3.5M 25k 141.71
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Marsh & McLennan Companies (MMC) 0.1 $3.5M -2% 18k 190.30
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.1 $3.4M -3% 15k 224.15
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First Tr Exchange-traded First Tr Enh New (FTSM) 0.1 $3.4M -13% 57k 59.42
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Ishares Gold Tr Ishares New (IAU) 0.1 $3.2M -2% 91k 34.99
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At&t (T) 0.1 $3.2M -29% 210k 15.02
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Lockheed Martin Corporation (LMT) 0.1 $3.1M 7.6k 408.94
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First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.1 $3.0M 181k 16.88
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Wells Fargo & Company (WFC) 0.0 $2.9M -2% 72k 40.86
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Cigna Corp (CI) 0.0 $2.9M 10k 286.07
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Intuitive Surgical Com New (ISRG) 0.0 $2.9M 10k 292.29
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.0 $2.9M -26% 137k 20.99
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EOG Resources (EOG) 0.0 $2.9M 23k 126.76
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Ishares Tr Core S&p Scp Etf (IJR) 0.0 $2.8M 30k 94.33
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $2.8M -4% 7.8k 358.27
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Ishares Tr Tips Bd Etf (TIP) 0.0 $2.8M 27k 103.72
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Broadcom (AVGO) 0.0 $2.8M +4% 3.3k 830.58
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Spdr Ser Tr S&p Divid Etf (SDY) 0.0 $2.8M 24k 115.01
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BP Sponsored Adr (BP) 0.0 $2.7M 70k 38.72
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Shopify Cl A (SHOP) 0.0 $2.7M +34% 49k 54.57
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $2.6M -11% 67k 39.21
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Rollins (ROL) 0.0 $2.6M 70k 37.33
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UnitedHealth (UNH) 0.0 $2.5M +2% 5.0k 504.19
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Honeywell International (HON) 0.0 $2.5M 14k 184.74
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Philip Morris International (PM) 0.0 $2.5M 27k 92.58
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Vanguard Index Fds Small Cp Etf (VB) 0.0 $2.5M -11% 13k 189.07
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Alliant Energy Corporation (LNT) 0.0 $2.4M 50k 48.45
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Mondelez Intl Cl A (MDLZ) 0.0 $2.4M -3% 35k 69.40
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Kinsale Cap Group (KNSL) 0.0 $2.4M +477% 5.8k 414.13
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Intuit (INTU) 0.0 $2.4M 4.6k 510.94
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Gilead Sciences (GILD) 0.0 $2.3M 31k 74.94
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Gartner (IT) 0.0 $2.3M 6.6k 343.61
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Tesla Motors (TSLA) 0.0 $2.2M 8.8k 250.22
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Palo Alto Networks (PANW) 0.0 $2.2M 9.3k 234.44
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $2.2M 31k 70.76
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $2.1M -3% 10k 208.24
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salesforce (CRM) 0.0 $2.1M 10k 202.78
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $2.1M +13% 8.9k 234.91
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Deere & Company (DE) 0.0 $2.1M 5.5k 377.38
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Paypal Holdings (PYPL) 0.0 $2.1M -7% 35k 58.46
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Aptiv SHS (APTV) 0.0 $2.1M 21k 98.59
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Vanguard Index Fds Value Etf (VTV) 0.0 $2.0M -24% 15k 137.93
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Novo-nordisk A S Adr (NVO) 0.0 $2.0M +102% 22k 90.94
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $1.9M 28k 68.92
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Copart (CPRT) 0.0 $1.9M +97% 44k 43.09
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Canadian Natl Ry (CNI) 0.0 $1.9M 17k 108.33
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Eaton Vance Muni Income Trus Sh Ben Int (EVN) 0.0 $1.8M 206k 8.91
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Parker-Hannifin Corporation (PH) 0.0 $1.8M 4.7k 389.52
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Marathon Petroleum Corp (MPC) 0.0 $1.8M 12k 151.34
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Ishares Tr S&p 100 Etf (OEF) 0.0 $1.7M +2% 8.3k 200.64
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Northrop Grumman Corporation (NOC) 0.0 $1.7M -14% 3.8k 440.19
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Zimmer Holdings (ZBH) 0.0 $1.6M -5% 15k 112.22
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Phillips 66 (PSX) 0.0 $1.6M 13k 120.15
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Hubbell (HUBB) 0.0 $1.5M 4.8k 313.41
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Masco Corporation (MAS) 0.0 $1.5M 28k 53.45
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Ishares Tr Select Divid Etf (DVY) 0.0 $1.5M 14k 107.64
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Gentex Corporation (GNTX) 0.0 $1.5M -3% 45k 32.54
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Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $1.4M 21k 69.25
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $1.4M 3.6k 392.70
