Welch & Forbes LLC
CIK Number: 0000105495
7.64B
Market Value
370
# of Holdings
41 months
Avg. Holding Period
34.56%
Win Rate
27.62%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporat... | 144.07 | -0.43% | 3.99M | -3.78% | 535.54M | 1.05 | 6.89% |
| 2 | AAPL | Apple Inc. | 195.57 | -1.44% | 1.76M | -0.81% | 440.28M | 31.56 | 5.66% |
| 3 | MSFT | Microsoft Corpo... | 477.90 | -0.26% | 905.64K | -0.43% | 381.73M | 45.5 | 4.91% |
| 4 | ORLY | O'Reilly Automo... | 88.78 | +0.75% | 200.37K | -1.11% | 237.6M | 67.58 | 3.05% |
| 5 | V | Visa Inc. | 357.69 | +0.62% | 744.75K | -0.61% | 235.37M | 54.66 | 3.03% |
| 6 | GOOG | Alphabet Inc. | 177.16 | -0.44% | 1.2M | +0.07% | 229M | 45.05 | 2.94% |
| 7 | SYK | Stryker Corpora... | 373.25 | -1.02% | 517.22K | -0.48% | 186.23M | 53.5 | 2.39% |
| 8 | FI | Fiserv, Inc. | 163.43 | -0.88% | 874.76K | -2.44% | 179.69M | 31.65 | 2.31% |
| 9 | HD | The Home Depot,... | 348.70 | -1.37% | 430.64K | -0.08% | 167.52M | 58.18 | 2.15% |
| 10 | JPM | JPMorgan Chase ... | 269.39 | -0.36% | 698.45K | -0.57% | 167.43M | 62.66 | 2.15% |
| 11 | DHR | Danaher Corpora... | 195.80 | -2.64% | 684.85K | +1.29% | 157.21M | 41.89 | 2.02% |
| 12 | COST | Costco Wholesal... | 977.59 | -0.69% | 167.76K | -0.46% | 153.71M | 191.97 | 1.98% |
| 13 | RTX | RTX Corporation | 148.49 | +1.39% | 1.17M | -0.44% | 135.55M | 63.76 | 1.74% |
| 14 | ANSS | ANSYS, Inc. | 336.75 | -0.66% | 395.77K | -0.52% | 133.51M | 94.73 | 1.72% |
| 15 | PG | The Procter & G... | 158.46 | -1.5% | 794.28K | +0.06% | 133.16M | 57.6 | 1.71% |
| 16 | AMZN | Amazon.com, Inc... | 214.87 | -0.57% | 521.47K | +0.15% | 114.4M | 119.08 | 1.47% |
| 17 | LLY | Eli Lilly and C... | 791.46 | -2% | 146.98K | +8.96% | 113.47M | 175.18 | 1.46% |
| 18 | CB | Chubb Limited | 283.75 | -0.94% | 405.87K | -0.52% | 112.14M | 139.84 | 1.44% |
| 19 | ECL | Ecolab Inc. | 261.11 | -1.89% | 468.68K | -0.8% | 109.82M | 80.41 | 1.41% |
| 20 | ROP | Roper Technolog... | 562.29 | -0.59% | 200.32K | -0.16% | 104.14M | 231.47 | 1.34% |
| 21 | WSO | Watsco, Inc. | 423.31 | -1.47% | 214.28K | -0.29% | 101.55M | 188.26 | 1.31% |
| 22 | JNJ | Johnson & Johns... | 152.38 | -1.83% | 692.61K | -1.91% | 100.16M | 71.51 | 1.29% |
| 23 | MDY | SPDR S&P MIDCAP... | 551.81 | -0.9% | 171.85K | +22.48% | 97.88M | 360.3 | 1.26% |
| 24 | AMP | Ameriprise Fina... | 506.40 | -1.27% | 180K | -1.6% | 95.84M | 124.46 | 1.23% |
