Fund HoldingsWelch Group, LLC

Total Portfolio Value
$2.92B
Total Bought
$212.16M
Total Sold
$240.35M
Net Transaction
-$28.19M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
CISCO SYS INC(CSCO)946,955906,782-40,17373,474106,5113.64%+33,036
TEXAS INSTRS INC(TXN)267,292255,512-11,78051,89276,1612.60%+24,268
QUALCOMM INC(QCOM)417,596413,112-4,48453,77876,3392.61%+22,561
MICRON TECHNOLOGY INC(MU)35,95727,937-8,02012,14832,2471.10%+20,100
ADVANCED MICRO DEVICES INC(AMD)66,95157,015-9,93613,62033,1211.13%+19,501
ABBVIE INC(ABBV)365,933371,366+5,43379,58793,4513.20%+13,864
INTERNATIONAL BUSINESS MACHS(IBM)294,802301,425+6,62371,45784,7642.90%+13,306
CATERPILLAR INC(CAT)39,10838,163-94527,70740,6401.39%+12,934
APPLE INC(AAPL)375,212372,791-2,42195,225107,8713.69%+12,646
SERVISFIRST BANCSHARES INC(SFBS)975,931959,733-16,19871,07783,2572.85%+12,180
ELI LILLY & CO(LLY)7,64915,064+7,4157,03518,0680.62%+11,033
CINCINNATI FINL CORP(CINF)396,491396,011-48062,38873,3182.51%+10,930
APPLIED MATLS INC21,88124,074+2,1937,47917,4060.60%+9,927
PALO ALTO NETWORKS INC(PANW)49,84151,532+1,6917,99117,5730.60%+9,583
JPMORGAN CHASE & CO(JPM)277,004276,835-16981,48490,6163.10%+9,133
HOME DEPOT INC(HD)190,518200,409+9,89162,65970,6802.42%+8,021
KIMBERLY-CLARK CORP(KMB)447,054461,771+14,71743,12750,6891.73%+7,561
EMERSON ELEC CO(EMR)466,282466,315+3361,09266,7532.28%+5,661
TRUIST FINL CORP(TFC)1,329,1631,339,362+10,19961,10266,7272.28%+5,625
GALLAGHER ARTHUR J & CO(AJG)253,012262,241+9,22954,79760,2032.06%+5,405
PAYCHEX INC(PAYX)484,448503,577+19,12944,62749,5171.69%+4,889
COLGATE PALMOLIVE CO(CL)626,828634,264+7,43653,42558,1491.99%+4,725
PIMCO ETF TR
MULTISECTOR BD
758,878913,614+154,73619,88324,2290.83%+4,346
ALPHABET INC(GOOG)63,64963,087-56218,30322,5450.77%+4,242
NVIDIA CORPORATION(NVDA)176,675174,029-2,64630,81234,8211.19%+4,009
AMERICAN ELEC PWR CO INC376,452384,533+8,08149,34552,6081.80%+3,263
CARRIER GLOBAL CORPORATION(CARR)143,179153,645+10,4668,06211,2700.39%+3,207
GOLDMAN SACHS GROUP INC(GS)16,00616,363+35713,54116,5490.57%+3,008
BROADCOM INC(AVGO)33,63435,018+1,38410,41013,2280.45%+2,818
JOHNSON & JOHNSON(JNJ)359,007356,484-2,52387,75690,5363.10%+2,781
MICROSOFT CORP(MSFT)214,123219,788+5,66579,26281,9852.80%+2,724
VISA INC(V)40,99844,021+3,02312,39115,1030.52%+2,712
DEERE & CO(DE)27,06128,119+1,05815,24417,8370.61%+2,593
AMAZON COM INC(AMZN)67,46469,670+2,20614,05116,6050.57%+2,554
PROCTER & GAMBLE CO(PG)370,354379,476+9,12253,49455,6461.90%+2,152
SHERWIN WILLIAMS CO(SHW)26,90230,991+4,0898,62310,6710.36%+2,047
STATE STR SPDR S&P 500 ETF T(SPY)5,2977,346+2,0493,4455,4860.19%+2,041
COCA COLA CO(KO)273,685279,984+6,29920,81422,7540.78%+1,941
GLOBE LIFE INC46,46145,966-4956,4668,2130.28%+1,747
ISHARES TR18,25218,233-1911,92313,6540.47%+1,732
MASTERCARD INCORPORATED(MA)18,30520,831+2,5269,14610,6990.37%+1,553
STRYKER CORPORATION(SYK)26,84832,214+5,3668,82210,1420.35%+1,320
TARGET CORP(TGT)79,64083,809+4,1699,65210,9460.37%+1,294
META PLATFORMS INC(META)17,40719,595+2,1889,95911,0380.38%+1,079
