Welch & Forbes
Latest statistics and disclosures from Welch & Forbes's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, GOOG, MSFT, ORLY, and represent 24.44% of Welch & Forbes's stock portfolio.
- Added to shares of these 10 stocks: NFLX (+$11M), PANW (+$11M), NOW (+$6.1M), AVGO, CSL, META, XYL, WAT, EPD, AMZN.
- Started 9 new stock positions in DRMA, MIST, VDE, FDX, AME, TSM, DOW, EPD, EQT.
- Reduced shares in these 10 stocks: NVDA (-$42M), ADBE (-$15M), BSX (-$11M), SPY (-$6.8M), AAPL (-$5.7M), RTX (-$5.5M), ROP (-$5.1M), GOOG, JPM, ORLY.
- Sold out of its positions in ADSK, BSX, FDN, GRAL, LSEQ, LYV, MLM, MORN, SPYM, SOLV. SGI, TDG, Amcor, AON, UBS.
- Welch & Forbes was a net seller of stock by $-132M.
- Welch & Forbes has $7.7B in assets under management (AUM), dropping by -6.29%.
- Central Index Key (CIK): 0000105495
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Portfolio Holdings for Welch & Forbes
Welch & Forbes holds 368 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 7.0 | $540M | -7% | 3.1M | 174.40 |
|
| Apple (AAPL) | 5.5 | $426M | 1.7M | 253.79 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 4.3 | $336M | 1.2M | 286.86 |
|
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| Microsoft Corporation (MSFT) | 4.2 | $326M | 882k | 370.17 |
|
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| O'reilly Automotive (ORLY) | 3.4 | $261M | 2.8M | 92.31 |
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| Visa Com Cl A (V) | 2.8 | $218M | 720k | 302.24 |
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| Raytheon Technologies Corp (RTX) | 2.7 | $211M | -2% | 1.1M | 192.90 |
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| JPMorgan Chase & Co. (JPM) | 2.5 | $192M | 653k | 294.16 |
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| Stryker Corporation (SYK) | 2.2 | $167M | 509k | 328.59 |
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| Costco Wholesale Corporation (COST) | 2.1 | $161M | 161k | 996.43 |
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| Johnson & Johnson (JNJ) | 2.1 | $161M | 658k | 244.44 |
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| Eli Lilly & Co. (LLY) | 2.0 | $155M | 168k | 919.77 |
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| Home Depot (HD) | 1.8 | $141M | 429k | 328.89 |
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| Chubb (CB) | 1.6 | $126M | 387k | 325.93 |
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| Ecolab (ECL) | 1.6 | $125M | 470k | 266.02 |
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| TJX Companies (TJX) | 1.6 | $123M | 772k | 159.70 |
|
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| Amazon (AMZN) | 1.5 | $118M | 568k | 208.27 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $118M | -2% | 409k | 287.56 |
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| Danaher Corporation (DHR) | 1.5 | $116M | 613k | 189.60 |
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| Procter & Gamble Company (PG) | 1.4 | $110M | 764k | 144.44 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 1.3 | $100M | -3% | 162k | 616.76 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 1.3 | $98M | 220k | 446.54 |
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| IDEXX Laboratories (IDXX) | 1.2 | $95M | 168k | 561.89 |
|
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| McDonald's Corporation (MCD) | 1.2 | $95M | 304k | 310.79 |
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| Chevron Corporation (CVX) | 1.1 | $83M | 401k | 206.90 |
|
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| Ameriprise Financial (AMP) | 1.0 | $77M | 174k | 444.40 |
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| Meta Platforms Cl A (META) | 1.0 | $77M | +3% | 134k | 572.13 |
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| Watsco, Incorporated (WSO) | 1.0 | $76M | 210k | 363.79 |
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| Abbvie (ABBV) | 1.0 | $75M | 344k | 217.49 |
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| Broadcom (AVGO) | 1.0 | $75M | +5% | 241k | 309.51 |
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| Mettler-Toledo International (MTD) | 1.0 | $74M | 59k | 1261.20 |
|
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| ResMed (RMD) | 0.9 | $73M | 326k | 224.48 |