| 25 | TJX | The TJX Compani... | 123.00 | -1.02% | 787.38K | -0.69% | 95.12M | 36.24 | 1.22% |
| 26 | MCD | McDonald's Corp... | 292.33 | -1.33% | 312.5K | -0.57% | 90.59M | 81.63 | 1.16% |
| 27 | PEP | PepsiCo, Inc. | 129.25 | -1.64% | 563.45K | -0.96% | 85.68M | 59.99 | 1.10% |
| 28 | AJG | Arthur J. Galla... | 316.17 | -0.05% | 300.14K | -0.86% | 85.2M | 111.29 | 1.10% |
| 29 | GOOGL | Alphabet Inc. | 175.88 | -0.51% | 440.01K | -2.03% | 83.29M | 47.53 | 1.07% |
| 30 | VRTX | Vertex Pharmace... | 442.29 | -1.91% | 197.78K | +0.59% | 79.65M | 92.78 | 1.02% |
| 31 | MTD | Mettler-Toledo ... | 1151.68 | -2.64% | 61.31K | -0.69% | 75.02M | 257.24 | 0.96% |
| 32 | RMD | ResMed Inc. | 249.91 | -0.7% | 327.77K | +0.25% | 74.96M | 62.62 | 0.96% |
| 33 | ABT | Abbott Laborato... | 132.22 | -1.34% | 636.19K | -0.46% | 71.96M | 63.41 | 0.93% |
| 34 | IRM | Iron Mountain I... | 102.66 | +0.58% | 679.76K | -1.12% | 71.45M | 37.18 | 0.92% |
| 35 | KMX | CarMax, Inc. | 64.39 | -2.22% | 870.34K | -2.22% | 71.16M | 25.45 | 0.91% |
| 36 | ADP | Automatic Data ... | 307.57 | -0.11% | 242.56K | -0.07% | 71.01M | 106.6 | 0.91% |
| 37 | IDXX | IDEXX Laborator... | 520.40 | -1.58% | 169.32K | +0.05% | 70M | 54.63 | 0.90% |
| 38 | META | Meta Platforms,... | 697.17 | -0.7% | 112.88K | +0.04% | 66.09M | 162.22 | 0.85% |
| 39 | ABBV | AbbVie Inc. | 185.53 | -2.8% | 363.55K | -0.28% | 64.6M | 97.64 | 0.83% |
| 40 | CVX | Chevron Corpora... | 148.85 | +1.93% | 412.86K | -1.59% | 59.8M | 86.91 | 0.77% |
| 41 | BRK-B | Berkshire Hatha... | 483.43 | -1.39% | 124.43K | -3.61% | 56.4M | 163.3 | 0.73% |
| 42 | PAYX | Paychex, Inc. | 152.43 | -0.81% | 384.63K | -0.65% | 53.93M | 35.55 | 0.69% |
| 43 | ADBE | Adobe Inc. | 382.68 | -4.74% | 116.91K | -0.29% | 51.99M | 382.99 | 0.67% |
| 44 | TMO | Thermo Fisher S... | 390.40 | -3.62% | 91.03K | -3.44% | 47.36M | 307.65 | 0.61% |
| 45 | CHD | Church & Dwight... | 96.16 | -1.67% | 449.27K | -0.21% | 47.04M | 44.1 | 0.60% |
| 46 | WMT | Walmart Inc. | 94.21 | -0.08% | 512.55K | +0.60% | 46.31M | 32.36 | 0.60% |
| 47 | BAC | Bank of America... | 44.23 | -0.41% | 1.02M | -2.57% | 44.85M | 27.14 | 0.58% |
| 48 | VEA | Vanguard Develo... | 55.73 | -1.28% | 915.82K | +2.10% | 43.79M | 43.03 | 0.56% |
| 49 | CMCSA | Comcast Corpora... | 34.53 | -1.65% | 1.15M | -2.48% | 43.13M | 36.53 | 0.55% |
