Welch Group, LLC
•CIK: 1443095•Filing: Q4 2025
**Welch Group, LLC** manages $2.6B across a diversified portfolio of 307 positions. The fund maintains significant exposure to mega-cap technology and industrials, with top holdings including AAPL ($102.2M) and MSFT ($100.0M). Further notable allocations include RTX ($91.9M), JPM ($90.6M), and IBM ($86.5M). This concentration suggests a strategic focus on established, blue-chip names across technology, finance, and defense sectors.
Total AUM
$2.6B
QoQ Performance
+1.3%
Positions
267
Top 10 Concentration
33.1%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL3.9%
MSFT3.9%
RTX3.5%
JPM3.5%
IBM3.3%
ABBV3.2%
JNJ3.0%
CSCO2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other32.2%
Technology23.0%
Healthcare9.2%
Industrial7.6%
Utilities7.5%
Financial7.5%
Consumer5.9%
Consumer Staples2.7%
🚪 Exited Positionssold since Q3 2025
+100 more exited positions
Changes from Q3 2025
NEW7 new positions
↑108 increased
↓51 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023