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| Iron Mountain (IRM) | 0.9 | $67M | 652k | 102.14 |
|
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| Wal-Mart Stores (WMT) | 0.8 | $65M | -2% | 523k | 124.28 |
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| Abbott Laboratories (ABT) | 0.8 | $65M | 630k | 102.67 |
|
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| Pepsi (PEP) | 0.8 | $65M | -3% | 416k | 155.29 |
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| Roper Industries (ROP) | 0.8 | $64M | -7% | 180k | 353.86 |
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| Arthur J. Gallagher & Co. (AJG) | 0.8 | $64M | 293k | 216.58 |
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| Nextera Energy (NEE) | 0.8 | $63M | 675k | 92.88 |
|
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $62M | 970k | 64.08 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $56M | 118k | 479.20 |
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| Lincoln Electric Holdings (LECO) | 0.7 | $52M | 210k | 249.08 |
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| Linde SHS (LIN) | 0.7 | $52M | 105k | 495.76 |
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| Xylem (XYL) | 0.6 | $50M | +2% | 414k | 119.50 |
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| Cisco Systems (CSCO) | 0.6 | $49M | 634k | 77.59 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $48M | 285k | 169.66 |
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| Palo Alto Networks (PANW) | 0.6 | $48M | +28% | 301k | 160.32 |
|
| L3harris Technologies (LHX) | 0.6 | $48M | 138k | 345.15 |
|
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| Bank of America Corporation (BAC) | 0.6 | $48M | 977k | 48.75 |
|
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| Carlisle Companies (CSL) | 0.6 | $47M | +6% | 141k | 333.62 |
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| Booking Holdings (BKNG) | 0.6 | $46M | +2% | 11k | 4210.32 |
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| Automatic Data Processing (ADP) | 0.6 | $46M | 224k | 203.18 |
|
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| Thermo Fisher Scientific (TMO) | 0.6 | $44M | 89k | 491.53 |
|
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| First Tr Exchange-traded No Amer Energy (EMLP) | 0.6 | $44M | -4% | 996k | 43.66 |
|
| A. O. Smith Corporation (AOS) | 0.5 | $38M | 580k | 65.94 |
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| Merck & Co (MRK) | 0.5 | $38M | 317k | 120.29 |
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| Church & Dwight (CHD) | 0.5 | $35M | -6% | 379k | 93.32 |
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| AFLAC Incorporated (AFL) | 0.4 | $35M | 317k | 109.71 |
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| Paychex (PAYX) | 0.4 | $33M | 362k | 92.12 |
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| Verizon Communications (VZ) | 0.4 | $33M | 652k | 50.20 |
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| Cintas Corporation (CTAS) | 0.4 | $32M | 190k | 169.14 |
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| Dover Corporation (DOV) | 0.4 | $30M | 143k | 208.45 |
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| Servicenow (NOW) | 0.4 | $30M | +25% | 285k | 104.55 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $30M | -18% | 46k | 650.34 |
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| GSK Sponsored Adr (GSK) | 0.4 | $29M | 519k | 55.19 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.4 | $28M | -9% | 632k | 44.80 |
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| Fiserv (FISV) | 0.4 | $28M | -9% | 506k | 55.80 |
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| Equinix (EQIX) | 0.3 | $25M | +2% | 26k | 980.24 |
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| American Express Company (AXP) | 0.3 | $25M | -6% | 82k | 302.48 |
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| Cummins (CMI) | 0.3 | $23M | -3% | 43k | 538.02 |
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| Moody's Corporation (MCO) | 0.3 | $22M | 51k | 436.25 |
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| Tractor Supply Company (TSCO) | 0.3 | $22M | -2% | 478k | 45.30 |