| 50 | ACN | Accenture plc | 312.02 | -0.73% | 121.43K | +0.31% | 42.72M | 277.58 | 0.55% |
| 51 | BKNG | Booking Holding... | 5303.93 | -1.21% | 8.54K | -1.11% | 42.46M | 2075.22 | 0.55% |
| 52 | LIN | Linde plc | 460.89 | -1.22% | 100.1K | +2.63% | 41.91M | 363.71 | 0.54% |
| 53 | XYL | Xylem Inc. | 125.36 | -1.75% | 345.03K | -2.36% | 40.03M | 126.1 | 0.51% |
| 54 | NEE | NextEra Energy,... | 71.88 | -2.58% | 550.79K | +0.99% | 39.49M | 65.07 | 0.51% |
| 55 | AOS | A. O. Smith Cor... | 63.20 | -1.74% | 568.61K | +0.39% | 38.79M | 58.57 | 0.50% |
| 56 | EMLP | First Trust Nor... | 37.01 | -0.72% | 1.08M | -1.84% | 38.37M | 22.79 | 0.49% |
| 57 | LECO | Lincoln Electri... | 200.28 | -2.03% | 203.78K | +0.73% | 38.2M | 123.13 | 0.49% |
| 58 | CSCO | Cisco Systems, ... | 65.33 | -0.27% | 638.75K | +1.00% | 37.81M | 35.24 | 0.49% |
| 59 | AFL | Aflac Incorpora... | 101.98 | -0.72% | 355.58K | -0.9% | 36.78M | 43.75 | 0.47% |
| 60 | MRK | Merck & Co., In... | 78.33 | -3.25% | 360.48K | -1.93% | 35.86M | 36.6 | 0.46% |
| 61 | CTAS | Cintas Corporat... | 221.23 | -0.56% | 193.03K | -0.13% | 35.27M | 37.64 | 0.45% |
| 62 | CSL | Carlisle Compan... | 355.60 | -0.91% | 93.25K | +4.25% | 34.39M | 214.4 | 0.44% |
| 63 | XOM | Exxon Mobil Cor... | 114.00 | +1.36% | 313.47K | +0.68% | 33.72M | 43.98 | 0.43% |
| 64 | AVGO | Broadcom Inc. | 249.32 | -1.1% | 141.47K | +24.60% | 32.8M | 149.79 | 0.42% |
| 65 | DOV | Dover Corporati... | 176.00 | -2.09% | 161.34K | -0.82% | 30.27M | 43.41 | 0.39% |
| 66 | VZ | Verizon Communi... | 41.85 | -1.52% | 733.07K | -2.46% | 29.32M | 44.59 | 0.38% |
| 67 | FTSL | First Trust Sen... | 45.98 | +0.09% | 633.27K | +1.70% | 29.28M | 47.2 | 0.38% |
| 68 | LHX | L3Harris Techno... | 250.81 | +1.23% | 138.14K | -0.96% | 29.05M | 214.23 | 0.37% |
| 69 | SPY | SPDR S&P 500 ET... | 597.40 | -0.88% | 46.45K | +12.97% | 27.23M | 380.73 | 0.35% |
| 70 | AXP | American Expres... | 292.69 | -0.52% | 89.87K | +0.11% | 26.67M | 93.22 | 0.34% |
| 71 | TSCO | Tractor Supply ... | 50.98 | -1.36% | 484.92K | +391.36% | 25.73M | 47.4 | 0.33% |
| 72 | OTIS | Otis Worldwide ... | 95.31 | -1.19% | 277.55K | -3.47% | 25.7M | 57.02 | 0.33% |
| 73 | OMC | Omnicom Group I... | 69.20 | -2.07% | 284.37K | -0.84% | 24.47M | 72.44 | 0.31% |
| 74 | NOW | ServiceNow, Inc... | 1003.68 | -0.14% | 22.25K | +28.75% | 23.59M | 907.66 | 0.30% |
