Welch Group, LLC
CIK: 1443095SEC EDGAR →
Portfolio Value
$747.7B
Holdings
308
As of
Q1 2026
New Positions
308
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NEXTERA ENERGY INC | 852,934 | $79.2B | 10.60% |
| 2 | SOUTHERN CO | 782,791 | $75.6B | 10.10% |
| 3 | CISCO SYS INC | 946,955 | $73.5B | 9.83% |
| 4 | SERVISFIRST BANCSHARES INC | 975,931 | $71.1B | 9.51% |
| 5 | TRUIST FINL CORP | 1,329,163 | $61.1B | 8.17% |
| 6 | VERIZON COMMUNICATIONS INC | 1,203,860 | $60.4B | 8.08% |
| 7 | PFIZER INC | 2,148,091 | $60.3B | 8.07% |
| 8 | COLGATE PALMOLIVE CO | 626,828 | $53.4B | 7.15% |
| 9 | PAYCHEX INC | 484,448 | $44.6B | 5.97% |
| 10 | KIMBERLY-CLARK CORP | 447,054 | $43.1B | 5.77% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 97 | $244.4B | 32.7% |
| Utilities | 16 | $157.3B | 21.0% |
| Consumer Defensive | 16 | $122.8B | 16.4% |
| Technology | 29 | $81.9B | 11.0% |
| Healthcare | 19 | $62.0B | 8.3% |
| Industrials | 46 | $59.0B | 7.9% |
| Energy | 20 | $7.1B | 0.9% |
| Communication Services | 13 | $6.5B | 0.9% |
| Unknown | 19 | $3.1B | 0.4% |
| Consumer Cyclical | 15 | $2.1B | 0.3% |
| Basic Materials | 13 | $757.3M | 0.1% |
| Real Estate | 5 | $588.6M | 0.1% |