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| Coca-Cola Company (KO) | 0.3 | $21M | 281k | 76.05 |
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| Otis Worldwide Corp (OTIS) | 0.2 | $19M | 246k | 77.08 |
|
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $18M | 154k | 118.62 |
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| Omni (OMC) | 0.2 | $18M | -5% | 238k | 75.31 |
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| Qualcomm (QCOM) | 0.2 | $18M | 138k | 128.78 |
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| CarMax (KMX) | 0.2 | $18M | -4% | 427k | 41.58 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.2 | $18M | 585k | 30.32 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $18M | +2% | 141k | 124.31 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $17M | -12% | 187k | 91.77 |
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| Oracle Corporation (ORCL) | 0.2 | $17M | 114k | 147.11 |
|
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $17M | -4% | 84k | 198.29 |
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| Uber Technologies (UBER) | 0.2 | $16M | -12% | 224k | 71.93 |
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| Cognex Corporation (CGNX) | 0.2 | $16M | -2% | 323k | 48.99 |
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| Emerson Electric (EMR) | 0.2 | $15M | -2% | 111k | 131.02 |
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| Edwards Lifesciences (EW) | 0.2 | $14M | 180k | 80.08 |
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| Expeditors International of Washington (EXPD) | 0.2 | $14M | 100k | 143.23 |
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| Caterpillar (CAT) | 0.2 | $14M | 19k | 708.46 |
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| Synopsys (SNPS) | 0.2 | $13M | -5% | 34k | 396.48 |
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| Ge Aerospace Com New (GE) | 0.2 | $13M | 46k | 283.77 |
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| International Business Machines (IBM) | 0.2 | $13M | 53k | 242.39 |
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| Netflix (NFLX) | 0.1 | $11M | +3464% | 118k | 96.15 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $11M | -6% | 17k | 653.21 |
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| Lancaster Colony (MZTI) | 0.1 | $10M | 72k | 138.33 |
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| Pfizer (PFE) | 0.1 | $9.7M | -2% | 347k | 28.08 |
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| Ge Vernova (GEV) | 0.1 | $9.7M | 11k | 872.90 |
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| Air Products & Chemicals (APD) | 0.1 | $9.7M | 33k | 290.49 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $8.8M | -5% | 58k | 152.75 |
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| Amgen (AMGN) | 0.1 | $8.7M | 25k | 351.85 |
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| Sherwin-Williams Company (SHW) | 0.1 | $8.7M | 27k | 320.55 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.1 | $8.5M | 113k | 75.10 |
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| Analog Devices (ADI) | 0.1 | $8.3M | 26k | 318.14 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $8.1M | 62k | 130.94 |
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| Carrier Global Corporation (CARR) | 0.1 | $8.0M | 141k | 56.31 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $7.7M | 87k | 88.16 |
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| Starbucks Corporation (SBUX) | 0.1 | $7.6M | -6% | 85k | 89.59 |
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| 3M Company (MMM) | 0.1 | $7.3M | 51k | 145.23 |
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| Progressive Corporation (PGR) | 0.1 | $7.2M | 36k | 198.24 |
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| American Water Works (AWK) | 0.1 | $6.7M | 49k | 136.09 |
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| Haleon Spon Ads (HLN) | 0.1 | $6.4M | 644k | 10.01 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $6.3M | -8% | 26k | 248.00 |
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| Intel Corporation (INTC) | 0.1 | $6.3M | 142k | 44.13 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $6.2M | -9% | 12k | 499.66 |