| 75 | MCO | Moody's Corpora... | 470.81 | -1.28% | 48.26K | +0.11% | 22.84M | 240.11 | 0.29% |
| 76 | QCOM | QUALCOMM Incorp... | 154.54 | -1.49% | 145.42K | -0.11% | 22.34M | 57.08 | 0.29% |
| 77 | PFF | iShares Preferr... | 30.18 | -0.13% | 653.63K | -8.78% | 20.55M | 37.14 | 0.26% |
| 78 | ORCL | Oracle Corporat... | 207.88 | -1.53% | 113.9K | -2.19% | 18.98M | 40.62 | 0.24% |
| 79 | KO | The Coca-Cola C... | 69.60 | -1.31% | 299.6K | -0.48% | 18.65M | 37.85 | 0.24% |
| 80 | GSK | GSK plc | 39.72 | -1.9% | 519.84K | +0.00% | 17.58M | 35.14 | 0.23% |
| 81 | EW | Edwards Lifesci... | 73.33 | -1.99% | 233.72K | -4.65% | 17.3M | 23.37 | 0.22% |
| 82 | EQIX | Equinix, Inc. | 885.95 | -0.25% | 18K | +1.44% | 16.97M | 757.58 | 0.22% |
| 83 | STZ | Constellation B... | 160.43 | -1.46% | 75.87K | -5.81% | 16.77M | 219.51 | 0.22% |
| 84 | CMI | Cummins Inc. | 314.69 | -2.36% | 45.93K | -2.69% | 16.01M | 168.43 | 0.21% |
| 85 | BALL | Ball Corporatio... | 55.34 | -1.19% | 284.18K | -13.3% | 15.67M | 66.88 | 0.20% |
| 86 | EMR | Emerson Electri... | 127.47 | -0.94% | 124.47K | -1.16% | 15.43M | 43.57 | 0.20% |
| 87 | BDX | Becton, Dickins... | 170.00 | -1.22% | 62.37K | -9.69% | 14.15M | 110.81 | 0.18% |
| 88 | IBM | International B... | 283.06 | +0.44% | 61.49K | -1.29% | 13.52M | 102.33 | 0.17% |
| 89 | LANC | Lancaster Colon... | 167.90 | -0.44% | 77.37K | +0.46% | 13.4M | 81.7 | 0.17% |
| 90 | SHOP | Shopify Inc. | 106.50 | -1.73% | 124.55K | +0.61% | 13.24M | 67.87 | 0.17% |
| 91 | BSX | Boston Scientif... | 101.71 | +0.22% | 146.47K | -3.65% | 13.08M | 14.25 | 0.17% |
| 92 | EXPD | Expeditors Inte... | 113.76 | -1.17% | 105.46K | -4.83% | 11.68M | 34.45 | 0.15% |
| 93 | CGNX | Cognex Corporat... | 29.89 | -2.11% | 325.26K | -1.95% | 11.66M | 14.87 | 0.15% |
| 94 | PFE | Pfizer Inc. | 24.00 | -1.64% | 425.72K | -6.68% | 11.29M | 27.42 | 0.15% |
| 95 | IVV | iShares Core S&... | 598.51 | -0.87% | 18.53K | +2.72% | 10.91M | 465.5 | 0.14% |
| 96 | APD | Air Products an... | 277.09 | -1.19% | 36.49K | +0.02% | 10.58M | 148.11 | 0.14% |
| 97 | SBUX | Starbucks Corpo... | 91.60 | -2.01% | 114.12K | -4.34% | 10.41M | 67.14 | 0.13% |
| 98 | CARR | Carrier Global ... | 69.78 | -1.78% | 147.72K | -1.96% | 10.08M | 22.62 | 0.13% |
| 99 | SHW | The Sherwin-Wil... | 330.69 | -1.51% | 28.7K | +0.63% | 9.75M | 53.19 | 0.13% |