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Diageo Spon Adr New (DEO) 0.0 $1.4M 9.1k 149.17
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Dupont De Nemours (DD) 0.0 $1.3M 18k 74.59
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Broadridge Financial Solutions (BR) 0.0 $1.3M 7.5k 179.05
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Global Partners Com Units (GLP) 0.0 $1.3M 37k 35.32
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American Tower Reit (AMT) 0.0 $1.3M -4% 8.0k 164.45
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Chefs Whse (CHEF) 0.0 $1.3M +386% 62k 21.18
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Truist Financial Corp equities (TFC) 0.0 $1.3M -8% 45k 28.61
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Blackstone Group Inc Com Cl A (BX) 0.0 $1.3M 12k 107.14
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PNC Financial Services (PNC) 0.0 $1.3M 10k 122.77
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Watts Water Technologies Cl A (WTS) 0.0 $1.2M 7.1k 172.82
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $1.2M -33% 4.6k 265.99
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General Motors Company (GM) 0.0 $1.2M 37k 32.97
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BlackRock (BLK) 0.0 $1.2M +3% 1.9k 646.49
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West Pharmaceutical Services (WST) 0.0 $1.2M +13% 3.2k 375.21
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Fastenal Company (FAST) 0.0 $1.2M +15% 22k 54.64
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Dow (DOW) 0.0 $1.2M 22k 51.56
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Unilever Spon Adr New (UL) 0.0 $1.2M 23k 49.40
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J Jill Group (JILL) 0.0 $1.1M 38k 29.60
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $1.1M -4% 10k 106.20
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Vmware Cl A Com (VMW) 0.0 $1.1M -8% 6.4k 166.48
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Ishares Tr Msci Usa Min Vol (USMV) 0.0 $1.0M 14k 72.38
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Veeva Sys Cl A Com (VEEV) 0.0 $1.0M NEW 5.1k 203.45
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Waters Corporation (WAT) 0.0 $1.0M 3.7k 274.21
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Black Stone Minerals Com Unit (BSM) 0.0 $1.0M 59k 17.23
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $1.0M -3% 26k 37.95
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Altria (MO) 0.0 $1.0M 24k 42.05
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Wec Energy Group (WEC) 0.0 $987k 12k 80.55
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Applied Materials (AMAT) 0.0 $976k 7.0k 138.45
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General Dynamics Corporation (GD) 0.0 $975k 4.4k 220.97
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Corteva (CTVA) 0.0 $962k 19k 51.16
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Hershey Company (HSY) 0.0 $941k -3% 4.7k 200.08
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Mccormick & Co Com Non Vtg (MKC) 0.0 $921k -3% 12k 75.64
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John Hancock Tax-Advantage Dvd Incom (HTD) 0.0 $888k 50k 17.76
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Xylem (XYL) 0.0 $879k 9.7k 91.03
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Waste Management (WM) 0.0 $865k -3% 5.7k 152.44
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Schlumberger Com Stk (SLB) 0.0 $863k -4% 15k 58.30
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Genuine Parts Company (GPC) 0.0 $860k 6.0k 144.38
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Target Corporation (TGT) 0.0 $845k -22% 7.6k 110.57
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Servicenow (NOW) 0.0 $802k +6% 1.4k 558.96
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Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $795k 5.2k 151.82
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Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $788k -16% 11k 72.31
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PPG Industries (PPG) 0.0 $774k 6.0k 129.80
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Nutrien (NTR) 0.0 $759k -13% 12k 61.76
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Amphenol Corp Cl A (APH) 0.0 $737k 8.8k 83.99
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Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $732k -13% 11k 68.04
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Allstate Corporation (ALL) 0.0 $726k -2% 6.5k 111.41
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Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.0 $717k 14k 51.79
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Wabtec Corporation (WAB) 0.0 $712k -2% 6.7k 106.27
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Waste Connections (WCN) 0.0 $708k 5.3k 134.30
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Enterprise Products Partners (EPD) 0.0 $707k 26k 27.37
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Blackrock Muni Intermediate Drtn Fnd (MUI) 0.0 $695k -6% 68k 10.15
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Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.0 $691k 13k 53.18
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CSX Corporation (CSX) 0.0 $691k 23k 30.75
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Ishares Tr Core Msci Eafe (IEFA) 0.0 $670k -61% 10k 64.35
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Bank Ozk (OZK) 0.0 $669k -20% 18k 37.07
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Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $664k 9.2k 72.24
