Fund Holdings

WELCH & FORBES LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
JOHNSON & JOHNSON(JNJ)0657,528+657,5280160,726,1512.08%+160,726,151
COSTCO WHOLESALE CORPORATION(COST)0161,366+161,3660160,789,9332.08%+160,789,933
CHEVRON CORPORATION(CVX)0400,536+400,536082,871,0951.07%+82,871,095
EXXON MOBIL CORP(XOM)0284,982+284,982048,350,0220.63%+48,350,022
IRON MTN INC DEL(IRM)0652,068+652,068066,602,1790.86%+66,602,179
NETFLIX INC.(NFLX)0118,448+118,448011,388,8290.15%+11,388,829
NEXTERA ENERGY INC(NEE)0675,388+675,388062,730,0380.81%+62,730,038
LINDE PLC(LIN)0105,270+105,270052,188,1810.67%+52,188,181
L3HARRIS TECHNOLOGIES INC(LHX)0138,096+138,096047,663,9580.62%+47,663,958
EQUINIX INC(EQIX)025,794+25,794025,284,2880.33%+25,284,288
VERIZON COMMUNICATIONS INC(VZ)0652,264+652,264032,743,6490.42%+32,743,649
WALMART INC(WMT)0523,098+523,098065,010,6100.84%+65,010,610
WATSCO INC(WSO)0209,805+209,805076,325,1150.99%+76,325,115
RTX CORPORATION(RTX)01,094,594+1,094,5940211,147,4572.73%+211,147,457
PALO ALTO NETWORKS INC(PANW)0300,564+300,564048,186,4620.62%+48,186,462
CARLISLE COS INC(CSL)0140,466+140,466046,862,3320.61%+46,862,332
MERCK & CO INC(MRK)0317,368+317,368038,176,1760.49%+38,176,176
FIRST TR EXCHANGE-TRADED FD0996,003+996,003043,485,4960.56%+43,485,496
COGNEX CORP(CGNX)0322,893+322,893015,818,5480.20%+15,818,548
TJX COS INC NEW(TJX)0771,975+771,9750123,284,5211.59%+123,284,521
GSK PLC(GSK)0518,597+518,597028,621,3680.37%+28,621,368
CHUBB LTD SWITZ0386,756+386,7560126,055,5621.63%+126,055,562
PEPSICO INC(PEP)0415,977+415,977064,597,1880.84%+64,597,188
GE VERNOVA INC(GEV)011,124+11,12409,710,1450.13%+9,710,145
CATERPILLAR INC(CAT)019,031+19,031013,482,7030.17%+13,482,703
VALERO ENERGY CORP(VLO)023,320+23,32005,761,9070.07%+5,761,907
VANGUARD TAX-MANAGED FDS0970,411+970,411062,183,9340.80%+62,183,934
DOVER CORP(DOV)0143,443+143,443029,900,7140.39%+29,900,714
COCA COLA CO(KO)0281,117+281,117021,379,0040.28%+21,379,004
AIR PRODUCTS AND CHEMICALS I033,262+33,26209,662,2820.12%+9,662,282
LINCOLN ELEC HLDGS INC(LECO)0209,888+209,888052,278,9010.68%+52,278,901
CHURCH & DWIGHT CO INC(CHD)0378,902+378,902035,359,1280.46%+35,359,128
ECOLAB INC(ECL)0470,443+470,4430125,147,3681.62%+125,147,368
ANALOG DEVICES INC(ADI)026,057+26,05708,289,7770.11%+8,289,777
ENTERPRISE PRODS PARTNERS L(EPD)029,295+29,29501,108,5220.01%+1,108,522
INTEL CORP(INTC)0142,291+142,29106,279,3080.08%+6,279,308
MARATHON PETE CORP(MPC)012,175+12,17502,972,8920.04%+2,972,892
CONOCOPHILLIPS(COP)026,709+26,70903,525,5880.05%+3,525,588
ISHARES TR0141,144+141,144017,545,6640.23%+17,545,664
LOCKHEED MARTIN CORP(LMT)07,450+7,45004,502,4710.06%+4,502,471
ISHARES TR024,092+24,09202,181,0480.03%+2,181,048
PFIZER INC(PFE)0346,584+346,58409,732,0770.13%+9,732,077
WATERS CORP(WAT)07,601+7,60102,263,5710.03%+2,263,571
MCDONALDS CORP(MCD)0303,989+303,989094,476,8631.22%+94,476,863
ISHARES TR028,450+28,45002,824,2390.04%+2,824,239
ISHARES TR078,706+78,70605,315,0190.07%+5,315,019
TEXAS INSTRS INC(TXN)028,613+28,61305,554,9270.07%+5,554,927
EOG RES INC(EOG)024,269+24,26903,508,5720.05%+3,508,572
