Funds › Welch Group, LLC
Welch Group, LLC
13F for Q3 2026, filed Oct 29, 2026. 319 positions worth $2.9B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 29, 2026
Reported value
$2.9B
+$4.7M (0.2%) vs Q2 2026
Positions
319
320 in Q2 2026
Top 10 share
32.5%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | 370,890 | $123.5M | 4.2% | -0.5% | 13F ↗ |
| 2 | MSFT Microsoft Corporation | 223,862 | $114.8M | 3.9% | +1.9% | 13F ↗ |
| 3 | ABBV AbbVie Inc. | 372,315 | $97.4M | 3.3% | +0.3% | 13F ↗ |
| 4 | CSCO Cisco Systems, Inc. | 886,905 | $95.5M | 3.3% | -2.2% | 13F ↗ |
| 5 | JNJ Johnson & Johnson | 353,576 | $93.6M | 3.2% | -0.8% | 13F ↗ |
| 6 | JPM JPMorgan Chase & Co. | 276,650 | $91.5M | 3.1% | -0.1% | 13F ↗ |
| 7 | CVX Chevron Corporation | 434,666 | $88.8M | 3.0% | +0.6% | 13F ↗ |
| 8 | RTX RTX Corporation | 461,868 | $85.7M | 2.9% | Unchanged | 13F ↗ |
| 9 | XOM ExxonMobil Holdings Corporation | 519,238 | $84.5M | 2.9% | New | 13F ↗ |
| 10 | QCOM QUALCOMM Incorporated | 419,312 | $77.2M | 2.6% | +1.5% | 13F ↗ |
| 11 | SFBS ServisFirst Bancshares, Inc. | 1.89M | $75.4M | 2.6% | -1.8% | 13F ↗ |
| 12 | EMR Emerson Electric Company | 467,818 | $72.6M | 2.5% | +0.3% | 13F ↗ |
| 13 | TXN Texas Instruments Incorporated | 252,500 | $70.7M | 2.4% | -1.2% | 13F ↗ |
| 14 | IBM International Business Machines Corporation | 309,743 | $68.1M | 2.3% | +2.8% | 13F ↗ |
| 15 | LMT Lockheed Martin Corporation | 132,853 | $67.7M | 2.3% | +2.0% | 13F ↗ |
| 16 | NEE NextEra Energy, Inc. | 878,931 | $66.6M | 2.3% | +2.4% | 13F ↗ |
| 17 | SO Southern Company | 798,749 | $66.2M | 2.3% | +1.4% | 13F ↗ |
| 18 | PFE Pfizer, Inc. | 2.27M | $64.8M | 2.2% | +3.5% | 13F ↗ |
| 19 | CINF Cincinnati Financial Corporation | 397,611 | $63.4M | 2.2% | +0.4% | 13F ↗ |
| 20 | TFC Truist Financial Corporation | 1.36M | $63.1M | 2.2% | +1.7% | 13F ↗ |
| 21 | AJG Arthur J. Gallagher & Co. | 264,798 | $60.4M | 2.1% | +1.0% | 13F ↗ |
| 22 | HD Home Depot, Inc. | 205,961 | $58.6M | 2.0% | +2.8% | 13F ↗ |
| 23 | VZ Verizon Communications Inc. | 1.23M | $56.4M | 1.9% | +2.4% | 13F ↗ |
| 24 | PG Procter & Gamble Company | 387,878 | $56.4M | 1.9% | +2.2% | 13F ↗ |
| 25 | ED Consolidated Edison, Inc. | 539,917 | $55.2M | 1.9% | +1.3% | 13F ↗ |
| 26 | CL Colgate-Palmolive Company | 641,292 | $54.7M | 1.9% | +1.1% | 13F ↗ |
| 27 | MCD McDonald's Corporation | 234,482 | $54.2M | 1.8% | +4.3% | 13F ↗ |
| 28 | PAYX Paychex, Inc. | 509,897 | $50.2M | 1.7% | +1.3% | 13F ↗ |
| 29 | AEP American Electric Power Company, Inc. | 394,440 | $46.8M | 1.6% | +2.6% | 13F ↗ |
| 30 | KMB Kimberly-Clark Corporation | 472,336 | $46.0M | 1.6% | +2.3% | 13F ↗ |
| 31 | PEP PepsiCo, Inc. | 353,597 | $44.8M | 1.5% | +2.1% | 13F ↗ |
| 32 | NVDA NVIDIA Corporation | 174,663 | $39.9M | 1.4% | +0.4% | 13F ↗ |
| 33 | AMD Advanced Micro Devices, Inc. | 55,084 | $33.7M | 1.1% | -3.4% | 13F ↗ |
| 34 | CAT Caterpillar, Inc. | 39,135 | $31.7M | 1.1% | +2.5% | 13F ↗ |
| 35 | MU Micron Technology, Inc. | 27,997 | $29.8M | 1.0% | +0.2% | 13F ↗ |
| 36 | KO Coca-Cola Company | 283,086 | $24.4M | 0.8% | +1.1% | 13F ↗ |
| 37 | Pimco ETF Tr Multisector Bd | 943,528 | $24.0M | 0.8% | +3.3% | 13F ↗ |
| 38 | GOOGL Alphabet Inc. Class A | 64,381 | $22.2M | 0.8% | +2.1% | 13F ↗ |
| 39 | AMZN Amazon.com, Inc. | 80,392 | $20.0M | 0.7% | +15.4% | 13F ↗ |
| 40 | PANW Palo Alto Networks, Inc. | 50,104 | $19.9M | 0.7% | -2.8% | 13F ↗ |
| 41 | DE Deere & Company | 28,771 | $19.3M | 0.7% | +2.3% | 13F ↗ |
| 42 | LLY Eli Lilly and Company | 16,100 | $18.6M | 0.6% | +6.9% | 13F ↗ |
| 43 | V Visa Inc. | 46,743 | $16.8M | 0.6% | +6.2% | 13F ↗ |
| 44 | GS Goldman Sachs Group, Inc. | 17,022 | $15.3M | 0.5% | +4.0% | 13F ↗ |
| 45 | META Meta Platforms, Inc. | 21,054 | $15.3M | 0.5% | +7.4% | 13F ↗ |
| 46 | iShares Tr Core S&P500 Etf | 18,390 | $14.1M | 0.5% | +0.9% | 13F ↗ |
| 47 | TGT Target Corporation | 86,059 | $13.5M | 0.5% | +2.7% | 13F ↗ |
| 48 | AMAT Applied Materials, Inc. | 25,558 | $13.1M | 0.4% | +6.2% | 13F ↗ |
| 49 | AVGO Broadcom Inc. | 36,673 | $12.9M | 0.4% | +4.7% | 13F ↗ |
| 50 | ORCL Oracle Corporation | 87,507 | $12.0M | 0.4% | +10.4% | 13F ↗ |
Showing the top 50 of 319 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
25 new, 160 added to, 66 trimmed, 26 exited, 68 unchanged. By estimated dollars.
