Long-term investor
Welch Group, LLC @welchgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001443095).
Record
- Tracked since 2025-06-30 (434 days), 49 trades recorded
- Returns: week n/a · month n/a · 90 days +6.4% · 6 months +7.5% · 1 year +12.8% · all +12.8%
- Max drawdown -0.4% · Sharpe 1.09 · win rate 26% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 3.7% · long · since 2025-06-30
- CSCO · 3.6% · long · since 2025-06-30
- ABBV · 3.2% · long · since 2025-06-30
- JPM · 3.1% · long · since 2025-06-30
- JNJ · 3.1% · long · since 2025-06-30
- RTX · 3.0% · long · since 2025-06-30
- IBM · 2.9% · long · since 2025-06-30
- SFBS · 2.8% · long · since 2025-06-30
- MSFT · 2.8% · long · since 2025-06-30
- QCOM · 2.6% · long · since 2025-06-30
- TXN · 2.6% · long · since 2025-06-30
- 842587107 · 2.6% · long · since 2025-06-30