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Shell Spon Ads (SHEL) 0.0 $658k 10k 64.38
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Jack Henry & Associates (JKHY) 0.0 $648k 4.3k 151.14
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Eversource Energy (ES) 0.0 $633k -29% 11k 58.15
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Sprott Physical Gold & Silve Tr Unit (CEF) 0.0 $632k 37k 17.32
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Northeast Bk Lewiston Me (NBN) 0.0 $617k 14k 44.10
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Boeing Company (BA) 0.0 $607k +19% 3.2k 191.68
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Ishares Tr Fltg Rate Nt Etf (FLOT) 0.0 $597k 12k 50.89
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Morgan Stanley Com New (MS) 0.0 $581k +2% 7.1k 81.67
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Paycom Software (PAYC) 0.0 $578k 2.2k 259.27
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Stericycle (SRCL) 0.0 $577k 13k 44.71
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Steris Shs Usd (STE) 0.0 $570k -9% 2.6k 219.42
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Bce Com New (BCE) 0.0 $561k 15k 38.17
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Laboratory Corp Amer Hldgs Com New (LH) 0.0 $553k 2.8k 201.05
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Eastern Bankshares (EBC) 0.0 $552k -43% 44k 12.54
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Ishares Tr Core Us Aggbd Et (AGG) 0.0 $537k -3% 5.7k 94.04
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Travelers Companies (TRV) 0.0 $533k -2% 3.3k 163.31
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $532k 1.00 531477.00
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Southern Company (SO) 0.0 $528k -6% 8.2k 64.72
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Workday Cl A (WDAY) 0.0 $528k 2.5k 214.85
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $526k NEW 7.5k 69.78
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Prologis (PLD) 0.0 $526k 4.7k 112.21
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Eaton Corp SHS (ETN) 0.0 $524k 2.5k 213.28
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Spdr Gold Tr Gold Shs (GLD) 0.0 $524k -8% 3.1k 171.45
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Iqvia Holdings (IQV) 0.0 $514k 2.6k 196.75
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Select Sector Spdr Tr Technology (XLK) 0.0 $501k -6% 3.1k 163.93
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S&p Global (SPGI) 0.0 $490k 1.3k 365.41
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Vanguard World Fds Health Car Etf (VHT) 0.0 $489k +4% 2.1k 235.10
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Kenvue (KVUE) 0.0 $489k NEW 24k 20.08
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $486k -22% 7.1k 68.42
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Affiliated Managers (AMG) 0.0 $476k 3.7k 130.34
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Wright Express (WEX) 0.0 $475k 2.5k 188.09
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Enbridge (ENB) 0.0 $473k -3% 14k 33.19
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Ford Motor Company (F) 0.0 $470k -6% 38k 12.42
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Vaneck Etf Trust Agribusiness Etf (MOO) 0.0 $470k 6.0k 78.70
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Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $465k -19% 3.4k 135.55
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Airbnb Com Cl A (ABNB) 0.0 $458k 3.3k 137.21
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Walgreen Boots Alliance (WBA) 0.0 $457k 21k 22.24
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Stanley Black & Decker (SWK) 0.0 $455k -43% 5.4k 83.58
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Lauder Estee Cos Cl A (EL) 0.0 $447k -22% 3.1k 144.55
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Oneok (OKE) 0.0 $443k +104% 7.0k 63.43
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MetLife (MET) 0.0 $442k -17% 7.0k 62.91
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Tyler Technologies (TYL) 0.0 $424k 1.1k 386.14
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Barrick Gold Corp (GOLD) 0.0 $422k 29k 14.55
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Williams Rowland Acquisition (WRAC) 0.0 $416k 40k 10.41
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W.W. Grainger (GWW) 0.0 $415k 600.00 691.84
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Goldman Sachs (GS) 0.0 $407k 1.3k 323.57
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Hess (HES) 0.0 $406k -14% 2.7k 153.00
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Kkr & Co (KKR) 0.0 $404k 6.6k 61.60
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Ishares Tr S&p 500 Val Etf (IVE) 0.0 $400k -16% 2.6k 153.84
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Hubspot (HUBS) 0.0 $385k 781.00 492.51
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Vanguard World Fds Energy Etf (VDE) 0.0 $384k 3.0k 126.74
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Donaldson Company (DCI) 0.0 $380k 6.4k 59.64
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Humana (HUM) 0.0 $377k 775.00 486.52
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Essential Utils (WTRG) 0.0 $372k 11k 34.33
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $363k 4.8k 75.84
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First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.0 $362k 2.5k 145.27
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Dex (DXCM) 0.0 $360k -4% 3.9k 93.30
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Apa Corporation (APA) 0.0 $360k 8.8k 41.10