| 100 | PGR | The Progressive... | 265.60 | -0.31% | 39.05K | -0.64% | 9.36M | 32.45 | 0.12% |
| 101 | RPM | RPM Internation... | 107.16 | -1.49% | 68.26K | -2.72% | 8.4M | 68.23 | 0.11% |
| 102 | CAT | Caterpillar Inc... | 357.72 | -1.3% | 21.59K | -4.7% | 7.83M | 56.31 | 0.10% |
| 103 | GDX | VanEck Gold Min... | 53.50 | -0.09% | 230.9K | +2.76% | 7.83M | 33.06 | 0.10% |
| 104 | GE | General Electri... | 235.63 | -0.38% | 46.52K | +2.04% | 7.76M | 48.49 | 0.10% |
| 105 | MA | Mastercard Inco... | 569.23 | +0.10% | 14.24K | -6.74% | 7.5M | 218.51 | 0.10% |
| 106 | AWK | American Water ... | 140.87 | +0.28% | 57.49K | -16.9% | 7.16M | 142.57 | 0.09% |
| 107 | UPS | United Parcel S... | 99.72 | -1.36% | 55.85K | -8.59% | 7.04M | 86.68 | 0.09% |
| 108 | DUK | Duke Energy Cor... | 114.77 | -0.55% | 62.45K | -0.53% | 6.73M | 68.93 | 0.09% |
| 109 | AMGN | Amgen Inc. | 290.07 | -1.86% | 25.63K | +0.27% | 6.68M | 157.74 | 0.09% |
| 110 | IWM | iShares Russell... | 208.41 | -1.12% | 30.16K | -3.71% | 6.66M | 177.54 | 0.09% |
| 111 | LQD | iShares iBoxx $... | 107.97 | +0.35% | 61.64K | -11.31% | 6.59M | 107.22 | 0.08% |
| 112 | MMM | 3M Company | 142.13 | -2.02% | 50.53K | +0.20% | 6.52M | 92.05 | 0.08% |
| 113 | CHKP | Check Point Sof... | 218.98 | -1.01% | 34.35K | -2.6% | 6.41M | 117.85 | 0.08% |
| 114 | SYY | Sysco Corporati... | 74.24 | -0.68% | 83.57K | -0.52% | 6.39M | 37.81 | 0.08% |
| 115 | IJR | iShares Core S&... | 105.81 | -1.09% | 53.51K | +57.59% | 6.17M | 104.31 | 0.08% |
| 116 | HLN | Haleon plc | 10.48 | -2.19% | 644.68K | -0.51% | 6.15M | 8 | 0.08% |
| 117 | NVS | Novartis AG | 116.34 | -1.48% | 63.07K | -3.82% | 6.14M | 59.48 | 0.08% |
| 118 | BMY | Bristol-Myers S... | 47.26 | -2.88% | 105.73K | -1.85% | 5.98M | 40.89 | 0.08% |
| 119 | FTV | Fortive Corpora... | 69.58 | -1.67% | 78.34K | -17.42% | 5.88M | 45.14 | 0.08% |
| 120 | ADI | Analog Devices,... | 227.48 | -1.86% | 27.24K | -4.8% | 5.79M | 93.2 | 0.07% |
| 121 | VEU | Vanguard FTSE A... | 65.74 | -1.28% | 100.25K | -1.83% | 5.76M | 47.61 | 0.07% |
| 122 | ITW | Illinois Tool W... | 241.08 | -1.38% | 22.67K | -0.12% | 5.75M | 128.08 | 0.07% |
| 123 | MDB | MongoDB, Inc. | 205.63 | +1.55% | 24.32K | +15.75% | 5.66M | 322.27 | 0.07% |
| 124 | TXN | Texas Instrumen... | 197.70 | -0.76% | 28.36K | +0.97% | 5.32M | 56.26 | 0.07% |
| 125 | GIS | General Mills, ... | 53.05 | -0.89% | 81.93K | -0.75% | 5.22M | 33.19 | 0.07% |
