WELCH & FORBES LLC - Portfolio overview

WELCH & FORBES LLC has 397 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. NVDA - NVIDIA CORPORATION, 6.87%
2. AAPL - APPLE INC, 5.42%
3. GOOG - ALPHABET INC, 4.28%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.