Welch & Forbes
Welch & Forbes reported 388 stocks worth $8.2B in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are NVDA (7.4%), AAPL (5.8%) and GOOG (5.0%). Compared with Q1 2026, the fund added to MSFT, LLY and SYK, trimmed NVDA, AAPL and GOOG and sold out of DD, BHP and TXT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $609M | 7.4% | 3M | −55K (−2%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $481M | 5.8% | 1.7M | −17K (−1%) | 8 of 8 | |
| 3 |  GOOG Alphabet Inc | $407M | 5.0% | 1.2M | −19K (−2%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $331M | 4.0% | 887K | +5,660 (+1%) | 8 of 8 | |
| 5 |  ORLY O Reilly Automotive Inc | $259M | 3.1% | 2.8M | −23K (−1%) | 8 of 8 | |
| 6 |  V Visa Inc | $242M | 2.9% | 705K | −14K (−2%) | 8 of 8 | |
| 7 |  JPM Jpmorgan Chase & Co. | $211M | 2.6% | 645K | −7,413 (−1%) | 8 of 8 | |
| 8 |  LLY Eli Lilly & Co | $207M | 2.5% | 173K | +4,469 (+3%) | 8 of 8 | |
| 9 |  RTX Rtx Corp | $203M | 2.5% | 1.1M | −25K (−2%) | 8 of 8 | |
| 10 |  JNJ Johnson & Johnson | $167M | 2.0% | 658K | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $2.2M | 9,800 |
 DD Dupont DE Nemours Inc | $327K | 7,140 |
 BHP Bhp Group Ltd | $263K | 3,619 |
 TXT Textron Inc | $252K | 2,880 |
 DOW Dow Inc | $243K | 5,839 |
🔒 Free account: see all 10.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 30, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Welch & Forbes 13F FAQ
What does Welch & Forbes own?
Welch & Forbes reported 388 stocks worth $8.2B in its 13F filing for Q2 2026, filed Jul 30, 2026. Its largest holdings are NVDA (7.4%), AAPL (5.8%) and GOOG (5.0%). The table above lists every position in the filing (the top 10 without an account).
What did Welch & Forbes buy and sell in Q2 2026?
Compared with Q1 2026: 30 new positions, 116 added to, 161 trimmed and 10 sold out. It sold all of DD, BHP and TXT.
When will Welch & Forbes file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Welch & Forbes's portfolio worth?
The Q2 2026 filing reports $8.2B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.