| 126 | VRSK | Verisk Analytic... | 307.13 | -0.76% | 18.93K | +1.00% | 5.22M | 200.49 | 0.07% |
| 127 | INTC | Intel Corporati... | 20.79 | +0.24% | 259.73K | -15.52% | 5.21M | 27.22 | 0.07% |
| 128 | ISRG | Intuitive Surgi... | 511.97 | -1.36% | 9.7K | -0.96% | 5.06M | 218.35 | 0.07% |
| 129 | QQQ | Invesco QQQ Tru... | 528.89 | -1.01% | 9.34K | +4.08% | 4.77M | 253.2 | 0.06% |
| 130 | CL | Colgate-Palmoli... | 88.63 | -1.64% | 51.13K | -0.47% | 4.65M | 59.61 | 0.06% |
| 131 | DIS | The Walt Disney... | 118.14 | -1.12% | 41.1K | -0.44% | 4.58M | 67.62 | 0.06% |
| 132 | IAU | iShares Gold Tr... | 63.83 | +0.05% | 88.91K | -0.89% | 4.4M | 34.34 | 0.06% |
| 133 | UNP | Union Pacific C... | 220.55 | -1.83% | 18.75K | -3.68% | 4.28M | 93.15 | 0.06% |
| 134 | IWO | iShares Russell... | 275.38 | -1.06% | 14.61K | -2.63% | 4.2M | 211.31 | 0.05% |
| 135 | IJH | iShares Core S&... | 60.20 | -0.88% | 67.28K | -0.59% | 4.19M | 42.39 | 0.05% |
| 136 | CHEF | The Chefs' Ware... | 62.48 | -1.14% | 84.86K | -0.35% | 4.19M | 25.68 | 0.05% |
| 137 | MDT | Medtronic plc | 86.20 | -1.96% | 52.13K | -9.2% | 4.16M | 98.93 | 0.05% |
| 138 | OEF | iShares S&P 100... | 292.61 | -0.97% | 14.38K | +0.71% | 4.15M | 151.41 | 0.05% |
| 139 | STT | State Street Co... | 96.37 | -1.06% | 41.73K | -3.72% | 4.1M | 56.06 | 0.05% |
| 140 | ICLR | ICON Public Lim... | 141.74 | -3.6% | 19.3K | -0.17% | 4.05M | 120.13 | 0.05% |
| 141 | IGSB | iShares 1-5 Yea... | 52.34 | +0.05% | 76.16K | -3.69% | 3.94M | 53.7 | 0.05% |
| 142 | VOO | Vanguard 500 In... | 549.20 | -0.88% | 7.28K | +154.65% | 3.92M | 434.27 | 0.05% |
| 143 | GEV | GE Vernova Inc. | 488.86 | +0.20% | 11.56K | +1.44% | 3.8M | 169.81 | 0.05% |
| 144 | LOW | Lowe's Companie... | 211.90 | -1.94% | 14.68K | -2.24% | 3.62M | 63.04 | 0.05% |
| 145 | TD | The Toronto-Dom... | 70.89 | -0.23% | 66.97K | -28.35% | 3.57M | 41.62 | 0.05% |
| 146 | LMT | Lockheed Martin... | 478.69 | +2.49% | 7.33K | +0.87% | 3.56M | 307.07 | 0.05% |
| 147 | PANW | Palo Alto Netwo... | 202.01 | +1.97% | 18.74K | +100.13% | 3.41M | 40.76 | 0.04% |
| 148 | FPEI | First Trust Ins... | 18.91 | +0.05% | 175.15K | -0.27% | 3.28M | 20.18 | 0.04% |
| 149 | WFC | Wells Fargo & C... | 72.50 | -0.88% | 46.36K | +0.43% | 3.26M | 36.06 | 0.04% |
| 150 | ROL | Rollins, Inc. | 56.37 | -0.63% | 69.28K | -1.62% | 3.21M | 42.89 | 0.04% |