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Portfolio (Quarterly) Guide ↗

Welch Group, LLC

· CIK 0001443095
13F Portfolio $2.6B AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 309 New
Page 15 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CADENCE BANK 5,371.0 $230K 0.01% NEW $42.84
282 JEPQ J P MORGAN EXCHANGE TRADED F 3,950.0 $230K 0.01% NEW $58.12 +2.8%
283 MPT MEDICAL PPTYS TRUST INC Financial Services 45,874.0 $229K 0.01% NEW $5.00 +3.6%
284 FDX FEDEX CORP Industrials 793.0 $229K 0.01% NEW $288.84 +31.6%
285 IP INTERNATIONAL PAPER CO Consumer Cyclical 5,804.0 $229K 0.01% NEW $39.39 -19.8%
286 DAL DELTA AIR LINES INC DEL Industrials 3,282.0 $228K 0.01% NEW $69.40 +3.1%
287 COIN COINBASE GLOBAL INC Financial Services 1,000.0 $226K 0.01% NEW $226.14 -6.2%
288 NVDA CALL NVIDIA CORPORATION Technology 1,200.0 $224K 0.01% NEW $186.50 +26.4%
289 PPG PPG INDS INC Basic Materials 2,181.0 $223K 0.01% NEW $102.46 +3.4%
290 VB VANGUARD INDEX FDS 860.0 $222K 0.01% NEW $257.83 +9.3%
291 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 11,076.0 $218K 0.01% NEW $19.71 -26.3%
292 HUBB HUBBELL INC Industrials 490.0 $218K 0.01% NEW $444.11 +8.5%
293 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 1,461.0 $214K 0.01% NEW $146.58 -9.5%
294 C CITIGROUP INC Financial Services 1,833.0 $214K 0.01% NEW $116.70 +5.8%
295 CGXU CAPITAL GROUP INTL FOCUS EQT 7,119.0 $210K 0.01% NEW $29.55 +10.1%
296 IBIT ISHARES BITCOIN TRUST ETF Financial Services 4,224.0 $210K 0.01% NEW $49.65 -9.7%
297 PCAR PACCAR INC Industrials 1,896.0 $208K 0.01% NEW $109.51 +2.8%
298 VNQ VANGUARD INDEX FDS 2,315.0 $205K 0.01% NEW $88.49 +6.1%
299 ITW ILLINOIS TOOL WKS INC Industrials 829.0 $204K 0.01% NEW $246.26 +1.8%
300 ZDGE ZEDGE INC Communication Services 45,671.0 $150K 0.01% NEW $3.28 -13.1%
Page 15 of 16  ·  309 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 23.1%
Financial Services 18.6%
Industrials 13.6%
Healthcare 10.0%
Utilities 9.3%
Consumer Defensive 8.8%
Consumer Cyclical 6.5%
Energy 5.6%
Communication Services 3.6%
Basic Materials 0.8%