Institutional Manager · CIK 0001443095
Welch Group, LLC
BIRMINGHAM, AL · File #028-13195
Latest AUM
$2.59B
Positions
309
Top-10 Concentration
36.9%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025309 pos · $2.59B
- 13F HOLDINGS REPORTQ/E Sep 2025299 pos · $2.56B
- 13F HOLDINGS REPORTQ/E Jun 2025281 pos · $2.39B
- 13F HOLDINGS REPORTQ/E Mar 2025266 pos · $2.27B
- 13F HOLDINGS REPORTQ/E Dec 2024263 pos · $2.22B
- 13F HOLDINGS REPORTQ/E Sep 2024269 pos · $2.30B
- 13F HOLDINGS REPORTQ/E Jun 2024267 pos · $2.08B
- 13F HOLDINGS REPORTQ/E Mar 2024234 pos · $2.02B
- 13F HOLDINGS REPORTQ/E Dec 2023215 pos · $1.69B
- 13F HOLDINGS REPORTQ/E Sep 2023217 pos · $1.74B
- 13F HOLDINGS REPORTQ/E Jun 2023216 pos · $1.72B
- 13F HOLDINGS REPORTQ/E Mar 2023219 pos · $1.75B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INC | AAPL | 375,861 | $102.2M | 4.43% |
| 2 | MICROSOFT CORP | MSFT | 206,681 | $100.0M | 4.34% |
| 3 | RTX CORPORATION | RTX | 500,842 | $91.9M | 3.99% |
| 4 | JPMORGAN CHASE & CO. | VYLD | 281,039 | $90.6M | 3.93% |
| 5 | INTERNATIONAL BUSINESS MACHS | INTR | 291,893 | $86.5M | 3.75% |
| 6 | ABBVIE INC | ABBV | 367,597 | $84.0M | 3.65% |
| 7 | JOHNSON & JOHNSON | JNJ | 380,080 | $78.7M | 3.41% |
| 8 | CISCO SYS INC | CSCO | 965,959 | $74.4M | 3.23% |
| 9 | SERVISFIRST BANCSHARES INC | SFBS | 1,003,503 | $72.0M | 3.13% |
| 10 | NEXTERA ENERGY INC | NEE-PW | 869,421 | $69.8M | 3.03% |
| 11 | SOUTHERN CO | SOMN | 779,260 | $68.0M | 2.95% |
| 12 | QUALCOMM INC | QCOM | 386,404 | $66.1M | 2.87% |
| 13 | EXXON MOBIL CORP | XOM | 548,346 | $66.0M | 2.86% |
| 14 | CHEVRON CORP NEW | CVX | 429,985 | $65.5M | 2.84% |
| 15 | CINCINNATI FINL CORP | 172062101 | 399,079 | $65.2M | 2.83% |
| 16 | TRUIST FINL CORP | 89832Q109 | 1,324,063 | $65.2M | 2.83% |
| 17 | MCDONALDS CORP | MCD | 212,229 | $64.9M | 2.82% |
| 18 | LOCKHEED MARTIN CORP | LMT | 132,684 | $64.2M | 2.79% |
| 19 | EMERSON ELEC CO | EMR | 479,571 | $63.6M | 2.76% |
| 20 | HOME DEPOT INC | HD | 183,438 | $63.1M | 2.74% |