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WELCH & FORBES LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

WELCH & FORBES LLC

报告期 2026-03-31 · CIK 0000105495

持仓数

368

前50大市值合计

$6.14B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

NVDA NVIDIA CORPORATION

COM

$540.0M

3,096,403

8.8%

AAPL APPLE INC

COM

$426.3M

1,679,909

6.9%

GOOG ALPHABET INC

CAP STK CL C

$336.3M

1,172,363

5.5%

MSFT MICROSOFT CORP

COM

$326.3M

881,583

5.3%

ORLY OREILLY AUTOMOTIVE INC

COM

$261.4M

2,832,170

4.3%

V VISA INC

COM CL A

$217.5M

719,551

3.5%

RTX RTX CORPORATION

COM

$211.1M

1,094,594

3.4%

JPM JPMORGAN CHASE & CO

COM

$192.1M

652,907

3.1%

SYK STRYKER CORPORATION

COM

$167.3M

509,055

2.7%

COST COSTCO WHOLESALE CORPORATION

COM

$160.8M

161,366

2.6%

JNJ JOHNSON & JOHNSON

COM

$160.7M

657,528

2.6%

LLY ELI LILLY & CO

COM

$154.7M

168,235

2.5%

HD HOME DEPOT INC

COM

$141.0M

428,694

2.3%

— CHUBB LTD SWITZ

COM

$126.1M

386,756

2.1%

ECL ECOLAB INC

COM

$125.1M

470,443

2.0%

TJX TJX COS INC NEW

COM

$123.3M

771,975

2.0%

AMZN AMAZON COM INC

COM

$118.3M

567,966

1.9%

GOOGL ALPHABET INC

CAP STK CL A

$117.7M

409,445

1.9%

DHR DANAHER CORP DEL

COM

$116.2M

612,657

1.9%

PG PROCTER & GAMBLE CO

COM

$110.3M

763,852

1.8%

MDY STATE STR SPDR S&P MIDCAP 40

UTSER1 S&PDCRP

$99.6M

161,554

1.6%

VRTX VERTEX PHARMACEUTICALS INC

COM

$98.1M

219,669

1.6%

IDXX IDEXX LABS INC

COM

$94.5M

168,181

1.5%

MCD MCDONALDS CORP

COM

$94.5M

303,989

1.5%

CVX CHEVRON CORPORATION

COM

$82.9M

400,536

1.3%

AMP AMERIPRISE FINL INC

COM

$77.1M

173,461

1.3%

META META PLATFORMS INC

CL A

$76.6M

133,969

1.2%

WSO WATSCO INC

COM

$76.3M

209,805

1.2%

ABBV ABBVIE INC

COM

$74.7M

343,615

1.2%

AVGO BROADCOM INC

COM

$74.7M

241,441

1.2%

MTD METTLER TOLEDO INTERNATIONAL

COM

$74.2M

58,807

1.2%

RMD RESMED INC

COM

$73.3M

326,407

1.2%

IRM IRON MTN INC DEL

COM

$66.6M

652,068

1.1%

WMT WALMART INC

COM

$65.0M

523,098

1.1%

ABT ABBOTT LABORATORIES

COM

$64.7M

629,836

1.1%

PEP PEPSICO INC

COM

$64.6M

415,977

1.1%

ROP ROPER TECHNOLOGIES INC

COM

$63.7M

180,120

1.0%

AJG GALLAGHER ARTHUR J & CO

COM

$63.5M

293,288

1.0%

NEE NEXTERA ENERGY INC

COM

$62.7M

675,388

1.0%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$62.2M

970,411

1.0%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$56.3M

117,536

0.9%

LECO LINCOLN ELEC HLDGS INC

COM

$52.3M

209,888

0.9%

— LINDE PLC

SHS

$52.2M

105,270

0.8%

XYL XYLEM INC

COM

$49.5M

413,855

0.8%

CSCO CISCO SYS INC

COM

$49.2M

633,547

0.8%

— EXXON MOBIL CORP

COM

$48.4M

284,982

0.8%

PANW PALO ALTO NETWORKS INC

COM

$48.2M

300,564

0.8%

LHX L3HARRIS TECHNOLOGIES INC

COM

$47.7M

138,096

0.8%

BAC BANK AMERICA CORP

COM

$47.6M

976,595

0.8%

CSL CARLISLE COS INC

COM

$46.9M

140,466

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

34%前 6 大占比

NVDA8.8%AAPL6.9%GOOG5.5%MSFT5.3%ORLY4.3%V3.5%