CIK 105495
WELCH & FORBES LLC
Institutional 13F holdings & portfolio
Holdings
374
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 374
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GD | GENERAL DYNAMICS CORP | 4K | $1M+ | SH |
| VEEV | VEEVA SYS INC | 6K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 8K | $1M+ | SH |
| VLTO | VERALTO CORP | 14K | $1M+ | SH |
| CVS | CVS HEALTH CORP | 17K | $1M+ | SH |
| ALL | ALLSTATE CORP | 6K | $1M+ | SH |
| DVY | ISHARES TR | 9K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 5K | $1M+ | SH |
| USB | US BANCORP DEL | 25K | $1M+ | SH |
| IEFA | ISHARES TR | 14K | $1M+ | SH |
| CPRT | COPART INC | 32K | $1M+ | SH |
| MRSH | MARSH & MCLENNAN COS INC | 7K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 1K | $1M+ | SH |
| WEC | WEC ENERGY GROUP INC | 12K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 6K | $1M+ | SH |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | 50K | $1M+ | SH |
| MKC | MCCORMICK & CO INC | 17K | $1M+ | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 25K | $1M+ | SH |
| MO | ALTRIA GROUP INC | 20K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 8K | $1M+ | SH |
| NVO | NOVO-NORDISK A S | 22K | $1M+ | SH |
| ETN | EATON CORP PLC | 3K | $1M+ | SH |
| GLD | SPDR GOLD TR | 3K | $1M+ | SH |
| MS | MORGAN STANLEY | 6K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 3K | $1M+ | SH |
| TFC | TRUIST FINL CORP | 21K | $1M+ | SH |
| AMG | AFFILIATED MANAGERS GROUP IN | 4K | $1M+ | SH |
| RAL | RALLIANT CORP | 19K | $500K+ | SH |
| WCN | WASTE CONNECTIONS INC | 6K | $500K+ | SH |
| IVW | ISHARES TR | 8K | $500K+ | SH |
| BND | VANGUARD BD INDEX FDS | 13K | $500K+ | SH |
| PSX | PHILLIPS 66 | 7K | $500K+ | SH |
| UL | UNILEVER PLC | 13K | $500K+ | SH |
| BR | BROADRIDGE FINL SOLUTIONS IN | 4K | $500K+ | SH |
| BIV | VANGUARD BD INDEX FDS | 11K | $500K+ | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 10K | $500K+ | SH |
| CSX | CSX CORP | 23K | $500K+ | SH |
| EEM | ISHARES TR | 15K | $500K+ | SH |
| VTI | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| IJK | ISHARES TR | 8K | $500K+ | SH |
| ASML | ASML HOLDING N V | 750 | $500K+ | SH |
| MDLZ | MONDELEZ INTL INC | 15K | $500K+ | SH |
| WST | WEST PHARMACEUTICAL SVSC INC | 3K | $500K+ | SH |
| BSM | BLACK STONE MINERALS L P | 59K | $500K+ | SH |
| JKHY | HENRY JACK & ASSOC INC | 4K | $500K+ | SH |
| TRV | TRAVELERS COMPANIES INC | 3K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| KKR | KKR & CO INC | 6K | $500K+ | SH |
| PHO | INVESCO EXCHANGE TRADED FD T | 10K | $500K+ | SH |
| STE | STERIS PLC | 3K | $500K+ | SH |