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $348k 1.0k 334.95
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Hartford Financial Services (HIG) 0.0 $340k 4.8k 70.91
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Uber Technologies (UBER) 0.0 $335k NEW 7.3k 45.99
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NetApp (NTAP) 0.0 $330k 4.3k 75.88
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Hain Celestial (HAIN) 0.0 $329k -68% 32k 10.37
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American Electric Power Company (AEP) 0.0 $328k +6% 4.4k 75.22
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Illumina (ILMN) 0.0 $323k 2.4k 137.28
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Southern Missouri Ban (SMBC) 0.0 $321k -6% 8.3k 38.69
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Kellogg Company (K) 0.0 $320k -2% 5.4k 59.51
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.0 $316k -23% 8.6k 36.90
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Charles Schwab Corporation (SCHW) 0.0 $315k 5.7k 54.90
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United Rentals (URI) 0.0 $314k 707.00 444.57
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Ishares Tr National Mun Etf (MUB) 0.0 $314k 3.1k 102.54
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Lindsay Corporation (LNN) 0.0 $309k 2.6k 117.68
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Halliburton Company (HAL) 0.0 $308k 7.6k 40.50
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Topbuild (BLD) 0.0 $308k 1.2k 251.60
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Sprott Physical Gold Tr Unit (PHYS) 0.0 $305k 21k 14.32
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Norfolk Southern (NSC) 0.0 $290k -5% 1.5k 196.93
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Morningstar (MORN) 0.0 $287k -2% 1.2k 234.24
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Hingham Institution for Savings (HIFS) 0.0 $285k 1.5k 186.75
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Easterly Government Properti reit (DEA) 0.0 $283k 25k 11.43
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FormFactor (FORM) 0.0 $280k 8.0k 34.94
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Aon Shs Cl A (AON) 0.0 $277k +4% 853.00 324.22
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Ishares Tr Ishares Biotech (IBB) 0.0 $273k 2.2k 122.29
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Bhp Group Sponsored Ads (BHP) 0.0 $268k 4.7k 56.88
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Entegris (ENTG) 0.0 $261k +2% 2.8k 93.91
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M&T Bank Corporation (MTB) 0.0 $261k -15% 2.1k 126.45
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McGrath Rent (MGRC) 0.0 $261k 2.6k 100.24
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Globe Life (GL) 0.0 $258k 2.4k 108.73
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Dominion Resources (D) 0.0 $255k -6% 5.7k 44.67
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Public Service Enterprise (PEG) 0.0 $252k 4.4k 56.91
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Northern Trust Corporation (NTRS) 0.0 $242k -22% 3.5k 69.48
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Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $241k 1.1k 212.41
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Vontier Corporation (VNT) 0.0 $237k 7.7k 30.92
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Canadian Natural Resources (CNQ) 0.0 $235k 3.6k 64.67
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Vanguard Specialized Funds Div App Etf (VIG) 0.0 $235k 1.5k 155.38
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Invesco Exchange Traded Fd T Divid Achievev (PFM) 0.0 $226k 6.2k 36.53
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Textron (TXT) 0.0 $225k NEW 2.9k 78.14
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Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) 0.0 $225k 2.9k 76.99
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Yum! Brands (YUM) 0.0 $221k -23% 1.8k 124.94
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Tapestry (TPR) 0.0 $221k 7.7k 28.75
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Ishares Tr Ishares Semicdtr (SOXX) 0.0 $221k 466.00 473.65
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eBay (EBAY) 0.0 $221k 5.0k 44.09
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Kla Corp Com New (KLAC) 0.0 $219k -2% 477.00 458.66
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Zoetis Cl A (ZTS) 0.0 $219k +2% 1.3k 173.98
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Suncor Energy (SU) 0.0 $211k -11% 6.1k 34.38
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $204k 2.2k 94.19
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Ishares Tr Eafe Grwth Etf (EFG) 0.0 $203k 2.4k 86.30
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Discover Financial Services (DFS) 0.0 $203k 2.3k 86.63
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Marathon Oil Corporation (MRO) 0.0 $201k NEW 7.5k 26.75
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Old Second Ban (OSBC) 0.0 $199k 15k 13.61
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Kayne Anderson MLP Investment (KYN) 0.0 $109k -21% 13k 8.41
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Amcor Ord (AMCR) 0.0 $105k 12k 9.16
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Eaton Vance Tax-Managed Global Dive Eq (EXG) 0.0 $85k 12k 7.37
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Geovax Labs (GOVX) 0.0 $8.7k 17k 0.51
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Past Filings by Welch & Forbes

SEC 13F filings are viewable for Welch & Forbes going back to 2011

View all past filings