Long-term investor
Welch & Forbes LLC @welchforbesllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000105495).
Record
- Tracked since 2025-06-30 (434 days), 20 trades recorded
- Returns: week n/a · month n/a · 90 days +6.5% · 6 months +2.1% · 1 year +8.0% · all +8.0%
- Max drawdown -4.7% · Sharpe 0.26 · win rate 20% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 7.4% · long · since 2025-06-30
- AAPL · 5.8% · long · since 2025-06-30
- GOOG · 5.0% · long · since 2025-06-30
- MSFT · 4.0% · long · since 2025-06-30
- ORLY · 3.1% · long · since 2025-06-30
- V · 2.9% · long · since 2025-06-30
- JPM · 2.6% · long · since 2025-06-30
- LLY · 2.5% · long · since 2025-06-30
- RTX · 2.5% · long · since 2025-06-30
- JNJ · 2.0% · long · since 2025-06-30
- SYK · 2.0% · long · since 2025-06-30
- COST · 1.8% · long · since 2025-06-30