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| RPM International (RPM) | 0.1 | $6.1M | -5% | 62k | 99.40 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $6.1M | 56k | 108.99 |
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| Becton, Dickinson and (BDX) | 0.1 | $6.0M | -7% | 38k | 157.23 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $5.8M | +2% | 10k | 577.18 |
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| Mongodb Cl A (MDB) | 0.1 | $5.8M | 24k | 244.77 |
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| Valero Energy Corporation (VLO) | 0.1 | $5.8M | 23k | 247.08 |
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| Illinois Tool Works (ITW) | 0.1 | $5.8M | 22k | 260.29 |
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| Bristol Myers Squibb (BMY) | 0.1 | $5.7M | 94k | 60.65 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $5.6M | +3% | 29k | 194.14 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $5.4M | +2% | 49k | 110.36 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $5.3M | +14% | 79k | 67.53 |
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| State Street Corporation (STT) | 0.1 | $4.9M | 39k | 126.56 |
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| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $4.9M | 34k | 142.85 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $4.5M | 58k | 78.41 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $4.5M | -38% | 158k | 28.71 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $4.5M | 7.5k | 604.36 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $4.4M | 14k | 313.81 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $4.3M | 9.3k | 460.99 |
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| Union Pacific Corporation (UNP) | 0.1 | $4.3M | 18k | 242.62 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $4.2M | -7% | 13k | 318.07 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $4.1M | 41k | 98.38 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $4.0M | 43k | 93.31 |
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| Colgate-Palmolive Company (CL) | 0.1 | $4.0M | -2% | 47k | 85.23 |
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| Ball Corporation (BALL) | 0.1 | $4.0M | -13% | 67k | 59.11 |
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| SYSCO Corporation (SYY) | 0.1 | $3.9M | -3% | 55k | 71.33 |
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| At&t (T) | 0.0 | $3.9M | 133k | 28.99 |
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| Chefs Whse (CHEF) | 0.0 | $3.8M | +20% | 64k | 59.45 |
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| Gilead Sciences (GILD) | 0.0 | $3.7M | 27k | 139.37 |
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| Rollins (ROL) | 0.0 | $3.7M | 69k | 53.41 |
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| Alliant Energy Corporation (LNT) | 0.0 | $3.6M | 50k | 71.76 |
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| Deere & Company (DE) | 0.0 | $3.5M | 6.3k | 563.30 |
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| ConocoPhillips (COP) | 0.0 | $3.5M | 27k | 132.00 |
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| EOG Resources (EOG) | 0.0 | $3.5M | -7% | 24k | 144.57 |
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| Wells Fargo & Company (WFC) | 0.0 | $3.5M | 44k | 79.61 |
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| Lowe's Companies (LOW) | 0.0 | $3.4M | 14k | 236.28 |
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| Walt Disney Company (DIS) | 0.0 | $3.3M | 34k | 96.38 |
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| Medtronic SHS (MDT) | 0.0 | $3.3M | -8% | 38k | 86.65 |
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| Philip Morris International (PM) | 0.0 | $3.2M | 20k | 165.34 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $3.2M | 9.0k | 356.56 |
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $3.2M | 22k | 145.94 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $3.2M | +2% | 5.3k | 597.55 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $3.2M | +2% | 60k | 52.56 |
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| Fastenal Company (FAST) | 0.0 | $3.1M | 67k | 46.40 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $3.0M | 11k | 287.18 |
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| Fortive (FTV) | 0.0 | $3.0M | -6% | 54k | 55.28 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $3.0M | 12k | 244.18 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $3.0M | 55k | 54.05 |
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| Verisk Analytics (VRSK) | 0.0 | $3.0M | -4% | 16k | 189.75 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $2.9M | -83% | 12k | 243.08 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $2.8M | 92k | 30.68 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $2.8M | +40% | 29k | 99.27 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $2.8M | 14k | 196.20 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $2.8M | 11k | 261.92 |
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| First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) | 0.0 | $2.7M | -2% | 141k | 19.00 |
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| General Mills (GIS) | 0.0 | $2.6M | -9% | 71k | 37.22 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $2.6M | -2% | 27k | 97.13 |
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| Hubbell (HUBB) | 0.0 | $2.5M | 5.1k | 490.74 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $2.3M | +4% | 2.6k | 895.24 |
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| Cigna Corp (CI) | 0.0 | $2.3M | 8.7k | 266.75 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $2.3M | 5.4k | 426.40 |
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| Applied Materials (AMAT) | 0.0 | $2.3M | 6.7k | 341.79 |
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| Waters Corporation (WAT) | 0.0 | $2.3M | +103% | 7.6k | 297.80 |
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| Honeywell International (HON) | 0.0 | $2.2M | -10% | 9.8k | 226.03 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $2.2M | 22k | 97.23 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $2.2M | +68% | 24k | 90.53 |
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| Eaton Vance Mun Income Tr Sh Ben Int (EVN) | 0.0 | $2.1M | 206k | 10.41 |
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| Intuit (INTU) | 0.0 | $2.1M | 4.8k | 432.38 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $2.0M | 3.0k | 682.24 |
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| PNC Financial Services (PNC) | 0.0 | $2.0M | +3% | 9.4k | 208.09 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 0.0 | $2.0M | -6% | 33k | 59.78 |
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| Canadian Natl Ry (CNI) | 0.0 | $1.9M | 19k | 102.77 |
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| S&p Global (SPGI) | 0.0 | $1.9M | 4.4k | 425.34 |
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| Tesla Motors (TSLA) | 0.0 | $1.8M | 4.9k | 371.75 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $1.8M | 19k | 92.74 |
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| Blackrock (BLK) | 0.0 | $1.7M | 1.7k | 961.71 |
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| Blackstone Group Inc Com Cl A (BX) | 0.0 | $1.6M | -4% | 14k | 114.99 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $1.6M | -3% | 16k | 96.47 |
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| Global Partners Com Units (GLP) | 0.0 | $1.6M | 37k | 42.10 |
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| Northeast Bk Lewiston Me (NBN) | 0.0 | $1.6M | 14k | 112.37 |
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| Watts Water Technologies Cl A (WTS) | 0.0 | $1.5M | 5.3k | 290.29 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $1.5M | 10k | 145.79 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $1.5M | +31% | 3.4k | 430.29 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $1.4M | 9.5k | 151.41 |
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| General Dynamics Corporation (GD) | 0.0 | $1.4M | 4.1k | 343.22 |
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| Masco Corporation (MAS) | 0.0 | $1.4M | -4% | 23k | 60.37 |
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| Allstate Corporation (ALL) | 0.0 | $1.4M | +3% | 6.6k | 207.34 |
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| Wec Energy Group (WEC) | 0.0 | $1.3M | 12k | 115.77 |
