Fund Holdings

Welch Group, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
APPLE INC(AAPL)0375,212+375,212095,225,0603.58%+95,225,060
RTX CORPORATION(RTX)0463,345+463,345089,379,2953.36%+89,379,295
CHEVRON CORPORATION(CVX)0430,312+430,312089,031,6403.35%+89,031,640
EXXON MOBIL CORP0524,383+524,383088,966,7853.34%+88,966,785
JOHNSON & JOHNSON(JNJ)0359,007+359,007087,755,6623.30%+87,755,662
JPMORGAN CHASE & CO(JPM)0277,004+277,004081,483,5733.06%+81,483,573
ABBVIE INC(ABBV)0365,933+365,933079,586,8272.99%+79,586,827
MICROSOFT CORP(MSFT)0214,123+214,123079,261,8612.98%+79,261,861
NEXTERA ENERGY INC(NEE)0852,934+852,934079,220,4932.98%+79,220,493
LOCKHEED MARTIN CORP(LMT)0126,656+126,656076,549,3942.88%+76,549,394
SOUTHERN CO(SO)0782,791+782,791075,554,9482.84%+75,554,948
CISCO SYS INC(CSCO)0946,955+946,955073,474,2142.76%+73,474,214
INTERNATIONAL BUSINESS MACHS(IBM)0294,802+294,802071,457,1482.69%+71,457,148
SERVISFIRST BANCSHARES INC(SFBS)0975,931+975,931071,077,0652.67%+71,077,065
MCDONALDS CORP(MCD)0215,074+215,074066,842,9592.51%+66,842,959
HOME DEPOT INC(HD)0190,518+190,518062,659,3332.35%+62,659,333
CINCINNATI FINL CORP(CINF)0396,491+396,491062,387,9012.34%+62,387,901
TRUIST FINL CORP(TFC)01,329,163+1,329,163061,101,6252.30%+61,101,625
EMERSON ELEC CO(EMR)0466,282+466,282061,092,3152.30%+61,092,315
VERIZON COMMUNICATIONS INC(VZ)01,203,860+1,203,860060,433,7602.27%+60,433,760
PFIZER INC(PFE)02,148,091+2,148,091060,318,3892.27%+60,318,389
CONSOLIDATED EDISON INC(ED)0529,096+529,096059,883,1032.25%+59,883,103
GALLAGHER ARTHUR J & CO(AJG)0253,012+253,012054,797,3242.06%+54,797,324
QUALCOMM INC(QCOM)0417,596+417,596053,777,9962.02%+53,777,996
PROCTER & GAMBLE CO(PG)0370,354+370,354053,493,9872.01%+53,493,987
COLGATE PALMOLIVE CO(CL)0626,828+626,828053,424,5352.01%+53,424,535
PEPSICO INC(PEP)0339,979+339,979052,795,3331.98%+52,795,333
TEXAS INSTRS INC(TXN)0267,292+267,292051,892,1541.95%+51,892,154
AMERICAN ELEC PWR CO INC0376,452+376,452049,345,2861.85%+49,345,286
PAYCHEX INC(PAYX)0484,448+484,448044,627,3941.68%+44,627,394
KIMBERLY-CLARK CORP(KMB)0447,054+447,054043,127,2801.62%+43,127,280
NVIDIA CORPORATION(NVDA)0176,675+176,675030,812,0521.16%+30,812,052
CATERPILLAR INC(CAT)039,108+39,108027,706,6681.04%+27,706,668
COCA COLA CO(KO)0273,685+273,685020,813,7270.78%+20,813,727
PIMCO ETF TR
MULTISECTOR BD
0758,878+758,878019,882,5950.75%+19,882,595
ALPHABET INC(GOOG)063,649+63,649018,302,8460.69%+18,302,846
DEERE & CO(DE)027,061+27,061015,243,5330.57%+15,243,533
AMAZON COM INC(AMZN)067,464+67,464014,050,7850.53%+14,050,785
ADVANCED MICRO DEVICES INC(AMD)066,951+66,951013,619,8070.51%+13,619,807
GOLDMAN SACHS GROUP INC(GS)016,006+16,006013,541,1090.51%+13,541,109
VISA INC(V)040,998+40,998012,391,1680.47%+12,391,168
MICRON TECHNOLOGY INC(MU)035,957+35,957012,147,6280.46%+12,147,628
TJX COS INC NEW(TJX)075,257+75,257012,018,5030.45%+12,018,503
ISHARES TR018,252+18,252011,922,6410.45%+11,922,641
ORACLE CORP(ORCL)074,617+74,617010,976,8460.41%+10,976,846
BROADCOM INC(AVGO)033,634+33,634010,410,1920.39%+10,410,192
META PLATFORMS INC(META)017,407+17,40709,959,1630.37%+9,959,163
TARGET CORP(TGT)079,640+79,64009,652,3530.36%+9,652,353
BLACKSTONE INC(BX)080,773+80,77309,288,0530.35%+9,288,053
