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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 16 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SJT SAN JUAN BASIN RTY TR Energy 22,008.0 $124K 0.01% NEW $5.62 -24.7%
302 ABEV AMBEV SA Consumer Defensive 45,491.0 $112K 0.00% NEW $2.47 +24.3%
303 BITFARMS LTD 32,740.0 $77K 0.00% NEW $2.35
304 MTR MESA RTY TR Energy 16,370.0 $69K 0.00% NEW $4.19 -0.5%
305 GTN GRAY MEDIA INC Communication Services 12,369.0 $60K 0.00% NEW $4.84 -13.8%
306 OPEN OPENDOOR TECHNOLOGIES INC Real Estate 10,000.0 $58K 0.00% NEW $5.83 -23.3%
307 UROY URANIUM RTY CORP Energy 14,110.0 $50K 0.00% NEW $3.54 +14.1%
308 WWR WESTWATER RES INC Basic Materials 22,954.0 $17K 0.00% NEW $0.75 -20.4%
309 CTM CASTELLUM INC Technology 10,000.0 $9K NEW $0.90 -25.2%
Page 16 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%