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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 4 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GL GLOBE LIFE INC Financial Services 46,875.0 $6.6M 0.25% NEW $139.86 +10.4%
62 VOO VANGUARD INDEX FDS 9,972.0 $6.3M 0.24% NEW $627.10 +8.3%
63 TGT TARGET CORP Consumer Defensive 61,530.0 $6.0M 0.23% NEW $97.75 +25.9%
64 AFL AFLAC INC Financial Services 53,635.0 $5.9M 0.23% NEW $110.27 +5.9%
65 WMT WALMART INC Consumer Defensive 50,903.0 $5.7M 0.22% NEW $111.41 +18.9%
66 GOOG ALPHABET INC Communication Services 13,073.0 $4.1M 0.16% NEW $313.79 +26.6%
67 RF REGIONS FINANCIAL CORP NEW Financial Services 147,472.0 $4.0M 0.15% NEW $27.10 -1.1%
68 GLD SPDR GOLD TR Financial Services 9,639.0 $3.8M 0.15% NEW $396.31 +7.8%
69 SHY ISHARES TR 45,614.0 $3.8M 0.15% NEW $82.82 -0.9%
70 VGSH VANGUARD SCOTTSDALE FDS 63,425.0 $3.7M 0.14% NEW $58.73 -0.9%
71 MRK MERCK & CO INC Healthcare 34,481.0 $3.6M 0.14% NEW $105.26 +7.7%
72 PM PHILIP MORRIS INTL INC Consumer Defensive 21,780.0 $3.5M 0.14% NEW $160.40 +19.6%
73 SYNOVUS FINL CORP 67,623.0 $3.4M 0.13% NEW $50.05
74 QQQ INVESCO QQQ TR Financial Services 4,324.0 $2.7M 0.10% NEW $614.37 +15.4%
75 MLI MUELLER INDS INC Industrials 22,000.0 $2.5M 0.10% NEW $114.80 +21.3%
76 MO ALTRIA GROUP INC Consumer Defensive 42,196.0 $2.4M 0.09% NEW $57.66 +25.6%
77 WFC WELLS FARGO CO NEW Financial Services 23,996.0 $2.2M 0.09% NEW $93.20 -20.8%
78 T AT&T INC Communication Services 88,574.0 $2.2M 0.09% NEW $24.84 -0.7%
79 GIS GENERAL MLS INC Consumer Defensive 45,437.0 $2.1M 0.08% NEW $46.50 -28.8%
80 CR CRANE COMPANY Industrials 11,000.0 $2.0M 0.08% NEW $184.43 -2.8%
Page 4 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%