New positions (25)
| XOM ExxonMobil Holdings Corporation | 519,238 | New | $84.5M |
| OKE ONEOK, Inc. | 14,520 | New | $1.2M |
| HON Honeywell International Inc. | 3,892 | New | $821.0K |
| iShares Tr Ultra Short Dur | 12,291 | New | $619.5K |
| EIX Edison International | 9,323 | New | $500.9K |
| Spdr Series Trust St Str Sp Div | 3,009 | New | $440.8K |
| Select Sector Spdr Tr St Str Care Etf | 2,422 | New | $407.9K |
| Select Sector Spdr Tr St Str Mater Etf | 8,029 | New | $391.0K |
| UBER Uber Technologies, Inc. | 5,207 | New | $356.7K |
| ANET Arista Networks, Inc. | 1,645 | New | $334.9K |
Added to (160)
| AMZN Amazon.com, Inc. | 80,392 | +15.4% | $2.7M |
| MCD McDonald's Corporation | 234,482 | +4.3% | $2.2M |
| PFE Pfizer, Inc. | 2.27M | +3.5% | $2.2M |
| MSFT Microsoft Corporation | 223,862 | +1.9% | $2.1M |
| IBM International Business Machines Corporation | 309,743 | +2.8% | $1.8M |
| HD Home Depot, Inc. | 205,961 | +2.8% | $1.6M |
| NEE NextEra Energy, Inc. | 878,931 | +2.4% | $1.6M |
| LMT Lockheed Martin Corporation | 132,853 | +2.0% | $1.3M |
| VZ Verizon Communications Inc. | 1.23M | +2.4% | $1.3M |
| PG Procter & Gamble Company | 387,878 | +2.2% | $1.2M |
Trimmed (66)
| CSCO Cisco Systems, Inc. | 886,905 | -2.2% | -$2.1M |
| SPY State Street SPDR S&P 500 ETF Trust · Trust units | 5,070 | -31.0% | -$1.7M |
| Vanguard Scottsdale Fds Short Term Treas | 39,034 | -40.2% | -$1.5M |
| SFBS ServisFirst Bancshares, Inc. | 1.89M | -1.8% | -$1.4M |
| AMD Advanced Micro Devices, Inc. | 55,084 | -3.4% | -$1.2M |
| TXN Texas Instruments Incorporated | 252,500 | -1.2% | -$843.6K |
| JNJ Johnson & Johnson | 353,576 | -0.8% | -$769.9K |
| AFL AFLAC Incorporated | 31,981 | -16.8% | -$722.2K |
| AAPL Apple Inc. | 370,890 | -0.5% | -$633.1K |
| PANW Palo Alto Networks, Inc. | 50,104 | -2.8% | -$567.4K |
Exited (26)
| Exxon Mobil Corp | 519,749 | Exited | -$71.1M |
| Oneok Inc | 14,913 | Exited | -$1.3M |
| Select Sector Spdr Tr St Str Svc Etf | 3,995 | Exited | -$427.9K |
| iShares Tr National Mun Etf | 3,629 | Exited | -$390.6K |
| J P Morgan Exchange Traded F Equity Premium | 4,615 | Exited | -$260.6K |
| FBIN Fortune Brands Innovations, Inc. | 4,621 | Exited | -$253.7K |
| J P Morgan Exchange Traded F Nasdaq Eqt Prem | 3,950 | Exited | -$242.8K |
| CLX Clorox Company | 2,421 | Exited | -$231.1K |
| MGM MGM Resorts International | 4,750 | Exited | -$227.1K |
| VVV Valvoline Inc. | 5,736 | Exited | -$226.8K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 29, 2026 | 13F-HR | 322 | $2.9B | Current | SEC ↗ |
| Q2 2026 | Jul 23, 2026 | 13F-HR | 326 | $2.9B | Current | SEC ↗ |
| Q1 2026 | Apr 21, 2026 | 13F-HR | 310 | $2.7B | Current | SEC ↗ |
| Q4 2025 | Jan 26, 2026 | 13F-HR | 309 | $2.6B | Current | SEC ↗ |
| Q3 2025 | Oct 14, 2025 | 13F-HR | 299 | $2.6B | Current | SEC ↗ |
| Q2 2025 | Jul 25, 2025 | 13F-HR | 281 | $2.4B | Current | SEC ↗ |
| Q1 2025 | Apr 8, 2025 | 13F-HR | 266 | $2.3B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer