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Welch & Forbes LLC

CIK:0000105495
Investment Adviser
$10B AUM
372 holdings
Boston, MA, USA
Founded:1838
58 employees
Latest filing:Jun 30, 2025

Welch & Forbes LLC is a Boston-based investment advisory firm, founded in 1838, that offers wealth management, investment portfolio management, trust, estate, tax, and fiduciary services. The firm operates in the tradition of a family office, serving individuals, families, trusts, charitable organizations, pension and profit-sharing plans, and business entities. With a team of 58 staff as of September 2025, Welch & Forbes prides itself on long client relationships, personalized service, and deep institutional knowledge acquired over more than 180 years.

Investment Strategy

Welch & Forbes develops customized portfolios based on each client's personal financial objectives, risk tolerance, tax situation, and liquidity needs. Its equity strategy focuses on purchasing shares of high-quality, growing companies at reasonable valuations, with an emphasis on dividend growth and long-term holding periods for tax efficiency. Fixed-income portfolios are tailored using U.S. Treasuries, investment-grade corporate and municipal bonds, and bond funds, with a laddered approach to maturities aiming to provide stability, income, and risk management. The firm prioritizes a fiduciary, client-first approach, avoiding commission-based fees and potential conflicts of interest, and generally specializes in both equity and fixed income asset classes for long-term growth and income.

Top Buys
N
NVDANVIDIA CORPORATION
+$168.9M
M
MSFTMICROSOFT CORP
+$107.2M
J
JPMJPMORGAN CHASE & CO.
+$27.9M
A
AVGOBROADCOM INC
+$27.3M
G
GOOGALPHABET INC
+$25.0M
Top Sells
F
FIFISERV INC
-$40.5M
A
AAPLAPPLE INC
-$31.0M
O
ORLYOREILLY AUTOMOTIVE INC
-$18.6M
W
WSOWATSCO INC
-$14.2M
P
PEPPEPSICO INC
-$13.1M

Top Holdings

N
NVDANVIDIA CORPORATION
+7.0%$559.0M
M
MSFTMICROSOFT CORP
+5.6%$446.7M
A
AAPLAPPLE INC
+4.4%$356.1M
O
ORLYOREILLY AUTOMOTIVE INC
+3.3%$265.5M
V
VVISA INC
+3.2%$260.0M

Equity Positions (371)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
N
NVDA
NVIDIA CORPORATION6.98%$559.0M3,538,095$1.05$157.99+$168.9M
M
MSFT
MICROSOFT CORP5.58%$446.7M898,016$45.50$497.41+$107.2M
A
AAPL
APPLE INC4.45%$356.1M1,735,567$31.56$205.17-$31.0M
O
ORLY
OREILLY AUTOMOTIVE INC3.32%$265.5M2,945,844$88.61$90.13-$18.6M
V
V
VISA INC3.25%$260.0M732,353$54.66$355.05+$1.4M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+9.2%
SEMICONDUCTORS & RELATED DEVICES
+7.9%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+7.4%
PHARMACEUTICAL PREPARATIONS
+6.7%
SERVICES-BUSINESS SERVICES, NEC
+5.7%