DUKE ENERGY CORP NEW(DUK)061,947+61,94708,111,3400.10%+8,111,340
BRISTOL-MYERS SQUIBB CO(BMY)094,324+94,32405,720,7630.07%+5,720,763
ISHARES GOLD TR(IAU)086,883+86,88307,659,6070.10%+7,659,607
AMGEN INC(AMGN)024,846+24,84608,742,0730.11%+8,742,073
APPLIED MATLS INC06,736+6,73602,302,2980.03%+2,302,298
DEERE & CO(DE)06,287+6,28703,541,4710.05%+3,541,471
AT&T INC(T)0133,287+133,28703,863,9940.05%+3,863,994
CHEFS WHSE INC(CHEF)064,255+64,25503,819,9660.05%+3,819,966
CARMAX INC(KMX)0426,833+426,833017,747,7490.23%+17,747,749
FASTENAL CO(FAST)067,259+67,25903,120,8180.04%+3,120,818
CARRIER GLOBAL CORPORATION(CARR)0141,199+141,19907,950,9350.10%+7,950,935
SPDR GOLD TR(GLD)03,432+3,43201,476,7570.02%+1,476,757
GILEAD SCIENCES INC(GILD)026,670+26,67003,716,9990.05%+3,716,999
ISHARES TR022,345+22,34501,268,9760.02%+1,268,976
CUMMINS INC(CMI)042,811+42,811023,033,1810.30%+23,033,181
NOVARTIS AG(NVS)057,626+57,62608,802,3990.11%+8,802,399
ALLIANT ENERGY CORP(LNT)050,264+50,26403,606,9450.05%+3,606,945
NORTHROP GRUMMAN CORP(NOC)02,987+2,98702,037,8500.03%+2,037,850
FORMFACTOR INC(FORM)08,000+8,0000775,9200.01%+775,920
PHILLIPS 66(PSX)06,707+6,70701,221,8830.02%+1,221,883
ILLINOIS TOOL WKS INC(ITW)022,120+22,12005,757,6200.07%+5,757,620
VANGUARD INTL EQUITY INDEX F0112,579+112,57908,454,6900.11%+8,454,690
SCHWAB STRATEGIC TR092,277+92,27702,831,0590.04%+2,831,059
HUBBELL INC(HUBB)05,087+5,08702,496,3930.03%+2,496,393
DOW HLDGS INC(DOW)05,839+5,8390243,1960.00%+243,196
AMERICAN WTR WKS CO INC NEW049,424+49,42406,726,1360.09%+6,726,136
FEDEX CORP(FDX)0666+6660237,2160.00%+237,216
PROCTER & GAMBLE CO(PG)0763,852+763,8520110,330,7941.43%+110,330,794
UNION PAC CORP(UNP)017,549+17,54904,257,7390.06%+4,257,739
COLGATE PALMOLIVE CO(CL)046,764+46,76403,985,7030.05%+3,985,703
EQT CORP(EQT)03,250+3,2500206,8300.00%+206,830
AMETEK INC0962+9620206,2150.00%+206,215
VANGUARD WORLD FD01,178+1,1780203,8400.00%+203,840
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0603+6030203,7840.00%+203,784
ASML HLDG NV0761+76101,005,1510.01%+1,005,151
ISHARES TR04,153+4,1530440,8410.01%+440,841
ISHARES TR049,047+49,04705,412,8300.07%+5,412,830
BP PLC(BP)012,411+12,4110583,3170.01%+583,317
MICRON TECHNOLOGY INC(MU)01,731+1,7310584,8010.01%+584,801
SPDR SERIES TRUST022,079+22,07903,222,2090.04%+3,222,209
SHELL PLC(SHEL)07,753+7,7530721,0290.01%+721,029
PHILIP MORRIS INTL INC(PM)019,571+19,57103,235,8720.04%+3,235,872
ISHARES TR04,967+4,9670348,5840.00%+348,584
MCKESSON CORP(MCK)0453+4530392,0090.01%+392,009
PARKER-HANNIFIN CORP(PH)02,614+2,61402,340,1510.03%+2,340,151
NORTHEAST BK PORTLAND ME014,000+14,00001,573,1800.02%+1,573,180
EATON CORP PLC(ETN)03,349+3,34901,197,8370.02%+1,197,837
WEC ENERGY GROUP INC(WEC)011,648+11,64801,348,4900.02%+1,348,490
CANADIAN NAT RES LTD MED TER(CNQ)07,270+7,2700354,2670.00%+354,267
BLACK STONE MINERALS L P(BSM)058,966+58,9660891,5660.01%+891,566
QNITY ELECTRONICS INC(Q)03,568+3,5680411,6780.01%+411,678
CORTEVA INC(CTVA)07,666+7,6660641,7200.01%+641,720
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