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| Goldman Sachs (GS) | 0.0 | $1.3M | +11% | 1.6k | 845.99 |
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| American Tower Reit (AMT) | 0.0 | $1.3M | 7.8k | 172.58 |
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| salesforce (CRM) | 0.0 | $1.3M | -22% | 7.0k | 186.67 |
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| Us Bancorp Com New (USB) | 0.0 | $1.3M | 25k | 52.01 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $1.3M | +44% | 22k | 56.79 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $1.3M | -17% | 5.9k | 213.67 |
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| John Hancock Tax-Advantage Dvd Incom (HTD) | 0.0 | $1.2M | 50k | 24.77 |
|
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| Phillips 66 (PSX) | 0.0 | $1.2M | -3% | 6.7k | 182.18 |
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| Altria (MO) | 0.0 | $1.2M | -7% | 18k | 65.99 |
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| Eaton Corp SHS (ETN) | 0.0 | $1.2M | 3.3k | 357.67 |
|
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| Sprott Asset Management Physical Gold An (CEF) | 0.0 | $1.2M | 25k | 47.72 |
|
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| Marsh & McLennan Companies (MRSH) | 0.0 | $1.2M | 6.8k | 173.45 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $1.2M | +2% | 5.8k | 203.43 |
|
| Waste Management (WM) | 0.0 | $1.1M | -39% | 5.0k | 229.79 |
|
| General Motors Company (GM) | 0.0 | $1.1M | -12% | 15k | 74.50 |
|
| Enterprise Products Partners (EPD) | 0.0 | $1.1M | NEW | 29k | 37.84 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $1.1M | +5% | 8.1k | 132.90 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $1.0M | -15% | 15k | 71.82 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $1.0M | 761.00 | 1320.83 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $985k | +13% | 20k | 50.44 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $983k | -9% | 5.6k | 175.66 |
|
| Affiliated Managers (AMG) | 0.0 | $969k | 3.5k | 276.70 |
|
|
| Icon SHS (ICLR) | 0.0 | $952k | -54% | 8.6k | 110.66 |
|
| Copart (CPRT) | 0.0 | $945k | -12% | 29k | 33.20 |
|
| Morgan Stanley Com New (MS) | 0.0 | $931k | 5.7k | 164.57 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $919k | -2% | 20k | 45.97 |
|
| CSX Corporation (CSX) | 0.0 | $911k | -5% | 22k | 41.05 |
|
| Capital One Financial (COF) | 0.0 | $902k | -9% | 4.9k | 182.43 |
|
| Waste Connections (WCN) | 0.0 | $902k | 5.6k | 162.44 |
|
|
| Black Stone Minerals Com Unit (BSM) | 0.0 | $892k | 59k | 15.12 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $863k | +2% | 11k | 77.18 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $858k | -2% | 7.6k | 113.11 |
|
| West Pharmaceutical Services (WST) | 0.0 | $855k | +19% | 3.4k | 250.64 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $843k | 8.4k | 100.62 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $835k | +5% | 2.6k | 320.81 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $830k | -2% | 14k | 57.64 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $792k | -16% | 11k | 73.64 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $783k | 21k | 36.75 |
|
|
| FormFactor (FORM) | 0.0 | $776k | 8.0k | 96.99 |
|
|
| Travelers Companies (TRV) | 0.0 | $762k | 2.6k | 291.68 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $756k | 13k | 56.97 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $746k | 11k | 71.18 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $741k | -39% | 8.4k | 88.42 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $735k | 6.8k | 108.25 |
|
|
| Hershey Company (HSY) | 0.0 | $728k | 3.5k | 207.89 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $721k | 7.8k | 93.00 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.0 | $718k | 1.00 | 718140.00 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $697k | 3.7k | 189.59 |
|
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $693k | 20k | 35.44 |
|
|
| Jack Henry & Associates (JKHY) | 0.0 | $658k | 4.2k | 158.04 |
|
|
| Hartford Financial Services (HIG) | 0.0 | $645k | 4.8k | 135.23 |
|
|
| Corteva (CTVA) | 0.0 | $642k | -4% | 7.7k | 83.71 |
|
