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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 8 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IYK ISHARES TR 11,467.0 $767K 0.03% NEW $66.92 +7.9%
142 XLV SELECT SECTOR SPDR TR 4,818.0 $746K 0.03% NEW $154.80 -6.3%
143 UTG REAVES UTIL INCOME FD Financial Services 19,729.0 $722K 0.03% NEW $36.58 +15.5%
144 V PUT VISA INC Financial Services 2,000.0 $701K 0.03% NEW $350.71 -8.0%
145 VIG VANGUARD SPECIALIZED FUNDS 3,157.0 $694K 0.03% NEW $219.79 +4.4%
146 FLS FLOWSERVE CORP Industrials 9,850.0 $683K 0.03% NEW $69.38 -2.0%
147 IEX IDEX CORP Industrials 3,707.0 $660K 0.03% NEW $177.94 +18.8%
148 XLE SELECT SECTOR SPDR TR 14,613.0 $653K 0.03% NEW $44.71 +33.0%
149 FANG DIAMONDBACK ENERGY INC Energy 4,341.0 $653K 0.03% NEW $150.34 +33.2%
150 PNC PNC FINL SVCS GROUP INC Financial Services 3,118.0 $651K 0.03% NEW $208.73 +2.3%
151 GE GE AEROSPACE Industrials 2,106.0 $649K 0.03% NEW $308.04 -5.4%
152 SONY SONY GROUP CORP Technology 25,156.0 $644K 0.03% NEW $25.60 -13.6%
153 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,015.0 $632K 0.02% NEW $622.66 -7.6%
154 BMY BRISTOL-MYERS SQUIBB CO Healthcare 11,711.0 $632K 0.02% NEW $53.94 +5.7%
155 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 2,439.0 $631K 0.02% NEW $258.65 +35.0%
156 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,070.0 $620K 0.02% NEW $579.51 -22.7%
157 UNP UNION PAC CORP Industrials 2,634.0 $609K 0.02% NEW $231.36 +16.4%
158 XLC SELECT SECTOR SPDR TR 5,084.0 $598K 0.02% NEW $117.71 -1.4%
159 AD ARRAY DIGITAL INFRASTRUCTURE Communication Services 11,000.0 $590K 0.02% NEW $53.62 -6.7%
160 COF CAPITAL ONE FINL CORP Financial Services 2,426.0 $588K 0.02% NEW $242.36 -23.3%
Page 8 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%