MASTERCARD INCORPORATED(MA)018,305+18,30509,146,3780.34%+9,146,378
ABBOTT LABORATORIES088,991+88,99109,136,6900.34%+9,136,690
STRYKER CORPORATION(SYK)026,848+26,84808,822,0200.33%+8,822,020
SHERWIN WILLIAMS CO(SHW)026,902+26,90208,623,3150.32%+8,623,315
CARRIER GLOBAL CORPORATION(CARR)0143,179+143,17908,062,3870.30%+8,062,387
PALO ALTO NETWORKS INC(PANW)049,841+49,84107,990,5100.30%+7,990,510
VULCAN MATLS CO(VMC)027,492+27,49207,486,0630.28%+7,486,063
APPLIED MATLS INC021,881+21,88107,478,8130.28%+7,478,813
ELI LILLY & CO(LLY)07,649+7,64907,035,3360.26%+7,035,336
GLOBE LIFE INC046,461+46,46106,466,0440.24%+6,466,044
TESLA INC(TSLA)016,721+16,72106,216,0390.23%+6,216,039
WALMART INC(WMT)049,889+49,88906,200,1930.23%+6,200,193
AMERICAN EXPRESS CO(AXP)018,908+18,90805,719,2920.21%+5,719,292
VANGUARD INDEX FDS08,775+8,77505,243,7860.20%+5,243,786
AFLAC INC(AFL)045,336+45,33604,973,7880.19%+4,973,788
WORLD GOLD TR(GLDM)049,521+49,52104,590,1020.17%+4,590,102
MERCK & CO INC(MRK)036,783+36,78304,424,6220.17%+4,424,622
NORFOLK SOUTHN CORP(NSC)014,503+14,50304,162,2850.16%+4,162,285
REGIONS FINANCIAL CORP NEW(RF)0150,235+150,23503,924,1460.15%+3,924,146
SPDR GOLD TR(GLD)09,070+9,07003,902,7310.15%+3,902,731
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
066,335+66,33503,883,2240.15%+3,883,224
ALPHABET INC(GOOG)013,111+13,11103,760,9410.14%+3,760,941
PHILIP MORRIS INTL INC(PM)021,466+21,46603,549,2200.13%+3,549,220
STATE STR SPDR S&P 500 ETF T(SPY)05,297+5,29703,444,8010.13%+3,444,801
MODINE MFG CO(MOD)013,000+13,00002,817,2300.11%+2,817,230
ALTRIA GROUP INC(MO)042,241+42,24102,787,4540.10%+2,787,454
PINNACLE FINL PARTNERS INC(PNFP)031,702+31,70202,730,8110.10%+2,730,811
INVESCO QQQ TR04,426+4,42602,554,8220.10%+2,554,822
AT&T INC(T)086,777+86,77702,515,6720.09%+2,515,672
MUELLER INDS INC(MLI)022,000+22,00002,437,6000.09%+2,437,600
ISHARES TR029,463+29,46302,432,7240.09%+2,432,724
WELLTOWER INC(WELL)010,731+10,73102,121,6270.08%+2,121,627
COSTCO WHOLESALE CORPORATION(COST)02,029+2,02902,021,7690.08%+2,021,769
BANK NEW YORK MELLON CORP016,936+16,93602,009,1180.08%+2,009,118
WELLS FARGO & CO(WFC)024,003+24,00301,910,9130.07%+1,910,913
NORTHROP GRUMMAN CORP(NOC)02,770+2,77001,889,8050.07%+1,889,805
WASTE MGMT INC DEL(WM)08,216+8,21601,887,8810.07%+1,887,881
CRANE COMPANY(CR)011,000+11,00001,881,0000.07%+1,881,000
REPUBLIC SVCS INC(RSG)08,123+8,12301,779,1000.07%+1,779,100
GRACO INC(GGG)020,653+20,65301,748,2770.07%+1,748,277
HONEYWELL INTL INC(HON)07,579+7,57901,713,0820.06%+1,713,082
DUKE ENERGY CORP NEW(DUK)012,807+12,80701,676,9580.06%+1,676,958
AON PLC(AON)05,148+5,14801,661,6720.06%+1,661,672
PALANTIR TECHNOLOGIES INC(PLTR)011,002+11,00201,609,3730.06%+1,609,373
WATTS WATER TECHNOLOGIES INC(WTS)05,400+5,40001,567,5660.06%+1,567,566
CONOCOPHILLIPS(COP)011,538+11,53801,523,0700.06%+1,523,070
BANK AMERICA CORP030,511+30,51101,487,4090.06%+1,487,409
ISHARES SILVER TR(SLV)021,791+21,79101,484,8390.06%+1,484,839
VANGUARD INDEX FDS04,595+4,59501,474,0480.06%+1,474,048
ISHARES TR012,385+12,38501,468,8510.06%+1,468,851
BANCO BILBAO VIZCAYA ARGENTA(BBVA)067,195+67,19501,455,4440.05%+1,455,444
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