| Howmet Aerospace (HWM) | 0.0 | $635k | 2.8k | 230.46 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $634k | 3.9k | 162.48 |
|
|
| Southern Company (SO) | 0.0 | $610k | -3% | 6.3k | 96.52 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $608k | -12% | 9.1k | 66.86 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $608k | 2.2k | 272.33 |
|
|
| Ralliant Corp (RAL) | 0.0 | $600k | -24% | 14k | 41.59 |
|
| Micron Technology (MU) | 0.0 | $585k | +16% | 1.7k | 337.84 |
|
| BP Sponsored Adr (BP) | 0.0 | $583k | +4% | 12k | 47.00 |
|
| Enbridge (ENB) | 0.0 | $581k | +4% | 11k | 54.14 |
|
| American Electric Power Company (AEP) | 0.0 | $577k | -2% | 4.4k | 131.08 |
|
| Steris Shs Usd (STE) | 0.0 | $568k | -7% | 2.6k | 221.13 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $549k | 2.6k | 211.15 |
|
|
| First Tr Exchange-traded SHS (QTEC) | 0.0 | $538k | 2.5k | 215.98 |
|
|
| Kkr & Co (KKR) | 0.0 | $535k | 5.8k | 92.50 |
|
|
| UnitedHealth (UNH) | 0.0 | $533k | -35% | 2.0k | 270.59 |
|
| United Rentals (URI) | 0.0 | $515k | 707.00 | 728.56 |
|
|
| Target Corporation (TGT) | 0.0 | $511k | 4.2k | 121.20 |
|
|
| Teradyne (TER) | 0.0 | $506k | -42% | 1.7k | 296.46 |
|
| Wabtec Corporation (WAB) | 0.0 | $503k | -31% | 2.0k | 249.91 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $499k | 1.3k | 390.41 |
|
|
| Prologis (PLD) | 0.0 | $491k | -14% | 3.7k | 132.18 |
|
| W.W. Grainger (GWW) | 0.0 | $477k | 437.00 | 1090.81 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $471k | 1.4k | 328.66 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $468k | -3% | 670.00 | 697.72 |
|
| Nike CL B (NKE) | 0.0 | $467k | -6% | 8.8k | 52.82 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $467k | 1.1k | 436.79 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $461k | 2.1k | 215.06 |
|
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $460k | 1.2k | 383.40 |
|
|
| Zimmer Holdings (ZBH) | 0.0 | $459k | -25% | 5.1k | 90.42 |
|
| Donaldson Company (DCI) | 0.0 | $458k | -9% | 5.4k | 84.87 |
|
| NetApp (NTAP) | 0.0 | $445k | 4.3k | 102.39 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $442k | 300.00 | 1472.41 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $441k | +77% | 4.2k | 106.15 |
|
| Constellation Energy (CEG) | 0.0 | $437k | +4% | 1.6k | 279.25 |
|
| Eversource Energy (ES) | 0.0 | $436k | 6.3k | 69.28 |
|
|
| Hingham Institution for Savings (HIFS) | 0.0 | $436k | 1.5k | 285.84 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $434k | 4.6k | 93.98 |
|
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $432k | 4.5k | 96.70 |
|
|
| Agnico (AEM) | 0.0 | $429k | 2.1k | 202.98 |
|
|
| Topbuild (BLD) | 0.0 | $428k | 1.2k | 351.30 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $423k | 2.0k | 206.72 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $422k | 911.00 | 463.19 |
|
|
| Kenvue (KVUE) | 0.0 | $420k | 24k | 17.24 |
|
|
| eBay (EBAY) | 0.0 | $414k | 4.5k | 91.02 |
|
|
| Gartner (IT) | 0.0 | $412k | 2.6k | 158.34 |
|
|
| Qnity Electronics Common Stock (Q) | 0.0 | $412k | -4% | 3.6k | 115.38 |
|
| McKesson Corporation (MCK) | 0.0 | $392k | +47% | 453.00 | 865.36 |
|
| Southern Missouri Ban (SMBC) | 0.0 | $384k | 6.0k | 63.94 |
|
|
| Williams Companies (WMB) | 0.0 | $381k | -6% | 5.2k | 72.78 |
|
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $375k | -3% | 7.4k | 50.95 |
|
| Emcor (EME) | 0.0 | $369k | -19% | 500.00 | 738.31 |
|
| Rockwell Automation (ROK) | 0.0 | $365k | 1.0k | 358.88 |
|
|
| SLB Com Stk (SLB) | 0.0 | $357k | 6.9k | 51.39 |
|
|
| Canadian Natural Resources (CNQ) | 0.0 | $354k | 7.3k | 48.73 |
|
|
| Entegris (ENTG) | 0.0 | $354k | -17% | 3.0k | 117.24 |
|
| Spdr Series Trust State Street Spd (SPSM) | 0.0 | $351k | 7.3k | 48.32 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $349k | +65% | 5.0k | 70.18 |
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $347k | 2.1k | 168.85 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $347k | 2.7k | 126.35 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $344k | +2% | 1.8k | 191.92 |
|
| Tyler Technologies (TYL) | 0.0 | $342k | 1.0k | 342.38 |
|
|
| J Jill Group (JILL) | 0.0 | $342k | 30k | 11.46 |
|
|
| PPG Industries (PPG) | 0.0 | $339k | 3.2k | 106.88 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $339k | 4.2k | 80.95 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $336k | 2.1k | 157.28 |