BLACKSTONE INC(BX)80,77387,644+6,8719,28810,3130.35%+1,025
ALPHABET INC(GOOG)13,11113,515+4043,7614,7750.16%+1,014
INTEL CORP(INTC)14,51611,284-3,2326411,5760.05%+935
HONEYWELL AEROSPACE INC03,786+3,78608370.03%+837
VANECK ETF TRUST
SEMICONDUCTR ETF
2,7192,722+31,0421,7850.06%+743
TESLA INC(TSLA)16,72116,486-2356,2166,9340.24%+718
INVESCO QQQ TR4,4264,432+62,5553,2640.11%+709
AMERICAN EXPRESS CO(AXP)18,90818,90805,7196,3960.22%+676
MODINE MFG CO(MOD)13,00013,00002,8173,4710.12%+654
LAM RESEARCH CORP(LRCX)2,1322,536+4044551,0990.04%+643
ORACLE CORP(ORCL)74,61779,270+4,65310,97711,6170.40%+640
VULCAN MATLS CO(VMC)27,49227,465-277,4868,1030.28%+616
REGIONS FINANCIAL CORP NEW(RF)150,235150,270+353,9244,5380.16%+614
CORNING INC(GLW)5,0515,05106871,2900.04%+603
VANGUARD INDEX FDS8,7758,492-2835,2445,8330.20%+589
CRANE COMPANY(CR)11,00011,00001,8812,4540.08%+573
WATTS WATER TECHNOLOGIES INC(WTS)5,4005,40001,5682,1140.07%+546
MARVELL TECHNOLOGY INC(MRVL)01,780+1,78005300.02%+530
ENPRO INC(NPO)4,0004,00001,0031,5080.05%+505
SELECT SECTOR SPDR TR
ST STR TECHN ETF
6,7707,192+4229001,3700.05%+470
UNITED RENTALS INC(URI)1,1291,12908231,2790.04%+456
BANK OF NY MELLON CORP16,93616,93602,0092,4490.08%+440
NORFOLK SOUTHN CORP(NSC)14,50314,552+494,1624,5780.16%+416
PHILIP MORRIS INTL INC(PM)21,46621,747+2813,5493,9340.13%+385
MERCK & CO INC(MRK)36,78337,231+4484,4254,7840.16%+360
SPACE EXPLORATION TECHN CORP02,021+2,02103450.01%+345
STATE STR CORP(STT)7,6357,63509661,2950.04%+329
BANK OF AMER CORP30,51131,739+1,2281,4871,8080.06%+321
EATON CORP PLC(ETN)2,8193,116+2971,0081,3280.05%+320
WELLTOWER INC(WELL)10,73110,73102,1222,4360.08%+314
VANGUARD SPECIALIZED FUNDS3,0684,070+1,0026609630.03%+303
ROYAL BK CDA(RY)6,4366,475+391,0411,3400.05%+299
ARCOSA INC7,5007,50007961,0900.04%+294
ASML HLDG NV
N Y REGISTRY SHS
0144+14402860.01%+286
DELTA AIR LINES INC(DAL)02,952+2,95202770.01%+277
MUELLER INDS INC(MLI)22,00022,00002,4382,7040.09%+267
ALTRIA GROUP INC(MO)42,24142,273+322,7873,0420.10%+254
HERC HLDGS INC(HRI)5,8005,80005778310.03%+254
FORTUNE BRANDS INNOVATIONS I(FBIN)04,621+4,62102540.01%+254
CSX CORP(CSX)05,226+5,22602480.01%+248
VANGUARD WORLD FD
INF TECH ETF
9227,384+6,4626438830.03%+240
VANGUARD INDEX FDS4,5954,621+261,4741,7100.06%+236
BANCO BILBAO VIZCAYA ARGENTA(BBVA)67,19567,19501,4551,6840.06%+228
MGM RESORTS INTERNATIONAL(MGM)04,750+4,75002270.01%+227
VALVOLINE INC(VVV)05,736+5,73602270.01%+227
CROWDSTRIKE HLDGS INC(CRWD)599600+12344580.02%+224
JAZZ PHARMACEUTICALS PLC(JAZZ)0903+90302180.01%+218
ETF SER SOLUTIONS
DEFIANCE SPACE A
02,280+2,28002170.01%+217
GE VERNOVA INC(GEV)801778-236999140.03%+215
HALOZYME THERAPEUTICS INC(HALO)02,700+2,70002110.01%+211
FLEX LTD(FLEX)01,300+1,30002110.01%+211
FIRST SOLAR INC(FSLR)0891+89102100.01%+210
KLA CORP(KLAC)0690+69002080.01%+208
GE AEROSPACE(GE)3,1392,938-2018911,0980.04%+207
TALEN ENERGY CORP(TLN)0530+53002040.01%+204
CVS HEALTH CORP(CVS)01,956+1,95602020.01%+202
Page 1 of 4
Welch Group, LLC — 13F Holdings — Q2 2026 | TickerTrail