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Todd Jundi

Welch & Forbes Llc

Assets Managed
$7.735B
Holdings
368
Last Quarter
2026 - Q1
Filed Date
1mo 14d ago
Growth Rate
-6.29%(2Q avg: -3.44%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Welch & Forbes Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 368 positions.

Assets under management

The assets under management (AUM) of Welch & Forbes Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 7.735B in assets, with a quarterly growth rate of -6.29% and a 2-quarter average growth rate of -3.44%. The portfolio is managed by Todd Jundi, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
NVDA
Nvidia Corp
Recent Activity
Decreased -7.21%
6.99%
$540.013M
3.096M shares@ $174.41 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.3%
5.52%
$426.344M
1.68M shares@ $253.8 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -1.22%
4.35%
$336.304M
1.172M shares@ $286.87 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -0.66%
4.22%
$326.336M
881,583 shares@ $370.18 avg price
ORLY
O'reilly Automotive Inc
Recent Activity
Decreased -1.31%
3.39%
$261.438M
2.832M shares@ $92.32 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -0.85%
2.82%
$217.477M
719,551 shares@ $302.25 avg price
RTX
Rtx Corp
Recent Activity
Decreased -2.55%
2.73%
$211.147M
1.095M shares@ $192.91 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -1.95%
2.49%
$192.059M
652,907 shares@ $294.16 avg price
SYK
Stryker Corp
Recent Activity
Decreased -0.66%
2.17%
$167.271M
509,055 shares@ $328.6 avg price
COST
Costco Wholesale Corp
Recent Activity
Decreased -0.6%
2.08%
$160.79M
161,366 shares@ $996.44 avg price

1-10 of 368