|
|
| Northern Trust Corporation (NTRS) | 0.0 | $332k | 2.4k | 139.57 |
|
|
| Globe Life (GL) | 0.0 | $331k | 2.4k | 139.17 |
|
|
| Dupont De Nemours (DD) | 0.0 | $327k | -4% | 7.1k | 45.80 |
|
| Workday Cl A (WDAY) | 0.0 | $317k | 2.4k | 129.92 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $315k | +9% | 4.1k | 77.11 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $313k | 3.8k | 82.43 |
|
|
| Halliburton Company (HAL) | 0.0 | $296k | 7.6k | 38.99 |
|
|
| Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) | 0.0 | $295k | -32% | 5.3k | 55.71 |
|
| Flextronics Intl Ord (FLEX) | 0.0 | $295k | 4.5k | 65.46 |
|
|
| Boeing Company (BA) | 0.0 | $292k | 1.5k | 199.03 |
|
|
| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.0 | $292k | 2.4k | 120.74 |
|
|
| McGrath Rent (MGRC) | 0.0 | $287k | 2.6k | 110.28 |
|
|
| Norfolk Southern (NSC) | 0.0 | $283k | 987.00 | 287.00 |
|
|
| Kinder Morgan (KMI) | 0.0 | $278k | 8.3k | 33.53 |
|
|
| Oneok (OKE) | 0.0 | $276k | 3.0k | 90.39 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $266k | 1.8k | 146.28 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $265k | -3% | 2.1k | 126.28 |
|
| Barrick Mng Corp Com Shs (B) | 0.0 | $265k | 6.5k | 40.79 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $264k | 884.00 | 298.85 |
|
|
| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $263k | 3.6k | 72.74 |
|
|
| Unum (UNM) | 0.0 | $257k | 3.5k | 73.03 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $255k | 11k | 23.81 |
|
|
| Textron (TXT) | 0.0 | $252k | 2.9k | 87.56 |
|
|
| Republic Services (RSG) | 0.0 | $249k | -13% | 1.1k | 219.02 |
|
| Scholar Rock Hldg Corp (SRRK) | 0.0 | $246k | 5.0k | 49.16 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $244k | 2.6k | 95.44 |
|
|
| Dow (DOW) | 0.0 | $243k | NEW | 5.8k | 41.65 |
|
| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.0 | $243k | 2.5k | 95.62 |
|
|
| Dominion Resources (D) | 0.0 | $239k | 3.9k | 61.82 |
|
|
| FedEx Corporation (FDX) | 0.0 | $237k | NEW | 666.00 | 356.18 |
|
| Genuine Parts Company (GPC) | 0.0 | $233k | 2.2k | 105.75 |
|
|
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $230k | 4.0k | 57.07 |
|
|
| MetLife (MET) | 0.0 | $229k | 3.2k | 70.72 |
|
|
| Vontier Corporation (VNT) | 0.0 | $225k | -2% | 6.4k | 35.47 |
|
| Illumina (ILMN) | 0.0 | $222k | 1.8k | 123.26 |
|
|
| Lincoln National Corporation (LNC) | 0.0 | $215k | 6.1k | 35.50 |
|
|
| Easterly Govt Pptys Com Shs (DEA) | 0.0 | $212k | 9.9k | 21.43 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $209k | 2.0k | 106.01 |
|
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.0 | $209k | -43% | 10k | 20.41 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $207k | 1.5k | 142.43 |
|
|
| EQT Corporation (EQT) | 0.0 | $207k | NEW | 3.3k | 63.64 |
|
| Ametek (AME) | 0.0 | $206k | NEW | 962.00 | 214.36 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $204k | NEW | 1.2k | 173.04 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $204k | NEW | 603.00 | 337.95 |
|
| Hp (HPQ) | 0.0 | $192k | 10k | 19.21 |
|
|
| Ginkgo Bioworks Holdings Cl A New (DNA) | 0.0 | $184k | 30k | 6.13 |
|
|
| Compass Therapeutics (CMPX) | 0.0 | $101k | 19k | 5.29 |
|
|
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $100k | 12k | 8.66 |
|
|
| Milestone Pharmaceuticals (MIST) | 0.0 | $30k | NEW | 25k | 1.19 |
|
| Dermata Therapeutics (DRMA) | 0.0 | $24k | NEW | 20k | 1.21 |
|
Past Filings by Welch & Forbes
SEC 13F filings are viewable for Welch & Forbes going back to 2011
- Welch & Forbes 2026 Q1 filed May 1, 2026
- Welch & Forbes 2025 Q4 filed Feb. 10, 2026
- Welch & Forbes 2025 Q3 filed Nov. 4, 2025
- Welch & Forbes 2025 Q2 filed Aug. 5, 2025
- Welch & Forbes 2025 Q1 filed May 2, 2025
- Welch & Forbes 2024 Q4 filed Feb. 7, 2025
- Welch & Forbes 2024 Q3 filed Nov. 4, 2024
- Welch & Forbes 2024 Q2 filed Aug. 2, 2024
- Welch & Forbes 2024 Q1 filed May 3, 2024
- Welch & Forbes 2023 Q4 filed Feb. 6, 2024
- Welch & Forbes 2023 Q3 filed Nov. 3, 2023
- Welch & Forbes 2023 Q2 filed July 28, 2023
- Welch & Forbes 2023 Q1 filed April 14, 2023
- Welch & Forbes 2022 Q4 filed Feb. 2, 2023
- Welch & Forbes 2022 Q3 filed Oct. 31, 2022
- Welch & Forbes 2022 Q2 filed July 22, 2022