Welch & Forbes LLC

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-02
Total Holdings
370
Total Value
7643312211
Accession Number
0001085146-25-002565
Form Type
13F-HR
CIK
0000105495
Manager Name
Welch & Forbes LLC
Data Enrichment
93% identified
344 identified26 unidentified

Holdings

370 positions
Manager:
SEC
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Page 9 of 19
922908751
VB|922908751
Shares:
12241(-5.1%)
Value:
$2.7B(-12.4%)
INTUIT INC.
INTU|461202103
Shares:
4414(+0.0%)
Value:
$2.7B(-2.3%)
KIMBERLY CLARK CORP
KMB|494368103
Shares:
19034(-6.1%)
Value:
$2.7B(+1.9%)
922908744
VTV|922908744
Shares:
15569(+0.0%)
Value:
$2.7B(+2.0%)
808524797
SCHD|808524797
Shares:
93510(+0.0%)
Value:
$2.6B(+2.3%)
FASTENAL CO
FAST|311900104
Shares:
32992(+0.4%)
Value:
$2.6B(+8.3%)
Salesforce, Inc.
CRM|79466L302
Shares:
9526(+1.4%)
Value:
$2.6B(-18.6%)
464287622
IWB|464287622
Shares:
8164(-2.3%)
Value:
$2.5B(-7.0%)
922908629
VO|922908629
Shares:
9540(-0.6%)
Value:
$2.5B(-2.7%)
464287465
EFA|464287465
Shares:
30054(-3.7%)
Value:
$2.5B(+4.1%)
922042858
VWO|922042858
Shares:
54196(-7.1%)
Value:
$2.5B(-4.5%)
Chefs' Warehouse, Inc.
CHEF|163086101
Shares:
44565(-47.5%)
Value:
$2.4B(-42.0%)
CVS HEALTH Corp
CVS|126650100
Shares:
33046(-17.8%)
Value:
$2.2B(+24.1%)
921937827
BSV|921937827
Shares:
28578(-7.2%)
Value:
$2.2B(-6.0%)
33739Q408
33739Q408
Shares:
36548(-2.9%)
Value:
$2.2B(-2.8%)
HONEYWELL INTERNATIONAL INC
HON|438516106
Shares:
10298(-1.1%)
Value:
$2.2B(-7.3%)
46138G508
46138G508
Shares:
102869(-4.6%)
Value:
$2.1B(-6.3%)
Eaton Vance Municipal Income Trust
EVN|27826U108
Shares:
205784(+0.0%)
Value:
$2.1B(+1.5%)
Blackstone Inc.
BX|09260D107
Shares:
14879(+14.6%)
Value:
$2.1B(-7.1%)
GLOBAL PARTNERS LP
GLP|37946R109
Shares:
37420(+0.0%)
Value:
$2.0B(+14.7%)