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Portfolio (Quarterly) Guide ↗

Welch & Forbes LLC

· CIK 0000105495
13F Portfolio $8.3B AUM Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 374 New
Page 15 of 19  ·  374 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 NTAP NETAPP INC Technology 4,344.0 $465K 0.01% NEW $107.09 +15.7%
282 SCHW SCHWAB CHARLES CORP Financial Services 4,621.0 $462K 0.01% NEW $99.91 -9.8%
283 TYL TYLER TECHNOLOGIES INC Technology 1,000.0 $454K 0.01% NEW $453.95 -30.1%
284 FORM FORMFACTOR INC Technology 8,000.0 $446K 0.01% NEW $55.78 +129.5%
285 GWW WW GRAINGER INC Industrials 442.0 $446K 0.01% NEW $1009.05 +22.8%
286 DIA SPDR DOW JONES INDL AVERAGE Financial Services 911.0 $438K 0.01% NEW $480.57 +4.7%
287 HIFS HINGHAM INSTN SVGS MASS Financial Services 1,525.0 $433K 0.01% NEW $283.96 -0.1%
288 SOXX ISHARES TR 1,434.0 $432K 0.01% NEW $301.15 +74.4%
289 SMH VANECK ETF TRUST 1,193.0 $430K 0.01% NEW $360.13 +57.6%
290 ES EVERSOURCE ENERGY Utilities 6,298.0 $424K 0.01% NEW $67.33 +3.4%
291 MU MICRON TECHNOLOGY INC Technology 1,481.0 $423K 0.01% NEW $285.41 +167.0%
292 KVUE KENVUE INC Consumer Defensive 24,345.0 $420K 0.01% NEW $17.25 +1.2%
293 MTB M & T BK CORP Financial Services 2,046.0 $412K 0.01% NEW $201.48 +5.4%
294 TGT TARGET CORP Consumer Defensive 4,216.0 $412K 0.01% NEW $97.75 +25.1%
295 BP BP PLC Energy 11,853.0 $412K 0.01% NEW $34.73 +29.2%
296 JILL J JILL INC Consumer Cyclical 29,825.0 $409K 0.01% NEW $13.72 -10.6%
297 EBAY EBAY INC. Consumer Cyclical 4,549.0 $396K 0.01% NEW $87.10 +34.5%
298 ROK ROCKWELL AUTOMATION INC Industrials 1,016.0 $395K 0.01% NEW $389.07 +12.1%
299 FLOT ISHARES TR 7,650.0 $389K 0.01% NEW $50.86 +0.3%
300 LSEQ HARBOR ETF TRUST 14,016.0 $387K 0.01% NEW $27.58 +23.3%
Page 15 of 19  ·  374 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.4%
Healthcare 17.6%
Financial Services 14.1%
Industrials 11.7%
Consumer Cyclical 11.1%
Communication Services 8.3%
Consumer Defensive 5.9%
Basic Materials 2.5%
Energy 1.5%
Utilities 1.0%