Fund HoldingsWelch Group, LLC

Total Portfolio Value
$2.93B
Total Bought
$2.92B
Total Sold
$2.66B
Net Transaction
+$263.66M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
APPLE INC(AAPL)0372,791+372,7910107,8713.68%+107,871
CISCO SYS INC(CSCO)0906,782+906,7820106,5113.64%+106,511
ABBVIE INC(ABBV)0371,366+371,366093,4513.19%+93,451
JPMORGAN CHASE & CO(JPM)0276,835+276,835090,6163.09%+90,616
JOHNSON & JOHNSON(JNJ)0356,484+356,484090,5363.09%+90,536
RTX CORPORATION(RTX)0461,989+461,989087,6532.99%+87,653
INTERNATIONAL BUSINESS MACHS(IBM)0301,425+301,425084,7642.89%+84,764
SERVISFIRST BANCSHARES INC(SFBS)0959,733+959,733083,2572.84%+83,257
MICROSOFT CORP(MSFT)0219,788+219,788081,9852.80%+81,985
QUALCOMM INC(QCOM)0413,112+413,112076,3392.61%+76,339
TEXAS INSTRS INC(TXN)0255,512+255,512076,1612.60%+76,161
SOUTHERN CO(SO)0787,841+787,841075,4042.57%+75,404
NEXTERA ENERGY INC(NEE)0858,202+858,202075,3242.57%+75,324
CINCINNATI FINL CORP(CINF)0396,011+396,011073,3182.50%+73,318
CHEVRON CORPORATION(CVX)0432,091+432,091071,6232.45%+71,623
EXXON MOBIL CORP0519,749+519,749071,0602.43%+71,060
HOME DEPOT INC(HD)0200,409+200,409070,6802.41%+70,680
EMERSON ELEC CO(EMR)0466,315+466,315066,7532.28%+66,753
TRUIST FINL CORP(TFC)01,339,362+1,339,362066,7272.28%+66,727
LOCKHEED MARTIN CORP(LMT)0130,241+130,241066,3522.27%+66,352
MCDONALDS CORP(MCD)0224,805+224,805060,7672.08%+60,767
GALLAGHER ARTHUR J & CO(AJG)0262,241+262,241060,2032.06%+60,203
CONSOLIDATED EDISON INC(ED)0533,029+533,029058,9692.01%+58,969
COLGATE PALMOLIVE CO(CL)0634,264+634,264058,1491.99%+58,149
PROCTER & GAMBLE CO(PG)0379,476+379,476055,6461.90%+55,646
PFIZER INC(PFE)02,194,625+2,194,625052,8471.80%+52,847
AMERICAN ELEC PWR CO INC0384,533+384,533052,6081.80%+52,608
VERIZON COMMUNICATIONS INC(VZ)01,201,159+1,201,159050,8571.74%+50,857
KIMBERLY-CLARK CORP(KMB)0461,771+461,771050,6891.73%+50,689
PAYCHEX INC(PAYX)0503,577+503,577049,5171.69%+49,517
PEPSICO INC(PEP)0346,274+346,274046,8861.60%+46,886
CATERPILLAR INC(CAT)038,163+38,163040,6401.39%+40,640
NVIDIA CORPORATION(NVDA)0174,029+174,029034,8211.19%+34,821
ADVANCED MICRO DEVICES INC(AMD)057,015+57,015033,1211.13%+33,121
MICRON TECHNOLOGY INC(MU)027,937+27,937032,2471.10%+32,247
PIMCO ETF TR
MULTISECTOR BD
0913,614+913,614024,2290.83%+24,229
COCA COLA CO(KO)0279,984+279,984022,7540.78%+22,754
ALPHABET INC(GOOG)063,087+63,087022,5450.77%+22,545
ELI LILLY & CO(LLY)015,064+15,064018,0680.62%+18,068
DEERE & CO(DE)028,119+28,119017,8370.61%+17,837
PALO ALTO NETWORKS INC(PANW)051,532+51,532017,5730.60%+17,573
APPLIED MATLS INC024,074+24,074017,4060.59%+17,406
AMAZON COM INC(AMZN)069,670+69,670016,6050.57%+16,605
GOLDMAN SACHS GROUP INC(GS)016,363+16,363016,5490.57%+16,549
VISA INC(V)044,021+44,021015,1030.52%+15,103
ISHARES TR018,233+18,233013,6540.47%+13,654
BROADCOM INC(AVGO)035,018+35,018013,2280.45%+13,228
