Institutional manager

Welch & Forbes LLC

Holds positions in 228 of the S&P 500, worth $6.98bn as reported for the quarter ended 31-mar-2026.

Positions held228of 488 index companies covered

Reported value$6.98bnS&P 500 positions only

Top ten weight42%how concentrated the book is

Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 228 held. The rest are smaller than every one of these.

NvidiaNVDA3.1m$540mInformation Technology Alphabet Inc. (Class A)GOOGL1.6m$454mCommunication Services Apple Inc.AAPL1.7m$426mInformation Technology MicrosoftMSFT881,583$326mInformation Technology O'Reilly AutomotiveORLY2.8m$261mConsumer Discretionary Visa Inc.V719,551$217mFinancials RTX CorporationRTX1.1m$211mIndustrials JPMorgan ChaseJPM652,907$192mFinancials Stryker CorporationSYK509,055$167mHealth Care CostcoCOST161,366$161mConsumer Staples Johnson & JohnsonJNJ657,528$161mHealth Care Lilly (Eli)LLY168,235$155mHealth Care Home Depot (The)HD428,694$141mConsumer Discretionary Chubb LimitedCB386,756$126mFinancials EcolabECL470,443$125mMaterials TJX CompaniesTJX771,975$123mConsumer Discretionary AmazonAMZN567,966$118mConsumer Discretionary Danaher CorporationDHR612,657$116mHealth Care Procter & GamblePG763,852$110mConsumer Staples Vertex PharmaceuticalsVRTX219,669$98mHealth Care Idexx LaboratoriesIDXX168,181$94mHealth Care McDonald'sMCD303,989$94mConsumer Discretionary Chevron CorporationCVX400,536$83mEnergy Ameriprise FinancialAMP173,461$77mFinancials Meta PlatformsMETA133,969$77mCommunication Services AbbVieABBV343,615$75mHealth Care BroadcomAVGO241,441$75mInformation Technology Mettler ToledoMTD58,807$74mHealth Care ResMed|RMD326,407$73mHealth Care Iron MountainIRM652,068$67mReal Estate WalmartWMT523,098$65mConsumer Staples Abbott LaboratoriesABT629,836$65mHealth Care PepsiCoPEP415,977$65mConsumer Staples Roper TechnologiesROP180,120$64mInformation Technology Arthur J. Gallagher & Co.AJG293,288$64mFinancials NextEra EnergyNEE675,388$63mUtilities Berkshire HathawayBRK.B117,537$57mFinancials Linde plcLIN105,270$52mMaterials Xylem Inc.XYL413,855$49mIndustrials CiscoCSCO633,547$49mInformation Technology ExxonMobilXOM284,982$48mEnergy Palo Alto NetworksPANW300,564$48mInformation Technology L3HarrisLHX138,096$48mIndustrials Bank of AmericaBAC976,595$48mFinancials Booking HoldingsBKNG10,870$46mConsumer Discretionary Automatic Data ProcessingADP223,960$46mIndustrials Thermo Fisher ScientificTMO88,934$44mHealth Care State Street CorporationSTT122,940$40mFinancials A. O. SmithAOS579,780$38mIndustrials Merck & Co.MRK317,368$38mHealth Care Church & DwightCHD378,902$35mConsumer Staples AflacAFL317,011$35mFinancials PaychexPAYX362,116$33mIndustrials VerizonVZ652,264$33mCommunication Services CintasCTAS190,419$32mIndustrials Dover CorporationDOV143,443$30mIndustrials ServiceNowNOW284,864$30mInformation Technology FiservFISV506,394$28mFinancials EquinixEQIX25,794$25mReal Estate American ExpressAXP81,764$25mFinancials

What this page is not

Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.