TJX COS INC NEW(TJX)080,148+80,148012,1420.41%+12,142
ORACLE CORP(ORCL)079,270+79,270011,6170.40%+11,617
CARRIER GLOBAL CORPORATION(CARR)0153,645+153,645011,2700.38%+11,270
META PLATFORMS INC(META)019,595+19,595011,0380.38%+11,038
TARGET CORP(TGT)083,809+83,809010,9460.37%+10,946
MASTERCARD INCORPORATED(MA)020,831+20,831010,6990.37%+10,699
SHERWIN WILLIAMS CO(SHW)030,991+30,991010,6710.36%+10,671
BLACKSTONE INC(BX)087,644+87,644010,3130.35%+10,313
STRYKER CORPORATION(SYK)032,214+32,214010,1420.35%+10,142
GLOBE LIFE INC045,966+45,96608,2130.28%+8,213
VULCAN MATLS CO(VMC)027,465+27,46508,1030.28%+8,103
TESLA INC(TSLA)016,486+16,48606,9340.24%+6,934
AMERICAN EXPRESS CO(AXP)018,908+18,90806,3960.22%+6,396
VANGUARD INDEX FDS08,492+8,49205,8330.20%+5,833
WALMART INC(WMT)050,675+50,67505,7390.20%+5,739
STATE STR SPDR S&P 500 ETF T(SPY)07,346+7,34605,4860.19%+5,486
MERCK & CO INC(MRK)037,231+37,23104,7840.16%+4,784
ALPHABET INC(GOOG)013,515+13,51504,7750.16%+4,775
NORFOLK SOUTHN CORP(NSC)014,552+14,55204,5780.16%+4,578
REGIONS FINANCIAL CORP NEW(RF)0150,270+150,27004,5380.15%+4,538
WORLD GOLD TR(GLDM)056,867+56,86704,5160.15%+4,516
AFLAC INC(AFL)038,442+38,44204,5070.15%+4,507
PHILIP MORRIS INTL INC(PM)021,747+21,74703,9340.13%+3,934
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
065,275+65,27503,7990.13%+3,799
MODINE MFG CO(MOD)013,000+13,00003,4710.12%+3,471
INVESCO QQQ TR04,432+4,43203,2640.11%+3,264
SPDR GOLD TR(GLD)08,625+8,62503,1770.11%+3,177
ALTRIA GROUP INC(MO)042,273+42,27303,0420.10%+3,042
PINNACLE FINL PARTNERS INC(PNFP)026,853+26,85302,7090.09%+2,709
MUELLER INDS INC(MLI)022,000+22,00002,7040.09%+2,704
CRANE COMPANY(CR)011,000+11,00002,4540.08%+2,454
BANK OF NY MELLON CORP016,936+16,93602,4490.08%+2,449
WELLTOWER INC(WELL)010,731+10,73102,4360.08%+2,436
ISHARES TR028,930+28,93002,3750.08%+2,375
WATTS WATER TECHNOLOGIES INC(WTS)05,400+5,40002,1140.07%+2,114
WELLS FARGO & CO(WFC)024,719+24,71902,0430.07%+2,043
COSTCO WHOLESALE CORPORATION(COST)02,114+2,11401,9780.07%+1,978
WASTE MGMT INC DEL(WM)08,233+8,23301,8350.06%+1,835
BANK OF AMER CORP031,739+31,73901,8080.06%+1,808
AT&T INC(T)086,504+86,50401,7910.06%+1,791
VANECK ETF TRUST
SEMICONDUCTR ETF
02,722+2,72201,7850.06%+1,785
REPUBLIC SVCS INC(RSG)08,141+8,14101,7350.06%+1,735
VANGUARD INDEX FDS04,621+4,62101,7100.06%+1,710
AON PLC(AON)05,148+5,14801,7080.06%+1,708
BANCO BILBAO VIZCAYA ARGENTA(BBVA)067,195+67,19501,6840.06%+1,684
DUKE ENERGY CORP NEW(DUK)013,082+13,08201,6560.06%+1,656
GENUINE PARTS CO(GPC)013,557+13,55701,5990.05%+1,599
INTEL CORP(INTC)011,284+11,28401,5760.05%+1,576
GRACO INC(GGG)020,653+20,65301,5620.05%+1,562
ENPRO INC(NPO)04,000+4,00001,5080.05%+1,508
ISHARES TR012,500+12,50001,4680.05%+1,468
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
04,222+4,22201,4300.05%+1,430
TEXTRON INC(TXT)015,400+15,40001,4130.05%+1,413
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